13F HOLDINGS REPORT
COATUE MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004823
Total Value
$35.90B
Positions
212
Other Managers
11
Confidential Omitted
No
Holdings (212)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COREWEAVE INC | CRWV | 17,424,870 | $2.84B | 7.91% |
| 2 | META PLATFORMS INC | META | 2,638,049 | $1.95B | 5.42% |
| 3 | AMAZON COM INC | AMZN | 7,424,137 | $1.63B | 4.54% |
| 4 | MICROSOFT CORP | MSFT | 2,444,058 | $1.22B | 3.39% |
| 5 | NVIDIA CORPORATION | NVDA | 6,982,960 | $1.10B | 3.07% |
| 6 | GE VERNOVA INC | GEV | 1,794,552 | $949.6M | 2.65% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,185,500 | $948.0M | 2.64% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 2,802,653 | $904.6M | 2.52% |
| 9 | EATON CORP PLC | ETN | 2,502,325 | $893.3M | 2.49% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 1,132,357 | $868.9M | 2.42% |
| 11 | BROADCOM INC | AVGO | 3,022,295 | $833.1M | 2.32% |
| 12 | NETFLIX INC | NFLX | 618,735 | $828.6M | 2.31% |
| 13 | REDDIT INC | RDDT | 4,755,956 | $716.1M | 1.99% |
| 14 | LAM RESEARCH CORP | LRCX | 6,385,947 | $621.6M | 1.73% |
| 15 | NU HLDGS LTD | NU | 44,554,777 | $611.3M | 1.70% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 1,567,667 | $506.0M | 1.41% |
| 17 | INTUIT | INTU | 614,941 | $484.3M | 1.35% |
| 18 | ORACLE CORP | ORCL-PD | 2,210,147 | $483.2M | 1.35% |
| 19 | TESLA INC | TSLA | 1,456,295 | $462.6M | 1.29% |
| 20 | META PLATFORMS INC | META | 609,950 | $450.2M | 1.25% |
| 21 | ARM HOLDINGS PLC | 042068205 | 2,724,370 | $440.6M | 1.23% |
| 22 | MICROSOFT CORP | MSFT | 860,422 | $428.0M | 1.19% |
| 23 | APPLOVIN CORP | APP | 1,153,420 | $403.8M | 1.12% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,748,556 | $396.0M | 1.10% |
| 25 | PAYPAL HLDGS INC | PYPL | 5,273,317 | $391.9M | 1.09% |
| 26 | ATLASSIAN CORPORATION | TEAM | 1,909,239 | $387.7M | 1.08% |
| 27 | GE VERNOVA INC | GEV | 694,099 | $367.3M | 1.02% |
| 28 | CHIME FINL INC | 16935C109 | 10,579,635 | $365.1M | 1.02% |
| 29 | AMAZON COM INC | AMZN | 1,548,531 | $339.7M | 0.95% |
| 30 | DOORDASH INC | DASH | 1,362,485 | $335.9M | 0.94% |
| 31 | CARVANA CO | CVNA | 959,499 | $323.3M | 0.90% |
| 32 | KKR & CO INC | KKRT | 2,425,016 | $322.6M | 0.90% |
| 33 | EATON CORP PLC | ETN | 888,972 | $317.4M | 0.88% |
| 34 | SPOTIFY TECHNOLOGY S A | SPOT | 406,317 | $311.8M | 0.87% |
| 35 | GE VERNOVA INC | GEV | 574,204 | $303.8M | 0.85% |
| 36 | BROADCOM INC | AVGO | 1,061,671 | $292.6M | 0.82% |
| 37 | NVIDIA CORPORATION | NVDA | 1,824,083 | $288.2M | 0.80% |
| 38 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 146,843 | $287.3M | 0.80% |
| 39 | CARIS LIFE SCIENCES INC | CAI | 10,053,829 | $268.6M | 0.75% |
| 40 | ALPHABET INC | GOOG | 1,444,951 | $254.6M | 0.71% |
| 41 | HINGE HEALTH INC | HNGE | 4,702,208 | $243.3M | 0.68% |
| 42 | INTUITIVE SURGICAL INC | ISRG | 442,119 | $240.3M | 0.67% |
| 43 | ADOBE INC | ADBE | 610,621 | $236.2M | 0.66% |
| 44 | APPLOVIN CORP | APP | 662,395 | $231.9M | 0.65% |
| 45 | LAM RESEARCH CORP | LRCX | 2,252,784 | $219.3M | 0.61% |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 1,530,241 | $217.1M | 0.60% |
| 47 | INTUIT | INTU | 250,846 | $197.6M | 0.55% |
| 48 | EATON CORP PLC | ETN | 531,193 | $189.6M | 0.53% |
| 49 | ORACLE CORP | ORCL-PD | 833,972 | $182.3M | 0.51% |
| 50 | BROADCOM INC | AVGO | 656,525 | $181.0M | 0.50% |
| 51 | CONSTELLATION ENERGY CORP | CEG | 540,128 | $174.3M | 0.49% |
| 52 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 756,689 | $171.4M | 0.48% |
| 53 | CARVANA CO | CVNA | 504,154 | $169.9M | 0.47% |
| 54 | CONSTELLATION ENERGY CORP | CEG | 513,840 | $165.8M | 0.46% |
| 55 | META PLATFORMS INC | META | 221,391 | $163.4M | 0.46% |
| 56 | CHAGEE HLDGS LTD | CHA | 6,174,115 | $161.2M | 0.45% |
| 57 | NVIDIA CORPORATION | NVDA | 1,017,011 | $160.7M | 0.45% |
| 58 | DOORDASH INC | DASH | 645,919 | $159.2M | 0.44% |
| 59 | PHILIP MORRIS INTL INC | 718172109 | 866,677 | $157.8M | 0.44% |
| 60 | MICROSOFT CORP | MSFT | 307,675 | $153.0M | 0.43% |
| 61 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 653,524 | $148.0M | 0.41% |
| 62 | ARM HOLDINGS PLC | 042068205 | 912,564 | $147.6M | 0.41% |
| 63 | AMAZON COM INC | AMZN | 652,047 | $143.1M | 0.40% |
| 64 | WEBULL CORP | BULLW | 11,448,149 | $136.9M | 0.38% |
| 65 | GE VERNOVA INC | GEV | 247,954 | $131.2M | 0.37% |
| 66 | KKR & CO INC | KKRT | 971,864 | $129.3M | 0.36% |
| 67 | PAYPAL HLDGS INC | PYPL | 1,697,505 | $126.2M | 0.35% |
| 68 | BROADCOM INC | AVGO | 426,413 | $117.5M | 0.33% |
| 69 | NVIDIA CORPORATION | NVDA | 740,887 | $117.1M | 0.33% |
| 70 | EATON CORP PLC | ETN | 318,083 | $113.6M | 0.32% |
| 71 | REDDIT INC | RDDT | 718,359 | $108.2M | 0.30% |
| 72 | GE VERNOVA INC | GEV | 202,193 | $107.0M | 0.30% |
| 73 | SEA LTD | SE | 666,305 | $106.6M | 0.30% |
| 74 | ARM HOLDINGS PLC | 042068205 | 642,173 | $103.9M | 0.29% |
| 75 | ALPHABET INC | GOOG | 565,730 | $99.7M | 0.28% |
| 76 | LAM RESEARCH CORP | LRCX | 1,014,413 | $98.7M | 0.28% |
| 77 | ALIBABA GROUP HLDG LTD | BBAAY | 867,767 | $98.4M | 0.27% |
| 78 | SKYWORKS SOLUTIONS INC | SWKS | 1,272,952 | $94.9M | 0.26% |
| 79 | INTUITIVE SURGICAL INC | ISRG | 163,625 | $88.9M | 0.25% |
| 80 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 45,427 | $88.9M | 0.25% |
| 81 | META PLATFORMS INC | META | 119,414 | $88.1M | 0.25% |
| 82 | ELI LILLY & CO | LLY | 111,549 | $87.0M | 0.24% |
| 83 | CADENCE DESIGN SYSTEM INC | CDNS | 278,784 | $85.9M | 0.24% |
| 84 | TESLA INC | TSLA | 261,328 | $83.0M | 0.23% |
| 85 | REDDIT INC | RDDT | 536,550 | $80.8M | 0.23% |
| 86 | MICROSOFT CORP | MSFT | 158,505 | $78.8M | 0.22% |
| 87 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 339,712 | $76.9M | 0.21% |
| 88 | THE TRADE DESK INC | 88339J105 | 998,989 | $71.9M | 0.20% |
| 89 | GE VERNOVA INC | GEV | 134,852 | $71.4M | 0.20% |
| 90 | INTUIT | INTU | 89,688 | $70.6M | 0.20% |
| 91 | VISTRA CORP | VST | 356,695 | $69.1M | 0.19% |
| 92 | PHILIP MORRIS INTL INC | 718172109 | 370,951 | $67.6M | 0.19% |
| 93 | ORACLE CORP | ORCL-PD | 307,033 | $67.1M | 0.19% |
| 94 | CADENCE DESIGN SYSTEM INC | CDNS | 209,977 | $64.7M | 0.18% |
| 95 | EATON CORP PLC | ETN | 177,857 | $63.5M | 0.18% |
| 96 | COREWEAVE INC | CRWV | 372,703 | $60.8M | 0.17% |
| 97 | CARVANA CO | CVNA | 180,119 | $60.7M | 0.17% |
| 98 | PINTEREST INC | PINS | 1,678,764 | $60.2M | 0.17% |
| 99 | TESLA INC | TSLA | 186,387 | $59.2M | 0.16% |
| 100 | EATON CORP PLC | ETN | 164,328 | $58.7M | 0.16% |
| 101 | CONSTELLATION ENERGY CORP | CEG | 181,019 | $58.4M | 0.16% |
| 102 | AMAZON COM INC | AMZN | 265,964 | $58.3M | 0.16% |
| 103 | CONSTELLATION ENERGY CORP | CEG | 179,628 | $58.0M | 0.16% |
| 104 | UPSTART HLDGS INC | UPST | 870,947 | $56.3M | 0.16% |
| 105 | NVIDIA CORPORATION | NVDA | 352,530 | $55.7M | 0.16% |
| 106 | ZILLOW GROUP INC | Z | 739,700 | $51.8M | 0.14% |
| 107 | BROADCOM INC | AVGO | 186,851 | $51.5M | 0.14% |
| 108 | NVIDIA CORPORATION | NVDA | 322,817 | $51.0M | 0.14% |
| 109 | CADENCE DESIGN SYSTEM INC | CDNS | 159,755 | $49.2M | 0.14% |
| 110 | MARVELL TECHNOLOGY INC | MRVL | 602,389 | $46.6M | 0.13% |
| 111 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 189,281 | $42.9M | 0.12% |
| 112 | LAM RESEARCH CORP | LRCX | 437,675 | $42.6M | 0.12% |
| 113 | MICROSOFT CORP | MSFT | 85,103 | $42.3M | 0.12% |
| 114 | ATLASSIAN CORPORATION | TEAM | 203,928 | $41.4M | 0.12% |
| 115 | ORACLE CORP | ORCL-PD | 188,201 | $41.1M | 0.11% |
| 116 | BROADCOM INC | AVGO | 142,953 | $39.4M | 0.11% |
| 117 | MEDICAL PPTYS TRUST INC | 58463J304 | 9,050,796 | $39.0M | 0.11% |
| 118 | INTUIT | INTU | 48,735 | $38.4M | 0.11% |
| 119 | INTUITIVE SURGICAL INC | ISRG | 70,198 | $38.1M | 0.11% |
| 120 | MICROSOFT CORP | MSFT | 76,634 | $38.1M | 0.11% |
| 121 | META PLATFORMS INC | META | 47,748 | $35.2M | 0.10% |
| 122 | ORACLE CORP | ORCL-PD | 160,992 | $35.2M | 0.10% |
| 123 | ENPHASE ENERGY INC | ENPH | 843,948 | $33.5M | 0.09% |
| 124 | CARVANA CO | CVNA | 97,945 | $33.0M | 0.09% |
| 125 | META PLATFORMS INC | META | 44,075 | $32.5M | 0.09% |
| 126 | AMAZON COM INC | AMZN | 145,665 | $32.0M | 0.09% |
| 127 | TESLA INC | TSLA | 99,569 | $31.6M | 0.09% |
| 128 | GENERAC HLDGS INC | GNRC | 216,442 | $31.0M | 0.09% |
| 129 | GE VERNOVA INC | GEV | 58,547 | $31.0M | 0.09% |
| 130 | NU HLDGS LTD | NU | 2,167,908 | $29.7M | 0.08% |
| 131 | DOORDASH INC | DASH | 119,308 | $29.4M | 0.08% |
| 132 | UIPATH INC | PATH | 2,269,557 | $29.1M | 0.08% |
| 133 | QUANTUMSCAPE CORP | QS | 4,294,995 | $28.9M | 0.08% |
| 134 | ARM HOLDINGS PLC | 042068205 | 177,297 | $28.7M | 0.08% |
| 135 | ATLASSIAN CORPORATION | TEAM | 136,767 | $27.8M | 0.08% |
| 136 | AMAZON COM INC | AMZN | 121,280 | $26.6M | 0.07% |
| 137 | GE VERNOVA INC | GEV | 48,859 | $25.9M | 0.07% |
| 138 | KKR & CO INC | KKRT | 188,813 | $25.1M | 0.07% |
| 139 | CONSTELLATION ENERGY CORP | CEG | 75,840 | $24.5M | 0.07% |
| 140 | NOVAVAX INC | NVAX | 3,836,986 | $24.2M | 0.07% |
| 141 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 106,293 | $24.1M | 0.07% |
| 142 | SPOTIFY TECHNOLOGY S A | SPOT | 30,421 | $23.3M | 0.07% |
| 143 | VISTRA CORP | VST | 119,474 | $23.2M | 0.06% |
| 144 | BROADCOM INC | AVGO | 82,287 | $22.7M | 0.06% |
| 145 | ZILLOW GROUP INC | Z | 328,189 | $22.5M | 0.06% |
| 146 | LAM RESEARCH CORP | LRCX | 226,968 | $22.1M | 0.06% |
| 147 | NVIDIA CORPORATION | NVDA | 135,459 | $21.4M | 0.06% |
| 148 | CONSTELLATION ENERGY CORP | CEG | 63,519 | $20.5M | 0.06% |
| 149 | EATON CORP PLC | ETN | 57,286 | $20.5M | 0.06% |
| 150 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 88,646 | $20.1M | 0.06% |
| 151 | BROADCOM INC | AVGO | 68,512 | $18.9M | 0.05% |
| 152 | ORACLE CORP | ORCL-PD | 85,568 | $18.7M | 0.05% |
| 153 | LAM RESEARCH CORP | LRCX | 189,705 | $18.5M | 0.05% |
| 154 | INTUIT | INTU | 22,783 | $17.9M | 0.05% |
| 155 | NVIDIA CORPORATION | NVDA | 112,782 | $17.8M | 0.05% |
| 156 | PELOTON INTERACTIVE INC | PTON | 2,500,000 | $17.4M | 0.05% |
| 157 | INTUITIVE SURGICAL INC | ISRG | 31,790 | $17.3M | 0.05% |
| 158 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 8,826 | $17.3M | 0.05% |
| 159 | EATON CORP PLC | ETN | 47,736 | $17.0M | 0.05% |
| 160 | ORACLE CORP | ORCL-PD | 71,349 | $15.6M | 0.04% |
| 161 | NU HLDGS LTD | NU | 1,130,504 | $15.5M | 0.04% |
| 162 | ARM HOLDINGS PLC | 042068205 | 95,856 | $15.5M | 0.04% |
| 163 | INTUIT | INTU | 19,103 | $15.0M | 0.04% |
| 164 | REDDIT INC | RDDT | 99,011 | $14.9M | 0.04% |
| 165 | ARM HOLDINGS PLC | 042068205 | 81,194 | $13.1M | 0.04% |
| 166 | CADENCE DESIGN SYSTEM INC | CDNS | 40,795 | $12.6M | 0.04% |
| 167 | KKR & CO INC | KKRT | 90,977 | $12.1M | 0.03% |
| 168 | RINGCENTRAL INC | RNG | 411,351 | $11.7M | 0.03% |
| 169 | CARVANA CO | CVNA | 31,808 | $10.7M | 0.03% |
| 170 | TESLA INC | TSLA | 33,412 | $10.6M | 0.03% |
| 171 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 5,399 | $10.6M | 0.03% |
| 172 | KKR & CO INC | KKRT | 78,362 | $10.4M | 0.03% |
| 173 | YUM CHINA HLDGS INC | YUMC | 231,346 | $10.3M | 0.03% |
| 174 | LEXINFINTECH HLDGS LTD | LX | 1,394,026 | $10.1M | 0.03% |
| 175 | SPOTIFY TECHNOLOGY S A | SPOT | 11,965 | $9.2M | 0.03% |
| 176 | CARVANA CO | CVNA | 26,530 | $8.9M | 0.02% |
| 177 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 4,512 | $8.8M | 0.02% |
| 178 | INTUITIVE SURGICAL INC | ISRG | 16,198 | $8.8M | 0.02% |
| 179 | REDDIT INC | RDDT | 54,089 | $8.1M | 0.02% |
| 180 | DOORDASH INC | DASH | 31,988 | $7.9M | 0.02% |
| 181 | SPOTIFY TECHNOLOGY S A | SPOT | 10,107 | $7.8M | 0.02% |
| 182 | INTUITIVE SURGICAL INC | ISRG | 13,649 | $7.4M | 0.02% |
| 183 | REDDIT INC | RDDT | 45,029 | $6.8M | 0.02% |
| 184 | DOORDASH INC | DASH | 27,108 | $6.7M | 0.02% |
| 185 | LUCID GROUP INC | LCID | 2,953,931 | $6.2M | 0.02% |
| 186 | PLUG POWER INC | PLUG | 4,098,713 | $6.1M | 0.02% |
| 187 | CHIME FINL INC | 16935C109 | 176,599 | $6.1M | 0.02% |
| 188 | PHILIP MORRIS INTL INC | 718172109 | 32,839 | $6.0M | 0.02% |
| 189 | ATLASSIAN CORPORATION | TEAM | 28,966 | $5.9M | 0.02% |
| 190 | NU HLDGS LTD | NU | 421,195 | $5.8M | 0.02% |
| 191 | PHILIP MORRIS INTL INC | 718172109 | 27,938 | $5.1M | 0.01% |
| 192 | ELI LILLY & CO | LLY | 5,866 | $4.6M | 0.01% |
| 193 | MOBILEYE GLOBAL INC | MBLY | 226,558 | $4.1M | 0.01% |
| 194 | ISHARES BITCOIN TRUST ETF | IBIT | 56,508 | $3.5M | 0.01% |
| 195 | ATLASSIAN CORPORATION | TEAM | 15,817 | $3.2M | 0.01% |
| 196 | CADENCE DESIGN SYSTEM INC | CDNS | 10,164 | $3.1M | 0.01% |
| 197 | STITCH FIX INC | SFIX | 790,167 | $2.9M | 0.01% |
| 198 | ATLASSIAN CORPORATION | TEAM | 13,169 | $2.7M | 0.01% |
| 199 | CADENCE DESIGN SYSTEM INC | CDNS | 8,462 | $2.6M | 0.01% |
| 200 | CARIS LIFE SCIENCES INC | CAI | 88,369 | $2.4M | 0.01% |
| 201 | CHARGEPOINT HOLDINGS INC | CHPT | 3,081,752 | $2.2M | 0.01% |
| 202 | OLAPLEX HLDGS INC | OLPX | 1,264,968 | $1.8M | 0.00% |
| 203 | HERTZ GLOBAL HLDGS INC | HTZWW | 468,814 | $1.7M | 0.00% |
| 204 | NU HLDGS LTD | NU | 91,267 | $1.3M | 0.00% |
| 205 | BEYOND MEAT INC | BYND | 343,393 | $1.2M | 0.00% |
| 206 | CHIME FINL INC | 16935C109 | 32,551 | $1.1M | 0.00% |
| 207 | NU HLDGS LTD | NU | 77,048 | $1.1M | 0.00% |
| 208 | HERTZ GLOBAL HLDGS INC | HTZWW | 106,823 | $729,601 | 0.00% |
| 209 | AMC ENTMT HLDGS INC | 00165C302 | 228,136 | $707,222 | 0.00% |
| 210 | CHIME FINL INC | 16935C109 | 18,106 | $624,838 | 0.00% |
| 211 | CHIME FINL INC | 16935C109 | 15,101 | $521,136 | 0.00% |
| 212 | AGORA INC | API | 93,700 | $356,997 | 0.00% |