Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2023)
According to the SEC 13F filed on Feb 14, 2024, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2023, the filing reported:
New Buys - Broadcom Inc., DexCom, Inc.
Increases - Amazon.com, Inc., DoorDash, Inc., Nu Holdings, Lam Research, 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
|
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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