13F HOLDINGS REPORT
COATUE MANAGEMENT LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-002996
Total Value
$25.50B
Positions
225
Other Managers
10
Confidential Omitted
No
Holdings (225)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 3,793,187 | $1.84B | 7.22% |
| 2 | AMAZON COM INC | AMZN | 7,908,408 | $1.43B | 5.60% |
| 3 | MICROSOFT CORP | MSFT | 3,040,632 | $1.28B | 5.02% |
| 4 | SALESFORCE INC | CRM | 3,638,101 | $1.10B | 4.30% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 5,368,105 | $968.9M | 3.80% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,033,278 | $956.9M | 3.75% |
| 7 | NVIDIA CORPORATION | NVDA | 979,295 | $884.9M | 3.47% |
| 8 | EATON CORP PLC | ETN | 2,479,173 | $775.2M | 3.04% |
| 9 | ADOBE INC | ADBE | 1,157,982 | $584.3M | 2.29% |
| 10 | NU HLDGS LTD | NU | 46,538,030 | $555.2M | 2.18% |
| 11 | ALPHABET INC | GOOG | 3,424,358 | $516.8M | 2.03% |
| 12 | VERTIV HOLDINGS CO | VRT | 5,473,154 | $447.0M | 1.75% |
| 13 | BROADCOM INC | AVGO | 327,436 | $434.0M | 1.70% |
| 14 | PAYPAL HLDGS INC | PYPL | 6,307,496 | $422.5M | 1.66% |
| 15 | QUALCOMM INC | QCOM | 2,429,089 | $411.2M | 1.61% |
| 16 | NETFLIX INC | NFLX | 637,308 | $387.1M | 1.52% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 949,842 | $379.1M | 1.49% |
| 18 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 231,599 | $378.7M | 1.49% |
| 19 | DELL TECHNOLOGIES INC | DELL | 3,238,097 | $369.5M | 1.45% |
| 20 | LAM RESEARCH CORP | LRCX | 338,431 | $328.8M | 1.29% |
| 21 | UBER TECHNOLOGIES INC | UBER | 4,041,892 | $311.2M | 1.22% |
| 22 | DOMINOS PIZZA INC | DPZ | 621,650 | $308.9M | 1.21% |
| 23 | AMAZON COM INC | AMZN | 1,656,109 | $298.7M | 1.17% |
| 24 | INTUIT | INTU | 421,947 | $274.3M | 1.08% |
| 25 | EQUINIX INC | EQIX | 326,628 | $269.6M | 1.06% |
| 26 | MAPLEBEAR INC | CART | 7,053,945 | $263.0M | 1.03% |
| 27 | SALESFORCE INC | CRM | 813,886 | $245.1M | 0.96% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,755,141 | $238.8M | 0.94% |
| 29 | EATON CORP PLC | ETN | 716,028 | $223.9M | 0.88% |
| 30 | MICROSOFT CORP | MSFT | 531,681 | $223.7M | 0.88% |
| 31 | CONSTELLATION ENERGY CORP | CEG | 1,181,800 | $218.5M | 0.86% |
| 32 | NETFLIX INC | NFLX | 358,139 | $217.5M | 0.85% |
| 33 | META PLATFORMS INC | META | 423,122 | $205.5M | 0.81% |
| 34 | SHOPIFY INC | SHOP | 2,547,675 | $196.6M | 0.77% |
| 35 | TESLA INC | TSLA | 1,109,469 | $195.0M | 0.76% |
| 36 | DOCUSIGN INC | DOCU | 3,108,683 | $185.1M | 0.73% |
| 37 | NVIDIA CORPORATION | NVDA | 199,196 | $180.0M | 0.71% |
| 38 | EATON CORP PLC | ETN | 519,250 | $162.4M | 0.64% |
| 39 | NU HLDGS LTD | NU | 13,289,925 | $158.5M | 0.62% |
| 40 | ADVANCED MICRO DEVICES INC | AMD | 875,380 | $158.0M | 0.62% |
| 41 | BLOCK INC | BSQKZ | 1,863,242 | $157.6M | 0.62% |
| 42 | CROWDSTRIKE HLDGS INC | CRWD | 477,265 | $153.0M | 0.60% |
| 43 | ALPHABET INC | GOOG | 948,300 | $144.4M | 0.57% |
| 44 | BURLINGTON STORES INC | BURL | 601,553 | $139.7M | 0.55% |
| 45 | VISTRA CORP | VST | 1,951,629 | $135.9M | 0.53% |
| 46 | NVIDIA CORPORATION | NVDA | 139,665 | $126.2M | 0.49% |
| 47 | VERTIV HOLDINGS CO | VRT | 1,544,421 | $126.1M | 0.49% |
| 48 | ASML HOLDING N V | ASMLF | 128,673 | $124.9M | 0.49% |
| 49 | ALPHABET INC | GOOG | 812,237 | $122.6M | 0.48% |
| 50 | SERVICENOW INC | NOW | 158,942 | $121.2M | 0.48% |
| 51 | MAPLEBEAR INC | CART | 3,223,498 | $120.2M | 0.47% |
| 52 | ADOBE INC | ADBE | 237,908 | $120.0M | 0.47% |
| 53 | ENPHASE ENERGY INC | ENPH | 989,200 | $119.7M | 0.47% |
| 54 | ELI LILLY & CO | LLY | 153,544 | $119.5M | 0.47% |
| 55 | VERTIV HOLDINGS CO | VRT | 1,404,531 | $114.7M | 0.45% |
| 56 | PALANTIR TECHNOLOGIES INC | PLTR | 4,816,195 | $110.8M | 0.43% |
| 57 | INTUITIVE SURGICAL INC | ISRG | 271,127 | $108.2M | 0.42% |
| 58 | TESLA INC | TSLA | 575,491 | $101.2M | 0.40% |
| 59 | QUALCOMM INC | QCOM | 541,524 | $91.7M | 0.36% |
| 60 | BROADCOM INC | AVGO | 68,182 | $90.4M | 0.35% |
| 61 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 657,524 | $89.5M | 0.35% |
| 62 | PAYPAL HLDGS INC | PYPL | 1,321,176 | $88.5M | 0.35% |
| 63 | DELL TECHNOLOGIES INC | DELL | 759,510 | $86.7M | 0.34% |
| 64 | EATON CORP PLC | ETN | 274,202 | $85.7M | 0.34% |
| 65 | DOCUSIGN INC | DOCU | 1,422,245 | $84.7M | 0.33% |
| 66 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 50,860 | $83.2M | 0.33% |
| 67 | APPLOVIN CORP | APP | 1,153,420 | $79.8M | 0.31% |
| 68 | CONSTELLATION ENERGY CORP | CEG | 417,779 | $77.2M | 0.30% |
| 69 | TESLA INC | TSLA | 438,638 | $77.1M | 0.30% |
| 70 | TESLA INC | TSLA | 435,650 | $76.6M | 0.30% |
| 71 | SHOPIFY INC | SHOP | 964,293 | $74.4M | 0.29% |
| 72 | DANAHER CORPORATION | 235851102 | 295,541 | $73.8M | 0.29% |
| 73 | GENERAL MTRS CO | 37045V100 | 1,546,994 | $70.2M | 0.28% |
| 74 | DRAFTKINGS INC NEW | DKNG | 1,503,918 | $68.3M | 0.27% |
| 75 | LAM RESEARCH CORP | LRCX | 69,842 | $67.9M | 0.27% |
| 76 | QUALCOMM INC | QCOM | 398,846 | $67.5M | 0.26% |
| 77 | LI AUTO INC | LAAOF | 2,218,425 | $67.2M | 0.26% |
| 78 | AMAZON COM INC | AMZN | 336,250 | $60.7M | 0.24% |
| 79 | GENERAC HLDGS INC | GNRC | 477,108 | $60.2M | 0.24% |
| 80 | ELI LILLY & CO | LLY | 73,695 | $57.3M | 0.22% |
| 81 | C3 AI INC | AI | 2,084,198 | $56.4M | 0.22% |
| 82 | PINTEREST INC | PINS | 1,594,764 | $55.3M | 0.22% |
| 83 | PDD HOLDINGS INC | PDD | 461,509 | $53.7M | 0.21% |
| 84 | EQUINIX INC | EQIX | 64,486 | $53.2M | 0.21% |
| 85 | KE HLDGS INC | BEKE | 3,799,899 | $52.2M | 0.20% |
| 86 | INTUIT | INTU | 79,376 | $51.6M | 0.20% |
| 87 | SALESFORCE INC | CRM | 167,176 | $50.4M | 0.20% |
| 88 | ADVANCED MICRO DEVICES INC | AMD | 277,571 | $50.1M | 0.20% |
| 89 | PDD HOLDINGS INC | PDD | 430,476 | $50.0M | 0.20% |
| 90 | UIPATH INC | PATH | 2,196,400 | $49.8M | 0.20% |
| 91 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 360,337 | $49.0M | 0.19% |
| 92 | ISHARES TR | 464287184 | 2,021,518 | $48.7M | 0.19% |
| 93 | KRANESHARES TRUST | 500767306 | 1,807,859 | $47.5M | 0.19% |
| 94 | NVIDIA CORPORATION | NVDA | 50,924 | $46.0M | 0.18% |
| 95 | CONSTELLATION ENERGY CORP | CEG | 244,947 | $45.3M | 0.18% |
| 96 | VERTIV HOLDINGS CO | VRT | 536,901 | $43.8M | 0.17% |
| 97 | ASML HOLDING N V | ASMLF | 44,279 | $43.0M | 0.17% |
| 98 | VISTRA CORP | VST | 604,168 | $42.1M | 0.17% |
| 99 | QUANTA SVCS INC | 74762E102 | 154,912 | $40.2M | 0.16% |
| 100 | NEXTERA ENERGY INC | NEE-PW | 624,428 | $39.9M | 0.16% |
| 101 | BURLINGTON STORES INC | BURL | 158,353 | $36.8M | 0.14% |
| 102 | SEA LTD | SE | 678,308 | $36.4M | 0.14% |
| 103 | VISTRA CORP | VST | 511,888 | $35.7M | 0.14% |
| 104 | ZILLOW GROUP INC | Z | 702,200 | $34.3M | 0.13% |
| 105 | NXP SEMICONDUCTORS N V | NXPI | 136,169 | $33.7M | 0.13% |
| 106 | META PLATFORMS INC | META | 68,232 | $33.1M | 0.13% |
| 107 | DOORDASH INC | DASH | 239,851 | $33.0M | 0.13% |
| 108 | BLOCK INC | BSQKZ | 385,677 | $32.6M | 0.13% |
| 109 | EATON CORP PLC | ETN | 103,932 | $32.5M | 0.13% |
| 110 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 225,960 | $30.7M | 0.12% |
| 111 | AMAZON COM INC | AMZN | 169,809 | $30.6M | 0.12% |
| 112 | ON SEMICONDUCTOR CORP | ON | 404,195 | $29.7M | 0.12% |
| 113 | MICROSOFT CORP | MSFT | 70,166 | $29.5M | 0.12% |
| 114 | QUANTUMSCAPE CORP | QS | 4,553,617 | $28.6M | 0.11% |
| 115 | DRAFTKINGS INC NEW | DKNG | 629,795 | $28.6M | 0.11% |
| 116 | LAM RESEARCH CORP | LRCX | 29,372 | $28.5M | 0.11% |
| 117 | NETFLIX INC | NFLX | 46,842 | $28.4M | 0.11% |
| 118 | NOVO-NORDISK A S | NONOF | 213,063 | $27.4M | 0.11% |
| 119 | MONDAY COM LTD | MNDY | 117,944 | $26.6M | 0.10% |
| 120 | ALPHABET INC | GOOG | 167,938 | $25.6M | 0.10% |
| 121 | NU HLDGS LTD | NU | 2,093,945 | $25.0M | 0.10% |
| 122 | ALPHABET INC | GOOG | 165,016 | $24.9M | 0.10% |
| 123 | SALESFORCE INC | CRM | 81,673 | $24.6M | 0.10% |
| 124 | CONSTELLATION ENERGY CORP | CEG | 128,417 | $23.7M | 0.09% |
| 125 | UPSTART HLDGS INC | UPST | 870,947 | $23.4M | 0.09% |
| 126 | ALIBABA GROUP HLDG LTD | BBAAY | 304,358 | $22.0M | 0.09% |
| 127 | ZILLOW GROUP INC | Z | 458,581 | $21.9M | 0.09% |
| 128 | QUALCOMM INC | QCOM | 127,901 | $21.7M | 0.08% |
| 129 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 157,323 | $21.4M | 0.08% |
| 130 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 150,455 | $20.5M | 0.08% |
| 131 | ADVANCED MICRO DEVICES INC | AMD | 112,332 | $20.3M | 0.08% |
| 132 | QUALCOMM INC | QCOM | 111,274 | $18.8M | 0.07% |
| 133 | MEDICAL PPTYS TRUST INC | 58463J304 | 3,965,335 | $18.6M | 0.07% |
| 134 | BROADCOM INC | AVGO | 13,978 | $18.5M | 0.07% |
| 135 | PAYPAL HLDGS INC | PYPL | 271,206 | $18.2M | 0.07% |
| 136 | ADVANCED MICRO DEVICES INC | AMD | 100,163 | $18.1M | 0.07% |
| 137 | DELL TECHNOLOGIES INC | DELL | 155,589 | $17.8M | 0.07% |
| 138 | EATON CORP PLC | ETN | 55,802 | $17.4M | 0.07% |
| 139 | VERTIV HOLDINGS CO | VRT | 202,189 | $16.5M | 0.06% |
| 140 | MICROSOFT CORP | MSFT | 38,491 | $16.2M | 0.06% |
| 141 | META PLATFORMS INC | META | 31,603 | $15.3M | 0.06% |
| 142 | INTUITIVE SURGICAL INC | ISRG | 37,435 | $14.9M | 0.06% |
| 143 | TRIP COM GROUP LTD | TRPCF | 337,099 | $14.8M | 0.06% |
| 144 | RINGCENTRAL INC | RNG | 411,351 | $14.3M | 0.06% |
| 145 | HASHICORP INC | 418100103 | 511,741 | $13.8M | 0.05% |
| 146 | NXP SEMICONDUCTORS N V | NXPI | 52,357 | $13.0M | 0.05% |
| 147 | KRANESHARES TRUST | 500767306 | 483,841 | $12.7M | 0.05% |
| 148 | JD.COM INC | JDCMF | 460,351 | $12.6M | 0.05% |
| 149 | PLUG POWER INC | PLUG | 3,439,975 | $11.8M | 0.05% |
| 150 | ADOBE INC | ADBE | 23,167 | $11.7M | 0.05% |
| 151 | ALPHABET INC | GOOG | 76,858 | $11.6M | 0.05% |
| 152 | ON SEMICONDUCTOR CORP | ON | 156,120 | $11.5M | 0.05% |
| 153 | NVIDIA CORPORATION | NVDA | 12,580 | $11.4M | 0.04% |
| 154 | EQUINIX INC | EQIX | 13,320 | $11.0M | 0.04% |
| 155 | NETEASE INC | NETTF | 104,188 | $10.8M | 0.04% |
| 156 | PELOTON INTERACTIVE INC | PTON | 2,500,000 | $10.7M | 0.04% |
| 157 | ELI LILLY & CO | LLY | 13,665 | $10.6M | 0.04% |
| 158 | NU HLDGS LTD | NU | 891,067 | $10.6M | 0.04% |
| 159 | QUANTA SVCS INC | 74762E102 | 39,474 | $10.3M | 0.04% |
| 160 | NEXTERA ENERGY INC | NEE-PW | 159,111 | $10.2M | 0.04% |
| 161 | TAL EDUCATION GROUP | TAL | 849,164 | $9.6M | 0.04% |
| 162 | DANAHER CORPORATION | 235851102 | 38,586 | $9.6M | 0.04% |
| 163 | NOVO-NORDISK A S | NONOF | 74,343 | $9.5M | 0.04% |
| 164 | NOVOCURE LTD | NVCR | 608,672 | $9.5M | 0.04% |
| 165 | PAYPAL HLDGS INC | PYPL | 141,449 | $9.5M | 0.04% |
| 166 | TENCENT MUSIC ENTMT GROUP | XHLD | 843,262 | $9.4M | 0.04% |
| 167 | CONSTELLATION ENERGY CORP | CEG | 50,218 | $9.3M | 0.04% |
| 168 | QUALCOMM INC | QCOM | 54,532 | $9.2M | 0.04% |
| 169 | SHOPIFY INC | SHOP | 118,574 | $9.2M | 0.04% |
| 170 | BROADCOM INC | AVGO | 6,864 | $9.1M | 0.04% |
| 171 | ASML HOLDING N V | ASMLF | 9,085 | $8.8M | 0.03% |
| 172 | ADVANCED MICRO DEVICES INC | AMD | 48,295 | $8.7M | 0.03% |
| 173 | BAIDU INC | BAIDF | 80,484 | $8.5M | 0.03% |
| 174 | LUCID GROUP INC | LCID | 2,953,931 | $8.4M | 0.03% |
| 175 | DELL TECHNOLOGIES INC | DELL | 67,722 | $7.7M | 0.03% |
| 176 | INTUITIVE SURGICAL INC | ISRG | 19,176 | $7.7M | 0.03% |
| 177 | BURLINGTON STORES INC | BURL | 32,499 | $7.5M | 0.03% |
| 178 | KANZHUN LIMITED | BZ | 428,019 | $7.5M | 0.03% |
| 179 | VISTRA CORP | VST | 105,128 | $7.3M | 0.03% |
| 180 | NOVAVAX INC | NVAX | 1,519,594 | $7.3M | 0.03% |
| 181 | DOMINOS PIZZA INC | DPZ | 13,952 | $6.9M | 0.03% |
| 182 | DOORDASH INC | DASH | 49,916 | $6.9M | 0.03% |
| 183 | VERTIV HOLDINGS CO | VRT | 84,146 | $6.9M | 0.03% |
| 184 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 3,934 | $6.4M | 0.03% |
| 185 | H WORLD GROUP LTD | HWLDF | 161,567 | $6.3M | 0.02% |
| 186 | ADOBE INC | ADBE | 12,245 | $6.2M | 0.02% |
| 187 | INTUIT | INTU | 9,346 | $6.1M | 0.02% |
| 188 | DRAFTKINGS INC NEW | DKNG | 129,187 | $5.9M | 0.02% |
| 189 | CHARGEPOINT HOLDINGS INC | CHPT | 3,081,752 | $5.9M | 0.02% |
| 190 | LAM RESEARCH CORP | LRCX | 6,025 | $5.9M | 0.02% |
| 191 | NETFLIX INC | NFLX | 9,620 | $5.8M | 0.02% |
| 192 | EQUINIX INC | EQIX | 7,058 | $5.8M | 0.02% |
| 193 | MONDAY COM LTD | MNDY | 24,238 | $5.5M | 0.02% |
| 194 | UIPATH INC | PATH | 240,000 | $5.4M | 0.02% |
| 195 | NIKOLA CORP | NODK | 5,217,586 | $5.4M | 0.02% |
| 196 | ALPHABET INC | GOOG | 34,451 | $5.2M | 0.02% |
| 197 | CONSTELLATION ENERGY CORP | CEG | 26,532 | $4.9M | 0.02% |
| 198 | BLOCK INC | BSQKZ | 41,844 | $3.5M | 0.01% |
| 199 | ALPHABET INC | GOOG | 21,327 | $3.2M | 0.01% |
| 200 | INTUIT | INTU | 4,909 | $3.2M | 0.01% |
| 201 | NVIDIA CORPORATION | NVDA | 3,481 | $3.1M | 0.01% |
| 202 | BURLINGTON STORES INC | BURL | 13,487 | $3.1M | 0.01% |
| 203 | NETFLIX INC | NFLX | 5,095 | $3.1M | 0.01% |
| 204 | VISTRA CORP | VST | 43,765 | $3.0M | 0.01% |
| 205 | HERTZ GLOBAL HLDGS INC | HTZWW | 644,294 | $2.9M | 0.01% |
| 206 | BEYOND MEAT INC | BYND | 343,393 | $2.8M | 0.01% |
| 207 | ASML HOLDING N V | ASMLF | 2,890 | $2.8M | 0.01% |
| 208 | CROCS INC | CROX | 19,419 | $2.8M | 0.01% |
| 209 | ELI LILLY & CO | LLY | 3,206 | $2.5M | 0.01% |
| 210 | OLAPLEX HLDGS INC | OLPX | 1,264,968 | $2.4M | 0.01% |
| 211 | NOVO-NORDISK A S | NONOF | 14,953 | $1.9M | 0.01% |
| 212 | SHOPIFY INC | SHOP | 20,916 | $1.6M | 0.01% |
| 213 | STITCH FIX INC | SFIX | 603,767 | $1.6M | 0.01% |
| 214 | DRAFTKINGS INC NEW | DKNG | 33,723 | $1.5M | 0.01% |
| 215 | DOORDASH INC | DASH | 10,225 | $1.4M | 0.01% |
| 216 | PDD HOLDINGS INC | PDD | 10,393 | $1.2M | 0.00% |
| 217 | ISHARES TR | 464287184 | 45,516 | $1.1M | 0.00% |
| 218 | KRANESHARES TRUST | 500767306 | 40,708 | $1.1M | 0.00% |
| 219 | AGORA INC | API | 353,353 | $886,916 | 0.00% |
| 220 | AMC ENTMT HLDGS INC | 00165C302 | 228,136 | $848,666 | 0.00% |
| 221 | HERTZ GLOBAL HLDGS INC | HTZWW | 106,823 | $836,424 | 0.00% |
| 222 | LAM RESEARCH CORP | LRCX | 846 | $821,948 | 0.00% |
| 223 | DOORDASH INC | DASH | 5,384 | $741,484 | 0.00% |
| 224 | NOVO-NORDISK A S | NONOF | 4,774 | $612,982 | 0.00% |
| 225 | MEDICAL PPTYS TRUST INC | 58463J304 | 11,225 | $52,758 | 0.00% |