13F HOLDINGS REPORT
COATUE MANAGEMENT LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001429
Total Value
$29.68B
Positions
245
Other Managers
11
Confidential Omitted
No
Holdings (245)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 6,206,395 | $1.36B | 4.59% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,981,718 | $1.18B | 3.98% |
| 3 | META PLATFORMS INC | META | 1,908,059 | $1.12B | 3.76% |
| 4 | MICROSOFT CORP | MSFT | 2,395,421 | $1.01B | 3.40% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 2,973,454 | $665.2M | 2.24% |
| 6 | EATON CORP PLC | ETN | 1,926,574 | $639.4M | 2.15% |
| 7 | NU HLDGS LTD | NU | 57,017,865 | $590.7M | 1.99% |
| 8 | GE VERNOVA INC | GEV | 1,686,830 | $554.8M | 1.87% |
| 9 | AMAZON COM INC | AMZN | 2,468,292 | $541.5M | 1.82% |
| 10 | NVIDIA CORPORATION | NVDA | 4,006,098 | $538.0M | 1.81% |
| 11 | ADOBE INC | ADBE | 1,044,741 | $464.6M | 1.57% |
| 12 | NETFLIX INC | NFLX | 491,470 | $438.1M | 1.48% |
| 13 | PAYPAL HLDGS INC | PYPL | 4,965,569 | $423.8M | 1.43% |
| 14 | ALPHABET INC | GOOG | 2,234,791 | $423.0M | 1.43% |
| 15 | TESLA INC | TSLA | 1,000,676 | $404.1M | 1.36% |
| 16 | META PLATFORMS INC | META | 665,809 | $389.8M | 1.31% |
| 17 | META PLATFORMS INC | META | 663,307 | $388.4M | 1.31% |
| 18 | NVIDIA CORPORATION | NVDA | 2,886,283 | $387.6M | 1.31% |
| 19 | REDDIT INC | RDDT | 2,290,149 | $374.3M | 1.26% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 707,230 | $369.1M | 1.24% |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 3,010,558 | $363.6M | 1.23% |
| 22 | CONSTELLATION ENERGY CORP | CEG | 1,598,208 | $357.5M | 1.20% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,793,705 | $354.2M | 1.19% |
| 24 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 166,461 | $351.7M | 1.19% |
| 25 | SPOTIFY TECHNOLOGY S A | SPOT | 767,913 | $343.5M | 1.16% |
| 26 | BROADCOM INC | AVGO | 1,449,273 | $336.0M | 1.13% |
| 27 | ATLASSIAN CORPORATION | TEAM | 1,366,974 | $332.7M | 1.12% |
| 28 | APPLOVIN CORP | APP | 1,026,000 | $332.2M | 1.12% |
| 29 | VERTIV HOLDINGS CO | VRT | 2,904,977 | $330.0M | 1.11% |
| 30 | TESLA INC | TSLA | 777,124 | $313.8M | 1.06% |
| 31 | REDDIT INC | RDDT | 1,917,056 | $313.3M | 1.06% |
| 32 | DOORDASH INC | DASH | 1,823,180 | $305.8M | 1.03% |
| 33 | LAM RESEARCH CORP | LRCX | 4,046,370 | $292.3M | 0.98% |
| 34 | GE VERNOVA INC | GEV | 880,801 | $289.7M | 0.98% |
| 35 | SHOPIFY INC | SHOP | 2,547,675 | $270.9M | 0.91% |
| 36 | EATON CORP PLC | ETN | 814,829 | $270.4M | 0.91% |
| 37 | SUPER MICRO COMPUTER INC | SMCI | 8,866,735 | $270.3M | 0.91% |
| 38 | INTUIT | INTU | 421,947 | $265.2M | 0.89% |
| 39 | MICROSOFT CORP | MSFT | 593,426 | $250.1M | 0.84% |
| 40 | AMAZON COM INC | AMZN | 1,131,014 | $248.1M | 0.84% |
| 41 | APPLOVIN CORP | APP | 731,250 | $236.8M | 0.80% |
| 42 | REDDIT INC | RDDT | 1,399,257 | $228.7M | 0.77% |
| 43 | SCHWAB CHARLES CORP | SCHW-PJ | 3,082,463 | $228.1M | 0.77% |
| 44 | EATON CORP PLC | ETN | 685,986 | $227.7M | 0.77% |
| 45 | VISTRA CORP | VST | 1,637,255 | $225.7M | 0.76% |
| 46 | KKR & CO INC | KKRT | 1,475,229 | $218.2M | 0.74% |
| 47 | BROADCOM INC | AVGO | 925,887 | $214.7M | 0.72% |
| 48 | PAYPAL HLDGS INC | PYPL | 2,482,784 | $211.9M | 0.71% |
| 49 | ATLASSIAN CORPORATION | TEAM | 870,000 | $211.7M | 0.71% |
| 50 | EATON CORP PLC | ETN | 632,784 | $210.0M | 0.71% |
| 51 | GE VERNOVA INC | GEV | 625,851 | $205.9M | 0.69% |
| 52 | MICROSOFT CORP | MSFT | 481,880 | $203.1M | 0.68% |
| 53 | ADOBE INC | ADBE | 449,893 | $200.1M | 0.67% |
| 54 | NVIDIA CORPORATION | NVDA | 1,486,940 | $199.7M | 0.67% |
| 55 | ATLASSIAN CORPORATION | TEAM | 787,061 | $191.6M | 0.65% |
| 56 | QUALCOMM INC | QCOM | 1,230,343 | $189.0M | 0.64% |
| 57 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 943,652 | $186.4M | 0.63% |
| 58 | SPOTIFY TECHNOLOGY S A | SPOT | 416,369 | $186.3M | 0.63% |
| 59 | SERVICENOW INC | NOW | 171,836 | $182.2M | 0.61% |
| 60 | UBER TECHNOLOGIES INC | UBER | 2,910,927 | $175.6M | 0.59% |
| 61 | CONSTELLATION ENERGY CORP | CEG | 782,268 | $175.0M | 0.59% |
| 62 | VERTIV HOLDINGS CO | VRT | 1,524,206 | $173.2M | 0.58% |
| 63 | BROADCOM INC | AVGO | 746,742 | $173.1M | 0.58% |
| 64 | CONSTELLATION ENERGY CORP | CEG | 715,628 | $160.1M | 0.54% |
| 65 | VERTIV HOLDINGS CO | VRT | 1,404,531 | $159.6M | 0.54% |
| 66 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 785,760 | $155.2M | 0.52% |
| 67 | META PLATFORMS INC | META | 262,412 | $153.6M | 0.52% |
| 68 | NU HLDGS LTD | NU | 14,411,667 | $149.3M | 0.50% |
| 69 | CADENCE DESIGN SYSTEM INC | CDNS | 496,356 | $149.1M | 0.50% |
| 70 | KKR & CO INC | KKRT | 986,346 | $145.9M | 0.49% |
| 71 | DOMINOS PIZZA INC | DPZ | 322,621 | $135.4M | 0.46% |
| 72 | SERVICENOW INC | NOW | 121,233 | $128.5M | 0.43% |
| 73 | DOCUSIGN INC | DOCU | 1,343,053 | $120.8M | 0.41% |
| 74 | HUBSPOT INC | HUBS | 171,029 | $119.2M | 0.40% |
| 75 | REDDIT INC | RDDT | 719,285 | $117.6M | 0.40% |
| 76 | EATON CORP PLC | ETN | 352,856 | $117.1M | 0.39% |
| 77 | ELI LILLY & CO | LLY | 151,247 | $116.8M | 0.39% |
| 78 | NETFLIX INC | NFLX | 127,265 | $113.4M | 0.38% |
| 79 | ALPHABET INC | GOOG | 565,730 | $107.1M | 0.36% |
| 80 | ADVANCED MICRO DEVICES INC | AMD | 864,135 | $104.4M | 0.35% |
| 81 | DOORDASH INC | DASH | 620,523 | $104.1M | 0.35% |
| 82 | AFFIRM HLDGS INC | AFRM | 1,698,952 | $103.5M | 0.35% |
| 83 | AMAZON COM INC | AMZN | 467,008 | $102.5M | 0.35% |
| 84 | INTUITIVE SURGICAL INC | ISRG | 191,862 | $100.1M | 0.34% |
| 85 | NVIDIA CORPORATION | NVDA | 744,556 | $100.0M | 0.34% |
| 86 | DELL TECHNOLOGIES INC | DELL | 767,896 | $88.5M | 0.30% |
| 87 | VISTRA CORP | VST | 613,650 | $84.6M | 0.29% |
| 88 | GE VERNOVA INC | GEV | 256,000 | $84.2M | 0.28% |
| 89 | TESLA INC | TSLA | 201,796 | $81.5M | 0.27% |
| 90 | APPLOVIN CORP | APP | 242,684 | $78.6M | 0.26% |
| 91 | GE VERNOVA INC | GEV | 237,636 | $78.2M | 0.26% |
| 92 | SCHWAB CHARLES CORP | SCHW-PJ | 1,053,887 | $78.0M | 0.26% |
| 93 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 36,769 | $77.7M | 0.26% |
| 94 | ATLASSIAN CORPORATION | TEAM | 311,203 | $75.7M | 0.26% |
| 95 | TESLA INC | TSLA | 185,839 | $75.0M | 0.25% |
| 96 | NVIDIA CORPORATION | NVDA | 543,199 | $72.9M | 0.25% |
| 97 | HUBSPOT INC | HUBS | 104,184 | $72.6M | 0.24% |
| 98 | SEA LTD | SE | 678,308 | $72.0M | 0.24% |
| 99 | OKTA INC | OKTA | 898,918 | $70.8M | 0.24% |
| 100 | BROADCOM INC | AVGO | 302,133 | $70.0M | 0.24% |
| 101 | ADOBE INC | ADBE | 157,242 | $69.9M | 0.24% |
| 102 | SERVICETITAN INC | TTAN | 631,258 | $64.9M | 0.22% |
| 103 | APPLOVIN CORP | APP | 190,544 | $61.7M | 0.21% |
| 104 | VERTIV HOLDINGS CO | VRT | 542,203 | $61.6M | 0.21% |
| 105 | CONSTELLATION ENERGY CORP | CEG | 271,739 | $60.8M | 0.20% |
| 106 | META PLATFORMS INC | META | 97,302 | $57.0M | 0.19% |
| 107 | SERVICENOW INC | NOW | 53,673 | $56.9M | 0.19% |
| 108 | CADENCE DESIGN SYSTEM INC | CDNS | 179,418 | $53.9M | 0.18% |
| 109 | NETFLIX INC | NFLX | 58,990 | $52.6M | 0.18% |
| 110 | CONSTELLATION ENERGY CORP | CEG | 233,564 | $52.3M | 0.18% |
| 111 | VISTRA CORP | VST | 370,271 | $51.0M | 0.17% |
| 112 | INTUIT | INTU | 80,925 | $50.9M | 0.17% |
| 113 | ALPHABET INC | GOOG | 259,373 | $49.4M | 0.17% |
| 114 | ALPHABET INC | GOOG | 256,756 | $48.6M | 0.16% |
| 115 | AFFIRM HLDGS INC | AFRM | 769,199 | $46.8M | 0.16% |
| 116 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 232,404 | $45.9M | 0.15% |
| 117 | HUBSPOT INC | HUBS | 65,733 | $45.8M | 0.15% |
| 118 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 224,863 | $44.4M | 0.15% |
| 119 | MONDAY COM LTD | MNDY | 175,621 | $41.3M | 0.14% |
| 120 | ELI LILLY & CO | LLY | 51,426 | $39.7M | 0.13% |
| 121 | AMAZON COM INC | AMZN | 170,411 | $37.4M | 0.13% |
| 122 | DATADOG INC | DDOG | 246,225 | $35.2M | 0.12% |
| 123 | REDDIT INC | RDDT | 204,489 | $33.4M | 0.11% |
| 124 | ADVANCED MICRO DEVICES INC | AMD | 274,334 | $33.1M | 0.11% |
| 125 | GE VERNOVA INC | GEV | 100,508 | $33.1M | 0.11% |
| 126 | NU HLDGS LTD | NU | 3,125,640 | $32.4M | 0.11% |
| 127 | VISTRA CORP | VST | 232,884 | $32.1M | 0.11% |
| 128 | UIPATH INC | PATH | 2,436,400 | $31.0M | 0.10% |
| 129 | QUANTA SVCS INC | 74762E102 | 97,799 | $30.9M | 0.10% |
| 130 | APPLOVIN CORP | APP | 91,350 | $29.6M | 0.10% |
| 131 | ADOBE INC | ADBE | 64,511 | $28.7M | 0.10% |
| 132 | META PLATFORMS INC | META | 48,437 | $28.4M | 0.10% |
| 133 | DATADOG INC | DDOG | 196,624 | $28.1M | 0.09% |
| 134 | PARAMOUNT GLOBAL | 92556H206 | 2,678,629 | $28.0M | 0.09% |
| 135 | ATLASSIAN CORPORATION | TEAM | 115,022 | $28.0M | 0.09% |
| 136 | ZILLOW GROUP INC | Z | 369,850 | $27.4M | 0.09% |
| 137 | SPOTIFY TECHNOLOGY S A | SPOT | 60,849 | $27.2M | 0.09% |
| 138 | AMAZON COM INC | AMZN | 123,703 | $27.1M | 0.09% |
| 139 | DATADOG INC | DDOG | 180,326 | $25.8M | 0.09% |
| 140 | NVIDIA CORPORATION | NVDA | 187,900 | $25.2M | 0.09% |
| 141 | META PLATFORMS INC | META | 41,052 | $24.0M | 0.08% |
| 142 | BROADCOM INC | AVGO | 102,296 | $23.7M | 0.08% |
| 143 | KE HLDGS INC | BEKE | 1,231,471 | $22.7M | 0.08% |
| 144 | AMAZON COM INC | AMZN | 103,386 | $22.7M | 0.08% |
| 145 | ZILLOW GROUP INC | Z | 318,176 | $22.5M | 0.08% |
| 146 | NU HLDGS LTD | NU | 2,135,212 | $22.1M | 0.07% |
| 147 | PAYPAL HLDGS INC | PYPL | 252,112 | $21.5M | 0.07% |
| 148 | UPSTART HLDGS INC | UPST | 349,060 | $21.5M | 0.07% |
| 149 | KKR & CO INC | KKRT | 144,146 | $21.3M | 0.07% |
| 150 | JD.COM INC | JDCMF | 614,424 | $21.3M | 0.07% |
| 151 | NVIDIA CORPORATION | NVDA | 151,512 | $20.3M | 0.07% |
| 152 | MONDAY COM LTD | MNDY | 85,191 | $20.1M | 0.07% |
| 153 | CADENCE DESIGN SYSTEM INC | CDNS | 63,866 | $19.2M | 0.06% |
| 154 | PAYPAL HLDGS INC | PYPL | 222,281 | $19.0M | 0.06% |
| 155 | SERVICENOW INC | NOW | 17,717 | $18.8M | 0.06% |
| 156 | MICROSOFT CORP | MSFT | 43,783 | $18.5M | 0.06% |
| 157 | INTUITIVE SURGICAL INC | ISRG | 34,921 | $18.2M | 0.06% |
| 158 | NOVOCURE LTD | NVCR | 608,672 | $18.1M | 0.06% |
| 159 | INTUIT | INTU | 28,722 | $18.1M | 0.06% |
| 160 | PDD HOLDINGS INC | PDD | 184,628 | $17.9M | 0.06% |
| 161 | HASHICORP INC | 418100103 | 511,741 | $17.5M | 0.06% |
| 162 | HUBSPOT INC | HUBS | 24,994 | $17.4M | 0.06% |
| 163 | NU HLDGS LTD | NU | 1,670,282 | $17.3M | 0.06% |
| 164 | ALIBABA GROUP HLDG LTD | BBAAY | 192,728 | $16.3M | 0.06% |
| 165 | ALPHABET INC | GOOG | 84,579 | $16.0M | 0.05% |
| 166 | VISTRA CORP | VST | 113,571 | $15.7M | 0.05% |
| 167 | DOORDASH INC | DASH | 90,684 | $15.2M | 0.05% |
| 168 | INTUITIVE SURGICAL INC | ISRG | 28,719 | $15.0M | 0.05% |
| 169 | NU HLDGS LTD | NU | 1,408,564 | $14.6M | 0.05% |
| 170 | CONSTELLATION ENERGY CORP | CEG | 63,757 | $14.3M | 0.05% |
| 171 | ALPHABET INC | GOOG | 73,983 | $14.1M | 0.05% |
| 172 | GE VERNOVA INC | GEV | 42,002 | $13.8M | 0.05% |
| 173 | OKTA INC | OKTA | 161,825 | $12.8M | 0.04% |
| 174 | EATON CORP PLC | ETN | 36,989 | $12.3M | 0.04% |
| 175 | ADVANCED MICRO DEVICES INC | AMD | 100,163 | $12.1M | 0.04% |
| 176 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 5,602 | $11.8M | 0.04% |
| 177 | QUANTA SVCS INC | 74762E102 | 37,112 | $11.7M | 0.04% |
| 178 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 5,534 | $11.7M | 0.04% |
| 179 | SCHWAB CHARLES CORP | SCHW-PJ | 156,353 | $11.6M | 0.04% |
| 180 | ADOBE INC | ADBE | 25,937 | $11.5M | 0.04% |
| 181 | GE VERNOVA INC | GEV | 34,913 | $11.5M | 0.04% |
| 182 | ATLASSIAN CORPORATION | TEAM | 46,405 | $11.3M | 0.04% |
| 183 | FUTU HLDGS LTD | FUTU | 129,835 | $10.4M | 0.03% |
| 184 | SPOTIFY TECHNOLOGY S A | SPOT | 23,193 | $10.4M | 0.03% |
| 185 | ALPHABET INC | GOOG | 52,431 | $9.9M | 0.03% |
| 186 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 4,621 | $9.8M | 0.03% |
| 187 | ATLASSIAN CORPORATION | TEAM | 39,134 | $9.5M | 0.03% |
| 188 | ADOBE INC | ADBE | 21,398 | $9.5M | 0.03% |
| 189 | ALPHABET INC | GOOG | 49,248 | $9.4M | 0.03% |
| 190 | SCHWAB CHARLES CORP | SCHW-PJ | 120,659 | $8.9M | 0.03% |
| 191 | KRANESHARES TRUST | 500767306 | 301,743 | $8.8M | 0.03% |
| 192 | OKTA INC | OKTA | 105,704 | $8.3M | 0.03% |
| 193 | ALPHABET INC | GOOG | 43,304 | $8.2M | 0.03% |
| 194 | CADENCE DESIGN SYSTEM INC | CDNS | 26,968 | $8.1M | 0.03% |
| 195 | NETFLIX INC | NFLX | 8,828 | $7.9M | 0.03% |
| 196 | MONDAY COM LTD | MNDY | 32,662 | $7.7M | 0.03% |
| 197 | INTUIT | INTU | 12,111 | $7.6M | 0.03% |
| 198 | MODERNA INC | MRNA | 178,283 | $7.4M | 0.02% |
| 199 | LEXINFINTECH HLDGS LTD | LX | 1,245,168 | $7.2M | 0.02% |
| 200 | SCHWAB CHARLES CORP | SCHW-PJ | 96,658 | $7.2M | 0.02% |
| 201 | AFFIRM HLDGS INC | AFRM | 114,055 | $6.9M | 0.02% |
| 202 | ELI LILLY & CO | LLY | 7,694 | $5.9M | 0.02% |
| 203 | CADENCE DESIGN SYSTEM INC | CDNS | 19,414 | $5.8M | 0.02% |
| 204 | DOORDASH INC | DASH | 31,989 | $5.4M | 0.02% |
| 205 | CADENCE DESIGN SYSTEM INC | CDNS | 15,554 | $4.7M | 0.02% |
| 206 | PAYPAL HLDGS INC | PYPL | 54,134 | $4.6M | 0.02% |
| 207 | KKR & CO INC | KKRT | 31,159 | $4.6M | 0.02% |
| 208 | NETFLIX INC | NFLX | 4,983 | $4.4M | 0.01% |
| 209 | DOORDASH INC | DASH | 25,619 | $4.3M | 0.01% |
| 210 | DATADOG INC | DDOG | 29,451 | $4.2M | 0.01% |
| 211 | MICROSOFT CORP | MSFT | 9,170 | $3.9M | 0.01% |
| 212 | KKR & CO INC | KKRT | 25,058 | $3.7M | 0.01% |
| 213 | NETFLIX INC | NFLX | 3,990 | $3.6M | 0.01% |
| 214 | COUPANG INC | CPNG | 150,936 | $3.3M | 0.01% |
| 215 | AFFIRM HLDGS INC | AFRM | 51,236 | $3.1M | 0.01% |
| 216 | INTUITIVE SURGICAL INC | ISRG | 5,634 | $2.9M | 0.01% |
| 217 | APPLOVIN CORP | APP | 8,944 | $2.9M | 0.01% |
| 218 | SERVICENOW INC | NOW | 2,711 | $2.9M | 0.01% |
| 219 | HUBSPOT INC | HUBS | 4,075 | $2.8M | 0.01% |
| 220 | OKTA INC | OKTA | 35,206 | $2.8M | 0.01% |
| 221 | INTUITIVE SURGICAL INC | ISRG | 4,512 | $2.4M | 0.01% |
| 222 | APPLOVIN CORP | APP | 7,166 | $2.3M | 0.01% |
| 223 | SERVICENOW INC | NOW | 2,172 | $2.3M | 0.01% |
| 224 | HUBSPOT INC | HUBS | 3,265 | $2.3M | 0.01% |
| 225 | OKTA INC | OKTA | 28,205 | $2.2M | 0.01% |
| 226 | TESLA INC | TSLA | 4,872 | $2.0M | 0.01% |
| 227 | OKTA INC | OKTA | 24,222 | $1.9M | 0.01% |
| 228 | AGORA INC | API | 435,510 | $1.8M | 0.01% |
| 229 | QIFU TECHNOLOGY INC | QFNHF | 45,447 | $1.7M | 0.01% |
| 230 | ELI LILLY & CO | LLY | 2,003 | $1.5M | 0.01% |
| 231 | INTUIT | INTU | 2,349 | $1.5M | 0.00% |
| 232 | ALPHABET INC | GOOG | 7,401 | $1.4M | 0.00% |
| 233 | ALPHABET INC | GOOG | 7,367 | $1.4M | 0.00% |
| 234 | DATADOG INC | DDOG | 9,630 | $1.4M | 0.00% |
| 235 | ELI LILLY & CO | LLY | 1,614 | $1.2M | 0.00% |
| 236 | INTUIT | INTU | 1,884 | $1.2M | 0.00% |
| 237 | ALPHABET INC | GOOG | 5,926 | $1.1M | 0.00% |
| 238 | DATADOG INC | DDOG | 7,716 | $1.1M | 0.00% |
| 239 | SOLAREDGE TECHNOLOGIES INC | SEDG | 43,500 | $591,600 | 0.00% |
| 240 | MICROSOFT CORP | MSFT | 1,386 | $584,199 | 0.00% |
| 241 | TESLA INC | TSLA | 1,416 | $571,837 | 0.00% |
| 242 | MICROSOFT CORP | MSFT | 1,111 | $468,287 | 0.00% |
| 243 | HERTZ GLOBAL HLDGS INC | HTZWW | 175,480 | $377,282 | 0.00% |
| 244 | MODERNA INC | MRNA | 7,094 | $294,969 | 0.00% |
| 245 | MODERNA INC | MRNA | 5,697 | $236,881 | 0.00% |