Chase Coleman’s Tiger Global disclosed in an SEC filing its holdings as of September 30, 2023. The fund’s new buys for the third quarter included, by size of position, Elastic (ESTC), PDD (PDD), Alibaba (BABA), DoorDash (DASH), and Procore (PCOR). Tiger exited two positions during the quarter, including by size of previous position Dlocal (DLO) and Katapult (KPLT). The fund increased its stake in Sea Ltd. (SE), Alphabet Class A (GOOGL), Nvidia (NVDA), Meta Platforms (META), and Workday (WDAY), and reduced its stake in JD.com (JD), Intuit (INTU), Kanzhun (BZ), Pagaya (PGY), and ServiceNow (NOW). Tiger’s top holdings as of September 30, in order of size, were Meta, Microsoft (MSFT), Apollo Global (APO), Take-Two (TTWO), and Alphabet Class A.
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