Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2022)

According to the SEC 13F filed on Feb 14, 2023, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2022. 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 2022, the filing reported:

New Buys - Confluent, Inc., Grab, Mobileye Global Inc., MongoDB, Inc., Match Group, Inc., and 3 more

Increases - Amazon.com, Inc., Apollo Global Management, Inc. , Dlocal, Meta Platforms, Inc., Peloton Interactive, Inc., and 1 more

Reductions - Applovin Corporation, KANZHUN LIMITED - American Depo, Coinbase Global, Inc., Datadog, Inc., Freshworks Inc., and 18 more

Complete Exits - Blend Labs, Inc., DoorDash, Inc., DoubleVerify Holdings, Inc., 8x8 Inc, Futu Holdings Limited, and 6 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 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+5,914,931	+221.1%	$721.59M	8,590,381
Q4 2022	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Buy	+175,103	+38.7%	$40.06M	627,972
Q4 2022	APP Applovin Corporation	Applovin Corporation	Sell	-708,541	-14.2%	$44.90M	4,264,272
Q4 2022	BLND Blend Labs, Inc.	Blend Labs, Inc.	Sell - Position Exit	-6,211,142	-100.0%	$0.00	-
Q4 2022	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Sell	-3,964,970	-22.2%	$282.24M	13,855,445
Q4 2022	CFLT Confluent, Inc.	Confluent, Inc.	Buy - Position Entry	+3,120,535	-	$69.40M	3,120,535
Q4 2022	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Sell	-7,610	-5.0%	$5.09M	143,926
Q4 2022	DASH DoorDash, Inc.	DoorDash, Inc.	Sell - Position Exit	-3,656,847	-100.0%	$0.00	-
Q4 2022	DDOG Datadog, Inc.	Datadog, Inc.	Sell	-4,809,031	-83.3%	$71.00M	966,000
Q4 2022	DLO Dlocal	Dlocal	Buy	+2,850,663	+66.4%	$111.22M	7,143,422
Q4 2022	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Sell - Position Exit	-957,509	-100.0%	$0.00	-
Q4 2022	EGHT 8x8 Inc	8x8 Inc	Sell - Position Exit	-2,166,968	-100.0%	$0.00	-
Q4 2022	FRSH Freshworks Inc.	Freshworks Inc.	Sell	-2,141,260	-41.2%	$44.98M	3,058,077
Q4 2022	FUTU Futu Holdings Limited	Futu Holdings Limited	Sell - Position Exit	-669,000	-100.0%	$0.00	-
Q4 2022	G4124C109 Grab	Grab	Buy - Position Entry	+18,430,000	-	$59.34M	18,430,000
Q4 2022	G6683N103 Nu Holdings	Nu Holdings	Sell	-20,978,381	-45.3%	$103.14M	25,341,458
Q4 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,746,488	-31.9%	$328.85M	3,727,200
Q4 2022	HUBS HubSpot, Inc.	HubSpot, Inc.	Sell	-258,190	-43.4%	$97.18M	336,100
Q4 2022	JD JD.com, Inc.	JD.com, Inc.	Sell	-8,048,177	-27.0%	$1.22B	21,812,150
Q4 2022	LI Li Auto Inc.	Li Auto Inc.	Sell - Position Exit	-17,211,345	-100.0%	$0.00	-
Q4 2022	MBLY Mobileye Global Inc.	Mobileye Global Inc.	Buy - Position Entry	+450,000	-	$15.78M	450,000
Q4 2022	MDB MongoDB, Inc.	MongoDB, Inc.	Buy - Position Entry	+227,900	-	$44.86M	227,900
Q4 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+3,455,833	+77.0%	$956.04M	7,944,481
Q4 2022	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-746,536	-12.4%	$1.26B	5,257,572
Q4 2022	MTCH Match Group, Inc.	Match Group, Inc.	Buy - Position Entry	+1,461,000	-	$60.62M	1,461,000
Q4 2022	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-885,220	-52.3%	$314.07M	808,897
Q4 2022	OLO Olo Inc.	Olo Inc.	Sell - Position Exit	-5,104,581	-100.0%	$0.00	-
Q4 2022	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+1,534,178	+166.6%	$19.49M	2,454,895
Q4 2022	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell - Position Exit	-54,300	-100.0%	$0.00	-
Q4 2022	RBLX Roblox Corporation	Roblox Corporation	Sell	-79,750	-91.6%	$209.04K	7,345

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