Fund · 13F archive
Coatue Management, L.L.C. — 2025 Q3 holdings
Period end
Filed
Portfolio value
$40.79B
Positions
74
We track
24
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | METAMeta Platforms, Inc.★ | CL A | $2.96B | 4.0M | 7.3% | |
| 2 | MSFTMicrosoft Corporation★ | COM | $2.40B | 4.6M | 5.9% | |
| 3 | TSMTaiwan Semiconductor Manufacturing Company Limited★ | SPONSORED ADS | $2.25B | 8.1M | 5.5% | |
| 4 | GEVGE Vernova Inc.★ | COM | $2.23B | 3.6M | 5.5% | |
| 5 | AMZNAmazon.com, Inc.★ | COM | $1.92B | 8.7M | 4.7% | |
| 6 | AVGOBroadcom Inc.★ | COM | $1.90B | 5.8M | 4.7% | |
| 7 | Constellation Energy Corp | COM | $1.88B | 5.7M | 4.6% | |
| 8 | NVDANVIDIA Corporation★ | COM | $1.84B | 9.9M | 4.5% | |
| 9 | Eaton Corp Plc | SHS | $1.79B | 4.8M | 4.4% | |
| 10 | GOOGLAlphabet Inc.★ | CAP STK CL A | $1.76B | 7.2M | 4.3% | |
| 11 | Applovin Corp | COM CL A | $1.63B | 2.3M | 4.0% | |
| 12 | Reddit Inc | CL A | $1.36B | 5.9M | 3.3% | |
| 13 | ORCLOracle Corporation★ | COM | $1.35B | 4.8M | 3.3% | |
| 14 | Lam Research Corp | COM NEW | $1.33B | 10.0M | 3.3% | |
| 15 | Spotify Technology S A | SHS | $1.26B | 1.8M | 3.1% | |
| 16 | CRWVCoreWeave, Inc.★ | COM CL A | $920.3M | 6.7M | 2.3% | |
| 17 | Synopsys Inc | COM | $892.6M | 1.8M | 2.2% | |
| 18 | TSLATesla, Inc.★ | COM | $769.0M | 1.7M | 1.9% | |
| 19 | Nu Hldgs Ltd | ORD SHS CL A | $757.3M | 47.3M | 1.9% | |
| 20 | CVNACarvana Co.★ | CL A | $755.7M | 2.0M | 1.9% | |
| 21 | NFLXNetflix, Inc.★ | COM | $741.8M | 619K | 1.8% | |
| 22 | Applied Matls Inc | COM | $685.7M | 3.3M | 1.7% | |
| 23 | DASHDoorDash, Inc.★ | CL A | $667.7M | 2.5M | 1.6% | |
| 24 | Intuit | COM | $573.3M | 839K | 1.4% | |
| 25 | GOOGLAlphabet Inc.★ | CAP STK CL C | $509.4M | 2.1M | 1.2% | |
| 26 | SNOWSnowflake Inc.★ | COM SHS | $441.3M | 2.0M | 1.1% | |
| 27 | First Ctzns Bancshares Inc D | CL A | $361.9M | 202K | 0.9% | |
| 28 | BABAAlibaba Group Holding Limited★ | SPONSORED ADS | $356.9M | 2.0M | 0.9% | |
| 29 | PYPLPayPal Holdings, Inc.★ | COM | $351.3M | 5.2M | 0.9% | |
| 30 | Atlassian Corporation | CL A | $331.7M | 2.1M | 0.8% | |
| 31 | Arm Holdings Plc | SPONSORED ADS | $319.7M | 2.3M | 0.8% | |
| 32 | Intuitive Surgical Inc | COM NEW | $317.8M | 711K | 0.8% | |
| 33 | Caris Life Sciences Inc | COM | $306.8M | 10.1M | 0.8% | |
| 34 | Kkr & Co Inc | COM | $289.9M | 2.2M | 0.7% | |
| 35 | Hinge Health Inc | CL A | $230.8M | 4.7M | 0.6% | |
| 36 | Chime Finl Inc | COM SHS CL A | $216.1M | 10.7M | 0.5% | |
| 37 | ADBEAdobe Inc.★ | COM | $215.4M | 611K | 0.5% | |
| 38 | AMDAdvanced Micro Devices, Inc.★ | COM | $200.5M | 1.2M | 0.5% | |
| 39 | MRVLMarvell Technology, Inc.★ | COM | $174.8M | 2.1M | 0.4% | |
| 40 | Webull Corp | ORD SHS | $170.4M | 11.5M | 0.4% | |
| 41 | Figma Inc | CLASS A COM STK | $167.7M | 3.2M | 0.4% | |
| 42 | Cadence Design System Inc | COM | $165.9M | 472K | 0.4% | |
| 43 | Sea Ltd | SPONSORD ADS | $119.1M | 666K | 0.3% | |
| 44 | Chagee Hldgs Ltd | SPONSORED ADS | $102.2M | 6.2M | 0.3% | |
| 45 | VSTVistra Corp.★ | COM | $100.5M | 513K | 0.2% | |
| 46 | Skyworks Solutions Inc | COM | $98.0M | 1.3M | 0.2% | |
| 47 | The Trade Desk Inc | COM CL A | $68.0M | 1.4M | 0.2% | |
| 48 | Enphase Energy Inc | COM | $58.3M | 1.6M | 0.1% | |
| 49 | Zillow Group Inc | CL C CAP STK | $57.0M | 740K | 0.1% | |
| 50 | Pinterest Inc | CL A | $54.0M | 1.7M | 0.1% | |
| 51 | Quantumscape Corp | COM CL A | $52.9M | 4.3M | 0.1% | |
| 52 | Medical Pptys Trust Inc | COM | $45.9M | 9.1M | 0.1% | |
| 53 | UPSTUpstart Holdings, Inc.★ | COM | $44.2M | 871K | 0.1% | |
| 54 | Novavax Inc | COM NEW | $33.3M | 3.8M | 0.1% | |
| 55 | PATHUiPath, Inc.★ | CL A | $30.4M | 2.3M | 0.1% | |
| 56 | Natera Inc | COM | $27.4M | 170K | 0.1% | |
| 57 | Zillow Group Inc | CL A | $24.4M | 328K | 0.1% | |
| 58 | Peloton Interactive Inc | CL A COM | $22.5M | 2.5M | 0.1% | |
| 59 | KLARKlarna Group plc★ | SHS | $12.1M | 330K | 0.0% | |
| 60 | Ringcentral Inc | CL A | $11.7M | 411K | 0.0% | |
| 61 | Plug Power Inc | COM NEW | $9.6M | 4.1M | 0.0% | |
| 62 | Joyy Inc | ADS REPSTG COM A | $9.1M | 156K | 0.0% | |
| 63 | Ishares Bitcoin Trust Etf | SHS BEN INT | $8.6M | 133K | 0.0% | |
| 64 | Lucid Group Inc | COM NEW | $7.0M | 295K | 0.0% | |
| 65 | Futu Hldgs Ltd | SPON ADS CL A | $4.2M | 24K | 0.0% | |
| 66 | Stitch Fix Inc | COM CL A | $3.4M | 790K | 0.0% | |
| 67 | Mobileye Global Inc | COMMON CLASS A | $3.2M | 227K | 0.0% | |
| 68 | Hertz Global Hldgs Inc | *W EXP 06/30/205 | $1.7M | 469K | 0.0% | |
| 69 | Chargepoint Holdings Inc | COM SHS | $1.7M | 154K | 0.0% | |
| 70 | Olaplex Hldgs Inc | COM | $1.7M | 1.3M | 0.0% | |
| 71 | Hertz Global Hldgs Inc | COM NEW | $726K | 107K | 0.0% | |
| 72 | Amc Entmt Hldgs Inc | CL A NEW | $662K | 228K | 0.0% | |
| 73 | Beyond Meat Inc | COM | $649K | 343K | 0.0% | |
| 74 | Agora Inc | ADS | $358K | 94K | 0.0% |