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

According to the SEC 13F filed on Feb 16, 2021, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2020. 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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