13F HOLDINGS REPORT
COATUE MANAGEMENT LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006691
Total Value
$26.92B
Positions
238
Other Managers
10
Confidential Omitted
No
Holdings (238)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 2,571,366 | $1.47B | 5.47% |
| 2 | AMAZON COM INC | AMZN | 7,337,409 | $1.37B | 5.08% |
| 3 | MICROSOFT CORP | MSFT | 2,988,847 | $1.29B | 4.78% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 4,175,465 | $1.09B | 4.03% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,981,718 | $1.04B | 3.86% |
| 6 | NVIDIA CORPORATION | NVDA | 6,811,376 | $827.2M | 3.07% |
| 7 | EATON CORP PLC | ETN | 2,406,277 | $797.5M | 2.96% |
| 8 | NU HLDGS LTD | NU | 44,847,681 | $612.2M | 2.27% |
| 9 | ADOBE INC | ADBE | 1,016,574 | $526.4M | 1.96% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 3,010,558 | $494.0M | 1.84% |
| 11 | AMAZON COM INC | AMZN | 2,468,292 | $459.9M | 1.71% |
| 12 | NETFLIX INC | NFLX | 612,323 | $434.3M | 1.61% |
| 13 | GE VERNOVA INC | GEV | 1,684,410 | $429.5M | 1.60% |
| 14 | VERTIV HOLDINGS CO | VRT | 4,245,183 | $422.4M | 1.57% |
| 15 | BROADCOM INC | AVGO | 2,429,574 | $419.1M | 1.56% |
| 16 | TESLA INC | TSLA | 1,556,942 | $407.3M | 1.51% |
| 17 | CONSTELLATION ENERGY CORP | CEG | 1,546,004 | $402.0M | 1.49% |
| 18 | META PLATFORMS INC | META | 682,707 | $390.8M | 1.45% |
| 19 | ALPHABET INC | GOOG | 2,234,791 | $370.6M | 1.38% |
| 20 | PAYPAL HLDGS INC | PYPL | 4,662,067 | $363.8M | 1.35% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 707,230 | $347.4M | 1.29% |
| 22 | LAM RESEARCH CORP | LRCX | 404,637 | $330.2M | 1.23% |
| 23 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 146,843 | $270.3M | 1.00% |
| 24 | INTUIT | INTU | 421,947 | $262.0M | 0.97% |
| 25 | CADENCE DESIGN SYSTEM INC | CDNS | 952,430 | $258.1M | 0.96% |
| 26 | EATON CORP PLC | ETN | 721,728 | $239.2M | 0.89% |
| 27 | EATON CORP PLC | ETN | 716,028 | $237.3M | 0.88% |
| 28 | VISTRA CORP | VST | 1,982,128 | $235.0M | 0.87% |
| 29 | ADOBE INC | ADBE | 452,891 | $234.5M | 0.87% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,329,285 | $230.9M | 0.86% |
| 31 | GE VERNOVA INC | GEV | 880,801 | $224.6M | 0.83% |
| 32 | PDD HOLDINGS INC | PDD | 1,663,781 | $224.3M | 0.83% |
| 33 | UBER TECHNOLOGIES INC | UBER | 2,910,927 | $218.8M | 0.81% |
| 34 | QUALCOMM INC | QCOM | 1,230,343 | $209.2M | 0.78% |
| 35 | MICROSOFT CORP | MSFT | 481,880 | $207.4M | 0.77% |
| 36 | SHOPIFY INC | SHOP | 2,547,675 | $204.2M | 0.76% |
| 37 | JD.COM INC | JDCMF | 5,095,261 | $203.8M | 0.76% |
| 38 | CONSTELLATION ENERGY CORP | CEG | 757,089 | $196.9M | 0.73% |
| 39 | SPOTIFY TECHNOLOGY S A | SPOT | 527,243 | $194.3M | 0.72% |
| 40 | ALIBABA GROUP HLDG LTD | BBAAY | 1,822,486 | $193.4M | 0.72% |
| 41 | KKR & CO INC | KKRT | 1,475,229 | $192.6M | 0.72% |
| 42 | DOORDASH INC | DASH | 1,333,775 | $190.4M | 0.71% |
| 43 | CHIPOTLE MEXICAN GRILL INC | CMG | 3,215,607 | $185.3M | 0.69% |
| 44 | PAYPAL HLDGS INC | PYPL | 2,365,990 | $184.6M | 0.69% |
| 45 | NVIDIA CORPORATION | NVDA | 1,486,940 | $180.6M | 0.67% |
| 46 | AMAZON COM INC | AMZN | 887,906 | $165.4M | 0.61% |
| 47 | META PLATFORMS INC | META | 288,552 | $165.2M | 0.61% |
| 48 | CONSTELLATION ENERGY CORP | CEG | 633,331 | $164.7M | 0.61% |
| 49 | GE VERNOVA INC | GEV | 625,811 | $159.6M | 0.59% |
| 50 | NU HLDGS LTD | NU | 11,521,662 | $157.3M | 0.58% |
| 51 | VERTIV HOLDINGS CO | VRT | 1,524,206 | $151.6M | 0.56% |
| 52 | APPLOVIN CORP | APP | 1,153,420 | $150.6M | 0.56% |
| 53 | KRANESHARES TRUST | 500767306 | 4,257,626 | $144.8M | 0.54% |
| 54 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 817,705 | $142.0M | 0.53% |
| 55 | ADVANCED MICRO DEVICES INC | AMD | 864,135 | $141.8M | 0.53% |
| 56 | VERTIV HOLDINGS CO | VRT | 1,404,531 | $139.7M | 0.52% |
| 57 | INTUITIVE SURGICAL INC | ISRG | 282,601 | $138.8M | 0.52% |
| 58 | DOMINOS PIZZA INC | DPZ | 322,621 | $138.8M | 0.52% |
| 59 | ELI LILLY & CO | LLY | 151,247 | $134.0M | 0.50% |
| 60 | BROADCOM INC | AVGO | 748,346 | $129.1M | 0.48% |
| 61 | ALPHABET INC | GOOG | 776,680 | $128.8M | 0.48% |
| 62 | KKR & CO INC | KKRT | 986,346 | $128.8M | 0.48% |
| 63 | EATON CORP PLC | ETN | 358,064 | $118.7M | 0.44% |
| 64 | RESMED INC | RSMDF | 473,179 | $115.5M | 0.43% |
| 65 | MICROSOFT CORP | MSFT | 264,859 | $114.0M | 0.42% |
| 66 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 653,524 | $113.5M | 0.42% |
| 67 | ENPHASE ENERGY INC | ENPH | 960,700 | $108.6M | 0.40% |
| 68 | ISHARES TR | 464287184 | 3,415,627 | $108.5M | 0.40% |
| 69 | BROADCOM INC | AVGO | 626,428 | $108.1M | 0.40% |
| 70 | NVIDIA CORPORATION | NVDA | 874,111 | $106.2M | 0.39% |
| 71 | DELL TECHNOLOGIES INC | DELL | 767,896 | $91.0M | 0.34% |
| 72 | GENERAC HLDGS INC | GNRC | 559,911 | $89.0M | 0.33% |
| 73 | DOCUSIGN INC | DOCU | 1,422,245 | $88.3M | 0.33% |
| 74 | EATON CORP PLC | ETN | 263,847 | $87.4M | 0.32% |
| 75 | APPLOVIN CORP | APP | 662,395 | $86.5M | 0.32% |
| 76 | GE VERNOVA INC | GEV | 323,488 | $82.5M | 0.31% |
| 77 | ALPHABET INC | GOOG | 478,690 | $79.4M | 0.29% |
| 78 | NEXTERA ENERGY INC | NEE-PW | 898,824 | $76.0M | 0.28% |
| 79 | VISTRA CORP | VST | 613,650 | $72.7M | 0.27% |
| 80 | PDD HOLDINGS INC | PDD | 538,253 | $72.6M | 0.27% |
| 81 | AMAZON COM INC | AMZN | 386,360 | $72.0M | 0.27% |
| 82 | CADENCE DESIGN SYSTEM INC | CDNS | 265,033 | $71.8M | 0.27% |
| 83 | ALPHABET INC | GOOG | 413,193 | $69.1M | 0.26% |
| 84 | ELI LILLY & CO | LLY | 75,097 | $66.5M | 0.25% |
| 85 | JD.COM INC | JDCMF | 1,648,477 | $65.9M | 0.24% |
| 86 | DOORDASH INC | DASH | 457,491 | $65.3M | 0.24% |
| 87 | SEA LTD | SE | 678,308 | $64.0M | 0.24% |
| 88 | ADOBE INC | ADBE | 121,759 | $63.0M | 0.23% |
| 89 | CONSTELLATION ENERGY CORP | CEG | 242,157 | $63.0M | 0.23% |
| 90 | ALIBABA GROUP HLDG LTD | BBAAY | 589,632 | $62.6M | 0.23% |
| 91 | SPOTIFY TECHNOLOGY S A | SPOT | 169,692 | $62.5M | 0.23% |
| 92 | CONSTELLATION ENERGY CORP | CEG | 240,419 | $62.5M | 0.23% |
| 93 | NVIDIA CORPORATION | NVDA | 509,240 | $61.8M | 0.23% |
| 94 | GE VERNOVA INC | GEV | 237,621 | $60.6M | 0.23% |
| 95 | TESLA INC | TSLA | 221,296 | $57.9M | 0.22% |
| 96 | META PLATFORMS INC | META | 98,681 | $56.5M | 0.21% |
| 97 | CHIPOTLE MEXICAN GRILL INC | CMG | 974,621 | $56.2M | 0.21% |
| 98 | PAYPAL HLDGS INC | PYPL | 706,682 | $55.1M | 0.20% |
| 99 | PINTEREST INC | PINS | 1,678,764 | $54.3M | 0.20% |
| 100 | VERTIV HOLDINGS CO | VRT | 542,203 | $53.9M | 0.20% |
| 101 | NU HLDGS LTD | NU | 3,588,173 | $49.0M | 0.18% |
| 102 | INTUIT | INTU | 78,442 | $48.7M | 0.18% |
| 103 | ATLASSIAN CORPORATION | TEAM | 299,775 | $47.6M | 0.18% |
| 104 | ZILLOW GROUP INC | Z | 739,700 | $47.2M | 0.18% |
| 105 | KRANESHARES TRUST | 500767306 | 1,382,957 | $47.0M | 0.17% |
| 106 | TESLA INC | TSLA | 177,738 | $46.5M | 0.17% |
| 107 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 24,712 | $45.5M | 0.17% |
| 108 | ADVANCED MICRO DEVICES INC | AMD | 274,334 | $45.0M | 0.17% |
| 109 | BROADCOM INC | AVGO | 259,524 | $44.8M | 0.17% |
| 110 | TESLA INC | TSLA | 168,946 | $44.2M | 0.16% |
| 111 | PARAMOUNT GLOBAL | 92556H206 | 3,678,056 | $39.1M | 0.15% |
| 112 | KRANESHARES TRUST | 500767306 | 1,105,310 | $37.6M | 0.14% |
| 113 | ADOBE INC | ADBE | 71,023 | $36.8M | 0.14% |
| 114 | EATON CORP PLC | ETN | 109,873 | $36.4M | 0.14% |
| 115 | PDD HOLDINGS INC | PDD | 268,124 | $36.1M | 0.13% |
| 116 | JD.COM INC | JDCMF | 892,500 | $35.7M | 0.13% |
| 117 | AMAZON COM INC | AMZN | 189,062 | $35.2M | 0.13% |
| 118 | GE VERNOVA INC | GEV | 137,936 | $35.2M | 0.13% |
| 119 | ISHARES TR | 464287184 | 1,105,992 | $35.1M | 0.13% |
| 120 | UPSTART HLDGS INC | UPST | 870,947 | $34.8M | 0.13% |
| 121 | CONSTELLATION ENERGY CORP | CEG | 131,643 | $34.2M | 0.13% |
| 122 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 189,581 | $32.9M | 0.12% |
| 123 | MICROSOFT CORP | MSFT | 75,428 | $32.5M | 0.12% |
| 124 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 184,800 | $32.1M | 0.12% |
| 125 | UIPATH INC | PATH | 2,436,400 | $31.2M | 0.12% |
| 126 | KE HLDGS INC | BEKE | 1,555,132 | $31.0M | 0.12% |
| 127 | META PLATFORMS INC | META | 52,953 | $30.3M | 0.11% |
| 128 | ZILLOW GROUP INC | Z | 482,271 | $29.9M | 0.11% |
| 129 | PAYPAL HLDGS INC | PYPL | 376,180 | $29.4M | 0.11% |
| 130 | QUANTA SVCS INC | 74762E102 | 97,799 | $29.2M | 0.11% |
| 131 | NOVAVAX INC | NVAX | 2,224,319 | $28.1M | 0.10% |
| 132 | VISTRA CORP | VST | 232,884 | $27.6M | 0.10% |
| 133 | QUANTUMSCAPE CORP | QS | 4,553,617 | $26.2M | 0.10% |
| 134 | NU HLDGS LTD | NU | 1,804,289 | $24.6M | 0.09% |
| 135 | ATLASSIAN CORPORATION | TEAM | 151,072 | $24.0M | 0.09% |
| 136 | INTUITIVE SURGICAL INC | ISRG | 48,711 | $23.9M | 0.09% |
| 137 | NOVO-NORDISK A S | NONOF | 197,508 | $23.5M | 0.09% |
| 138 | NVIDIA CORPORATION | NVDA | 187,900 | $22.8M | 0.08% |
| 139 | INTUITIVE SURGICAL INC | ISRG | 44,368 | $21.8M | 0.08% |
| 140 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 123,935 | $21.5M | 0.08% |
| 141 | EATON CORP PLC | ETN | 62,885 | $20.8M | 0.08% |
| 142 | ALPHABET INC | GOOG | 122,970 | $20.6M | 0.08% |
| 143 | NEXTERA ENERGY INC | NEE-PW | 242,776 | $20.5M | 0.08% |
| 144 | BROADCOM INC | AVGO | 117,323 | $20.2M | 0.08% |
| 145 | ALPHABET INC | GOOG | 121,603 | $20.2M | 0.07% |
| 146 | KKR & CO INC | KKRT | 154,262 | $20.1M | 0.07% |
| 147 | NVIDIA CORPORATION | NVDA | 161,765 | $19.6M | 0.07% |
| 148 | MICROSOFT CORP | MSFT | 41,846 | $18.0M | 0.07% |
| 149 | HASHICORP INC | 418100103 | 511,741 | $17.3M | 0.06% |
| 150 | BLACKSTONE INC | BX | 109,525 | $16.8M | 0.06% |
| 151 | TESLA INC | TSLA | 63,680 | $16.7M | 0.06% |
| 152 | ALPHABET INC | GOOG | 98,582 | $16.5M | 0.06% |
| 153 | ADVANCED MICRO DEVICES INC | AMD | 100,163 | $16.4M | 0.06% |
| 154 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 85,212 | $14.8M | 0.05% |
| 155 | MEDICAL PPTYS TRUST INC | 58463J304 | 2,524,429 | $14.8M | 0.05% |
| 156 | NU HLDGS LTD | NU | 1,038,825 | $14.2M | 0.05% |
| 157 | APPLOVIN CORP | APP | 104,047 | $13.6M | 0.05% |
| 158 | GE VERNOVA INC | GEV | 53,090 | $13.5M | 0.05% |
| 159 | BROADCOM INC | AVGO | 76,616 | $13.2M | 0.05% |
| 160 | RINGCENTRAL INC | RNG | 411,351 | $13.0M | 0.05% |
| 161 | NVIDIA CORPORATION | NVDA | 106,829 | $13.0M | 0.05% |
| 162 | PELOTON INTERACTIVE INC | PTON | 2,500,000 | $11.7M | 0.04% |
| 163 | ALPHABET INC | GOOG | 70,465 | $11.7M | 0.04% |
| 164 | NOVO-NORDISK A S | NONOF | 97,353 | $11.6M | 0.04% |
| 165 | PAYPAL HLDGS INC | PYPL | 147,009 | $11.5M | 0.04% |
| 166 | ADOBE INC | ADBE | 21,989 | $11.4M | 0.04% |
| 167 | CADENCE DESIGN SYSTEM INC | CDNS | 41,556 | $11.3M | 0.04% |
| 168 | BROADCOM INC | AVGO | 65,215 | $11.2M | 0.04% |
| 169 | QUANTA SVCS INC | 74762E102 | 37,112 | $11.1M | 0.04% |
| 170 | ELI LILLY & CO | LLY | 12,174 | $10.8M | 0.04% |
| 171 | DOORDASH INC | DASH | 73,079 | $10.4M | 0.04% |
| 172 | LUCID GROUP INC | LCID | 2,953,931 | $10.4M | 0.04% |
| 173 | BLACKSTONE INC | BX | 68,078 | $10.4M | 0.04% |
| 174 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 5,650 | $10.4M | 0.04% |
| 175 | JD.COM INC | JDCMF | 252,372 | $10.1M | 0.04% |
| 176 | SUPER MICRO COMPUTER INC | SMCI | 24,161 | $10.1M | 0.04% |
| 177 | CADENCE DESIGN SYSTEM INC | CDNS | 37,050 | $10.0M | 0.04% |
| 178 | SPOTIFY TECHNOLOGY S A | SPOT | 26,118 | $9.6M | 0.04% |
| 179 | ALIBABA GROUP HLDG LTD | BBAAY | 90,266 | $9.6M | 0.04% |
| 180 | NOVOCURE LTD | NVCR | 608,672 | $9.5M | 0.04% |
| 181 | CHIPOTLE MEXICAN GRILL INC | CMG | 158,302 | $9.1M | 0.03% |
| 182 | ALIBABA GROUP HLDG LTD | BBAAY | 83,266 | $8.8M | 0.03% |
| 183 | NETEASE INC | NETTF | 94,336 | $8.8M | 0.03% |
| 184 | PDD HOLDINGS INC | PDD | 64,962 | $8.8M | 0.03% |
| 185 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 4,533 | $8.3M | 0.03% |
| 186 | CADENCE DESIGN SYSTEM INC | CDNS | 30,030 | $8.1M | 0.03% |
| 187 | JD.COM INC | JDCMF | 198,924 | $8.0M | 0.03% |
| 188 | SPOTIFY TECHNOLOGY S A | SPOT | 20,579 | $7.6M | 0.03% |
| 189 | ALIBABA GROUP HLDG LTD | BBAAY | 71,153 | $7.6M | 0.03% |
| 190 | KKR & CO INC | KKRT | 56,838 | $7.4M | 0.03% |
| 191 | DOORDASH INC | DASH | 51,952 | $7.4M | 0.03% |
| 192 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 4,014 | $7.4M | 0.03% |
| 193 | TESLA INC | TSLA | 27,837 | $7.3M | 0.03% |
| 194 | CHIPOTLE MEXICAN GRILL INC | CMG | 125,146 | $7.2M | 0.03% |
| 195 | KRANESHARES TRUST | 500767306 | 210,913 | $7.2M | 0.03% |
| 196 | PDD HOLDINGS INC | PDD | 52,416 | $7.1M | 0.03% |
| 197 | JD.COM INC | JDCMF | 160,514 | $6.4M | 0.02% |
| 198 | SPOTIFY TECHNOLOGY S A | SPOT | 16,617 | $6.1M | 0.02% |
| 199 | ALIBABA GROUP HLDG LTD | BBAAY | 57,413 | $6.1M | 0.02% |
| 200 | KKR & CO INC | KKRT | 46,580 | $6.1M | 0.02% |
| 201 | DOORDASH INC | DASH | 42,036 | $6.0M | 0.02% |
| 202 | PLUG POWER INC | PLUG | 2,606,524 | $5.9M | 0.02% |
| 203 | CHIPOTLE MEXICAN GRILL INC | CMG | 101,378 | $5.8M | 0.02% |
| 204 | KRANESHARES TRUST | 500767306 | 166,154 | $5.7M | 0.02% |
| 205 | INTUITIVE SURGICAL INC | ISRG | 11,266 | $5.5M | 0.02% |
| 206 | ISHARES TR | 464287184 | 169,407 | $5.4M | 0.02% |
| 207 | APPLOVIN CORP | APP | 40,500 | $5.3M | 0.02% |
| 208 | TAL EDUCATION GROUP | TAL | 434,673 | $5.1M | 0.02% |
| 209 | TESLA INC | TSLA | 17,750 | $4.6M | 0.02% |
| 210 | ELI LILLY & CO | LLY | 5,192 | $4.6M | 0.02% |
| 211 | KRANESHARES TRUST | 500767306 | 134,196 | $4.6M | 0.02% |
| 212 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 59,316 | $4.5M | 0.02% |
| 213 | KANZHUN LIMITED | BZ | 253,957 | $4.4M | 0.02% |
| 214 | APPLOVIN CORP | APP | 33,234 | $4.3M | 0.02% |
| 215 | ISHARES TR | 464287184 | 133,316 | $4.2M | 0.02% |
| 216 | CHARGEPOINT HOLDINGS INC | CHPT | 3,081,752 | $4.2M | 0.02% |
| 217 | ATLASSIAN CORPORATION | TEAM | 24,189 | $3.8M | 0.01% |
| 218 | ELI LILLY & CO | LLY | 4,240 | $3.8M | 0.01% |
| 219 | ISHARES TR | 464287184 | 107,669 | $3.4M | 0.01% |
| 220 | OLAPLEX HLDGS INC | OLPX | 1,264,968 | $3.0M | 0.01% |
| 221 | ALPHABET INC | GOOG | 15,523 | $2.6M | 0.01% |
| 222 | BEYOND MEAT INC | BYND | 343,393 | $2.3M | 0.01% |
| 223 | STITCH FIX INC | SFIX | 790,167 | $2.2M | 0.01% |
| 224 | ALPHABET INC | GOOG | 13,028 | $2.2M | 0.01% |
| 225 | NOVO-NORDISK A S | NONOF | 17,397 | $2.1M | 0.01% |
| 226 | ATLASSIAN CORPORATION | TEAM | 11,647 | $1.8M | 0.01% |
| 227 | BLACKSTONE INC | BX | 10,691 | $1.6M | 0.01% |
| 228 | ATLASSIAN CORPORATION | TEAM | 9,448 | $1.5M | 0.01% |
| 229 | HERTZ GLOBAL HLDGS INC | HTZWW | 644,294 | $1.4M | 0.01% |
| 230 | AGORA INC | API | 435,510 | $1.0M | 0.00% |
| 231 | AMC ENTMT HLDGS INC | 00165C302 | 228,136 | $1.0M | 0.00% |
| 232 | SOLAREDGE TECHNOLOGIES INC | SEDG | 43,500 | $996,585 | 0.00% |
| 233 | NOVO-NORDISK A S | NONOF | 7,878 | $938,033 | 0.00% |
| 234 | NIKOLA CORP | NODK | 173,915 | $796,531 | 0.00% |
| 235 | NOVO-NORDISK A S | NONOF | 6,227 | $741,449 | 0.00% |
| 236 | BLACKSTONE INC | BX | 4,218 | $645,902 | 0.00% |
| 237 | BLACKSTONE INC | BX | 3,457 | $529,370 | 0.00% |
| 238 | HERTZ GLOBAL HLDGS INC | HTZWW | 106,823 | $352,516 | 0.00% |