Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q3 2022)
As of Sep 30, 2022, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2022. 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 2022, the filing reported:
New Buys - Applovin Corporation, HubSpot, Inc., PayPal Holdings, Inc., Taiwan Semiconductor Manufactur
Increases - Amazon.com, Inc., KANZHUN LIMITED - American Depo, DoorDash, Inc., Datadog, Inc., Dlocal, and 13 more
Reductions - Blend Labs, Inc., CrowdStrike Holdings, Inc., DoubleVerify Holdings, Inc., 8x8 Inc, Futu Holdings Limited, and 6 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+61,650
|
|
Q3 2022
|
APP
Applovin Corporation
|
Buy - Position Entry |
+4,972,813
|
|
Q3 2022
|
BLND
Blend Labs, Inc.
|
Sell |
-7,811,044
|
|
Q3 2022
|
BZ
KANZHUN LIMITED - American Depo
|
Buy |
+6,164,992
|
|
Q3 2022
|
CRWD
CrowdStrike Holdings, Inc.
|
Sell |
-5,651,404
|
|
Q3 2022
|
CVNA
Carvana Co.
|
Sell - Position Exit |
-112,370
|
|
Q3 2022
|
DASH
DoorDash, Inc.
|
Buy |
+598,123
|
|
Q3 2022
|
DDOG
Datadog, Inc.
|
Buy |
+3,960,748
|
|
Q3 2022
|
DLO
Dlocal
|
Buy |
+2,443,100
|
|
Q3 2022
|
DV
DoubleVerify Holdings, Inc.
|
Sell |
-1,837,398
|
|
Q3 2022
|
EGHT
8x8 Inc
|
Sell |
-1,833,032
|
|
Q3 2022
|
FRSH
Freshworks Inc.
|
Buy |
+2,238,193
|
|
Q3 2022
|
FUTU
Futu Holdings Limited
|
Sell |
-847,000
|
|
Q3 2022
|
G6683N103
Nu Holdings
|
Sell |
-156,693,367
|
|
Q3 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+5,363,216
|
|
Q3 2022
|
GTLB
GitLab Inc.
|
Sell - Position Exit |
-778,000
|
|
Q3 2022
|
HUBS
HubSpot, Inc.
|
Buy - Position Entry |
+594,290
|
|
Q3 2022
|
IOT
Samsara Inc.
|
Sell - Position Exit |
-4,649,140
|
|
Q3 2022
|
JD
JD.com, Inc.
|
Sell |
-665,334
|
|
Q3 2022
|
LI
Li Auto Inc.
|
Buy |
+4,419,945
|
|
Q3 2022
|
META
Meta Platforms, Inc.
|
Sell |
-4,459
|
|
Q3 2022
|
MNDY
Monday.com
|
Sell - Position Exit |
-778,126
|
|
Q3 2022
|
MSFT
Microsoft Corporation
|
Buy |
+845,930
|
|
Q3 2022
|
MTTR
Matterport, Inc.
|
Sell - Position Exit |
-3,600,000
|
|
Q3 2022
|
NOW
ServiceNow, Inc.
|
Buy |
+577,933
|
|
Q3 2022
|
OLO
Olo Inc.
|
Buy |
+606,419
|
|
Q3 2022
|
PCOR
Procore Technologies, Inc.
|
Sell - Position Exit |
-3,116,003
|
|
Q3 2022
|
PTON
Peloton Interactive, Inc.
|
Buy |
+155,132
|
|
Q3 2022
|
PYPL
PayPal Holdings, Inc.
|
Buy - Position Entry |
+54,300
|
|
Q3 2022
|
RNG
Ringcentral, Inc.
|
Sell |
-704,755
|
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