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

According to the SEC 13F filed on Aug 14, 2026, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2019. 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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