COATUE MANAGEMENT LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$8.6T
Holdings
84
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 3,546,074 | $940.6B | 10.92% | |
| 2 | MRNAMODERNA INC | 5,706,504 | $674.8B | 7.83% | |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | 19,597,621 | $645.0B | 7.49% | |
| 4 | UBERUBER TECHNOLOGIES INC | 16,628,166 | $440.6B | 5.12% | |
| 5 | NVDANVIDIA CORPORATION | 3,384,288 | $410.8B | 4.77% | |
| 6 | PYPLPAYPAL HLDGS INC | 4,691,346 | $403.8B | 4.69% | |
| 7 | AMZNAMAZON COM INC | 3,233,243 | $365.4B | 4.24% | |
| 8 | ENPHENPHASE ENERGY INC | 1,201,119 | $333.3B | 3.87% | |
| 9 | 0C3ENDEAVOR GROUP HLDGS INC | 15,902,376 | $322.2B | 3.74% | |
| 10 | DISDISNEY WALT CO | 3,096,961 | $292.1B | 3.39% | |
| 11 | XYZBLOCK INC | 4,980,324 | $273.9B | 3.18% | |
| 12 | NFLXNETFLIX INC | 1,162,596 | $273.7B | 3.18% | |
| 13 | METAMETA PLATFORMS INC | 1,537,074 | $208.6B | 2.42% | |
| 14 | LRCXEURLAM RESEARCH CORP | 485,291 | $177.6B | 2.06% | |
| 15 | VVISA INC | 917,311 | $163.0B | 1.89% | |
| 16 | JDJD.COM INC | 2,821,237 | $141.9B | 1.65% | |
| 17 | AVGOBROADCOM INC | 317,584 | $141.0B | 1.64% | |
| 18 | DASHDOORDASH INC | 2,819,599 | $139.4B | 1.62% | |
| 19 | ADBEADOBE SYSTEMS INCORPORATED | 396,474 | $109.1B | 1.27% | |
| 20 | BBWIBATH & BODY WORKS INC | 3,214,424 | $104.8B | 1.22% | |
| 21 | MSFTMICROSOFT CORP | 433,677 | $101.0B | 1.17% | |
| 22 | CRWDCROWDSTRIKE HLDGS INC | 611,850 | $100.8B | 1.17% | |
| 23 | SNOWSNOWFLAKE INC | 486,583 | $82.7B | 0.96% | |
| 24 | GTLBGITLAB INC | 1,610,357 | $82.5B | 0.96% | |
| 25 | ZZILLOW GROUP INC | 2,358,800 | $67.5B | 0.78% | |
| 26 | SHOPSHOPIFY INC | 2,465,610 | $66.4B | 0.77% | |
| 27 | ZMZOOM VIDEO COMMUNICATIONS IN | 826,394 | $60.8B | 0.71% | |
| 28 | BEKEKE HLDGS INC | 3,466,016 | $60.7B | 0.71% | |
| 29 | PINSPINTEREST INC | 2,531,352 | $59.0B | 0.68% | |
| 30 | BNTXBIONTECH SE | 421,590 | $56.9B | 0.66% | |
| 31 | ABNBAIRBNB INC | 526,505 | $55.3B | 0.64% | |
| 32 | MNDYMONDAY COM LTD | 469,309 | $53.2B | 0.62% | |
| 33 | CCIVGBPLUCID GROUP INC | 3,675,263 | $51.3B | 0.60% | |
| 34 | EFXEQUIFAX INC | 295,362 | $50.6B | 0.59% | |
| 35 | INTUINTUIT | 130,700 | $50.6B | 0.59% | |
| 36 | NXPINXP SEMICONDUCTORS N V | 341,106 | $50.3B | 0.58% | |
| 37 | AMDADVANCED MICRO DEVICES INC | 792,899 | $50.2B | 0.58% | |
| 38 | PATHUIPATH INC | 3,956,371 | $49.9B | 0.58% | |
| 39 | WDAYWORKDAY INC | 324,285 | $49.4B | 0.57% | |
| 40 | DOCUDOCUSIGN INC | 866,044 | $46.3B | 0.54% | |
| 41 | SESEA LTD | 822,795 | $46.1B | 0.54% | |
| 42 | MRVLMARVELL TECHNOLOGY INC | 1,071,715 | $46.0B | 0.53% | |
| 43 | AMATAPPLIED MATLS INC | 517,114 | $42.4B | 0.49% | |
| 44 | PANWPALO ALTO NETWORKS INC | 258,460 | $42.3B | 0.49% | |
| 45 | CLVTRIP COM GROUP LTD | 1,501,694 | $41.0B | 0.48% | |
| 46 | DDOGDATADOG INC | 459,810 | $40.8B | 0.47% | |
| 47 | SOFISOFI TECHNOLOGIES INC | 8,266,520 | $40.3B | 0.47% | |
| 48 | PTONPELOTON INTERACTIVE INC | 5,359,867 | $37.1B | 0.43% | |
| 49 | UPSTUPSTART HLDGS INC | 1,664,843 | $34.6B | 0.40% | |
| 50 | CFLTCONFLUENT INC | 1,372,773 | $32.6B | 0.38% | |
| 51 | 0VVBPARAMOUNT GLOBAL | 1,616,702 | $30.8B | 0.36% | |
| 52 | GNRCGENERAC HLDGS INC | 157,005 | $28.0B | 0.32% | |
| 53 | DDLDINGDONG CAYMAN LTD | 7,029,666 | $25.0B | 0.29% | |
| 54 | MLB1MERCADOLIBRE INC | 29,529 | $24.4B | 0.28% | |
| 55 | QSQUANTUMSCAPE CORP | 2,847,240 | $23.9B | 0.28% | |
| 56 | VSCOVICTORIAS SECRET AND CO | 812,402 | $23.7B | 0.27% | |
| 57 | SYNASYNAPTICS INC | 234,521 | $23.2B | 0.27% | |
| 58 | PDDPINDUODUO INC | 365,897 | $22.9B | 0.27% | |
| 59 | ZGZILLOW GROUP INC | 691,885 | $19.8B | 0.23% | |
| 60 | RNGRINGCENTRAL INC | 411,351 | $16.4B | 0.19% | |
| 61 | BABAALIBABA GROUP HLDG LTD | 205,217 | $16.4B | 0.19% | |
| 62 | SPAQUSDFISKER INC | 1,854,445 | $14.0B | 0.16% | |
| 63 | ASMLASML HOLDING N V | 31,972 | $13.3B | 0.15% | |
| 64 | SNAPSNAP INC | 1,106,403 | $10.9B | 0.13% | |
| 65 | —NIKOLA CORP | 3,017,419 | $10.6B | 0.12% | |
| 66 | NVV1NOVAVAX INC | 547,555 | $10.0B | 0.12% | |
| 67 | BZKANZHUN LIMITED | 579,529 | $9.8B | 0.11% | |
| 68 | TWLOTWILIO INC | 135,000 | $9.3B | 0.11% | |
| 69 | OKTAOKTA INC | 150,000 | $8.5B | 0.10% | |
| 70 | BYNDBEYOND MEAT INC | 490,640 | $7.0B | 0.08% | |
| 71 | HTZWWHERTZ GLOBAL HLDGS INC | 762,095 | $6.8B | 0.08% | |
| 72 | GMEGAMESTOP CORP NEW | 218,788 | $5.5B | 0.06% | |
| 73 | SFIXSTITCH FIX INC | 1,342,810 | $5.3B | 0.06% | |
| 74 | —SINGULAR GENOMICS SYSTEMS IN | 2,119,614 | $5.3B | 0.06% | |
| 75 | AMCAMC ENTMT HLDGS INC | 751,238 | $5.2B | 0.06% | |
| 76 | MLCOMELCO RESORTS AND ENTMNT LTD | 738,547 | $4.9B | 0.06% | |
| 77 | LYFTLYFT INC | 320,000 | $4.2B | 0.05% | |
| 78 | HCPHASHICORP INC | 121,469 | $3.9B | 0.05% | |
| 79 | CVNACARVANA CO | 173,800 | $3.5B | 0.04% | |
| 80 | APIAGORA INC | 896,956 | $3.3B | 0.04% | |
| 81 | FTCHQFARFETCH LTD | 323,258 | $2.4B | 0.03% | |
| 82 | GRABGRAB HOLDINGS LIMITED | 679,103 | $1.8B | 0.02% | |
| 83 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $1.7B | 0.02% | |
| 84 | FRSHFRESHWORKS INC | 38,808 | $503.0M | 0.01% |