COATUE MANAGEMENT LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$40.8T
Holdings
74
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 4,035,717 | $3.0T | 7.27% | |
| 2 | MSFTMICROSOFT CORP | 4,643,050 | $2.4T | 5.90% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,072,536 | $2.3T | 5.53% | |
| 4 | GEVGE VERNOVA INC | 3,634,166 | $2.2T | 5.48% | |
| 5 | AMZNAMAZON COM INC | 8,743,095 | $1.9T | 4.71% | |
| 6 | AVGOBROADCOM INC | 5,767,559 | $1.9T | 4.66% | |
| 7 | CEGCONSTELLATION ENERGY CORP | 5,725,963 | $1.9T | 4.62% | |
| 8 | NVDANVIDIA CORPORATION | 9,870,743 | $1.8T | 4.52% | |
| 9 | ETNEATON CORP PLC | 4,794,777 | $1.8T | 4.40% | |
| 10 | GOOGLALPHABET INC | 7,221,115 | $1.8T | 4.30% | |
| 11 | APPAPPLOVIN CORP | 2,267,855 | $1.6T | 4.00% | |
| 12 | RDDTREDDIT INC | 5,897,540 | $1.4T | 3.33% | |
| 13 | ORCLORACLE CORP | 4,796,157 | $1.3T | 3.31% | |
| 14 | LRCXLAM RESEARCH CORP | 9,954,492 | $1.3T | 3.27% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 1,803,173 | $1.3T | 3.09% | |
| 16 | CRWVCOREWEAVE INC | 6,724,615 | $920.3B | 2.26% | |
| 17 | SNPSSYNOPSYS INC | 1,809,127 | $892.6B | 2.19% | |
| 18 | TSLATESLA INC | 1,729,211 | $769.0B | 1.89% | |
| 19 | NUNU HLDGS LTD | 47,298,775 | $757.3B | 1.86% | |
| 20 | CVNACARVANA CO | 2,003,208 | $755.7B | 1.85% | |
| 21 | NFLXNETFLIX INC | 618,735 | $741.8B | 1.82% | |
| 22 | AMATAPPLIED MATLS INC | 3,349,048 | $685.7B | 1.68% | |
| 23 | DASHDOORDASH INC | 2,454,877 | $667.7B | 1.64% | |
| 24 | INTUINTUIT | 839,460 | $573.3B | 1.41% | |
| 25 | GOOGALPHABET INC | 2,091,574 | $509.4B | 1.25% | |
| 26 | SNOWSNOWFLAKE INC | 1,956,448 | $441.3B | 1.08% | |
| 27 | FCNCAFIRST CTZNS BANCSHARES INC D | 202,258 | $361.9B | 0.89% | |
| 28 | BABAALIBABA GROUP HLDG LTD | 1,996,593 | $356.9B | 0.87% | |
| 29 | PYPLPAYPAL HLDGS INC | 5,237,984 | $351.3B | 0.86% | |
| 30 | TEAMATLASSIAN CORPORATION | 2,077,303 | $331.7B | 0.81% | |
| 31 | ARMARM HOLDINGS PLC | 2,259,826 | $319.7B | 0.78% | |
| 32 | ISRGINTUITIVE SURGICAL INC | 710,649 | $317.8B | 0.78% | |
| 33 | CAICARIS LIFE SCIENCES INC | 10,142,198 | $306.8B | 0.75% | |
| 34 | KKRKKR & CO INC | 2,230,946 | $289.9B | 0.71% | |
| 35 | HNGEHINGE HEALTH INC | 4,702,208 | $230.8B | 0.57% | |
| 36 | CHYMCHIME FINL INC | 10,716,284 | $216.1B | 0.53% | |
| 37 | ADBEADOBE INC | 610,621 | $215.4B | 0.53% | |
| 38 | AMDADVANCED MICRO DEVICES INC | 1,239,043 | $200.5B | 0.49% | |
| 39 | MRVLMARVELL TECHNOLOGY INC | 2,079,046 | $174.8B | 0.43% | |
| 40 | BULLWEBULL CORP | 11,522,483 | $170.4B | 0.42% | |
| 41 | FIGFIGMA INC | 3,232,969 | $167.7B | 0.41% | |
| 42 | CDNSCADENCE DESIGN SYSTEM INC | 472,212 | $165.9B | 0.41% | |
| 43 | SESEA LTD | 666,305 | $119.1B | 0.29% | |
| 44 | CHACHAGEE HLDGS LTD | 6,174,115 | $102.2B | 0.25% | |
| 45 | VSTVISTRA CORP | 512,811 | $100.5B | 0.25% | |
| 46 | AWMSKYWORKS SOLUTIONS INC | 1,272,952 | $98.0B | 0.24% | |
| 47 | TTDTHE TRADE DESK INC | 1,387,089 | $68.0B | 0.17% | |
| 48 | ENPHENPHASE ENERGY INC | 1,647,893 | $58.3B | 0.14% | |
| 49 | ZZILLOW GROUP INC | 739,700 | $57.0B | 0.14% | |
| 50 | PINSPINTEREST INC | 1,678,764 | $54.0B | 0.13% | |
| 51 | QSQUANTUMSCAPE CORP | 4,294,995 | $52.9B | 0.13% | |
| 52 | MPTMEDICAL PPTYS TRUST INC | 9,050,796 | $45.9B | 0.11% | |
| 53 | UPSTUPSTART HLDGS INC | 870,947 | $44.2B | 0.11% | |
| 54 | NVV1NOVAVAX INC | 3,836,986 | $33.3B | 0.08% | |
| 55 | PATHUIPATH INC | 2,269,557 | $30.4B | 0.07% | |
| 56 | NTRANATERA INC | 170,326 | $27.4B | 0.07% | |
| 57 | ZGZILLOW GROUP INC | 328,189 | $24.4B | 0.06% | |
| 58 | PTONPELOTON INTERACTIVE INC | 2,500,000 | $22.5B | 0.06% | |
| 59 | KLARKLARNA GROUP PLC | 330,000 | $12.1B | 0.03% | |
| 60 | RNGRINGCENTRAL INC | 411,351 | $11.7B | 0.03% | |
| 61 | PLUNPLUG POWER INC | 4,098,713 | $9.6B | 0.02% | |
| 62 | JOYYJOYY INC | 155,705 | $9.1B | 0.02% | |
| 63 | IBITISHARES BITCOIN TRUST ETF | 132,640 | $8.6B | 0.02% | |
| 64 | LCIDLUCID GROUP INC | 295,393 | $7.0B | 0.02% | |
| 65 | FUTUFUTU HLDGS LTD | 24,105 | $4.2B | 0.01% | |
| 66 | SFIXSTITCH FIX INC | 790,167 | $3.4B | 0.01% | |
| 67 | MBLYMOBILEYE GLOBAL INC | 226,558 | $3.2B | 0.01% | |
| 68 | HTZWWHERTZ GLOBAL HLDGS INC | 468,814 | $1.7B | 0.00% | |
| 69 | CHPTCHARGEPOINT HOLDINGS INC | 154,086 | $1.7B | 0.00% | |
| 70 | OLPXOLAPLEX HLDGS INC | 1,264,968 | $1.7B | 0.00% | |
| 71 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $726.4M | 0.00% | |
| 72 | AMCAMC ENTMT HLDGS INC | 228,136 | $661.6M | 0.00% | |
| 73 | BYNDBEYOND MEAT INC | 343,393 | $649.0M | 0.00% | |
| 74 | APIAGORA INC | 93,700 | $357.9M | 0.00% |