13F HOLDINGS REPORT
COATUE MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003179
Total Value
$22.68B
Positions
201
Other Managers
11
Confidential Omitted
No
Holdings (201)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 2,576,667 | $1.49B | 6.55% |
| 2 | AMAZON COM INC | AMZN | 7,337,409 | $1.40B | 6.15% |
| 3 | MICROSOFT CORP | MSFT | 2,296,866 | $862.2M | 3.80% |
| 4 | NVIDIA CORPORATION | NVDA | 6,811,376 | $738.2M | 3.25% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,140,985 | $687.4M | 3.03% |
| 6 | EATON CORP PLC | ETN | 2,406,277 | $654.1M | 2.88% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 1,093,430 | $601.4M | 2.65% |
| 8 | NETFLIX INC | NFLX | 618,735 | $577.0M | 2.54% |
| 9 | CONSTELLATION ENERGY CORP | CEG | 2,627,710 | $529.8M | 2.34% |
| 10 | GE VERNOVA INC | GEV | 1,703,290 | $520.0M | 2.29% |
| 11 | COREWEAVE INC | CRWV | 12,994,393 | $481.8M | 2.12% |
| 12 | ATLASSIAN CORPORATION | TEAM | 2,205,612 | $468.1M | 2.06% |
| 13 | NU HLDGS LTD | NU | 44,291,966 | $453.5M | 2.00% |
| 14 | LAM RESEARCH CORP | LRCX | 5,394,969 | $392.2M | 1.73% |
| 15 | REDDIT INC | RDDT | 3,591,942 | $376.8M | 1.66% |
| 16 | META PLATFORMS INC | META | 651,760 | $375.6M | 1.66% |
| 17 | TESLA INC | TSLA | 1,446,816 | $375.0M | 1.65% |
| 18 | AMAZON COM INC | AMZN | 1,931,065 | $367.4M | 1.62% |
| 19 | BROADCOM INC | AVGO | 2,026,646 | $339.3M | 1.50% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 1,652,568 | $333.2M | 1.47% |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 3,240,171 | $332.9M | 1.47% |
| 22 | APPLOVIN CORP | APP | 1,153,420 | $305.6M | 1.35% |
| 23 | SUPER MICRO COMPUTER INC | SMCI | 8,866,735 | $303.6M | 1.34% |
| 24 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 147,372 | $273.2M | 1.20% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,594,633 | $264.7M | 1.17% |
| 26 | ADOBE INC | ADBE | 682,348 | $261.7M | 1.15% |
| 27 | KKR & CO INC | KKRT | 2,082,037 | $240.7M | 1.06% |
| 28 | GE VERNOVA INC | GEV | 771,720 | $235.6M | 1.04% |
| 29 | PAYPAL HLDGS INC | PYPL | 3,540,479 | $231.0M | 1.02% |
| 30 | ALPHABET INC | GOOG | 1,444,951 | $223.4M | 0.99% |
| 31 | INTUIT | INTU | 362,696 | $222.7M | 0.98% |
| 32 | SPOTIFY TECHNOLOGY S A | SPOT | 397,889 | $218.9M | 0.96% |
| 33 | INTUITIVE SURGICAL INC | ISRG | 433,285 | $214.6M | 0.95% |
| 34 | DOORDASH INC | DASH | 1,134,566 | $207.4M | 0.91% |
| 35 | APPLOVIN CORP | APP | 763,419 | $202.3M | 0.89% |
| 36 | EATON CORP PLC | ETN | 697,959 | $189.7M | 0.84% |
| 37 | ALIBABA GROUP HLDG LTD | BBAAY | 1,380,682 | $182.6M | 0.80% |
| 38 | MICROSOFT CORP | MSFT | 473,149 | $177.6M | 0.78% |
| 39 | PHILIP MORRIS INTL INC | 718172109 | 1,107,421 | $175.8M | 0.77% |
| 40 | GE VERNOVA INC | GEV | 574,244 | $175.3M | 0.77% |
| 41 | ALIBABA GROUP HLDG LTD | BBAAY | 1,315,188 | $173.9M | 0.77% |
| 42 | META PLATFORMS INC | META | 299,846 | $172.8M | 0.76% |
| 43 | EATON CORP PLC | ETN | 632,958 | $172.1M | 0.76% |
| 44 | ATLASSIAN CORPORATION | TEAM | 772,356 | $163.9M | 0.72% |
| 45 | CONSTELLATION ENERGY CORP | CEG | 782,268 | $157.7M | 0.70% |
| 46 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 934,328 | $155.1M | 0.68% |
| 47 | AMAZON COM INC | AMZN | 788,244 | $150.0M | 0.66% |
| 48 | CADENCE DESIGN SYSTEM INC | CDNS | 549,217 | $139.7M | 0.62% |
| 49 | BROADCOM INC | AVGO | 796,900 | $133.4M | 0.59% |
| 50 | CONSTELLATION ENERGY CORP | CEG | 654,741 | $132.0M | 0.58% |
| 51 | NVIDIA CORPORATION | NVDA | 1,036,747 | $112.4M | 0.50% |
| 52 | PAYPAL HLDGS INC | PYPL | 1,697,505 | $110.8M | 0.49% |
| 53 | MONOLITHIC PWR SYS INC | 609839105 | 187,775 | $108.9M | 0.48% |
| 54 | ELI LILLY & CO | LLY | 130,595 | $107.9M | 0.48% |
| 55 | KKR & CO INC | KKRT | 919,301 | $106.3M | 0.47% |
| 56 | LAM RESEARCH CORP | LRCX | 1,457,441 | $106.0M | 0.47% |
| 57 | INTUIT | INTU | 171,534 | $105.3M | 0.46% |
| 58 | GE VERNOVA INC | GEV | 338,322 | $103.3M | 0.46% |
| 59 | META PLATFORMS INC | META | 157,275 | $90.6M | 0.40% |
| 60 | AMAZON COM INC | AMZN | 474,749 | $90.3M | 0.40% |
| 61 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 537,942 | $89.3M | 0.39% |
| 62 | MICROSOFT CORP | MSFT | 234,852 | $88.2M | 0.39% |
| 63 | ALPHABET INC | GOOG | 565,730 | $87.5M | 0.39% |
| 64 | NU HLDGS LTD | NU | 8,535,446 | $87.4M | 0.39% |
| 65 | SEA LTD | SE | 666,305 | $86.9M | 0.38% |
| 66 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 45,968 | $85.2M | 0.38% |
| 67 | INTUITIVE SURGICAL INC | ISRG | 168,282 | $83.3M | 0.37% |
| 68 | SKYWORKS SOLUTIONS INC | SWKS | 1,272,952 | $82.3M | 0.36% |
| 69 | BROADCOM INC | AVGO | 482,252 | $80.7M | 0.36% |
| 70 | ALIBABA GROUP HLDG LTD | BBAAY | 570,971 | $75.5M | 0.33% |
| 71 | EATON CORP PLC | ETN | 264,922 | $72.0M | 0.32% |
| 72 | REDDIT INC | RDDT | 679,009 | $71.2M | 0.31% |
| 73 | CARVANA CO | CVNA | 338,296 | $70.7M | 0.31% |
| 74 | MICROSOFT CORP | MSFT | 183,742 | $69.0M | 0.30% |
| 75 | GE VERNOVA INC | GEV | 212,041 | $64.7M | 0.29% |
| 76 | DOORDASH INC | DASH | 353,504 | $64.6M | 0.28% |
| 77 | EATON CORP PLC | ETN | 234,462 | $63.7M | 0.28% |
| 78 | ATLASSIAN CORPORATION | TEAM | 292,117 | $62.0M | 0.27% |
| 79 | SERVICETITAN INC | TTAN | 631,258 | $60.0M | 0.26% |
| 80 | PHILIP MORRIS INTL INC | 718172109 | 370,951 | $58.9M | 0.26% |
| 81 | NVIDIA CORPORATION | NVDA | 543,199 | $58.9M | 0.26% |
| 82 | CONSTELLATION ENERGY CORP | CEG | 271,739 | $54.8M | 0.24% |
| 83 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 313,868 | $52.1M | 0.23% |
| 84 | PINTEREST INC | PINS | 1,678,764 | $52.0M | 0.23% |
| 85 | ZILLOW GROUP INC | Z | 739,700 | $50.7M | 0.22% |
| 86 | ALIBABA GROUP HLDG LTD | BBAAY | 381,128 | $50.4M | 0.22% |
| 87 | APPLOVIN CORP | APP | 179,315 | $47.5M | 0.21% |
| 88 | LAM RESEARCH CORP | LRCX | 638,623 | $46.4M | 0.20% |
| 89 | TEMPUS AI INC | TEM | 935,562 | $45.1M | 0.20% |
| 90 | CADENCE DESIGN SYSTEM INC | CDNS | 172,293 | $43.8M | 0.19% |
| 91 | REDDIT INC | RDDT | 405,218 | $42.5M | 0.19% |
| 92 | KKR & CO INC | KKRT | 353,091 | $40.8M | 0.18% |
| 93 | INTUIT | INTU | 65,884 | $40.5M | 0.18% |
| 94 | ASTERA LABS INC | ALAB | 676,586 | $40.4M | 0.18% |
| 95 | EATON CORP PLC | ETN | 147,882 | $40.2M | 0.18% |
| 96 | UPSTART HLDGS INC | UPST | 870,947 | $40.1M | 0.18% |
| 97 | CADENCE DESIGN SYSTEM INC | CDNS | 145,075 | $36.9M | 0.16% |
| 98 | BROADCOM INC | AVGO | 213,577 | $35.8M | 0.16% |
| 99 | GE VERNOVA INC | GEV | 110,343 | $33.7M | 0.15% |
| 100 | TESLA INC | TSLA | 128,883 | $33.4M | 0.15% |
| 101 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 17,656 | $32.7M | 0.14% |
| 102 | ZILLOW GROUP INC | Z | 482,271 | $32.2M | 0.14% |
| 103 | LAM RESEARCH CORP | LRCX | 441,117 | $32.1M | 0.14% |
| 104 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 186,244 | $30.9M | 0.14% |
| 105 | COREWEAVE INC | CRWV | 782,892 | $29.0M | 0.13% |
| 106 | ELI LILLY & CO | LLY | 32,838 | $27.1M | 0.12% |
| 107 | CARVANA CO | CVNA | 125,404 | $26.2M | 0.12% |
| 108 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 154,884 | $25.7M | 0.11% |
| 109 | CONSTELLATION ENERGY CORP | CEG | 125,787 | $25.4M | 0.11% |
| 110 | UIPATH INC | PATH | 2,436,400 | $25.1M | 0.11% |
| 111 | NOVAVAX INC | NVAX | 3,836,986 | $24.6M | 0.11% |
| 112 | AMAZON COM INC | AMZN | 119,112 | $22.7M | 0.10% |
| 113 | META PLATFORMS INC | META | 38,598 | $22.2M | 0.10% |
| 114 | INTUITIVE SURGICAL INC | ISRG | 43,905 | $21.7M | 0.10% |
| 115 | INTUIT | INTU | 33,645 | $20.7M | 0.09% |
| 116 | DOORDASH INC | DASH | 110,663 | $20.2M | 0.09% |
| 117 | MEDICAL PPTYS TRUST INC | 58463J304 | 3,318,885 | $20.0M | 0.09% |
| 118 | AMAZON COM INC | AMZN | 103,229 | $19.6M | 0.09% |
| 119 | META PLATFORMS INC | META | 33,465 | $19.3M | 0.09% |
| 120 | INTUITIVE SURGICAL INC | ISRG | 36,638 | $18.1M | 0.08% |
| 121 | QUANTUMSCAPE CORP | QS | 4,294,995 | $17.9M | 0.08% |
| 122 | SPOTIFY TECHNOLOGY S A | SPOT | 31,141 | $17.1M | 0.08% |
| 123 | CADENCE DESIGN SYSTEM INC | CDNS | 66,175 | $16.8M | 0.07% |
| 124 | NVIDIA CORPORATION | NVDA | 154,513 | $16.7M | 0.07% |
| 125 | TESLA INC | TSLA | 64,270 | $16.7M | 0.07% |
| 126 | ALIBABA GROUP HLDG LTD | BBAAY | 125,209 | $16.6M | 0.07% |
| 127 | MICROSOFT CORP | MSFT | 43,763 | $16.4M | 0.07% |
| 128 | PELOTON INTERACTIVE INC | PTON | 2,500,000 | $15.8M | 0.07% |
| 129 | GENERAC HLDGS INC | GNRC | 119,628 | $15.2M | 0.07% |
| 130 | TRIP COM GROUP LTD | TRPCF | 222,892 | $14.2M | 0.06% |
| 131 | MICROSOFT CORP | MSFT | 36,952 | $13.9M | 0.06% |
| 132 | NU HLDGS LTD | NU | 1,311,192 | $13.4M | 0.06% |
| 133 | NU HLDGS LTD | NU | 1,199,459 | $12.3M | 0.05% |
| 134 | EATON CORP PLC | ETN | 44,542 | $12.1M | 0.05% |
| 135 | LAM RESEARCH CORP | LRCX | 150,774 | $11.0M | 0.05% |
| 136 | NOVOCURE LTD | NVCR | 608,672 | $10.8M | 0.05% |
| 137 | ELI LILLY & CO | LLY | 12,613 | $10.4M | 0.05% |
| 138 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 5,602 | $10.4M | 0.05% |
| 139 | RINGCENTRAL INC | RNG | 411,351 | $10.2M | 0.04% |
| 140 | EATON CORP PLC | ETN | 37,440 | $10.2M | 0.04% |
| 141 | CARVANA CO | CVNA | 48,166 | $10.1M | 0.04% |
| 142 | COREWEAVE INC | CRWV | 266,323 | $9.9M | 0.04% |
| 143 | LAM RESEARCH CORP | LRCX | 126,645 | $9.2M | 0.04% |
| 144 | KKR & CO INC | KKRT | 77,937 | $9.0M | 0.04% |
| 145 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 53,716 | $8.9M | 0.04% |
| 146 | BROADCOM INC | AVGO | 52,865 | $8.9M | 0.04% |
| 147 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 4,621 | $8.6M | 0.04% |
| 148 | INTUIT | INTU | 13,655 | $8.4M | 0.04% |
| 149 | GE VERNOVA INC | GEV | 27,157 | $8.3M | 0.04% |
| 150 | KKR & CO INC | KKRT | 65,851 | $7.6M | 0.03% |
| 151 | REDDIT INC | RDDT | 69,731 | $7.3M | 0.03% |
| 152 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 43,437 | $7.2M | 0.03% |
| 153 | LUCID GROUP INC | LCID | 2,953,931 | $7.1M | 0.03% |
| 154 | INTUIT | INTU | 11,450 | $7.0M | 0.03% |
| 155 | GE VERNOVA INC | GEV | 22,843 | $7.0M | 0.03% |
| 156 | PHILIP MORRIS INTL INC | 718172109 | 42,334 | $6.7M | 0.03% |
| 157 | CONSTELLATION ENERGY CORP | CEG | 29,305 | $5.9M | 0.03% |
| 158 | DOORDASH INC | DASH | 31,550 | $5.8M | 0.03% |
| 159 | SPOTIFY TECHNOLOGY S A | SPOT | 10,218 | $5.6M | 0.02% |
| 160 | PHILIP MORRIS INTL INC | 718172109 | 35,194 | $5.6M | 0.02% |
| 161 | PLUG POWER INC | PLUG | 4,098,713 | $5.5M | 0.02% |
| 162 | KE HLDGS INC | BEKE | 272,205 | $5.5M | 0.02% |
| 163 | CADENCE DESIGN SYSTEM INC | CDNS | 20,675 | $5.3M | 0.02% |
| 164 | SPOTIFY TECHNOLOGY S A | SPOT | 9,304 | $5.1M | 0.02% |
| 165 | CONSTELLATION ENERGY CORP | CEG | 24,596 | $5.0M | 0.02% |
| 166 | ADOBE INC | ADBE | 11,684 | $4.5M | 0.02% |
| 167 | CADENCE DESIGN SYSTEM INC | CDNS | 17,342 | $4.4M | 0.02% |
| 168 | INTUITIVE SURGICAL INC | ISRG | 8,673 | $4.3M | 0.02% |
| 169 | DOORDASH INC | DASH | 21,910 | $4.0M | 0.02% |
| 170 | SEA LTD | SE | 30,304 | $4.0M | 0.02% |
| 171 | COREWEAVE INC | CRWV | 106,380 | $3.9M | 0.02% |
| 172 | FUTU HLDGS LTD | FUTU | 37,421 | $3.8M | 0.02% |
| 173 | COREWEAVE INC | CRWV | 102,291 | $3.8M | 0.02% |
| 174 | COUPANG INC | CPNG | 171,553 | $3.8M | 0.02% |
| 175 | JD.COM INC | JDCMF | 87,778 | $3.6M | 0.02% |
| 176 | INTUITIVE SURGICAL INC | ISRG | 7,284 | $3.6M | 0.02% |
| 177 | COREWEAVE INC | CRWV | 96,584 | $3.6M | 0.02% |
| 178 | QIFU TECHNOLOGY INC | QFNHF | 79,124 | $3.6M | 0.02% |
| 179 | ELI LILLY & CO | LLY | 4,197 | $3.5M | 0.02% |
| 180 | LEXINFINTECH HLDGS LTD | LX | 340,639 | $3.4M | 0.02% |
| 181 | MOBILEYE GLOBAL INC | MBLY | 226,558 | $3.3M | 0.01% |
| 182 | MONOLITHIC PWR SYS INC | 609839105 | 4,999 | $2.9M | 0.01% |
| 183 | ELI LILLY & CO | LLY | 3,478 | $2.9M | 0.01% |
| 184 | CARVANA CO | CVNA | 12,785 | $2.7M | 0.01% |
| 185 | STITCH FIX INC | SFIX | 790,167 | $2.6M | 0.01% |
| 186 | NU HLDGS LTD | NU | 246,404 | $2.5M | 0.01% |
| 187 | CARVANA CO | CVNA | 10,682 | $2.2M | 0.01% |
| 188 | NU HLDGS LTD | NU | 207,530 | $2.1M | 0.01% |
| 189 | ALIBABA GROUP HLDG LTD | BBAAY | 15,516 | $2.1M | 0.01% |
| 190 | CHARGEPOINT HOLDINGS INC | CHPT | 3,081,752 | $1.9M | 0.01% |
| 191 | AGORA INC | API | 435,510 | $1.8M | 0.01% |
| 192 | ALIBABA GROUP HLDG LTD | BBAAY | 13,009 | $1.7M | 0.01% |
| 193 | OLAPLEX HLDGS INC | OLPX | 1,264,968 | $1.6M | 0.01% |
| 194 | HERTZ GLOBAL HLDGS INC | HTZWW | 644,294 | $1.5M | 0.01% |
| 195 | COREWEAVE INC | CRWV | 29,422 | $1.1M | 0.00% |
| 196 | BEYOND MEAT INC | BYND | 343,393 | $1.0M | 0.00% |
| 197 | COREWEAVE INC | CRWV | 24,714 | $916,395 | 0.00% |
| 198 | SOLAREDGE TECHNOLOGIES INC | SEDG | 43,500 | $703,830 | 0.00% |
| 199 | AMC ENTMT HLDGS INC | 00165C302 | 228,136 | $654,750 | 0.00% |
| 200 | HERTZ GLOBAL HLDGS INC | HTZWW | 106,823 | $420,883 | 0.00% |
| 201 | MONOLITHIC PWR SYS INC | 609839105 | 658 | $381,627 | 0.00% |