Skip to main content
Livermore
Livermore
ZHEN

Coatue Management

Superinvestor

Coatue Management LLC

SEC CIK
0001135730
Manager
Philippe Laffont
Style
Growth, Hedge fund
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
84
+3 vs. Q2 2022
Portfolio value
$8.61B
+$349.3M (+4.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Coatue Management in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSLATesla, Inc.Stock3,546,074$940.6M10.9%−681,202−16.1%ReducedConverted for a 3-for-1 splitHistory
MRNAModerna, Inc.Stock5,706,504$674.8M7.8%+1730.0%AddedHistory
RIVNRivian Automotive, Inc.Stock19,597,621$645.0M7.5%+719,284+3.8%AddedHistory
UBERUber Technologies, IncStock16,628,166$440.6M5.1%+6,444,266+63.3%AddedHistory
NVDANVIDIA CorpStock3,384,288$410.8M4.8%+3,334,875+6,749.0%AddedHistory
PYPLPayPal Holdings, Inc.Stock4,691,346$403.8M4.7%+3,470,726+284.3%AddedHistory
AMZNAmazon Com IncStock3,233,243$365.4M4.2%−885,337−21.5%ReducedHistory
ENPHEnphase Energy, Inc.Stock1,201,119$333.3M3.9%−165,474−12.1%ReducedHistory
EDREndeavor Group Holdings, Inc.CL A COM15,902,376$322.2M3.7%−1,070,824−6.3%ReducedHistory
DISWalt Disney CoStock3,096,961$292.1M3.4%00.0%UnchangedHistory
XYZBlock, Inc.CL A4,980,324$273.9M3.2%+162,870+3.4%AddedHistory
NFLXNetflix IncStock1,162,596$273.7M3.2%−75,827−6.1%ReducedHistory
METAMeta Platforms, Inc.Stock1,537,074$208.6M2.4%−595,499−27.9%ReducedHistory
LRCXLam Research CorpCOM485,291$177.6M2.1%+485,291NewHistory
VVisa Inc.Stock917,311$163.0M1.9%+284,987+45.1%AddedHistory
JDJD.com, Inc.SPON ADS CL A2,821,237$141.9M1.6%−3,558,967−55.8%ReducedHistory
AVGOBroadcom Inc.Stock317,584$141.0M1.6%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock2,819,599$139.4M1.6%+1,884,438+201.5%AddedHistory
ADBEAdobe Inc.Stock396,474$109.1M1.3%+396,474NewHistory
BBWIBath & Body Works, Inc.COM3,214,424$104.8M1.2%00.0%UnchangedHistory
MSFTMicrosoft CorpStock433,677$101.0M1.2%−811,390−65.2%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock611,850$100.8M1.2%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock486,583$82.7M1.0%−329,298−40.4%ReducedHistory
GTLBGitlab Inc.CLASS A COM1,610,357$82.5M1.0%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK2,358,800$67.5M0.8%00.0%UnchangedHistory
SHOPShopify Inc.Stock2,465,610$66.4M0.8%+2,146,710+673.2%AddedHistory
ZMZoom Communications, Inc.Stock826,394$60.8M0.7%+805,624+3,878.8%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS3,466,016$60.7M0.7%−1,582,045−31.3%ReducedHistory
PINSPinterest, Inc.CL A2,531,352$59.0M0.7%−625,000−19.8%ReducedHistory
BNTXBioNTech SESPONSORED ADS421,590$56.9M0.7%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock526,505$55.3M0.6%+526,505NewHistory
MNDYmonday.com Ltd.SHS469,309$53.2M0.6%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM3,675,263$51.3M0.6%−3,762,398−50.6%ReducedHistory
EFXEquifax IncCOM295,362$50.6M0.6%00.0%UnchangedHistory
INTUIntuit Inc.Stock130,700$50.6M0.6%+130,700NewHistory
NXPINXP Semiconductors N.V.COM341,106$50.3M0.6%+341,106NewHistory
AMDAdvanced Micro Devices IncStock792,899$50.2M0.6%+792,899NewHistory
PATHUiPath, Inc.Stock3,956,371$49.9M0.6%−279,023−6.6%ReducedHistory
WDAYWorkday, Inc.CL A324,285$49.4M0.6%+243,571+301.8%AddedHistory
DOCUDocuSign, Inc.Stock866,044$46.3M0.5%+363,909+72.5%AddedHistory
SESea LtdSPONSORD ADS822,795$46.1M0.5%−102,337−11.1%ReducedHistory
MRVLMarvell Technology, Inc.COM1,071,715$46.0M0.5%+1,071,715NewHistory
AMATApplied Materials IncStock517,114$42.4M0.5%+517,114NewHistory
PANWPalo Alto Networks IncStock258,460$42.3M0.5%−28,460−9.9%ReducedConverted for a 3-for-1 splitHistory
TCOMTrip.com Group LtdADS1,501,694$41.0M0.5%+613,492+69.1%AddedHistory
DDOGDatadog, Inc.CL A COM459,810$40.8M0.5%−380,259−45.3%ReducedHistory
SOFISoFi Technologies, Inc.Stock8,266,520$40.3M0.5%−6,263,437−43.1%ReducedHistory
PTONPeloton Interactive, Inc.CL A COM5,359,867$37.1M0.4%+2,544,220+90.4%AddedHistory
UPSTUpstart Holdings, Inc.COM1,664,843$34.6M0.4%−697,447−29.5%ReducedHistory
CFLTConfluent, Inc.CLASS A COM1,372,773$32.6M0.4%+517,458+60.5%AddedHistory
Paramount Global92556H206CL B1,616,702$30.8M0.4%−564,009−25.9%Reduced–
GNRCGenerac Holdings Inc.Stock157,005$28.0M0.3%+157,005NewHistory
DDLDingdong (Cayman) LtdADS7,029,666$25.0M0.3%00.0%UnchangedHistory
MELIMercadolibre IncCOM29,529$24.4M0.3%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A2,847,240$23.9M0.3%−266,483−8.6%ReducedHistory
VSXYVictoria's Secret & Co.COMMON STOCK812,402$23.7M0.3%−259,070−24.2%ReducedHistory
SYNASYNAPTICS IncStock234,521$23.2M0.3%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS365,897$22.9M0.3%+332,580+998.2%AddedHistory
ZGZillow Group, Inc.CL A691,885$19.8M0.2%00.0%UnchangedHistory
RNGRingCentral, Inc.CL A411,351$16.4M0.2%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR205,217$16.4M0.2%−1,448,446−87.6%ReducedHistory
FSRFisker Inc.CL A COM STK1,854,445$14.0M0.2%−398,120−17.7%ReducedHistory
ASMLASML Holding NVADR31,972$13.3M0.2%+31,972NewHistory
SNAPSnap IncStock1,106,403$10.9M0.1%−924,043−45.5%ReducedHistory
NKLANikola CorpCOM3,017,419$10.6M0.1%−4,374,030−59.2%ReducedHistory
NVAXNovavax IncCOM NEW547,555$9.97M0.1%−694,161−55.9%ReducedHistory
BZKanzhun LtdSPONSORED ADS579,529$9.78M0.1%+422,338+268.7%AddedHistory
TWLOTwilio IncCL A135,000$9.33M0.1%+135,000NewHistory
OKTAOkta, Inc.CL A150,000$8.53M0.1%+150,000NewHistory
BYNDBeyond Meat, Inc.COM490,640$6.95M0.1%00.0%UnchangedHistory
HTZWWHertz Global Holdings, IncCommon Stock762,095$6.78M0.1%00.0%UnchangedHistory
GMEGameStop Corp.Stock218,788$5.50M0.1%00.0%UnchangedConverted for a 4-for-1 splitHistory
SFIXStitch Fix, Inc.Stock1,342,810$5.30M0.1%00.0%UnchangedHistory
OMICSingular Genomics Systems, Inc.COM2,119,614$5.30M0.1%00.0%UnchangedHistory
AMCAMC Entertainment Holdings, Inc.CL A COM751,238$5.24M0.1%−679,430−47.5%ReducedHistory
MLCOMelco Resorts & Entertainment LTDADR738,547$4.90M0.1%+738,547NewHistory
LYFTLyft, Inc.CL A COM320,000$4.21M<0.1%+320,000NewHistory
HCPHashiCorp, Inc.COM CL A121,469$3.91M<0.1%−694,255−85.1%ReducedHistory
CVNACarvana Co.CL A173,800$3.53M<0.1%00.0%UnchangedHistory
APIAgora, Inc.ADS896,956$3.26M<0.1%−1,095,612−55.0%ReducedHistory
Farfetch Ltd30744W107ORD SH CL A323,258$2.41M<0.1%+323,258New–
GRABGrab Holdings LtdCLASS A ORD679,103$1.79M<0.1%+279,103+69.8%AddedHistory
HTZHertz Global Holdings, IncCOM NEW106,823$1.74M<0.1%00.0%UnchangedHistory
FRSHFreshworks Inc.Stock38,808$503.0K<0.1%+38,808NewHistory

Sold out since Q2 2022 (13)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Coatue Management sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
VEEVVeeva Systems IncStock400,521$79.3M1.0%History
XPEVXpeng Inc.ADS2,265,669$71.9M0.9%History
WSMWilliams Sonoma IncCOM315,147$35.0M0.4%History
LILi Auto Inc.SPONSORED ADS887,794$34.0M0.4%History
DNAGinkgo Bioworks Holdings, Inc.CL A SHS7,937,724$18.9M0.2%History
Ribbit Leap LtdG7552B121UNIT 99/99/99991,830,000$18.3M0.2%–
GDSGDS Holdings LtdSPONSORED ADS439,039$14.7M0.2%History
CRMSalesforce, Inc.Stock68,948$11.4M0.1%History
RUNSunrun Inc.COM435,335$10.2M0.1%History
HTHTH World Group LtdSPONSORED ADS260,017$9.91M0.1%History
RBLXRoblox CorpStock173,102$5.69M0.1%History
LVSLas Vegas Sands CorpCOM100,000$3.36M<0.1%History
DXCMDexcom IncCOM38,052$2.84M<0.1%History