Coatue Management portfolio · 2021-03-31
Disclosed long book
$16.41 billion
Long positions
66
Calls / puts
0 / 0
Top 5 concentration
34.5%
Longs with AI data
8 / 66
Average AI 1Y
+18.8%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2020-09-30, not the immediately preceding quarter, so the site does not bridge the gap.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
DASH DoorDash | LONG | 9,258,184 | $1.21 billion | 7.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 5,242,776 | $1.20 billion | 7.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DIS Walt Disney Co. | LONG | 6,082,125 | $1.12 billion | 6.8% | NOT COMPARABLE | — | 1Y +14.7% 5Y +71.8% · 25 models |
TSLA Tesla Inc. | LONG | 1,625,925 | $1.09 billion | 6.6% | NOT COMPARABLE | — | 1Y +20.8% 5Y +138.0% · 25 models |
SUNRUN INC SUNRUN INC · COM · 86771W105 | LONG | 17,013,861 | $1.03 billion | 6.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 3,880,031 | $881.0 million | 5.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 265,455 | $821.3 million | 5.0% | NOT COMPARABLE | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 13,349,119 | $727.7 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORD ADS · 81141R100 | LONG | 3,205,370 | $715.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
PAYPAL HLDGS INC PAYPAL HLDGS INC · COM · 70450Y103 | LONG | 2,936,119 | $713.0 million | 4.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL C CAP STK · 98954M200 | LONG | 4,975,368 | $645.0 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 2,132,571 | $628.1 million | 3.8% | NOT COMPARABLE | — | 1Y +22.4% 5Y +133.8% · 25 models |
NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC · COM · 67020Y100 | LONG | 14,244,774 | $621.6 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
XPENG INC XPENG INC · ADS · 98422D105 | LONG | 16,339,595 | $596.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 932,694 | $486.5 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AGORA INC AGORA INC · ADS · 00851L103 | LONG | 9,562,594 | $480.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ZOOM COMMUNICATIONS INC ZOOM COMMUNICATIONS INC · CL A · 98980L101 | LONG | 1,176,814 | $378.1 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 1,845,197 | $336.8 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LI AUTO INC LI AUTO INC · SPONSORED ADS · 50202M102 | LONG | 12,787,010 | $319.7 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 2,018,453 | $308.1 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ANAPLAN INC ANAPLAN INC · COM · 03272L108 | LONG | 5,511,412 | $296.8 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 257,998 | $285.5 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
L BRANDS INC L BRANDS INC · COM · 501797104 | LONG | 4,550,433 | $281.5 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
GLOBAL PMTS INC GLOBAL PMTS INC · COM · 37940X102 | LONG | 1,375,454 | $277.3 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 3,723,441 | $275.6 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
INSULET CORP INSULET CORP · COM · 45784P101 | LONG | 967,339 | $252.4 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL A · 98954M101 | LONG | 1,621,042 | $213.0 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 1,567,621 | $176.3 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 6,325,613 | $170.0 million | 1.0% | NOT COMPARABLE | — | 1Y +30.3% 5Y +145.0% · 24 models |
MODERNA INC MODERNA INC · COM · 60770K107 | LONG | 1,257,685 | $164.7 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
RLX TECHNOLOGY INC RLX TECHNOLOGY INC · SPONSORED ADS · 74969N103 | LONG | 14,205,740 | $154.7 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 2,794,750 | $148.2 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 317,584 | $147.3 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 406,465 | $138.5 million | 0.8% | NOT COMPARABLE | — | 1Y +21.0% 5Y +109.2% · 24 models |
NIKOLA CORP NIKOLA CORP · COM · 654110105 | LONG | 9,660,988 | $134.2 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 1,623,700 | $80.4 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
VIACOMCBS INC VIACOMCBS INC · CL B · 92556H206 | LONG | 1,710,417 | $77.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 831,798 | $69.3 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
C3 AI INC C3 AI INC · CL A · 12468P104 | LONG | 892,570 | $58.8 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 4,548,046 | $57.9 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
LEMONADE INC LEMONADE INC · COM · 52567D107 | LONG | 582,106 | $54.2 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DOCUSIGN INC DOCUSIGN INC · COM · 256163106 | LONG | 227,691 | $46.1 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 205,053 | $45.2 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BNTX BioNTech SE | LONG | 341,846 | $37.3 million | 0.2% | NOT COMPARABLE | — | 1Y +14.0% 5Y +101.1% · 23 models |
QUANTUMSCAPE CORP QUANTUMSCAPE CORP · COM CL A · 74767V109 | LONG | 719,678 | $32.2 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
INOVIO PHARMACEUTICALS INC INOVIO PHARMACEUTICALS INC · COM NEW · 45773H201 | LONG | 3,126,923 | $29.0 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
3-D SYS CORP DEL 3-D SYS CORP DEL · COM NEW · 88554D205 | LONG | 961,067 | $26.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LIGHTSPEED POS INC LIGHTSPEED POS INC · SUB VTG SHS · 53227R106 | LONG | 333,372 | $20.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHURCHILL CAPITAL CORP IV CHURCHILL CAPITAL CORP IV · CL A · 171439102 | LONG | 900,000 | $20.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MSD ACQUISITION CORP MSD ACQUISITION CORP · UNIT 03/25/2026 · G5709C117 | LONG | 2,000,000 | $20.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
RIBBIT LEAP LTD RIBBIT LEAP LTD · UNIT 99/99/9999 · G7552B121 | LONG | 1,830,000 | $20.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 70,067 | $17.8 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 278,061 | $17.0 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAFTECH INTL LTD GRAFTECH INTL LTD · COM · 384313508 | LONG | 1,090,232 | $13.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TAL EDUCATION GROUP TAL EDUCATION GROUP · SPONSORED ADS · 874080104 | LONG | 245,598 | $13.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 76,631 | $11.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SNAP Snap Inc. | LONG | 154,484 | $8.1 million | 0.0% | NOT COMPARABLE | — | 1Y +8.4% 5Y +69.4% · 24 models |
EASTMAN KODAK CO EASTMAN KODAK CO · COM NEW · 277461406 | LONG | 975,000 | $7.7 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 337,760 | $7.2 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
WORKHORSE GROUP INC WORKHORSE GROUP INC · COM NEW · 98138J206 | LONG | 459,949 | $6.3 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
LUMINAR TECHNOLOGIES INC LUMINAR TECHNOLOGIES INC · COM CL A · 550424105 | LONG | 158,946 | $3.9 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · COM · 252131107 | LONG | 9,513 | $3.4 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
VELODYNE LIDAR INC VELODYNE LIDAR INC · COM · 92259F101 | LONG | 269,142 | $3.1 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
STRATASYS LTD STRATASYS LTD · SHS · M85548101 | LONG | 60,000 | $1.6 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
MACERICH CO MACERICH CO · COM · 554382101 | LONG | 85,238 | $997,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
BA Boeing Co. | LONG | 1,400 | $357,000 | 0.0% | NOT COMPARABLE | — | 1Y +19.2% 5Y +90.6% · 25 models |