← Coatue Management portfolio
13F-HR filing
VALIDATEDHoldings period 2025-03-31 · Filed 2025-05-15 · Accession 0000919574-25-003179
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE SYS INC | COM · 00724F101 | LONG | 11,684 | $4.5 million |
| 2 | ADOBE SYS INC | COM · 00724F101 | LONG | 682,348 | $261.7 million |
| 3 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 3,240,171 | $332.9 million |
| 4 | AGORA INC | ADS · 00851L103 | LONG | 435,510 | $1.8 million |
| 5 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 125,209 | $16.6 million |
| 6 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 13,009 | $1.7 million |
| 7 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 1,380,682 | $182.6 million |
| 8 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 1,315,188 | $173.9 million |
| 9 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 381,128 | $50.4 million |
| 10 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 570,971 | $75.5 million |
| 11 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 15,516 | $2.1 million |
| 12 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 565,730 | $87.5 million |
| 13 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 1,444,951 | $223.4 million |
| 14 | AMAZON COM INC | COM · 023135106 | LONG | 103,229 | $19.6 million |
| 15 | AMAZON COM INC | COM · 023135106 | LONG | 1,931,065 | $367.4 million |
| 16 | AMAZON COM INC | COM · 023135106 | LONG | 7,337,409 | $1.40 billion |
| 17 | AMAZON COM INC | COM · 023135106 | LONG | 474,749 | $90.3 million |
| 18 | AMAZON COM INC | COM · 023135106 | LONG | 788,244 | $150.0 million |
| 19 | AMAZON COM INC | COM · 023135106 | LONG | 119,112 | $22.7 million |
| 20 | AMC ENTMT HLDGS INC | CL A NEW · 00165C302 | LONG | 228,136 | $654,750 |
| 21 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 179,315 | $47.5 million |
| 22 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 1,153,420 | $305.6 million |
| 23 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 763,419 | $202.3 million |
| 24 | ASTERA LABS INC | COM · 04626A103 | LONG | 676,586 | $40.4 million |
| 25 | ATLASSIAN CORPORATION | CL A · 049468101 | LONG | 772,356 | $163.9 million |
| 26 | ATLASSIAN CORPORATION | CL A · 049468101 | LONG | 2,205,612 | $468.1 million |
| 27 | ATLASSIAN CORPORATION | CL A · 049468101 | LONG | 292,117 | $62.0 million |
| 28 | BEYOND MEAT INC | COM · 08862E109 | LONG | 343,393 | $1.0 million |
| 29 | BROADCOM INC | COM · 11135F101 | LONG | 796,900 | $133.4 million |
| 30 | BROADCOM INC | COM · 11135F101 | LONG | 52,865 | $8.9 million |
| 31 | BROADCOM INC | COM · 11135F101 | LONG | 2,026,646 | $339.3 million |
| 32 | BROADCOM INC | COM · 11135F101 | LONG | 482,252 | $80.7 million |
| 33 | BROADCOM INC | COM · 11135F101 | LONG | 213,577 | $35.8 million |
| 34 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 17,342 | $4.4 million |
| 35 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 172,293 | $43.8 million |
| 36 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 549,217 | $139.7 million |
| 37 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 20,675 | $5.3 million |
| 38 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 145,075 | $36.9 million |
| 39 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 66,175 | $16.8 million |
| 40 | CARVANA CO | CL A · 146869102 | LONG | 12,785 | $2.7 million |
| 41 | CARVANA CO | CL A · 146869102 | LONG | 338,296 | $70.7 million |
| 42 | CARVANA CO | CL A · 146869102 | LONG | 48,166 | $10.1 million |
| 43 | CARVANA CO | CL A · 146869102 | LONG | 125,404 | $26.2 million |
| 44 | CARVANA CO | CL A · 146869102 | LONG | 10,682 | $2.2 million |
| 45 | CHARGEPOINT HOLDINGS INC | COM CL A · 15961R105 | LONG | 3,081,752 | $1.9 million |
| 46 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 271,739 | $54.8 million |
| 47 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 654,741 | $132.0 million |
| 48 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 29,305 | $5.9 million |
| 49 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 24,596 | $5.0 million |
| 50 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 1,652,568 | $333.2 million |
| 51 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 2,627,710 | $529.8 million |
| 52 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 782,268 | $157.7 million |
| 53 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 125,787 | $25.4 million |
| 54 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 782,892 | $29.0 million |
| 55 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 102,291 | $3.8 million |
| 56 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 96,584 | $3.6 million |
| 57 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 29,422 | $1.1 million |
| 58 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 12,994,393 | $481.8 million |
| 59 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 106,380 | $3.9 million |
| 60 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 24,714 | $916,395 |
| 61 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 266,323 | $9.9 million |
| 62 | COUPANG INC | CL A · 22266T109 | LONG | 171,553 | $3.8 million |
| 63 | DOORDASH INC | CL A · 25809K105 | LONG | 21,910 | $4.0 million |
| 64 | DOORDASH INC | CL A · 25809K105 | LONG | 31,550 | $5.8 million |
| 65 | DOORDASH INC | CL A · 25809K105 | LONG | 110,663 | $20.2 million |
| 66 | DOORDASH INC | CL A · 25809K105 | LONG | 353,504 | $64.6 million |
| 67 | DOORDASH INC | CL A · 25809K105 | LONG | 1,134,566 | $207.4 million |
| 68 | EATON CORP PLC | SHS · G29183103 | LONG | 147,882 | $40.2 million |
| 69 | EATON CORP PLC | SHS · G29183103 | LONG | 234,462 | $63.7 million |
| 70 | EATON CORP PLC | SHS · G29183103 | LONG | 264,922 | $72.0 million |
| 71 | EATON CORP PLC | SHS · G29183103 | LONG | 37,440 | $10.2 million |
| 72 | EATON CORP PLC | SHS · G29183103 | LONG | 632,958 | $172.1 million |
| 73 | EATON CORP PLC | SHS · G29183103 | LONG | 2,406,277 | $654.1 million |
| 74 | EATON CORP PLC | SHS · G29183103 | LONG | 697,959 | $189.7 million |
| 75 | EATON CORP PLC | SHS · G29183103 | LONG | 44,542 | $12.1 million |
| 76 | LILLY ELI & CO | COM · 532457108 | LONG | 130,595 | $107.9 million |
| 77 | LILLY ELI & CO | COM · 532457108 | LONG | 4,197 | $3.5 million |
| 78 | LILLY ELI & CO | COM · 532457108 | LONG | 32,838 | $27.1 million |
| 79 | LILLY ELI & CO | COM · 532457108 | LONG | 3,478 | $2.9 million |
| 80 | LILLY ELI & CO | COM · 532457108 | LONG | 12,613 | $10.4 million |
| 81 | FIRST CTZNS BANCSHARES INC N | CL A · 31946M103 | LONG | 45,968 | $85.2 million |
| 82 | FIRST CTZNS BANCSHARES INC N | CL A · 31946M103 | LONG | 4,621 | $8.6 million |
| 83 | FIRST CTZNS BANCSHARES INC N | CL A · 31946M103 | LONG | 17,656 | $32.7 million |
| 84 | FIRST CTZNS BANCSHARES INC N | CL A · 31946M103 | LONG | 147,372 | $273.2 million |
| 85 | FIRST CTZNS BANCSHARES INC N | CL A · 31946M103 | LONG | 5,602 | $10.4 million |
| 86 | FUTU HLDGS LTD | SPON ADS CL A · 36118L106 | LONG | 37,421 | $3.8 million |
| 87 | GE VERNOVA INC | COM · 36828A101 | LONG | 338,322 | $103.3 million |
| 88 | GE VERNOVA INC | COM · 36828A101 | LONG | 1,703,290 | $520.0 million |
| 89 | GE VERNOVA INC | COM · 36828A101 | LONG | 27,157 | $8.3 million |
| 90 | GE VERNOVA INC | COM · 36828A101 | LONG | 574,244 | $175.3 million |
| 91 | GE VERNOVA INC | COM · 36828A101 | LONG | 110,343 | $33.7 million |
| 92 | GE VERNOVA INC | COM · 36828A101 | LONG | 22,843 | $7.0 million |
| 93 | GE VERNOVA INC | COM · 36828A101 | LONG | 771,720 | $235.6 million |
| 94 | GE VERNOVA INC | COM · 36828A101 | LONG | 212,041 | $64.7 million |
| 95 | GENERAC HLDGS INC | COM · 368736104 | LONG | 119,628 | $15.2 million |
| 96 | HERTZ GLOBAL HLDGS INC | COM NEW · 42806J700 | LONG | 106,823 | $420,883 |
| 97 | HERTZ GLOBAL HLDGS INC | *W EXP 06/30/205 · 42806J148 | LONG | 644,294 | $1.5 million |
| 98 | INTUIT | COM · 461202103 | LONG | 362,696 | $222.7 million |
| 99 | INTUIT | COM · 461202103 | LONG | 13,655 | $8.4 million |
| 100 | INTUIT | COM · 461202103 | LONG | 171,534 | $105.3 million |
| 101 | INTUIT | COM · 461202103 | LONG | 65,884 | $40.5 million |
| 102 | INTUIT | COM · 461202103 | LONG | 33,645 | $20.7 million |
| 103 | INTUIT | COM · 461202103 | LONG | 11,450 | $7.0 million |
| 104 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 168,282 | $83.3 million |
| 105 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 7,284 | $3.6 million |
| 106 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 433,285 | $214.6 million |
| 107 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 8,673 | $4.3 million |
| 108 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 43,905 | $21.7 million |
| 109 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 36,638 | $18.1 million |
| 110 | JD.COM INC | SPON ADS CL A · 47215P106 | LONG | 87,778 | $3.6 million |
| 111 | KE HLDGS INC | SPONSORED ADS · 482497104 | LONG | 272,205 | $5.5 million |
| 112 | KKR & CO INC | COM · 48251W104 | LONG | 919,301 | $106.3 million |
| 113 | KKR & CO INC | COM · 48251W104 | LONG | 2,082,037 | $240.7 million |
| 114 | KKR & CO INC | COM · 48251W104 | LONG | 65,851 | $7.6 million |
| 115 | KKR & CO INC | COM · 48251W104 | LONG | 77,937 | $9.0 million |
| 116 | KKR & CO INC | COM · 48251W104 | LONG | 353,091 | $40.8 million |
| 117 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 638,623 | $46.4 million |
| 118 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 150,774 | $11.0 million |
| 119 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 1,457,441 | $106.0 million |
| 120 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 441,117 | $32.1 million |
| 121 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 126,645 | $9.2 million |
| 122 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 5,394,969 | $392.2 million |
| 123 | LEXINFINTECH HLDGS LTD | ADR · 528877103 | LONG | 340,639 | $3.4 million |
| 124 | LUCID GROUP INC | COM · 549498103 | LONG | 2,953,931 | $7.1 million |
| 125 | MEDICAL PROPERTIES TRUST INC | COM · 58463J304 | LONG | 3,318,885 | $20.0 million |
| 126 | FACEBOOK INC | CL A · 30303M102 | LONG | 38,598 | $22.2 million |
| 127 | FACEBOOK INC | CL A · 30303M102 | LONG | 157,275 | $90.6 million |
| 128 | FACEBOOK INC | CL A · 30303M102 | LONG | 33,465 | $19.3 million |
| 129 | FACEBOOK INC | CL A · 30303M102 | LONG | 299,846 | $172.8 million |
| 130 | FACEBOOK INC | CL A · 30303M102 | LONG | 651,760 | $375.6 million |
| 131 | FACEBOOK INC | CL A · 30303M102 | LONG | 2,576,667 | $1.49 billion |
| 132 | MICROSOFT CORP | COM · 594918104 | LONG | 473,149 | $177.6 million |
| 133 | MICROSOFT CORP | COM · 594918104 | LONG | 234,852 | $88.2 million |
| 134 | MICROSOFT CORP | COM · 594918104 | LONG | 183,742 | $69.0 million |
| 135 | MICROSOFT CORP | COM · 594918104 | LONG | 2,296,866 | $862.2 million |
| 136 | MICROSOFT CORP | COM · 594918104 | LONG | 36,952 | $13.9 million |
| 137 | MICROSOFT CORP | COM · 594918104 | LONG | 43,763 | $16.4 million |
| 138 | MOBILEYE GLOBAL INC | COMMON CLASS A · 60741F104 | LONG | 226,558 | $3.3 million |
| 139 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 4,999 | $2.9 million |
| 140 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 187,775 | $108.9 million |
| 141 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 658 | $381,627 |
| 142 | NETFLIX INC | COM · 64110L106 | LONG | 618,735 | $577.0 million |
| 143 | NOVAVAX INC | COM NEW · 670002401 | LONG | 3,836,986 | $24.6 million |
| 144 | NOVOCURE LTD | ORD SHS · G6674U108 | LONG | 608,672 | $10.8 million |
| 145 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 8,535,446 | $87.4 million |
| 146 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 207,530 | $2.1 million |
| 147 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 44,291,966 | $453.5 million |
| 148 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 1,311,192 | $13.4 million |
| 149 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 246,404 | $2.5 million |
| 150 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 1,199,459 | $12.3 million |
| 151 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 6,811,376 | $738.2 million |
| 152 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 543,199 | $58.9 million |
| 153 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 154,513 | $16.7 million |
| 154 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 1,036,747 | $112.4 million |
| 155 | OLAPLEX HLDGS INC | COM · 679369108 | LONG | 1,264,968 | $1.6 million |
| 156 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 3,540,479 | $231.0 million |
| 157 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 1,697,505 | $110.8 million |
| 158 | PELOTON INTERACTIVE INC | CL A COM · 70614W100 | LONG | 2,500,000 | $15.8 million |
| 159 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 42,334 | $6.7 million |
| 160 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 1,107,421 | $175.8 million |
| 161 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 35,194 | $5.6 million |
| 162 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 370,951 | $58.9 million |
| 163 | PINTEREST INC | CL A · 72352L106 | LONG | 1,678,764 | $52.0 million |
| 164 | PLUG PWR INC | COM NEW · 72919P202 | LONG | 4,098,713 | $5.5 million |
| 165 | QIFU TECHNOLOGY INC | AMERICAN DEP · 88557W101 | LONG | 79,124 | $3.6 million |
| 166 | QUANTUMSCAPE CORP | COM CL A · 74767V109 | LONG | 4,294,995 | $17.9 million |
| 167 | REDDIT INC | CL A · 75734B100 | LONG | 679,009 | $71.2 million |
| 168 | REDDIT INC | CL A · 75734B100 | LONG | 3,591,942 | $376.8 million |
| 169 | REDDIT INC | CL A · 75734B100 | LONG | 405,218 | $42.5 million |
| 170 | REDDIT INC | CL A · 75734B100 | LONG | 69,731 | $7.3 million |
| 171 | RINGCENTRAL INC | CL A · 76680R206 | LONG | 411,351 | $10.2 million |
| 172 | SEA LTD | SPONSORD ADS · 81141R100 | LONG | 30,304 | $4.0 million |
| 173 | SEA LTD | SPONSORD ADS · 81141R100 | LONG | 666,305 | $86.9 million |
| 174 | SERVICETITAN INC | SHS CL A · 81764X103 | LONG | 631,258 | $60.0 million |
| 175 | SKYWORKS SOLUTIONS INC | COM · 83088M102 | LONG | 1,272,952 | $82.3 million |
| 176 | SOLAREDGE TECHNOLOGIES INC | COM · 83417M104 | LONG | 43,500 | $703,830 |
| 177 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 1,093,430 | $601.4 million |
| 178 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 31,141 | $17.1 million |
| 179 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 10,218 | $5.6 million |
| 180 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 9,304 | $5.1 million |
| 181 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 397,889 | $218.9 million |
| 182 | STITCH FIX INC | COM CL A · 860897107 | LONG | 790,167 | $2.6 million |
| 183 | SUPER MICRO COMPUTER INC | COM NEW · 86800U302 | LONG | 8,866,735 | $303.6 million |
| 184 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 154,884 | $25.7 million |
| 185 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 313,868 | $52.1 million |
| 186 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 43,437 | $7.2 million |
| 187 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 1,594,633 | $264.7 million |
| 188 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 537,942 | $89.3 million |
| 189 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 53,716 | $8.9 million |
| 190 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 186,244 | $30.9 million |
| 191 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 934,328 | $155.1 million |
| 192 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 4,140,985 | $687.4 million |
| 193 | TEMPUS AI INC | CL A · 88023B103 | LONG | 935,562 | $45.1 million |
| 194 | TESLA INC | COM · 88160R101 | LONG | 128,883 | $33.4 million |
| 195 | TESLA INC | COM · 88160R101 | LONG | 64,270 | $16.7 million |
| 196 | TESLA INC | COM · 88160R101 | LONG | 1,446,816 | $375.0 million |
| 197 | TRIP COM GROUP LTD | ADS · 89677Q107 | LONG | 222,892 | $14.2 million |
| 198 | UIPATH INC | CL A · 90364P105 | LONG | 2,436,400 | $25.1 million |
| 199 | UPSTART HLDGS INC | COM · 91680M107 | LONG | 870,947 | $40.1 million |
| 200 | ZILLOW GROUP INC | CL A · 98954M101 | LONG | 482,271 | $32.2 million |
| 201 | ZILLOW GROUP INC | CL C CAP STK · 98954M200 | LONG | 739,700 | $50.7 million |