Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2022)
As of Dec 31, 2022, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2023. 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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+5,914,931
|
|
Q4 2022
|
APO
Apollo Global Management, Inc.
|
Buy |
+175,103
|
|
Q4 2022
|
APP
Applovin Corporation
|
Sell |
-708,541
|
|
Q4 2022
|
BLND
Blend Labs, Inc.
|
Sell - Position Exit |
-6,211,142
|
|
Q4 2022
|
BZ
KANZHUN LIMITED - American Depo
|
Sell |
-3,964,970
|
|
Q4 2022
|
CFLT
Confluent, Inc.
|
Buy - Position Entry |
+3,120,535
|
|
Q4 2022
|
COIN
Coinbase Global, Inc.
|
Sell |
-7,610
|
|
Q4 2022
|
DASH
DoorDash, Inc.
|
Sell - Position Exit |
-3,656,847
|
|
Q4 2022
|
DDOG
Datadog, Inc.
|
Sell |
-4,809,031
|
|
Q4 2022
|
DLO
Dlocal
|
Buy |
+2,850,663
|
|
Q4 2022
|
DV
DoubleVerify Holdings, Inc.
|
Sell - Position Exit |
-957,509
|
|
Q4 2022
|
EGHT
8x8 Inc
|
Sell - Position Exit |
-2,166,968
|
|
Q4 2022
|
FRSH
Freshworks Inc.
|
Sell |
-2,141,260
|
|
Q4 2022
|
FUTU
Futu Holdings Limited
|
Sell - Position Exit |
-669,000
|
|
Q4 2022
|
G4124C109
Grab
|
Buy - Position Entry |
+18,430,000
|
|
Q4 2022
|
G6683N103
Nu Holdings
|
Sell |
-20,978,381
|
|
Q4 2022
|
GOOGL
Alphabet Inc.
|
Sell |
-1,746,488
|
|
Q4 2022
|
HUBS
HubSpot, Inc.
|
Sell |
-258,190
|
|
Q4 2022
|
JD
JD.com, Inc.
|
Sell |
-8,048,177
|
|
Q4 2022
|
LI
Li Auto Inc.
|
Sell - Position Exit |
-17,211,345
|
|
Q4 2022
|
MBLY
Mobileye Global Inc.
|
Buy - Position Entry |
+450,000
|
|
Q4 2022
|
MDB
MongoDB, Inc.
|
Buy - Position Entry |
+227,900
|
|
Q4 2022
|
META
Meta Platforms, Inc.
|
Buy |
+3,455,833
|
|
Q4 2022
|
MSFT
Microsoft Corporation
|
Sell |
-746,536
|
|
Q4 2022
|
MTCH
Match Group, Inc.
|
Buy - Position Entry |
+1,461,000
|
|
Q4 2022
|
NOW
ServiceNow, Inc.
|
Sell |
-885,220
|
|
Q4 2022
|
OLO
Olo Inc.
|
Sell - Position Exit |
-5,104,581
|
|
Q4 2022
|
PTON
Peloton Interactive, Inc.
|
Buy |
+1,534,178
|
|
Q4 2022
|
PYPL
PayPal Holdings, Inc.
|
Sell - Position Exit |
-54,300
|
|
Q4 2022
|
RBLX
Roblox Corporation
|
Sell |
-79,750
|
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