Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 2021. 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 2020, the filing reported:

New Buys - Airbnb, Inc., C3.ai, Inc., Academy Sports and Outdoors, In, DoorDash, Inc., Intuit Inc., and 1 more

Increases - Amazon.com, Inc., Agora, Inc., Asana, Inc., DocuSign, Inc., 8x8 Inc, and 9 more

Reductions - Adobe Inc., GDS Holdings Limited, MongoDB, Inc., Meta Platforms, Inc., Netflix, Inc., and 7 more

Complete Exits - Bilibili Inc., Cardlytics, Inc. Common Stock, Dayforce, Inc., Alphabet Inc., Tenable Holdings, Inc., and 1 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 2020	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy - Position Entry	+650,000	-	$95.42K	650,000
Q4 2020	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,500	-0.9%	$83.77K	167,500
Q4 2020	AI C3.ai, Inc.	C3.ai, Inc.	Buy - Position Entry	+1,000,000	-	$138.75K	1,000,000
Q4 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+8,295	+1.4%	$2.00M	613,095
Q4 2020	API Agora, Inc.	Agora, Inc.	Buy	+1,656,123	+2365.9%	$68.28K	1,726,123
Q4 2020	ASAN Asana, Inc.	Asana, Inc.	Buy	+1,493,252	+161.2%	$71.50K	2,419,454
Q4 2020	ASO Academy Sports and Outdoors, In	Academy Sports and Outdoors, In	Buy - Position Entry	+1,750,000	-	$36.28K	1,750,000
Q4 2020	BILI Bilibili Inc.	Bilibili Inc.	Sell - Position Exit	-100,000	-100.0%	$0.00	-
Q4 2020	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Sell - Position Exit	-124,940	-100.0%	$0.00	-
Q4 2020	DASH DoorDash, Inc.	DoorDash, Inc.	Buy - Position Entry	+1,596,000	-	$227.83K	1,596,000
Q4 2020	DAY Dayforce, Inc.	Dayforce, Inc.	Sell - Position Exit	-170,000	-100.0%	$0.00	-
Q4 2020	DOCU DocuSign, Inc.	DocuSign, Inc.	Buy	+1,473,000	+491.0%	$394.14K	1,773,000
Q4 2020	EGHT 8x8 Inc	8x8 Inc	Buy	+4,050,000	+81.8%	$310.23K	9,000,000
Q4 2020	GDRX GoodRx Holdings, Inc.	GoodRx Holdings, Inc.	Buy	+745,000	+53.2%	$86.53K	2,145,000
Q4 2020	GDS GDS Holdings Limited	GDS Holdings Limited	Sell	-1,370,143	-23.9%	$408.32K	4,360,516
Q4 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-30,500	-100.0%	$0.00	-
Q4 2020	INTU Intuit Inc.	Intuit Inc.	Buy - Position Entry	+221,287	-	$84.06K	221,287
Q4 2020	MDB MongoDB, Inc.	MongoDB, Inc.	Sell	-1,829,300	-95.7%	$29.44K	82,000
Q4 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-2,423,700	-27.7%	$1.73M	6,326,800
Q4 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+478,000	+4.2%	$2.64M	11,891,734
Q4 2020	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-494,710	-31.9%	$571.17K	1,056,290
Q4 2020	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+154,100	+10.3%	$904.36K	1,643,000
Q4 2020	PDD PDD Holdings Inc.	PDD Holdings Inc.	Sell	-200,000	-1.4%	$2.50M	14,053,066
Q4 2020	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+80,100	+1.0%	$1.19M	7,857,758
Q4 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-1,254,000	-58.3%	$209.84K	896,001
Q4 2020	RUN Sunrun Inc.	Sunrun Inc.	Sell	-21,700,000	-72.9%	$560.12K	8,073,257
Q4 2020	SE Sea Limited	Sea Limited	Buy	+867,265	+10.4%	$1.84M	9,226,500
Q4 2020	SHOP Shopify Inc.	Shopify Inc.	Buy	+106,315	+121.5%	$219.39K	193,816
Q4 2020	SMAR Smartsheet Inc.	Smartsheet Inc.	Sell	-3,785,400	-91.3%	$24.94K	360,000
Q4 2020	SNOW Snowflake Inc.	Snowflake Inc.	Buy	+503,597	+40.3%	$493.46K	1,753,597

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