What Moves did Chase Coleman Make in the Third Quarter of 2022?

Top Holdings

  1. JD
  2. Microsoft
  3. ServiceNow
  4. Meta Platforms
  5. Sea

Top Exits

Procore
1Life Healthcare
Monday
Samsara
Full Truck Alliance

Top New Positions

HubSpot
Applovin
Taiwan Semiconductor
PayPal

Lowered Stakes

Crowdstrike
Nu Bank
Futu Holdings
Double Verify
8x8

Raised Stakes

Uber
Block
Datadog
Workday
Alphabet

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Doctor Stock Doc

Not a doctor, nor do I play one on Twitter. Value investing appreciator. Trying to make sense of wild & crazy stock market.