Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2023)
As of Dec 31, 2023, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2024. 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 2023, the filing reported:
New Buys - Broadcom Inc., DexCom, Inc.
Increases - Amazon.com, Inc., DoorDash, Inc., Nu Holdings, Lam Research Corporation, Procore Technologies, Inc., and 3 more
Reductions - Freshworks Inc., Alphabet Inc., JD.com, Inc., Eli Lilly and Company, Meta Platforms, Inc., and 10 more
Complete Exits - Alibaba Group Holding Limited, KANZHUN LIMITED - American Depo, Confluent, Inc., Coinbase Global, Inc., HubSpot, Inc., and 5 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 2023
|
AMZN
Amazon.com, Inc.
|
Buy |
+947,440
|
|
Q4 2023
|
AVGO
Broadcom Inc.
|
Buy - Position Entry |
+182,300
|
|
Q4 2023
|
BABA
Alibaba Group Holding Limited
|
Sell - Position Exit |
-1,476,745
|
|
Q4 2023
|
BZ
KANZHUN LIMITED - American Depo
|
Sell - Position Exit |
-3,306,567
|
|
Q4 2023
|
CFLT
Confluent, Inc.
|
Sell - Position Exit |
-5,193,901
|
|
Q4 2023
|
COIN
Coinbase Global, Inc.
|
Sell - Position Exit |
-38,850
|
|
Q4 2023
|
DASH
DoorDash, Inc.
|
Buy |
+970,091
|
|
Q4 2023
|
DXCM
DexCom, Inc.
|
Buy - Position Entry |
+1,152,806
|
|
Q4 2023
|
FRSH
Freshworks Inc.
|
Sell |
-181,160
|
|
Q4 2023
|
G6683N103
Nu Holdings
|
Buy |
+235,524
|
|
Q4 2023
|
GOOGL
Alphabet Inc.
|
Sell |
-1,278,300
|
|
Q4 2023
|
HUBS
HubSpot, Inc.
|
Sell - Position Exit |
-260,200
|
|
Q4 2023
|
INTU
Intuit Inc.
|
Sell - Position Exit |
-508,000
|
|
Q4 2023
|
JD
JD.com, Inc.
|
Sell |
-1,057,852
|
|
Q4 2023
|
KKR
KKR & Co. Inc.
|
Sell - Position Exit |
-511,000
|
|
Q4 2023
|
LLY
Eli Lilly and Company
|
Sell |
-29,100
|
|
Q4 2023
|
LRCX
Lam Research Corporation
|
Buy |
+32,945
|
|
Q4 2023
|
META
Meta Platforms, Inc.
|
Sell |
-1,430,767
|
|
Q4 2023
|
MSFT
Microsoft Corporation
|
Sell |
-787,113
|
|
Q4 2023
|
N14506104
Elastic
|
Sell |
-19,300
|
|
Q4 2023
|
NOW
ServiceNow, Inc.
|
Sell |
-14,800
|
|
Q4 2023
|
NVDA
NVIDIA Corporation
|
Sell |
-142,900
|
|
Q4 2023
|
ODD
Oddity Tech
|
Sell - Position Exit |
-135,000
|
|
Q4 2023
|
OKLO
Oklo Inc.
|
Sell |
-943,008
|
|
Q4 2023
|
PCOR
Procore Technologies, Inc.
|
Buy |
+423,200
|
|
Q4 2023
|
PDD
PDD Holdings Inc.
|
Sell |
-743,100
|
|
Q4 2023
|
PTON
Peloton Interactive, Inc.
|
Sell - Position Exit |
-200,000
|
|
Q4 2023
|
SE
Sea Limited
|
Buy |
+2,617,348
|
|
Q4 2023
|
SNOW
Snowflake Inc.
|
Sell - Position Exit |
-794,560
|
|
Q4 2023
|
TOST
Toast, Inc.
|
Sell |
-346,393
|
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