COATUE MANAGEMENT LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$25688.1T
Holdings
74
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 4,182,327 | $2108.8T | 8.21% | |
| 2 | AMZNAMAZON COM INC | 10,772,811 | $2081.8T | 8.10% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,393,702 | $1980.3T | 7.71% | |
| 4 | NVDANVIDIA CORPORATION | 13,754,447 | $1699.2T | 6.61% | |
| 5 | MSFTMICROSOFT CORP | 3,701,654 | $1654.5T | 6.44% | |
| 6 | ETNEATON CORP PLC | 4,274,938 | $1340.4T | 5.22% | |
| 7 | QCOMQUALCOMM INC | 5,243,140 | $1044.3T | 4.07% | |
| 8 | ADBEADOBE INC | 1,843,921 | $1024.4T | 3.99% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 6,279,158 | $1018.5T | 3.97% | |
| 10 | DELLDELL TECHNOLOGIES INC | 7,311,852 | $1008.4T | 3.93% | |
| 11 | CEGCONSTELLATION ENERGY CORP | 4,907,885 | $982.9T | 3.83% | |
| 12 | VRTVERTIV HOLDINGS CO | 9,042,912 | $782.8T | 3.05% | |
| 13 | NUNU HLDGS LTD | 59,142,605 | $762.3T | 2.97% | |
| 14 | GEVGE VERNOVA INC | 3,332,031 | $571.5T | 2.22% | |
| 15 | GOOGLALPHABET INC | 2,764,509 | $503.6T | 1.96% | |
| 16 | CRMSALESFORCE INC | 1,907,872 | $490.5T | 1.91% | |
| 17 | LRCXEURLAM RESEARCH CORP | 457,443 | $487.1T | 1.90% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 1,027,054 | $456.9T | 1.78% | |
| 19 | AVGOBROADCOM INC | 283,436 | $455.1T | 1.77% | |
| 20 | APHAMPHENOL CORP NEW | 6,211,919 | $418.5T | 1.63% | |
| 21 | NFLXNETFLIX INC | 612,323 | $413.2T | 1.61% | |
| 22 | PYPLPAYPAL HLDGS INC | 6,065,510 | $352.0T | 1.37% | |
| 23 | FCNCAFIRST CTZNS BANCSHARES INC N | 208,364 | $350.8T | 1.37% | |
| 24 | VSTVISTRA CORP | 3,985,377 | $342.7T | 1.33% | |
| 25 | INTUINTUIT | 500,389 | $328.9T | 1.28% | |
| 26 | TSLATESLA INC | 1,638,353 | $324.2T | 1.26% | |
| 27 | UBERUBER TECHNOLOGIES INC | 4,041,892 | $293.8T | 1.14% | |
| 28 | EQIXEQUINIX INC | 357,031 | $270.1T | 1.05% | |
| 29 | SHOPSHOPIFY INC | 3,718,117 | $245.6T | 0.96% | |
| 30 | APPAPPLOVIN CORP | 2,288,403 | $190.4T | 0.74% | |
| 31 | LLYELI LILLY & CO | 207,046 | $187.5T | 0.73% | |
| 32 | DPZDOMINOS PIZZA INC | 356,629 | $184.1T | 0.72% | |
| 33 | CRWDCROWDSTRIKE HLDGS INC | 477,265 | $182.9T | 0.71% | |
| 34 | ASMLASML HOLDING N V | 113,431 | $116.0T | 0.45% | |
| 35 | GOOGALPHABET INC | 616,984 | $113.2T | 0.44% | |
| 36 | ENPHENPHASE ENERGY INC | 960,700 | $95.8T | 0.37% | |
| 37 | DOCUDOCUSIGN INC | 1,422,245 | $76.1T | 0.30% | |
| 38 | NEENEXTERA ENERGY INC | 1,066,083 | $75.5T | 0.29% | |
| 39 | GNRCGENERAC HLDGS INC | 559,911 | $74.0T | 0.29% | |
| 40 | PINSPINTEREST INC | 1,678,764 | $74.0T | 0.29% | |
| 41 | UNHUNITEDHEALTH GROUP INC | 97,435 | $49.6T | 0.19% | |
| 42 | SESEA LTD | 678,308 | $48.4T | 0.19% | |
| 43 | PDDPDD HOLDINGS INC | 307,701 | $40.9T | 0.16% | |
| 44 | 0VVBPARAMOUNT GLOBAL | 3,678,056 | $38.2T | 0.15% | |
| 45 | ZZILLOW GROUP INC | 739,700 | $34.3T | 0.13% | |
| 46 | NVV1NOVAVAX INC | 2,624,915 | $33.2T | 0.13% | |
| 47 | PWRQUANTA SVCS INC | 124,075 | $31.5T | 0.12% | |
| 48 | PATHUIPATH INC | 2,436,400 | $30.9T | 0.12% | |
| 49 | BEKEKE HLDGS INC | 1,877,536 | $26.6T | 0.10% | |
| 50 | QSQUANTUMSCAPE CORP | 4,553,617 | $22.4T | 0.09% | |
| 51 | ZGZILLOW GROUP INC | 482,271 | $21.7T | 0.08% | |
| 52 | UPSTUPSTART HLDGS INC | 870,947 | $20.5T | 0.08% | |
| 53 | BABAALIBABA GROUP HLDG LTD | 272,659 | $19.6T | 0.08% | |
| 54 | HCPHASHICORP INC | 511,741 | $17.2T | 0.07% | |
| 55 | RNGRINGCENTRAL INC | 411,351 | $11.6T | 0.05% | |
| 56 | MPTMEDICAL PPTYS TRUST INC | 2,524,429 | $10.9T | 0.04% | |
| 57 | NVCRNOVOCURE LTD | 608,672 | $10.4T | 0.04% | |
| 58 | PTONPELOTON INTERACTIVE INC | 2,500,000 | $8.4T | 0.03% | |
| 59 | FSLRFIRST SOLAR INC | 34,984 | $7.9T | 0.03% | |
| 60 | CCIVGBPLUCID GROUP INC | 2,953,931 | $7.7T | 0.03% | |
| 61 | PLUNPLUG POWER INC | 2,606,524 | $6.1T | 0.02% | |
| 62 | NVONOVO-NORDISK A S | 32,896 | $4.7T | 0.02% | |
| 63 | CHPTCHARGEPOINT HOLDINGS INC | 3,081,752 | $4.7T | 0.02% | |
| 64 | SFIXSTITCH FIX INC | 790,167 | $3.3T | 0.01% | |
| 65 | BZKANZHUN LIMITED | 165,647 | $3.1T | 0.01% | |
| 66 | BYNDBEYOND MEAT INC | 343,393 | $2.3T | 0.01% | |
| 67 | OLPXOLAPLEX HLDGS INC | 1,264,968 | $1.9T | 0.01% | |
| 68 | HTZWWHERTZ GLOBAL HLDGS INC | 644,294 | $1.6T | 0.01% | |
| 69 | 8NI0NIKOLA CORP | 173,915 | $1.4T | 0.01% | |
| 70 | AMCAMC ENTMT HLDGS INC | 228,136 | $1.1T | 0.00% | |
| 71 | SEDGSOLAREDGE TECHNOLOGIES INC | 43,500 | $1.1T | 0.00% | |
| 72 | APIAGORA INC | 435,510 | $923.3B | 0.00% | |
| 73 | JDJD.COM INC | 24,555 | $634.5B | 0.00% | |
| 74 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $377.1B | 0.00% |