Filed: 8/14/2025ACC: 0000919574-25-004823
📋 What this filing means
COATUE MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $35.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$35.90B
Total AUM (reported)
270.70M
Total Shares
Allocation by class
COM$17.30B48.2%
CL A$6.05B16.8%
COM CL A$3.64B10.1%
SHS$2.89B8.1%
SPONSORED ADS$2.84B7.9%
COM NEW$1.45B4.1%
ORD SHS CL A$664.63M1.9%
Portfolio Concentration
Top 3$7.85B21.9%
4–10$12.73B35.5%
11–25$11.00B30.6%
Rest$4.32B12.0%
Top 3 weight
21.9%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 270.70M
Sole
Full voting authority
129.87M
shares
% of voting shares48.0%
Shared
Joint voting authority
140.83M
shares
% of voting shares52.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other65
Dominant voting typeShared · 52.0% of voting shares
Institutional Holdings70
Rows:
COREWEAVE INC
DFNDShares17.80M
TypeSH
Market value$2.90B
8.08%
Sole
372.70K
Shared
17.42M
None
0.00
META PLATFORMS INC
DFNDShares3.68M
TypeSH
Market value$2.72B
7.57%
Sole
1.04M
Shared
2.64M
None
0.00
AMAZON COM INC
DFNDShares10.16M
TypeSH
Market value$2.23B
6.21%
Sole
2.73M
Shared
7.42M
None
0.00
GE VERNOVA INC
DFNDShares3.76M
TypeSH
Market value$1.99B
5.54%
Sole
1.96M
Shared
1.79M
None
0.00
MICROSOFT CORP
DFNDShares3.93M
TypeSH
Market value$1.96B
5.45%
Sole
1.49M
Shared
2.44M
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares5.92M
TypeSH
Market value$1.91B
5.33%
Sole
3.12M
Shared
2.80M
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares8.07M
TypeSH
Market value$1.83B
5.09%
Sole
3.88M
Shared
4.19M
None
0.00
NVIDIA CORPORATION
DFNDShares11.49M
TypeSH
Market value$1.82B
5.06%
Sole
4.51M
Shared
6.98M
None
0.00
EATON CORP PLC
DFNDShares4.69M
TypeSH
Market value$1.67B
4.66%
Sole
2.19M
Shared
2.50M
None
0.00
BROADCOM INC
DFNDShares5.65M
TypeSH
Market value$1.56B
4.34%
Sole
2.63M
Shared
3.02M
None
0.00
SPOTIFY TECHNOLOGY S A
DFNDShares1.59M
TypeSH
Market value$1.22B
3.40%
Sole
458.81K
Shared
1.13M
None
0.00
LAM RESEARCH CORP
DFNDShares10.51M
TypeSH
Market value$1.02B
2.85%
Sole
4.12M
Shared
6.39M
None
0.00
REDDIT INC
DFNDShares6.21M
TypeSH
Market value$934.89M
2.60%
Sole
1.45M
Shared
4.76M
None
0.00
ORACLE CORP
DFNDShares3.86M
TypeSH
Market value$843.31M
2.35%
Sole
1.46M
Shared
2.40M
None
0.00
NETFLIX INC
DFNDShares618.74K
TypeSH
Market value$828.57M
2.31%
Sole
618.74K
Shared
0.00
None
0.00
INTUIT
DFNDShares1.05M
TypeSH
Market value$823.94M
2.30%
Sole
431.15K
Shared
614.94K
None
0.00
ARM HOLDINGS PLC
DFNDShares4.63M
TypeSH
Market value$749.41M
2.09%
Sole
1.91M
Shared
2.72M
None
0.00
NU HLDGS LTD
DFNDShares48.44M
TypeSH
Market value$664.63M
1.85%
Sole
3.89M
Shared
44.55M
None
0.00
TESLA INC
DFNDShares2.04M
TypeSH
Market value$647.07M
1.80%
Sole
580.70K
Shared
1.46M
None
0.00
APPLOVIN CORP
DFNDShares1.82M
TypeSH
Market value$635.68M
1.77%
Sole
1.82M
Shared
0.00
None
0.00
CARVANA CO
DFNDShares1.80M
TypeSH
Market value$606.55M
1.69%
Sole
840.56K
Shared
959.50K
None
0.00
DOORDASH INC
DFNDShares2.19M
TypeSH
Market value$539.07M
1.50%
Sole
824.32K
Shared
1.36M
None
0.00
PAYPAL HLDGS INC
DFNDShares6.97M
TypeSH
Market value$518.07M
1.44%
Sole
6.97M
Shared
0.00
None
0.00
KKR & CO INC
DFNDShares3.76M
TypeSH
Market value$499.53M
1.39%
Sole
3.76M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
DFNDShares2.31M
TypeSH
Market value$468.71M
1.31%
Sole
398.65K
Shared
1.91M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COREWEAVE INCDFND | COM CL A | 17.80M | SH | $2.90B 8.08% | 372.70K | 17.42M | 0.00 |
META PLATFORMS INCDFND | CL A | 3.68M | SH | $2.72B 7.57% | 1.04M | 2.64M | 0.00 |
AMAZON COM INCDFND | COM | 10.16M | SH | $2.23B 6.21% | 2.73M | 7.42M | 0.00 |
GE VERNOVA INCDFND | COM | 3.76M | SH | $1.99B 5.54% | 1.96M | 1.79M | 0.00 |
MICROSOFT CORPDFND | COM | 3.93M | SH | $1.96B 5.45% | 1.49M | 2.44M | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 5.92M | SH | $1.91B 5.33% | 3.12M | 2.80M | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 8.07M | SH | $1.83B 5.09% | 3.88M | 4.19M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 11.49M | SH | $1.82B 5.06% | 4.51M | 6.98M | 0.00 |
EATON CORP PLCDFND | SHS | 4.69M | SH | $1.67B 4.66% | 2.19M | 2.50M | 0.00 |
BROADCOM INCDFND | COM | 5.65M | SH | $1.56B 4.34% | 2.63M | 3.02M | 0.00 |
SPOTIFY TECHNOLOGY S ADFND | SHS | 1.59M | SH | $1.22B 3.40% | 458.81K | 1.13M | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 10.51M | SH | $1.02B 2.85% | 4.12M | 6.39M | 0.00 |
REDDIT INCDFND | CL A | 6.21M | SH | $934.89M 2.60% | 1.45M | 4.76M | 0.00 |
ORACLE CORPDFND | COM | 3.86M | SH | $843.31M 2.35% | 1.46M | 2.40M | 0.00 |
NETFLIX INCDFND | COM | 618.74K | SH | $828.57M 2.31% | 618.74K | 0.00 | 0.00 |
INTUITDFND | COM | 1.05M | SH | $823.94M 2.30% | 431.15K | 614.94K | 0.00 |
ARM HOLDINGS PLCDFND | SPONSORED ADS | 4.63M | SH | $749.41M 2.09% | 1.91M | 2.72M | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 48.44M | SH | $664.63M 1.85% | 3.89M | 44.55M | 0.00 |
TESLA INCDFND | COM | 2.04M | SH | $647.07M 1.80% | 580.70K | 1.46M | 0.00 |
APPLOVIN CORPDFND | COM CL A | 1.82M | SH | $635.68M 1.77% | 1.82M | 0.00 | 0.00 |
CARVANA CODFND | CL A | 1.80M | SH | $606.55M 1.69% | 840.56K | 959.50K | 0.00 |
DOORDASH INCDFND | CL A | 2.19M | SH | $539.07M 1.50% | 824.32K | 1.36M | 0.00 |
PAYPAL HLDGS INCDFND | COM | 6.97M | SH | $518.07M 1.44% | 6.97M | 0.00 | 0.00 |
KKR & CO INCDFND | COM | 3.76M | SH | $499.53M 1.39% | 3.76M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 2.31M | SH | $468.71M 1.31% | 398.65K | 1.91M | 0.00 |
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