Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q3 2022)

According to the SEC 13F filed on Nov 14, 2022, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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

Complete Exits - Carvana Co., GitLab Inc., Samsara Inc., Monday.com, Matterport, Inc., and 4 more

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 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+61,650	+2.4%	$302.33K	2,675,450
Q3 2022	APP Applovin Corporation	Applovin Corporation	Buy - Position Entry	+4,972,813	-	$96.92K	4,972,813
Q3 2022	BLND Blend Labs, Inc.	Blend Labs, Inc.	Sell	-7,811,044	-55.7%	$13.73K	6,211,142
Q3 2022	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Buy	+6,164,992	+52.9%	$300.81K	17,820,415
Q3 2022	CRWD CrowdStrike Holdings, Inc.	CrowdStrike Holdings, Inc.	Sell	-5,651,404	-86.3%	$148.33K	900,000
Q3 2022	CVNA Carvana Co.	Carvana Co.	Sell - Position Exit	-112,370	-100.0%	$0.00	-
Q3 2022	DASH DoorDash, Inc.	DoorDash, Inc.	Buy	+598,123	+19.6%	$180.83K	3,656,847
Q3 2022	DDOG Datadog, Inc.	Datadog, Inc.	Buy	+3,960,748	+218.3%	$512.71K	5,775,031
Q3 2022	DLO Dlocal	Dlocal	Buy	+2,443,100	+132.1%	$88.09K	4,292,759
Q3 2022	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Sell	-1,837,398	-65.7%	$26.19K	957,509
Q3 2022	EGHT 8x8 Inc	8x8 Inc	Sell	-1,833,032	-45.8%	$7.48K	2,166,968
Q3 2022	FRSH Freshworks Inc.	Freshworks Inc.	Buy	+2,238,193	+75.6%	$67.44K	5,199,337
Q3 2022	FUTU Futu Holdings Limited	Futu Holdings Limited	Sell	-847,000	-55.9%	$24.95K	669,000
Q3 2022	G6683N103 Nu Holdings	Nu Holdings	Sell	-156,693,367	-77.2%	$203.81K	46,319,839
Q3 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+5,363,216	+4854.8%	$523.56K	5,473,688
Q3 2022	GTLB GitLab Inc.	GitLab Inc.	Sell - Position Exit	-778,000	-100.0%	$0.00	-
Q3 2022	HUBS HubSpot, Inc.	HubSpot, Inc.	Buy - Position Entry	+594,290	-	$160.53K	594,290
Q3 2022	IOT Samsara Inc.	Samsara Inc.	Sell - Position Exit	-4,649,140	-100.0%	$0.00	-
Q3 2022	JD JD.com, Inc.	JD.com, Inc.	Sell	-665,334	-2.2%	$1.50M	29,860,327
Q3 2022	LI Li Auto Inc.	Li Auto Inc.	Buy	+4,419,945	+34.6%	$396.03K	17,211,345
Q3 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-4,459	-0.1%	$609.02K	4,488,648
Q3 2022	MNDY Monday.com	Monday.com	Sell - Position Exit	-778,126	-100.0%	$0.00	-
Q3 2022	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+845,930	+16.4%	$1.40M	6,004,108
Q3 2022	MTTR Matterport, Inc.	Matterport, Inc.	Sell - Position Exit	-3,600,000	-100.0%	$0.00	-
Q3 2022	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+577,933	+51.8%	$639.72K	1,694,117
Q3 2022	OLO Olo Inc.	Olo Inc.	Buy	+606,419	+13.5%	$40.33K	5,104,581
Q3 2022	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Sell - Position Exit	-3,116,003	-100.0%	$0.00	-
Q3 2022	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+155,132	+20.3%	$6.38K	920,717
Q3 2022	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+54,300	-	$4.67K	54,300
Q3 2022	RNG Ringcentral, Inc.	Ringcentral, Inc.	Sell	-704,755	-22.1%	$99.38K	2,487,060

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