COATUE MANAGEMENT LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$22.7T
Holdings
70
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 3,757,611 | $2.2T | 9.55% | |
| 2 | AMZNAMAZON COM INC | 10,753,808 | $2.0T | 9.02% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,960,037 | $1.3T | 5.83% | |
| 4 | CEGCONSTELLATION ENERGY CORP | 6,168,714 | $1.2T | 5.48% | |
| 5 | MSFTMICROSOFT CORP | 3,269,324 | $1.2T | 5.41% | |
| 6 | ETNEATON CORP PLC | 4,466,442 | $1.2T | 5.35% | |
| 7 | GEVGE VERNOVA INC | 3,759,960 | $1.1T | 5.06% | |
| 8 | NVDANVIDIA CORPORATION | 8,545,835 | $926.2B | 4.08% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 1,541,982 | $848.1B | 3.74% | |
| 10 | TEAMATLASSIAN CORPORATION | 3,270,085 | $693.9B | 3.06% | |
| 11 | AVGOBROADCOM INC | 3,572,240 | $598.1B | 2.64% | |
| 12 | LRCXLAM RESEARCH CORP | 8,209,569 | $596.8B | 2.63% | |
| 13 | NFLXNETFLIX INC | 618,735 | $577.0B | 2.54% | |
| 14 | NUNU HLDGS LTD | 55,791,997 | $571.3B | 2.52% | |
| 15 | APPAPPLOVIN CORP | 2,096,154 | $555.4B | 2.45% | |
| 16 | CRWVCOREWEAVE INC | 14,402,999 | $534.1B | 2.35% | |
| 17 | BABAALIBABA GROUP HLDG LTD | 3,801,703 | $502.7B | 2.22% | |
| 18 | RDDTREDDIT INC | 4,745,900 | $497.8B | 2.19% | |
| 19 | TSLATESLA INC | 1,639,969 | $425.0B | 1.87% | |
| 20 | FCNCAFIRST CTZNS BANCSHARES INC N | 221,219 | $410.2B | 1.81% | |
| 21 | INTUINTUIT | 658,864 | $404.5B | 1.78% | |
| 22 | KKRKKR & CO INC | 3,498,217 | $404.4B | 1.78% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 698,067 | $345.7B | 1.52% | |
| 24 | PYPLPAYPAL HLDGS INC | 5,237,984 | $341.8B | 1.51% | |
| 25 | AMDADVANCED MICRO DEVICES INC | 3,240,171 | $332.9B | 1.47% | |
| 26 | GOOGLALPHABET INC | 2,010,681 | $310.9B | 1.37% | |
| 27 | SMCISUPER MICRO COMPUTER INC | 8,866,735 | $303.6B | 1.34% | |
| 28 | DASHDOORDASH INC | 1,652,193 | $302.0B | 1.33% | |
| 29 | ADBEADOBE INC | 694,032 | $266.2B | 1.17% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 1,555,900 | $247.0B | 1.09% | |
| 31 | CDNSCADENCE DESIGN SYSTEM INC | 970,777 | $246.9B | 1.09% | |
| 32 | LLYELI LILLY & CO | 183,721 | $151.7B | 0.67% | |
| 33 | MPWRMONOLITHIC PWR SYS INC | 193,432 | $112.2B | 0.49% | |
| 34 | CVNACARVANA CO | 535,333 | $111.9B | 0.49% | |
| 35 | SESEA LTD | 696,609 | $90.9B | 0.40% | |
| 36 | AWMSKYWORKS SOLUTIONS INC | 1,272,952 | $82.3B | 0.36% | |
| 37 | TTANSERVICETITAN INC | 631,258 | $60.0B | 0.26% | |
| 38 | PINSPINTEREST INC | 1,678,764 | $52.0B | 0.23% | |
| 39 | ZZILLOW GROUP INC | 739,700 | $50.7B | 0.22% | |
| 40 | TEMTEMPUS AI INC | 935,562 | $45.1B | 0.20% | |
| 41 | ALABASTERA LABS INC | 676,586 | $40.4B | 0.18% | |
| 42 | UPSTUPSTART HLDGS INC | 870,947 | $40.1B | 0.18% | |
| 43 | ZGZILLOW GROUP INC | 482,271 | $32.2B | 0.14% | |
| 44 | PATHUIPATH INC | 2,436,400 | $25.1B | 0.11% | |
| 45 | NVV1NOVAVAX INC | 3,836,986 | $24.6B | 0.11% | |
| 46 | MPTMEDICAL PPTYS TRUST INC | 3,318,885 | $20.0B | 0.09% | |
| 47 | QSQUANTUMSCAPE CORP | 4,294,995 | $17.9B | 0.08% | |
| 48 | PTONPELOTON INTERACTIVE INC | 2,500,000 | $15.8B | 0.07% | |
| 49 | GNRCGENERAC HLDGS INC | 119,628 | $15.2B | 0.07% | |
| 50 | CLVTRIP COM GROUP LTD | 222,892 | $14.2B | 0.06% | |
| 51 | NVCRNOVOCURE LTD | 608,672 | $10.8B | 0.05% | |
| 52 | RNGRINGCENTRAL INC | 411,351 | $10.2B | 0.04% | |
| 53 | CCIVGBPLUCID GROUP INC | 2,953,931 | $7.1B | 0.03% | |
| 54 | PLUNPLUG POWER INC | 4,098,713 | $5.5B | 0.02% | |
| 55 | BEKEKE HLDGS INC | 272,205 | $5.5B | 0.02% | |
| 56 | FUTUFUTU HLDGS LTD | 37,421 | $3.8B | 0.02% | |
| 57 | CPNGCOUPANG INC | 171,553 | $3.8B | 0.02% | |
| 58 | JDJD.COM INC | 87,778 | $3.6B | 0.02% | |
| 59 | QFINQIFU TECHNOLOGY INC | 79,124 | $3.6B | 0.02% | |
| 60 | LXLEXINFINTECH HLDGS LTD | 340,639 | $3.4B | 0.02% | |
| 61 | MBLYMOBILEYE GLOBAL INC | 226,558 | $3.3B | 0.01% | |
| 62 | SFIXSTITCH FIX INC | 790,167 | $2.6B | 0.01% | |
| 63 | CHPTCHARGEPOINT HOLDINGS INC | 3,081,752 | $1.9B | 0.01% | |
| 64 | APIAGORA INC | 435,510 | $1.8B | 0.01% | |
| 65 | OLPXOLAPLEX HLDGS INC | 1,264,968 | $1.6B | 0.01% | |
| 66 | HTZWWHERTZ GLOBAL HLDGS INC | 644,294 | $1.5B | 0.01% | |
| 67 | BYNDBEYOND MEAT INC | 343,393 | $1.0B | 0.00% | |
| 68 | SEDGSOLAREDGE TECHNOLOGIES INC | 43,500 | $703.8M | 0.00% | |
| 69 | AMCAMC ENTMT HLDGS INC | 228,136 | $654.8M | 0.00% | |
| 70 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $420.9M | 0.00% |