Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q4 2019, the filing reported:

New Buys - BILL Holdings, Inc., Cardlytics, Inc. Common Stock, Alphabet Inc., PayPal Holdings, Inc., XP Inc

Increases - 8x8 Inc, Mastercard Incorporated, MongoDB, Inc., Elastic, PDD Holdings Inc., and 7 more

Reductions - Adobe Inc., Amazon.com, Inc., Alibaba Group Holding Limited, Salesforce, Inc., Meta Platforms, Inc., and 7 more

Complete Exits - Beyond Meat, Inc., Fastly, Inc., LendingClub Corporation, MercadoLibre, Inc., Okta, 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
Q4 2019	ADBE Adobe Inc.	Adobe Inc.	Sell	-565,000	-79.1%	$49.14K	149,000
Q4 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-92,072	-13.1%	$1.13M	612,040
Q4 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-4,264,600	-54.8%	$745.67K	3,515,662
Q4 2019	BILL BILL Holdings, Inc.	BILL Holdings, Inc.	Buy - Position Entry	+80,000	-	$3.04K	80,000
Q4 2019	BYND Beyond Meat, Inc.	Beyond Meat, Inc.	Sell - Position Exit	-175,000	-100.0%	$0.00	-
Q4 2019	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Buy - Position Entry	+455,100	-	$28.61K	455,100
Q4 2019	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-1,668,739	-69.3%	$120.19K	739,000
Q4 2019	EGHT 8x8 Inc	8x8 Inc	Buy	+220,000	+4.7%	$90.58K	4,950,000
Q4 2019	FSLY Fastly, Inc.	Fastly, Inc.	Sell - Position Exit	-400,000	-100.0%	$0.00	-
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+106,360	-	$142.46K	106,360
Q4 2019	LC LendingClub Corporation	LendingClub Corporation	Sell - Position Exit	-55,000	-100.0%	$0.00	-
Q4 2019	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+76,068	+13.8%	$186.92K	626,000
Q4 2019	MDB MongoDB, Inc.	MongoDB, Inc.	Buy	+1,042,345	+120.0%	$251.55K	1,911,300
Q4 2019	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Sell - Position Exit	-389,500	-100.0%	$0.00	-
Q4 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-2,901,600	-25.9%	$1.71M	8,319,500
Q4 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-4,397,400	-28.8%	$1.72M	10,883,100
Q4 2019	N14506104 Elastic	Elastic	Buy	+3,281,843	+444.7%	$258.48K	4,019,843
Q4 2019	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-595,813	-27.8%	$501.86K	1,551,000
Q4 2019	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-241,900	-30.3%	$157.45K	557,700
Q4 2019	OKTA Okta, Inc.	Okta, Inc.	Sell - Position Exit	-60,000	-100.0%	$0.00	-
Q4 2019	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+3,762,534	+173.2%	$224.46K	5,935,004
Q4 2019	PSTG Pure Storage, Inc.	Pure Storage, Inc.	Sell - Position Exit	-1,000,000	-100.0%	$0.00	-
Q4 2019	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+2,448,000	-	$264.80K	2,448,000
Q4 2019	RDFN Redfin Corporation	Redfin Corporation	Sell	-943,719	-95.4%	$957.00	45,273
Q4 2019	REAL The RealReal, Inc.	The RealReal, Inc.	Sell - Position Exit	-70,000	-100.0%	$0.00	-
Q4 2019	RNG Ringcentral, Inc.	Ringcentral, Inc.	Buy	+34,200	+1.0%	$556.14K	3,297,200
Q4 2019	RUN Sunrun Inc.	Sunrun Inc.	Buy	+1,059,257	+3.7%	$411.17K	29,773,257
Q4 2019	SE Sea Limited	Sea Limited	Sell	-5,239,265	-38.5%	$336.21K	8,359,235
Q4 2019	SMAR Smartsheet Inc.	Smartsheet Inc.	Buy	+287,226	+6.5%	$211.38K	4,705,700
Q4 2019	SPOT Spotify	Spotify	Sell	-582,177	-14.3%	$520.46K	3,480,202

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