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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

COATUE MANAGEMENT LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006976

Total Value
$40.79B
Positions
258
Other Managers
11
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1META PLATFORMS INCMETA2,571,366$1.89B4.63%
2AMAZON COM INCAMZN6,603,961$1.45B3.56%
3MICROSOFT CORPMSFT2,480,017$1.28B3.15%
4NVIDIA CORPORATIONNVDA6,452,926$1.20B2.95%
5GE VERNOVA INCGEV1,684,410$1.04B2.54%
6TAIWAN SEMICONDUCTOR MFG LTD8740391003,584,429$1.00B2.45%
7BROADCOM INCAVGO2,932,392$967.4M2.37%
8COREWEAVE INCCRWV6,724,615$920.3M2.26%
9EATON CORP PLCETN2,406,277$900.5M2.21%
10CONSTELLATION ENERGY CORPCEG2,622,943$863.1M2.12%
11ALPHABET INCGOOG3,479,832$845.9M2.07%
12APPLOVIN CORPAPP1,153,420$828.8M2.03%
13REDDIT INCRDDT3,591,942$826.1M2.03%
14SPOTIFY TECHNOLOGY S ASPOT1,180,681$824.1M2.02%
15ORACLE CORPORCL-PD2,681,000$754.0M1.85%
16NETFLIX INCNFLX618,735$741.8M1.82%
17NU HLDGS LTDNU44,000,363$704.4M1.73%
18TESLA INCTSLA1,446,816$643.4M1.58%
19LAM RESEARCH CORPLRCX4,800,727$642.8M1.58%
20MICROSOFT CORPMSFT1,143,736$592.4M1.45%
21META PLATFORMS INCMETA781,241$573.7M1.41%
22ALPHABET INCGOOG2,264,195$550.4M1.35%
23TAIWAN SEMICONDUCTOR MFG LTD8740391001,850,765$516.9M1.27%
24SYNOPSYS INCSNPS978,302$482.7M1.18%
25APPLOVIN CORPAPP662,395$476.0M1.17%
26CONSTELLATION ENERGY CORPCEG1,435,460$472.4M1.16%
27GE VERNOVA INCGEV694,099$426.8M1.05%
28INTUITINTU588,614$402.0M0.99%
29BROADCOM INCAVGO1,163,241$383.8M0.94%
30APPLIED MATLS INC0382221051,765,438$361.5M0.89%
31NVIDIA CORPORATIONNVDA1,915,943$357.5M0.88%
32AMAZON COM INCAMZN1,583,102$347.6M0.85%
33EATON CORP PLCETN920,803$344.6M0.84%
34LAM RESEARCH CORPLRCX2,532,091$339.0M0.83%
35CARVANA COCVNA893,776$337.2M0.83%
36GE VERNOVA INCGEV548,221$337.1M0.83%
37ORACLE CORPORCL-PD1,158,115$325.7M0.80%
38SPOTIFY TECHNOLOGY S ASPOT452,454$315.8M0.77%
39DOORDASH INCDASH1,141,826$310.6M0.76%
40ATLASSIAN CORPORATIONTEAM1,886,217$301.2M0.74%
41CARIS LIFE SCIENCES INCCAI9,819,992$297.1M0.73%
42REDDIT INCRDDT1,230,209$282.9M0.69%
43ALPHABET INCGOOG1,088,712$265.2M0.65%
44ALIBABA GROUP HLDG LTDBBAAY1,473,464$263.4M0.65%
45FIRST CTZNS BANCSHARES INC D31946M103139,498$249.6M0.61%
46PAYPAL HLDGS INCPYPL3,540,479$237.4M0.58%
47SNOWFLAKE INCSNOW1,048,152$236.4M0.58%
48HINGE HEALTH INCHNGE4,702,208$230.8M0.57%
49MICROSOFT CORPMSFT435,924$225.8M0.55%
50DOORDASH INCDASH807,487$219.6M0.54%
51CARVANA COCVNA579,106$218.5M0.54%
52BROADCOM INCAVGO656,525$216.6M0.53%
53ADOBE INCADBE610,621$215.4M0.53%
54META PLATFORMS INCMETA290,854$213.6M0.52%
55TAIWAN SEMICONDUCTOR MFG LTD874039100756,689$211.3M0.52%
56SYNOPSYS INCSNPS427,538$210.9M0.52%
57EATON CORP PLCETN551,789$206.5M0.51%
58ADVANCED MICRO DEVICES INCAMD1,239,043$200.5M0.49%
59INTUITIVE SURGICAL INCISRG422,112$188.8M0.46%
60CONSTELLATION ENERGY CORPCEG533,303$175.5M0.43%
61MARVELL TECHNOLOGY INCMRVL2,079,046$174.8M0.43%
62INTUITINTU250,846$171.3M0.42%
63TAIWAN SEMICONDUCTOR MFG LTD874039100613,161$171.2M0.42%
64WEBULL CORPBULLW11,522,483$170.4M0.42%
65APPLOVIN CORPAPP236,274$169.8M0.42%
66FIGMA INCFIG3,232,969$167.7M0.41%
67LAM RESEARCH CORPLRCX1,240,741$166.1M0.41%
68KKR & CO INCKKRT1,269,750$165.0M0.40%
69TAIWAN SEMICONDUCTOR MFG LTD874039100577,055$161.2M0.40%
70APPLIED MATLS INC038222105779,083$159.5M0.39%
71CONSTELLATION ENERGY CORPCEG481,423$158.4M0.39%
72ALPHABET INCGOOG634,322$154.2M0.38%
73GE VERNOVA INCGEV247,954$152.5M0.37%
74ARM HOLDINGS PLC0420682051,032,190$146.0M0.36%
75BROADCOM INCAVGO429,770$141.8M0.35%
76CHIME FINL INC16935C1096,839,474$138.0M0.34%
77NVIDIA CORPORATIONNVDA719,046$134.2M0.33%
78ALPHABET INCGOOG537,376$130.9M0.32%
79EATON CORP PLCETN327,950$122.7M0.30%
80ORACLE CORPORCL-PD429,499$120.8M0.30%
81GE VERNOVA INCGEV196,442$120.8M0.30%
82SEA LTDSE666,305$119.1M0.29%
83PAYPAL HLDGS INCPYPL1,697,505$113.8M0.28%
84REDDIT INCRDDT486,891$112.0M0.27%
85MICROSOFT CORPMSFT202,802$105.0M0.26%
86MICROSOFT CORPMSFT200,289$103.7M0.25%
87SNOWFLAKE INCSNOW457,023$103.1M0.25%
88CHAGEE HLDGS LTDCHA6,174,115$102.2M0.25%
89META PLATFORMS INCMETA135,198$99.3M0.24%
90META PLATFORMS INCMETA134,288$98.6M0.24%
91SKYWORKS SOLUTIONS INCSWKS1,272,952$98.0M0.24%
92KKR & CO INCKKRT731,275$95.0M0.23%
93CADENCE DESIGN SYSTEM INCCDNS262,235$92.1M0.23%
94ARM HOLDINGS PLC042068205643,045$91.0M0.22%
95NVIDIA CORPORATIONNVDA464,671$86.7M0.21%
96FIRST CTZNS BANCSHARES INC D31946M10345,427$81.3M0.20%
97TAIWAN SEMICONDUCTOR MFG LTD874039100290,160$81.0M0.20%
98LAM RESEARCH CORPLRCX600,521$80.4M0.20%
99SYNOPSYS INCSNPS159,557$78.7M0.19%
100CARVANA COCVNA208,319$78.6M0.19%
101VISTRA CORPVST398,990$78.2M0.19%
102DOORDASH INCDASH281,694$76.6M0.19%
103ALPHABET INCGOOG304,312$74.0M0.18%
104CADENCE DESIGN SYSTEM INCCDNS209,977$73.8M0.18%
105INTUITIVE SURGICAL INCISRG163,625$73.2M0.18%
106APPLOVIN CORPAPP100,791$72.4M0.18%
107ALPHABET INCGOOG297,365$72.3M0.18%
108EATON CORP PLCETN189,135$70.8M0.17%
109REDDIT INCRDDT306,916$70.6M0.17%
110APPLOVIN CORPAPP95,691$68.8M0.17%
111THE TRADE DESK INC88339J1051,387,089$68.0M0.17%
112CONSTELLATION ENERGY CORPCEG205,844$67.7M0.17%
113GE VERNOVA INCGEV109,387$67.3M0.16%
114CHIME FINL INC16935C1093,232,518$65.2M0.16%
115GE VERNOVA INCGEV100,665$61.9M0.15%
116CONSTELLATION ENERGY CORPCEG182,713$60.1M0.15%
117CARVANA COCVNA159,185$60.1M0.15%
118APPLIED MATLS INC038222105291,450$59.7M0.15%
119NVIDIA CORPORATIONNVDA318,157$59.4M0.15%
120ARM HOLDINGS PLC042068205419,440$59.3M0.15%
121EATON CORP PLCETN158,324$59.3M0.15%
122ENPHASE ENERGY INCENPH1,647,893$58.3M0.14%
123EATON CORP PLCETN155,466$58.2M0.14%
124LAM RESEARCH CORPLRCX431,543$57.8M0.14%
125TESLA INCTSLA128,883$57.3M0.14%
126ZILLOW GROUP INCZ739,700$57.0M0.14%
127BROADCOM INCAVGO170,119$56.1M0.14%
128SPOTIFY TECHNOLOGY S ASPOT80,110$55.9M0.14%
129ORACLE CORPORCL-PD198,598$55.9M0.14%
130BROADCOM INCAVGO169,189$55.8M0.14%
131ORACLE CORPORCL-PD197,690$55.6M0.14%
132PINTEREST INCPINS1,678,764$54.0M0.13%
133QUANTUMSCAPE CORPQS4,294,995$52.9M0.13%
134AMAZON COM INCAMZN237,446$52.1M0.13%
135MICROSOFT CORPMSFT98,419$51.0M0.12%
136CONSTELLATION ENERGY CORPCEG154,909$51.0M0.12%
137APPLIED MATLS INC038222105248,469$50.9M0.12%
138TAIWAN SEMICONDUCTOR MFG LTD874039100180,325$50.4M0.12%
139META PLATFORMS INCMETA66,885$49.1M0.12%
140ALPHABET INCGOOG200,692$48.9M0.12%
141SYNOPSYS INCSNPS97,762$48.2M0.12%
142ALIBABA GROUP HLDG LTDBBAAY267,458$47.8M0.12%
143MEDICAL PPTYS TRUST INC58463J3049,050,796$45.9M0.11%
144REDDIT INCRDDT198,283$45.6M0.11%
145BROADCOM INCAVGO136,796$45.1M0.11%
146UPSTART HLDGS INCUPST870,947$44.2M0.11%
147TESLA INCTSLA98,674$43.9M0.11%
148MICROSOFT CORPMSFT81,863$42.4M0.10%
149SPOTIFY TECHNOLOGY S ASPOT58,846$41.1M0.10%
150META PLATFORMS INCMETA55,885$41.0M0.10%
151SNOWFLAKE INCSNOW170,755$38.5M0.09%
152DOORDASH INCDASH141,410$38.5M0.09%
153CARVANA COCVNA97,949$37.0M0.09%
154SYNOPSYS INCSNPS74,864$36.9M0.09%
155NU HLDGS LTDNU2,167,908$34.7M0.09%
156TAIWAN SEMICONDUCTOR MFG LTD874039100119,879$33.5M0.08%
157NOVAVAX INCNVAX3,836,986$33.3M0.08%
158ALPHABET INCGOOG126,303$30.7M0.08%
159UIPATH INCPATH2,269,557$30.4M0.07%
160SNOWFLAKE INCSNOW124,343$28.0M0.07%
161TAIWAN SEMICONDUCTOR MFG LTD874039100100,073$27.9M0.07%
162APPLIED MATLS INC038222105136,308$27.9M0.07%
163ALPHABET INCGOOG114,786$27.9M0.07%
164AMAZON COM INCAMZN124,926$27.4M0.07%
165LAM RESEARCH CORPLRCX190,064$25.4M0.06%
166ATLASSIAN CORPORATIONTEAM156,986$25.1M0.06%
167ZILLOW GROUP INCZ328,189$24.4M0.06%
168INTUITIVE SURGICAL INCISRG53,737$24.0M0.06%
169AMAZON COM INCAMZN109,087$24.0M0.06%
170ARM HOLDINGS PLC042068205165,151$23.4M0.06%
171ALPHABET INCGOOG95,884$23.4M0.06%
172ALPHABET INCGOOG94,068$22.9M0.06%
173PELOTON INTERACTIVE INCPTON2,500,000$22.5M0.06%
174VISTRA CORPVST113,821$22.3M0.05%
175LAM RESEARCH CORPLRCX158,805$21.3M0.05%
176ORACLE CORPORCL-PD71,638$20.1M0.05%
177BROADCOM INCAVGO59,796$19.7M0.05%
178CONSTELLATION ENERGY CORPCEG59,638$19.6M0.05%
179SYNOPSYS INCSNPS38,833$19.2M0.05%
180NU HLDGS LTDNU1,130,504$18.1M0.04%
181SNOWFLAKE INCSNOW79,992$18.0M0.04%
182ALIBABA GROUP HLDG LTDBBAAY100,079$17.9M0.04%
183GE VERNOVA INCGEV28,914$17.8M0.04%
184EATON CORP PLCETN46,326$17.3M0.04%
185ORACLE CORPORCL-PD59,617$16.8M0.04%
186KKR & CO INCKKRT128,055$16.6M0.04%
187BROADCOM INCAVGO49,731$16.4M0.04%
188CONSTELLATION ENERGY CORPCEG49,730$16.4M0.04%
189SYNOPSYS INCSNPS32,271$15.9M0.04%
190ALIBABA GROUP HLDG LTDBBAAY88,807$15.9M0.04%
191NATERA INCNTRA97,261$15.7M0.04%
192GE VERNOVA INCGEV24,074$14.8M0.04%
193TESLA INCTSLA33,214$14.8M0.04%
194EATON CORP PLCETN38,707$14.5M0.04%
195APPLIED MATLS INC03822210570,060$14.3M0.04%
196FIRST CTZNS BANCSHARES INC D31946M1038,013$14.3M0.04%
197CARVANA COCVNA35,383$13.3M0.03%
198INTUITIVE SURGICAL INCISRG28,863$12.9M0.03%
199DOORDASH INCDASH44,891$12.2M0.03%
200APPLIED MATLS INC03822210558,240$11.9M0.03%
201SPOTIFY TECHNOLOGY S ASPOT16,977$11.8M0.03%
202RINGCENTRAL INCRNG411,351$11.7M0.03%
203CARVANA COCVNA29,490$11.1M0.03%
204REDDIT INCRDDT44,823$10.3M0.03%
205DOORDASH INCDASH37,569$10.2M0.03%
206AMAZON COM INCAMZN46,208$10.1M0.02%
207SPOTIFY TECHNOLOGY S ASPOT14,105$9.8M0.02%
208TESLA INCTSLA21,624$9.6M0.02%
209PLUG POWER INCPLUG4,098,713$9.6M0.02%
210ALPHABET INCGOOG38,930$9.5M0.02%
211CHIME FINL INC16935C109467,693$9.4M0.02%
212INTUITIVE SURGICAL INCISRG21,050$9.4M0.02%
213SNOWFLAKE INCSNOW41,605$9.4M0.02%
214JOYY INCJOYY155,705$9.1M0.02%
215REDDIT INCRDDT38,476$8.8M0.02%
216ALPHABET INCGOOG35,912$8.7M0.02%
217ISHARES BITCOIN TRUST ETFIBIT132,640$8.6M0.02%
218AMAZON COM INCAMZN38,365$8.4M0.02%
219ALIBABA GROUP HLDG LTDBBAAY46,797$8.4M0.02%
220FIRST CTZNS BANCSHARES INC D31946M1034,572$8.2M0.02%
221SNOWFLAKE INCSNOW34,578$7.8M0.02%
222APPLOVIN CORPAPP10,530$7.6M0.02%
223CARIS LIFE SCIENCES INCCAI233,837$7.1M0.02%
224LUCID GROUP INCLCID295,393$7.0M0.02%
225KLARNA GROUP PLCKLAR191,397$7.0M0.02%
226FIRST CTZNS BANCSHARES INC D31946M1033,884$6.9M0.02%
227NATERA INCNTRA42,189$6.8M0.02%
228KKR & CO INCKKRT50,486$6.6M0.02%
229APPLOVIN CORPAPP8,754$6.3M0.02%
230KKR & CO INCKKRT42,023$5.5M0.01%
231ATLASSIAN CORPORATIONTEAM34,100$5.4M0.01%
232INTUITIVE SURGICAL INCISRG11,605$5.2M0.01%
233INTUITIVE SURGICAL INCISRG9,657$4.3M0.01%
234FUTU HLDGS LTDFUTU24,105$4.2M0.01%
235ALIBABA GROUP HLDG LTDBBAAY19,988$3.6M0.01%
236CHIME FINL INC16935C109176,599$3.6M0.01%
237STITCH FIX INCSFIX790,167$3.4M0.01%
238MOBILEYE GLOBAL INCMBLY226,558$3.2M0.01%
239KLARNA GROUP PLCKLAR82,510$3.0M0.01%
240CARIS LIFE SCIENCES INCCAI88,369$2.7M0.01%
241NATERA INCNTRA15,707$2.5M0.01%
242HERTZ GLOBAL HLDGS INCHTZWW468,814$1.7M0.00%
243CHARGEPOINT HOLDINGS INCCHPT154,086$1.7M0.00%
244OLAPLEX HLDGS INCOLPX1,264,968$1.7M0.00%
245FIRST CTZNS BANCSHARES INC D31946M103864$1.5M0.00%
246KKR & CO INCKKRT9,357$1.2M0.00%
247NATERA INCNTRA7,388$1.2M0.00%
248KLARNA GROUP PLCKLAR27,763$1.0M0.00%
249HERTZ GLOBAL HLDGS INCHTZWW106,823$726,3960.00%
250AMC ENTMT HLDGS INC00165C302228,136$661,5940.00%
251BEYOND MEAT INCBYND343,393$649,0130.00%
252NATERA INCNTRA3,857$620,8610.00%
253KLARNA GROUP PLCKLAR14,450$529,5930.00%
254NATERA INCNTRA3,208$516,3920.00%
255AGORA INCAPI93,700$357,9340.00%
256KLARNA GROUP PLCKLAR7,567$277,3310.00%
257KLARNA GROUP PLCKLAR6,313$231,3710.00%
258NATERA INCNTRA716$115,2550.00%