Filed: 11/14/2025ACC: 0000919574-25-006976
📋 What this filing means
COATUE MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $40.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$40.79B
Total AUM (reported)
264.06M
Total Shares
Allocation by class
COM$19.28B47.3%
CL A$6.79B16.6%
SHS$3.07B7.5%
SPONSORED ADS$3.03B7.4%
COM CL A$2.67B6.6%
CAP STK CL A$1.76B4.3%
COM NEW$1.70B4.2%
Portfolio Concentration
Top 3$7.62B18.7%
4–10$13.33B32.7%
11–25$14.20B34.8%
Rest$5.63B13.8%
Top 3 weight
18.7%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 264.06M
Sole
Full voting authority
264.06M
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)
Sole16
Shared0
Other58
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
META PLATFORMS INC
DFNDShares4.04M
TypeSH
Market value$2.96B
7.27%
Sole
4.04M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.64M
TypeSH
Market value$2.40B
5.90%
Sole
4.64M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares8.07M
TypeSH
Market value$2.25B
5.53%
Sole
8.07M
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares3.63M
TypeSH
Market value$2.23B
5.48%
Sole
3.63M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.74M
TypeSH
Market value$1.92B
4.71%
Sole
8.74M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares5.77M
TypeSH
Market value$1.90B
4.66%
Sole
5.77M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares5.73M
TypeSH
Market value$1.88B
4.62%
Sole
5.73M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares9.87M
TypeSH
Market value$1.84B
4.52%
Sole
9.87M
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares4.79M
TypeSH
Market value$1.79B
4.40%
Sole
4.79M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares7.22M
TypeSH
Market value$1.76B
4.30%
Sole
7.22M
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares2.27M
TypeSH
Market value$1.63B
4.00%
Sole
2.27M
Shared
0.00
None
0.00
REDDIT INC
DFNDShares5.90M
TypeSH
Market value$1.36B
3.33%
Sole
5.90M
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares4.80M
TypeSH
Market value$1.35B
3.31%
Sole
4.80M
Shared
0.00
None
0.00
LAM RESEARCH CORP
DFNDShares9.95M
TypeSH
Market value$1.33B
3.27%
Sole
9.95M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares1.80M
TypeSH
Market value$1.26B
3.09%
Sole
1.80M
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares6.72M
TypeSH
Market value$920.26M
2.26%
Sole
6.72M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares1.81M
TypeSH
Market value$892.61M
2.19%
Sole
1.81M
Shared
0.00
None
0.00
TESLA INC
DFNDShares1.73M
TypeSH
Market value$769.01M
1.89%
Sole
1.73M
Shared
0.00
None
0.00
NU HLDGS LTD
DFNDShares47.30M
TypeSH
Market value$757.25M
1.86%
Sole
47.30M
Shared
0.00
None
0.00
CARVANA CO
DFNDShares2M
TypeSH
Market value$755.69M
1.85%
Sole
2M
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares618.74K
TypeSH
Market value$741.81M
1.82%
Sole
618.74K
Shared
0.00
None
0.00
APPLIED MATLS INC
DFNDShares3.35M
TypeSH
Market value$685.68M
1.68%
Sole
3.35M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares2.45M
TypeSH
Market value$667.70M
1.64%
Sole
2.45M
Shared
0.00
None
0.00
INTUIT
DFNDShares839.46K
TypeSH
Market value$573.28M
1.41%
Sole
839.46K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares2.09M
TypeSH
Market value$509.40M
1.25%
Sole
2.09M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCDFND | CL A | 4.04M | SH | $2.96B 7.27% | 4.04M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.64M | SH | $2.40B 5.90% | 4.64M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 8.07M | SH | $2.25B 5.53% | 8.07M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 3.63M | SH | $2.23B 5.48% | 3.63M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.74M | SH | $1.92B 4.71% | 8.74M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 5.77M | SH | $1.90B 4.66% | 5.77M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 5.73M | SH | $1.88B 4.62% | 5.73M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 9.87M | SH | $1.84B 4.52% | 9.87M | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 4.79M | SH | $1.79B 4.40% | 4.79M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 7.22M | SH | $1.76B 4.30% | 7.22M | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 2.27M | SH | $1.63B 4.00% | 2.27M | 0.00 | 0.00 |
REDDIT INCDFND | CL A | 5.90M | SH | $1.36B 3.33% | 5.90M | 0.00 | 0.00 |
ORACLE CORPDFND | COM | 4.80M | SH | $1.35B 3.31% | 4.80M | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 9.95M | SH | $1.33B 3.27% | 9.95M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.80M | SH | $1.26B 3.09% | 1.80M | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 6.72M | SH | $920.26M 2.26% | 6.72M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 1.81M | SH | $892.61M 2.19% | 1.81M | 0.00 | 0.00 |
TESLA INCDFND | COM | 1.73M | SH | $769.01M 1.89% | 1.73M | 0.00 | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 47.30M | SH | $757.25M 1.86% | 47.30M | 0.00 | 0.00 |
CARVANA CODFND | CL A | 2M | SH | $755.69M 1.85% | 2M | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 618.74K | SH | $741.81M 1.82% | 618.74K | 0.00 | 0.00 |
APPLIED MATLS INCDFND | COM | 3.35M | SH | $685.68M 1.68% | 3.35M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 2.45M | SH | $667.70M 1.64% | 2.45M | 0.00 | 0.00 |
INTUITDFND | COM | 839.46K | SH | $573.28M 1.41% | 839.46K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 2.09M | SH | $509.40M 1.25% | 2.09M | 0.00 | 0.00 |
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