Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Nov 16, 2020, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2020, the filing reported:

New Buys - Asana, Inc., KE Holdings Inc, BigCommerce Holdings, Inc. - Se, GoodRx Holdings, Inc., Gaotu Techedu Inc., and 7 more

Increases - Amazon.com, Inc., CrowdStrike Holdings, Inc., Mastercard Incorporated, Microsoft Corporation, ServiceNow, Inc., and 6 more

Reductions - Alibaba Group Holding Limited, Salesforce, Inc., PayPal Holdings, Inc., Twilio Inc.

Complete Exits - Chewy, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+11,770	+2.0%	$1.90M	604,800
Q3 2020	ASAN Asana, Inc.	Asana, Inc.	Buy - Position Entry	+926,202	-	$26.68K	926,202
Q3 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-13,600	-0.3%	$1.32M	4,478,062
Q3 2020	BEKE KE Holdings Inc	KE Holdings Inc	Buy - Position Entry	+2,500,000	-	$153.25K	2,500,000
Q3 2020	BIGC BigCommerce Holdings, Inc. - Se	BigCommerce Holdings, Inc. - Se	Buy - Position Entry	+1,350,000	-	$112.45K	1,350,000
Q3 2020	CHWY Chewy, Inc.	Chewy, Inc.	Sell - Position Exit	-800,000	-100.0%	$0.00	-
Q3 2020	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-41,000	-1.8%	$575.20K	2,288,700
Q3 2020	CRWD CrowdStrike Holdings, Inc.	CrowdStrike Holdings, Inc.	Buy	+2,495,000	+49.5%	$1.03M	7,537,000
Q3 2020	GDRX GoodRx Holdings, Inc.	GoodRx Holdings, Inc.	Buy - Position Entry	+1,400,000	-	$77.84K	1,400,000
Q3 2020	GOTU Gaotu Techedu Inc.	Gaotu Techedu Inc.	Buy - Position Entry	+3,020,769	-	$272.20K	3,020,769
Q3 2020	JAMF Jamf Holding Corp.	Jamf Holding Corp.	Buy - Position Entry	+2,778,778	-	$104.51K	2,778,778
Q3 2020	LI Li Auto Inc.	Li Auto Inc.	Buy - Position Entry	+350,000	-	$6.09K	350,000
Q3 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+102,500	+16.5%	$244.84K	724,000
Q3 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+402,583	+3.7%	$2.40M	11,413,734
Q3 2020	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+765,900	+105.9%	$722.12K	1,488,900
Q3 2020	OM Outset Medical, Inc.	Outset Medical, Inc.	Buy - Position Entry	+55,000	-	$2.75K	55,000
Q3 2020	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+8,155,066	+133.7%	$1.06M	14,253,066
Q3 2020	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+2,477,750	+46.8%	$771.86K	7,777,658
Q3 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-50,999	-2.3%	$423.62K	2,150,001
Q3 2020	SHOP Shopify Inc.	Shopify Inc.	Buy	+17,501	+25.0%	$89.51K	87,501
Q3 2020	SNOW Snowflake Inc.	Snowflake Inc.	Buy - Position Entry	+1,250,000	-	$313.75K	1,250,000
Q3 2020	TWLO Twilio Inc.	Twilio Inc.	Sell	-14,500	-0.8%	$467.37K	1,891,500
Q3 2020	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+5,564,000	+55.8%	$566.85K	15,538,716
Q3 2020	VERX Vertex, Inc.	Vertex, Inc.	Buy - Position Entry	+325,000	-	$7.47K	325,000
Q3 2020	WDAY Workday, Inc.	Workday, Inc.	Buy	+694,771	+23.1%	$797.01K	3,704,771
Q3 2020	XPEV XPeng Inc.	XPeng Inc.	Buy - Position Entry	+650,000	-	$13.05K	650,000
Q3 2020	YALA Yalla Group Limited	Yalla Group Limited	Buy - Position Entry	+350,000	-	$2.45K	350,000
Q3 2020	ZM Zoom Communications, Inc.	Zoom Communications, Inc.	Buy	+187,300	+11.5%	$854.80K	1,818,300