Filed: 5/15/2025ACC: 0000919574-25-003179
📋 What this filing means
COATUE MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $22.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$22.68B
Total AUM (reported)
219.53M
Total Shares
Allocation by class
COM$10.91B48.1%
CL A$4.35B19.2%
SHS$2.06B9.1%
SPONSORED ADS$1.83B8.1%
COM NEW$1.28B5.6%
COM CL A$1.11B4.9%
ORD SHS CL A$571.31M2.5%
Portfolio Concentration
Top 3$5.53B24.4%
4–10$7.30B32.2%
11–25$7.10B31.3%
Rest$2.75B12.1%
Top 3 weight
24.4%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 219.53M
Sole
Full voting authority
219.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1
Shared0
Other69
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
META PLATFORMS INC
DFNDShares3.76M
TypeSH
Market value$2.17B
9.55%
Sole
3.76M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares10.75M
TypeSH
Market value$2.05B
9.02%
Sole
10.75M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares7.96M
TypeSH
Market value$1.32B
5.83%
Sole
7.96M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares6.17M
TypeSH
Market value$1.24B
5.48%
Sole
6.17M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares3.27M
TypeSH
Market value$1.23B
5.41%
Sole
3.27M
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares4.47M
TypeSH
Market value$1.21B
5.35%
Sole
4.47M
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares3.76M
TypeSH
Market value$1.15B
5.06%
Sole
3.76M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares8.55M
TypeSH
Market value$926.20M
4.08%
Sole
8.55M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
DFNDShares1.54M
TypeSH
Market value$848.14M
3.74%
Sole
1.54M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
DFNDShares3.27M
TypeSH
Market value$693.94M
3.06%
Sole
3.27M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares3.57M
TypeSH
Market value$598.10M
2.64%
Sole
3.57M
Shared
0.00
None
0.00
LAM RESEARCH CORP
DFNDShares8.21M
TypeSH
Market value$596.84M
2.63%
Sole
8.21M
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares618.74K
TypeSH
Market value$576.99M
2.54%
Sole
618.74K
Shared
0.00
None
0.00
NU HLDGS LTD
DFNDShares55.79M
TypeSH
Market value$571.31M
2.52%
Sole
55.79M
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares2.10M
TypeSH
Market value$555.42M
2.45%
Sole
2.10M
Shared
0.00
None
0.00
COREWEAVE INC
DFNDShares14.40M
TypeSH
Market value$534.06M
2.35%
Sole
14.40M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares3.80M
TypeSH
Market value$502.70M
2.22%
Sole
3.80M
Shared
0.00
None
0.00
REDDIT INC
DFNDShares4.75M
TypeSH
Market value$497.84M
2.19%
Sole
4.75M
Shared
0.00
None
0.00
TESLA INC
DFNDShares1.64M
TypeSH
Market value$425.01M
1.87%
Sole
1.64M
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
DFNDShares221.22K
TypeSH
Market value$410.17M
1.81%
Sole
221.22K
Shared
0.00
None
0.00
INTUIT
DFNDShares658.86K
TypeSH
Market value$404.54M
1.78%
Sole
658.86K
Shared
0.00
None
0.00
KKR & CO INC
DFNDShares3.50M
TypeSH
Market value$404.43M
1.78%
Sole
3.50M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares698.07K
TypeSH
Market value$345.73M
1.52%
Sole
698.07K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares5.24M
TypeSH
Market value$341.78M
1.51%
Sole
5.24M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares3.24M
TypeSH
Market value$332.90M
1.47%
Sole
3.24M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCDFND | CL A | 3.76M | SH | $2.17B 9.55% | 3.76M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 10.75M | SH | $2.05B 9.02% | 10.75M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 7.96M | SH | $1.32B 5.83% | 7.96M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 6.17M | SH | $1.24B 5.48% | 6.17M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 3.27M | SH | $1.23B 5.41% | 3.27M | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 4.47M | SH | $1.21B 5.35% | 4.47M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 3.76M | SH | $1.15B 5.06% | 3.76M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 8.55M | SH | $926.20M 4.08% | 8.55M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ADFND | SHS | 1.54M | SH | $848.14M 3.74% | 1.54M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 3.27M | SH | $693.94M 3.06% | 3.27M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 3.57M | SH | $598.10M 2.64% | 3.57M | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 8.21M | SH | $596.84M 2.63% | 8.21M | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 618.74K | SH | $576.99M 2.54% | 618.74K | 0.00 | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 55.79M | SH | $571.31M 2.52% | 55.79M | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 2.10M | SH | $555.42M 2.45% | 2.10M | 0.00 | 0.00 |
COREWEAVE INCDFND | COM CL A | 14.40M | SH | $534.06M 2.35% | 14.40M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 3.80M | SH | $502.70M 2.22% | 3.80M | 0.00 | 0.00 |
REDDIT INCDFND | CL A | 4.75M | SH | $497.84M 2.19% | 4.75M | 0.00 | 0.00 |
TESLA INCDFND | COM | 1.64M | SH | $425.01M 1.87% | 1.64M | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NDFND | CL A | 221.22K | SH | $410.17M 1.81% | 221.22K | 0.00 | 0.00 |
INTUITDFND | COM | 658.86K | SH | $404.54M 1.78% | 658.86K | 0.00 | 0.00 |
KKR & CO INCDFND | COM | 3.50M | SH | $404.43M 1.78% | 3.50M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 698.07K | SH | $345.73M 1.52% | 698.07K | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 5.24M | SH | $341.78M 1.51% | 5.24M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 3.24M | SH | $332.90M 1.47% | 3.24M | 0.00 | 0.00 |
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