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Chase Coleman’s 13F portfolio value decreased from $26.64B to $11.93B this quarter.
Tiger Global added Alphabet and increased Kanzhun, SentinelOne, & Toast while decreasing JD.com, Microsoft, CrowdStrike, and NU Holdings. They also dropped DocuSign.
The largest three positions are JD.com, CrowdStrike, and NU Holdings and they add up to ~37% of the portfolio.