COATUE MANAGEMENT LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$35.9B
Holdings
70
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRWVCOREWEAVE INC | 17,797,573 | $2.9T | 8083.85% | |
| 2 | METAMETA PLATFORMS INC | 3,680,627 | $2.7T | 7567.30% | |
| 3 | AMZNAMAZON COM INC | 10,157,624 | $2.2T | 6207.53% | |
| 4 | GEVGE VERNOVA INC | 3,755,260 | $2.0T | 5535.14% | |
| 5 | MSFTMICROSOFT CORP | 3,932,397 | $2.0T | 5448.56% | |
| 6 | CEGCONSTELLATION ENERGY CORP | 5,924,294 | $1.9T | 5326.31% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,068,201 | $1.8T | 5090.21% | |
| 8 | NVDANVIDIA CORPORATION | 11,488,529 | $1.8T | 5055.97% | |
| 9 | ETNEATON CORP PLC | 4,687,780 | $1.7T | 4661.58% | |
| 10 | AVGOBROADCOM INC | 5,647,507 | $1.6T | 4336.35% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 1,591,167 | $1.2T | 3401.05% | |
| 12 | LRCXLAM RESEARCH CORP | 10,507,492 | $1.0T | 2849.05% | |
| 13 | RDDTREDDIT INC | 6,208,994 | $934.9B | 2604.17% | |
| 14 | ORCLORACLE CORP | 3,857,262 | $843.3B | 2349.09% | |
| 15 | NFLXNETFLIX INC | 618,735 | $828.6B | 2308.01% | |
| 16 | INTUINTUIT | 1,046,096 | $823.9B | 2295.11% | |
| 17 | ARMARM HOLDINGS PLC | 4,633,454 | $749.4B | 2087.53% | |
| 18 | NUNU HLDGS LTD | 48,442,699 | $664.6B | 1851.37% | |
| 19 | TSLATESLA INC | 2,036,991 | $647.1B | 1802.44% | |
| 20 | APPAPPLOVIN CORP | 1,815,815 | $635.7B | 1770.72% | |
| 21 | CVNACARVANA CO | 1,800,055 | $606.5B | 1689.56% | |
| 22 | DASHDOORDASH INC | 2,186,808 | $539.1B | 1501.60% | |
| 23 | PYPLPAYPAL HLDGS INC | 6,970,822 | $518.1B | 1443.11% | |
| 24 | KKRKKR & CO INC | 3,755,032 | $499.5B | 1391.47% | |
| 25 | TEAMATLASSIAN CORPORATION | 2,307,886 | $468.7B | 1305.61% | |
| 26 | FCNCAFIRST CTZNS BANCSHARES INC N | 211,007 | $412.8B | 1149.95% | |
| 27 | ISRGINTUITIVE SURGICAL INC | 737,579 | $400.8B | 1116.47% | |
| 28 | CHYMCHIME FINL INC | 10,821,992 | $373.5B | 1040.31% | |
| 29 | GOOGLALPHABET INC | 2,010,681 | $354.3B | 987.04% | |
| 30 | CAICARIS LIFE SCIENCES INC | 10,142,198 | $271.0B | 754.88% | |
| 31 | HNGEHINGE HEALTH INC | 4,702,208 | $243.3B | 677.83% | |
| 32 | 4I1PHILIP MORRIS INTL INC | 1,298,405 | $236.5B | 658.72% | |
| 33 | ADBEADOBE INC | 610,621 | $236.2B | 658.05% | |
| 34 | CDNSCADENCE DESIGN SYSTEM INC | 707,937 | $218.2B | 607.67% | |
| 35 | AMDADVANCED MICRO DEVICES INC | 1,530,241 | $217.1B | 604.86% | |
| 36 | CHACHAGEE HLDGS LTD | 6,174,115 | $161.2B | 449.05% | |
| 37 | BULLWEBULL CORP | 11,448,149 | $136.9B | 381.40% | |
| 38 | SESEA LTD | 666,305 | $106.6B | 296.85% | |
| 39 | BABAALIBABA GROUP HLDG LTD | 867,767 | $98.4B | 274.14% | |
| 40 | AWMSKYWORKS SOLUTIONS INC | 1,272,952 | $94.9B | 264.24% | |
| 41 | VSTVISTRA CORP | 476,169 | $92.3B | 257.07% | |
| 42 | LLYELI LILLY & CO | 117,415 | $91.5B | 254.96% | |
| 43 | TTDTHE TRADE DESK INC | 998,989 | $71.9B | 200.33% | |
| 44 | PINSPINTEREST INC | 1,678,764 | $60.2B | 167.69% | |
| 45 | UPSTUPSTART HLDGS INC | 870,947 | $56.3B | 156.92% | |
| 46 | ZZILLOW GROUP INC | 739,700 | $51.8B | 144.34% | |
| 47 | MRVLMARVELL TECHNOLOGY INC | 602,389 | $46.6B | 129.88% | |
| 48 | MPTMEDICAL PPTYS TRUST INC | 9,050,796 | $39.0B | 108.66% | |
| 49 | ENPHENPHASE ENERGY INC | 843,948 | $33.5B | 93.21% | |
| 50 | GNRCGENERAC HLDGS INC | 216,442 | $31.0B | 86.34% | |
| 51 | PATHUIPATH INC | 2,269,557 | $29.1B | 80.92% | |
| 52 | QSQUANTUMSCAPE CORP | 4,294,995 | $28.9B | 80.40% | |
| 53 | NVV1NOVAVAX INC | 3,836,986 | $24.2B | 67.33% | |
| 54 | ZGZILLOW GROUP INC | 328,189 | $22.5B | 62.61% | |
| 55 | PTONPELOTON INTERACTIVE INC | 2,500,000 | $17.4B | 48.33% | |
| 56 | RNGRINGCENTRAL INC | 411,351 | $11.7B | 32.48% | |
| 57 | YUMCYUM CHINA HLDGS INC | 231,346 | $10.3B | 28.81% | |
| 58 | LXLEXINFINTECH HLDGS LTD | 1,394,026 | $10.1B | 28.00% | |
| 59 | CCIVGBPLUCID GROUP INC | 2,953,931 | $6.2B | 17.36% | |
| 60 | PLUNPLUG POWER INC | 4,098,713 | $6.1B | 17.01% | |
| 61 | MBLYMOBILEYE GLOBAL INC | 226,558 | $4.1B | 11.35% | |
| 62 | IBITISHARES BITCOIN TRUST ETF | 56,508 | $3.5B | 9.63% | |
| 63 | SFIXSTITCH FIX INC | 790,167 | $2.9B | 8.14% | |
| 64 | CHPTCHARGEPOINT HOLDINGS INC | 3,081,752 | $2.2B | 6.04% | |
| 65 | OLPXOLAPLEX HLDGS INC | 1,264,968 | $1.8B | 4.93% | |
| 66 | HTZWWHERTZ GLOBAL HLDGS INC | 468,814 | $1.7B | 4.77% | |
| 67 | BYNDBEYOND MEAT INC | 343,393 | $1.2B | 3.34% | |
| 68 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $729.6M | 2.03% | |
| 69 | AMCAMC ENTMT HLDGS INC | 228,136 | $707.2M | 1.97% | |
| 70 | APIAGORA INC | 93,700 | $357.0M | 0.99% |