← COATUE MANAGEMENT LLC
Positions
81
Total value
$8.26B
Top 10 concentration
56.9%
New positions
25
Exited positions· 2 vs. Q1 2022
- ADVANCED MICRO DEVICES INC ($29.37M)
- MSD ACQUISITION CORP ($2.23M)
Holdings · 81
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC TSLA · 88160R101 | COM | $948.91M | 11.48% | 1,409,092 | -7.8% |
| 2 | MODERNA INC MRNA · 60770K107 | COM | $815.15M | 9.86% | 5,706,331 | -17.6% |
| 3 | RIVIAN AUTOMOTIVE INC RIVN · 76954A103 | COM CL A | $485.93M | 5.88% | 18,878,337 | -38.8% |
| 4 | AMAZON COM INC AMZN · 023135106 | COM | $437.43M | 5.29% | 4,118,580 | +2616.8% |
| 5 | JD.COM INC JD · 47215P106 | SPON ADR CL A | $409.74M | 4.96% | 6,380,204 | +71.9% |
| 6 | ENDEAVOR GROUP HLDGS INC EDVR · 29260Y109 | CL A COM | $348.97M | 4.22% | 16,973,200 | -0.5% |
| 7 | META PLATFORMS INC META · 30303M102 | CL A | $343.88M | 4.16% | 2,132,573 | -23.8% |
| 8 | MICROSOFT CORP MSFT · 594918104 | COM | $319.77M | 3.87% | 1,245,067 | -35.2% |
| 9 | BLOCK INC XYZ · 852234103 | CL A | $296.08M | 3.58% | 4,817,454 | -18.4% |
| 10 | DISNEY WALT CO DIS · 254687106 | COM | $292.35M | 3.54% | 3,096,961 | — |
| 11 | ENPHASE ENERGY INC ENPH · 29355A107 | COM | $266.81M | 3.23% | 1,366,593 | +803.4% |
| 12 | NETFLIX INC NFLX · 64110L106 | COM | $216.56M | 2.62% | 1,238,423 | -13.9% |
| 13 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $208.36M | 2.52% | 10,183,900 | +12.6% |
| 14 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $187.99M | 2.27% | 1,653,663 | +426.2% |
| 15 | BROADCOM INC AVGO · 11135F101 | COM | $154.29M | 1.87% | 317,584 | — |
| 16 | LUCID GROUP INC LCID · 549498103 | COM | $127.63M | 1.54% | 7,437,661 | +150.5% |
| 17 | VISA INC V · 92826C839 | COM CL A | $124.5M | 1.51% | 632,324 | -73.3% |
| 18 | SNOWFLAKE INC SNOW · 833445109 | CL A | $113.46M | 1.37% | 815,881 | -69.0% |
| 19 | CROWDSTRIKE HLDGS INC CRWD · 22788C105 | CL A | $103.13M | 1.25% | 611,850 | — |
| 20 | KE HLDGS INC BEKE · 482497104 | SPONSORED ADS | $90.61M | 1.10% | 5,048,061 | +40.6% |
| 21 | BATH & BODY WORKS INC BBWI · 070830104 | COM | $86.53M | 1.05% | 3,214,424 | — |
| 22 | GITLAB INC GTLB · 37637K108 | CLASS A COM | $85.57M | 1.04% | 1,610,357 | — |
| 23 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $85.25M | 1.03% | 1,220,620 | -29.8% |
| 24 | DATADOG INC DDOG · 23804L103 | CL A COM | $80.01M | 0.97% | 840,069 | New |
| 25 | VEEVA SYS INC VEEV · 922475108 | CL A COM | $79.32M | 0.96% | 400,521 | New |
| 26 | UIPATH INC PATH · 90364P105 | CL A | $77.04M | 0.93% | 4,235,394 | New |
| 27 | SOFI TECHNOLOGIES INC SOFI · 83406F102 | COM | $76.57M | 0.93% | 14,529,957 | New |
| 28 | ZILLOW GROUP INC Z · 98954M200 | CL C CAP STK | $74.89M | 0.91% | 2,358,800 | — |
| 29 | UPSTART HLDGS INC UPST · 91680M107 | COM | $74.7M | 0.90% | 2,362,290 | New |
| 30 | XPENG INC XPEV · 98422D105 | ADS | $71.91M | 0.87% | 2,265,669 | -19.7% |
| 31 | NOVAVAX INC NVAX · 670002401 | COM NEW | $63.86M | 0.77% | 1,241,716 | +40.6% |
| 32 | BIONTECH SE BNTX · 09075V102 | SPONSORED ADS | $62.86M | 0.76% | 421,590 | — |
| 33 | SEA LTD SE · 81141R100 | SPONSORD ADS | $61.85M | 0.75% | 925,132 | -60.7% |
| 34 | DOORDASH INC DASH · 25809K105 | CL A | $60.01M | 0.73% | 935,161 | -82.3% |
| 35 | PINTEREST INC PINS · 72352L106 | CL A | $57.32M | 0.69% | 3,156,352 | +24.7% |
| 36 | EQUIFAX INC EFX · 294429105 | COM | $53.99M | 0.65% | 295,362 | New |
| 37 | PARAMOUNT GLOBAL 0VVB · 92556H206 | CLASS B COM | $53.82M | 0.65% | 2,180,711 | — |
| 38 | MONDAY COM LTD MNDY · M7S64H106 | SHS | $48.41M | 0.59% | 469,309 | New |
| 39 | PALO ALTO NETWORKS INC PANW · 697435105 | COM | $47.24M | 0.57% | 95,640 | — |
| 40 | DINGDONG CAYMAN LTD DDL · 25445D101 | ADS | $38.87M | 0.47% | 7,029,666 | — |
| 41 | NIKOLA CORP 654110105 | COM | $35.18M | 0.43% | 7,391,449 | +0.0% |
| 42 | WILLIAMS SONOMA INC WSM · 969904101 | COM | $34.97M | 0.42% | 315,147 | New |
| 43 | LI AUTO INC LI · 50202M102 | SPONSORED ADS | $34.01M | 0.41% | 887,794 | +219.7% |
| 44 | VICTORIAS SECRET AND CO VSXY · 926400102 | COMMON STOCK | $29.97M | 0.36% | 1,071,472 | — |
| 45 | DOCUSIGN INC DOCU · 256163106 | COM | $28.81M | 0.35% | 502,135 | -65.7% |
| 46 | SYNAPTICS INC SYNA · 87157D109 | COM | $27.69M | 0.34% | 234,521 | New |
| 47 | QUANTUMSCAPE CORP QS · 74767V109 | COM CL A | $26.75M | 0.32% | 3,113,723 | +363.0% |
| 48 | SNAP INC SNAP · 83304A106 | CL A | $26.66M | 0.32% | 2,030,446 | New |
| 49 | PELOTON INTERACTIVE INC PTON · 70614W100 | CL A COM | $25.85M | 0.31% | 2,815,647 | -67.3% |
| 50 | TRIP COM GROUP LTD TCOM · 89677Q107 | ADS | $24.38M | 0.30% | 888,202 | New |
| 51 | HASHICORP INC HCP2EUR · 418100103 | COM CL A | $24.02M | 0.29% | 815,724 | New |
| 52 | ZILLOW GROUP INC ZG · 98954M101 | CL A | $22.01M | 0.27% | 691,885 | — |
| 53 | RINGCENTRAL INC RNG · 76680R206 | CL A | $21.5M | 0.26% | 411,351 | +303.4% |
| 54 | CONFLUENT INC 8QR · 20717M103 | CLASS A COM | $19.88M | 0.24% | 855,315 | New |
| 55 | AMC ENTMT HLDGS INC 00165C104 | CL A COM | $19.39M | 0.23% | 1,430,668 | +175.4% |
| 56 | FISKER INC SPAQUSD · 33813J106 | CL A COM STK | $19.3M | 0.23% | 2,252,565 | New |
| 57 | GINKGO BIOWORKS HOLDINGS INC DNA · 37611X100 | CL A SHS | $18.89M | 0.23% | 7,937,724 | New |
| 58 | MERCADOLIBRE INC MELI · 58733R102 | COM | $18.81M | 0.23% | 29,529 | New |
| 59 | RIBBIT LEAP LTD G7552B121 | UNIT 99/99/9999 | $18.26M | 0.22% | 1,830,000 | — |
| 60 | GDS HLDGS LTD GDS · 36165L108 | SPONSORED ADS | $14.66M | 0.18% | 439,039 | +117.2% |
| 61 | AGORA INC API · 00851L103 | ADS | $13.09M | 0.16% | 1,992,568 | — |
| 62 | BEYOND MEAT INC BYND · 08862E109 | COM | $11.75M | 0.14% | 490,640 | -2.7% |
| 63 | SALESFORCE INC CRM · 79466L302 | COM | $11.38M | 0.14% | 68,948 | New |
| 64 | WORKDAY INC WDAY · 98138H101 | CL A | $11.27M | 0.14% | 80,714 | New |
| 65 | SUNRUN INC RUN · 86771W105 | COM | $10.17M | 0.12% | 435,335 | -80.0% |
| 66 | SHOPIFY INC SHOP · 82509L107 | CL A | $9.96M | 0.12% | 318,900 | New |
| 67 | HUAZHU GROUP LTD HTHT · 44332N106 | SPONSORED ADS | $9.91M | 0.12% | 260,017 | New |
| 68 | SINGULAR GENOMICS SYSTEMS IN 82933R100 | COM | $8.1M | 0.10% | 2,119,614 | — |
| 69 | NVIDIA CORPORATION NVDA · 67066G104 | COM | $7.49M | 0.09% | 49,413 | -92.2% |
| 70 | HERTZ GLOBAL HLDGS INC HTZ · 42806J148 | *W EXP 06/30/205 | $7.46M | 0.09% | 762,095 | +36.7% |
| 71 | GAMESTOP CORP NEW GME · 36467W109 | CL A | $6.69M | 0.08% | 54,697 | — |
| 72 | STITCH FIX INC SFIX · 860897107 | COM CL A | $6.63M | 0.08% | 1,342,810 | — |
| 73 | ROBLOX CORP RBLX · 771049103 | CL A | $5.69M | 0.07% | 173,102 | -96.4% |
| 74 | KANZHUN LIMITED BZ · 48553T106 | SPONSORED ADS | $4.13M | 0.05% | 157,191 | New |
| 75 | CARVANA CO CVNA · 146869102 | CL A | $3.92M | 0.05% | 173,800 | New |
| 76 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $3.36M | 0.04% | 100,000 | New |
| 77 | DEXCOM INC DXCM · 252131107 | COM | $2.84M | 0.03% | 38,052 | +300.0% |
| 78 | ZOOM VIDEO COMMUNICATIONS IN ZM · 98980L101 | CL A | $2.24M | 0.03% | 20,770 | — |
| 79 | PINDUODUO INC PDD · 722304102 | SPONSORED ADS | $2.06M | 0.02% | 33,317 | New |
| 80 | HERTZ GLOBAL HLDGS INC HTZ · 42806J700 | COM NEW | $1.69M | 0.02% | 106,823 | — |
| 81 | GRAB HOLDINGS LIMITED G4124C109 | CLASS A ORD | $1.01M | 0.01% | 400,000 | New |
Total filing value: $8.26B