Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2021)

According to the SEC 13F filed on Feb 14, 2022, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2021, the filing reported:

New Buys - AvidXchange Holdings, Inc., Braze, Inc., Expensify, Inc., Grab, Nu Holdings, and 8 more

Increases - Alibaba Group Holding Limited, Blend Labs, Inc., Confluent, Inc., Coinbase Global, Inc., Carvana Co., and 18 more

Reductions - Amazon.com, Inc., Agora, Inc., Asana, Inc., KE Holdings Inc, DocuSign, Inc., and 12 more

Complete Exits - Transdigm Group Incorporated, Tuya Inc.

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 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-214,578	-37.8%	$1.18M	353,292
Q4 2021	API Agora, Inc.	Agora, Inc.	Sell	-1,656,123	-95.9%	$1.14K	70,000
Q4 2021	ASAN Asana, Inc.	Asana, Inc.	Sell	-926,202	-32.1%	$145.75K	1,955,000
Q4 2021	AVDX AvidXchange Holdings, Inc.	AvidXchange Holdings, Inc.	Buy - Position Entry	+1,000,000	-	$15.06K	1,000,000
Q4 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+417	+0.0%	$501.31K	4,220,095
Q4 2021	BEKE KE Holdings Inc	KE Holdings Inc	Sell	-3,104,886	-82.4%	$13.39K	665,416
Q4 2021	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+1,425,032	+7.7%	$146.07K	19,900,829
Q4 2021	BRZE Braze, Inc.	Braze, Inc.	Buy - Position Entry	+350,000	-	$27.01K	350,000
Q4 2021	CFLT Confluent, Inc.	Confluent, Inc.	Buy	+3,503,967	+876.0%	$297.64K	3,903,967
Q4 2021	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Buy	+192,790	+7.2%	$724.16K	2,869,434
Q4 2021	CVNA Carvana Co.	Carvana Co.	Buy	+1,114,928	+18.1%	$1.68M	7,262,905
Q4 2021	DASH DoorDash, Inc.	DoorDash, Inc.	Buy	+597,400	+5.4%	$1.73M	11,643,634
Q4 2021	DDOG Datadog, Inc.	Datadog, Inc.	Buy	+62,300	+1.2%	$944.47K	5,302,737
Q4 2021	DLO Dlocal	Dlocal	Buy	+1,326,942	+51.0%	$140.22K	3,928,942
Q4 2021	DOCU DocuSign, Inc.	DocuSign, Inc.	Sell	-380,720	-5.2%	$1.06M	6,927,480
Q4 2021	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Sell	-5,250,960	-37.9%	$285.93K	8,591,534
Q4 2021	EXFY Expensify, Inc.	Expensify, Inc.	Buy - Position Entry	+250,000	-	$11.00K	250,000
Q4 2021	FRSH Freshworks Inc.	Freshworks Inc.	Buy	+109,071	+15.6%	$21.25K	809,071
Q4 2021	G4124C109 Grab	Grab	Buy - Position Entry	+1,800,000	-	$12.83K	1,800,000
Q4 2021	G6683N103 Nu Holdings	Nu Holdings	Buy - Position Entry	+265,981,658	-	$2.49M	265,981,658
Q4 2021	GTLB GitLab Inc.	GitLab Inc.	Buy - Position Entry	+400,000	-	$34.80K	400,000
Q4 2021	HCP HashiCorp, Inc.	HashiCorp, Inc.	Buy - Position Entry	+303,937	-	$27.67K	303,937
Q4 2021	INTU Intuit Inc.	Intuit Inc.	Sell	-31,042	-37.3%	$33.57K	52,190
Q4 2021	JD JD.com, Inc.	JD.com, Inc.	Buy	+2,590,046	+5.1%	$3.76M	53,729,171
Q4 2021	KIND Nextdoor Holdings, Inc.	Nextdoor Holdings, Inc.	Buy - Position Entry	+2,500,000	-	$19.73K	2,500,000
Q4 2021	LI Li Auto Inc.	Li Auto Inc.	Buy	+7,052,989	+2015.1%	$237.64K	7,402,989
Q4 2021	MQ Marqeta, Inc.	Marqeta, Inc.	Buy - Position Entry	+2,207,000	-	$37.89K	2,207,000
Q4 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-4,649,500	-35.4%	$2.85M	8,482,234
Q4 2021	OLO Olo Inc.	Olo Inc.	Buy	+1,470,729	+216.0%	$44.78K	2,151,729
Q4 2021	OSCR Oscar Health, Inc.	Oscar Health, Inc.	Sell	-5,387,113	-71.7%	$16.70K	2,127,454

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