COATUE MANAGEMENT LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$29.7T
Holdings
68
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 10,670,209 | $2.3T | 7.89% | |
| 2 | METAMETA PLATFORMS INC | 3,686,378 | $2.2T | 7.27% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,962,102 | $2.0T | 6.63% | |
| 4 | MSFTMICROSOFT CORP | 3,526,177 | $1.5T | 5.01% | |
| 5 | CEGCONSTELLATION ENERGY CORP | 6,638,618 | $1.5T | 5.00% | |
| 6 | ETNEATON CORP PLC | 4,450,018 | $1.5T | 4.98% | |
| 7 | NVDANVIDIA CORPORATION | 10,006,488 | $1.3T | 4.53% | |
| 8 | GEVGE VERNOVA INC | 3,864,541 | $1.3T | 4.28% | |
| 9 | RDDTREDDIT INC | 6,530,236 | $1.1T | 3.60% | |
| 10 | TSLATESLA INC | 2,171,723 | $877.0B | 2.95% | |
| 11 | TEAMATLASSIAN CORPORATION | 3,535,799 | $860.5B | 2.90% | |
| 12 | NUNU HLDGS LTD | 79,769,230 | $826.4B | 2.78% | |
| 13 | AVGOBROADCOM INC | 3,526,331 | $817.5B | 2.75% | |
| 14 | ADBEADOBE INC | 1,763,722 | $784.3B | 2.64% | |
| 15 | APPAPPLOVIN CORP | 2,297,938 | $744.1B | 2.51% | |
| 16 | VRTVERTIV HOLDINGS CO | 6,375,917 | $724.4B | 2.44% | |
| 17 | PYPLPAYPAL HLDGS INC | 7,976,880 | $680.8B | 2.29% | |
| 18 | NFLXNETFLIX INC | 695,526 | $619.9B | 2.09% | |
| 19 | GOOGLALPHABET INC | 3,237,591 | $612.9B | 2.06% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 1,268,324 | $567.4B | 1.91% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 4,249,190 | $513.3B | 1.73% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 972,878 | $507.8B | 1.71% | |
| 23 | FCNCAFIRST CTZNS BANCSHARES INC N | 218,987 | $462.7B | 1.56% | |
| 24 | DASHDOORDASH INC | 2,591,995 | $434.8B | 1.47% | |
| 25 | VSTVISTRA CORP | 2,967,631 | $409.1B | 1.38% | |
| 26 | KKRKKR & CO INC | 2,661,938 | $393.7B | 1.33% | |
| 27 | NOWSERVICENOW INC | 369,342 | $391.5B | 1.32% | |
| 28 | INTUINTUIT | 547,938 | $344.4B | 1.16% | |
| 29 | SCHWSCHWAB CHARLES CORP | 4,510,020 | $333.8B | 1.12% | |
| 30 | LRCXLAM RESEARCH CORP | 4,046,370 | $292.3B | 0.98% | |
| 31 | SHOPSHOPIFY INC | 2,547,675 | $270.9B | 0.91% | |
| 32 | SMCISUPER MICRO COMPUTER INC | 8,866,735 | $270.3B | 0.91% | |
| 33 | HUBSHUBSPOT INC | 373,280 | $260.1B | 0.88% | |
| 34 | CDNSCADENCE DESIGN SYSTEM INC | 801,576 | $240.8B | 0.81% | |
| 35 | QCOMQUALCOMM INC | 1,230,343 | $189.0B | 0.64% | |
| 36 | UBERUBER TECHNOLOGIES INC | 2,910,927 | $175.6B | 0.59% | |
| 37 | LLYELI LILLY & CO | 213,984 | $165.2B | 0.56% | |
| 38 | AFRMAFFIRM HLDGS INC | 2,633,442 | $160.4B | 0.54% | |
| 39 | DPZDOMINOS PIZZA INC | 322,621 | $135.4B | 0.46% | |
| 40 | DOCUDOCUSIGN INC | 1,343,053 | $120.8B | 0.41% | |
| 41 | OKTAOKTA INC | 1,254,080 | $98.8B | 0.33% | |
| 42 | DDOGDATADOG INC | 669,972 | $95.7B | 0.32% | |
| 43 | DELLDELL TECHNOLOGIES INC | 767,896 | $88.5B | 0.30% | |
| 44 | GOOGALPHABET INC | 403,298 | $76.8B | 0.26% | |
| 45 | SESEA LTD | 678,308 | $72.0B | 0.24% | |
| 46 | MNDYMONDAY COM LTD | 293,474 | $69.1B | 0.23% | |
| 47 | TTANSERVICETITAN INC | 631,258 | $64.9B | 0.22% | |
| 48 | PWRQUANTA SVCS INC | 134,911 | $42.6B | 0.14% | |
| 49 | PATHUIPATH INC | 2,436,400 | $31.0B | 0.10% | |
| 50 | 0VVBPARAMOUNT GLOBAL | 2,678,629 | $28.0B | 0.09% | |
| 51 | ZZILLOW GROUP INC | 369,850 | $27.4B | 0.09% | |
| 52 | BEKEKE HLDGS INC | 1,231,471 | $22.7B | 0.08% | |
| 53 | ZGZILLOW GROUP INC | 318,176 | $22.5B | 0.08% | |
| 54 | UPSTUPSTART HLDGS INC | 349,060 | $21.5B | 0.07% | |
| 55 | JDJD.COM INC | 614,424 | $21.3B | 0.07% | |
| 56 | NVCRNOVOCURE LTD | 608,672 | $18.1B | 0.06% | |
| 57 | PDDPDD HOLDINGS INC | 184,628 | $17.9B | 0.06% | |
| 58 | HCPHASHICORP INC | 511,741 | $17.5B | 0.06% | |
| 59 | BABAALIBABA GROUP HLDG LTD | 192,728 | $16.3B | 0.06% | |
| 60 | FUTUFUTU HLDGS LTD | 129,835 | $10.4B | 0.03% | |
| 61 | KWEBKRANESHARES TRUST | 301,743 | $8.8B | 0.03% | |
| 62 | MRNAMODERNA INC | 191,074 | $7.9B | 0.03% | |
| 63 | LXLEXINFINTECH HLDGS LTD | 1,245,168 | $7.2B | 0.02% | |
| 64 | CPNGCOUPANG INC | 150,936 | $3.3B | 0.01% | |
| 65 | APIAGORA INC | 435,510 | $1.8B | 0.01% | |
| 66 | QFINQIFU TECHNOLOGY INC | 45,447 | $1.7B | 0.01% | |
| 67 | SEDGSOLAREDGE TECHNOLOGIES INC | 43,500 | $591.6M | 0.00% | |
| 68 | HTZWWHERTZ GLOBAL HLDGS INC | 175,480 | $377.3M | 0.00% |