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

As of Sep 30, 2020, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 16, 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