Coatue Management
SuperinvestorCoatue Management LLC
- SEC CIK
- 0001135730
- Manager
- Philippe Laffont
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 81
- +7 vs. Q2 2024
- Portfolio value
- $26.9B
- +$1.23B (+4.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 3,694,259 | $2.11B | 7.9% | −488,068−11.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 11,269,029 | $2.10B | 7.8% | +496,218+4.6% | Added | History |
| CEGConstellation Energy Corp | Stock | 7,726,108 | $2.01B | 7.5% | +2,818,223+57.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,852,860 | $1.66B | 6.2% | +151,206+4.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,365,760 | $1.63B | 6.0% | −2,027,942−17.8% | Reduced | History |
| ETNEaton Corp plc | Stock | 4,638,702 | $1.54B | 5.7% | +363,764+8.5% | Added | History |
| NVDANVIDIA Corp | Stock | 10,138,161 | $1.23B | 4.6% | −3,616,286−26.3% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 3,943,157 | $1.01B | 3.7% | +611,126+18.3% | Added | History |
| ADBEAdobe Inc. | Stock | 1,684,236 | $872.1M | 3.2% | −159,685−8.7% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 62,800,630 | $857.2M | 3.2% | +3,658,025+6.2% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 7,716,123 | $767.7M | 2.9% | −1,326,789−14.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 4,323,026 | $745.7M | 2.8% | +1,488,666+52.5% | AddedConverted for a 10-for-1 split | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,249,190 | $697.2M | 2.6% | −2,029,968−32.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 8,257,928 | $644.4M | 2.4% | +2,192,418+36.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,682,229 | $610.7M | 2.3% | +917,720+33.2% | Added | History |
| TSLATesla, Inc. | Stock | 2,234,189 | $584.5M | 2.2% | +595,836+36.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,094,176 | $537.5M | 2.0% | +67,122+6.5% | Added | History |
| NFLXNetflix Inc | Stock | 612,323 | $434.3M | 1.6% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 1,326,099 | $359.4M | 1.3% | +1,326,099 | New | History |
| KKRKKR & Co. Inc. | COM | 2,719,255 | $355.1M | 1.3% | +2,719,255 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 2,587,536 | $348.8M | 1.3% | +2,279,835+740.9% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 185,752 | $342.0M | 1.3% | −22,612−10.9% | Reduced | History |
| VSTVistra Corp. | Stock | 2,828,662 | $335.3M | 1.2% | −1,156,715−29.0% | Reduced | History |
| LRCXLam Research Corp | COM | 404,637 | $330.2M | 1.2% | −52,806−11.5% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 8,248,048 | $329.9M | 1.2% | +8,223,493+33,490.1% | Added | History |
| INTUIntuit Inc. | Stock | 500,389 | $310.7M | 1.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,714,216 | $288.0M | 1.1% | +2,441,557+895.5% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 760,249 | $280.2M | 1.0% | +760,249 | New | History |
| DASHDoorDash, Inc. | Stock | 1,958,333 | $279.5M | 1.0% | +1,958,333 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 4,575,054 | $263.6M | 1.0% | +4,575,054 | New | History |
| APPAppLovin Corp | COM CL A | 1,993,596 | $260.3M | 1.0% | −294,807−12.9% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 7,257,156 | $246.9M | 0.9% | +7,257,156 | New | – |
| LLYEli Lilly & Co | Stock | 247,950 | $219.7M | 0.8% | +40,904+19.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 2,910,927 | $218.8M | 0.8% | −1,130,965−28.0% | Reduced | History |
| QCOMQualcomm Inc | Stock | 1,230,343 | $209.2M | 0.8% | −4,012,797−76.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 2,547,675 | $204.2M | 0.8% | −1,170,442−31.5% | Reduced | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 4,932,011 | $156.7M | 0.6% | +4,932,011 | New | – |
| DPZDominos Pizza Inc | COM | 322,621 | $138.8M | 0.5% | −34,008−9.5% | Reduced | History |
| RMDResmed Inc | COM | 473,179 | $115.5M | 0.4% | +473,179 | New | History |
| GOOGAlphabet Inc. | Stock | 663,296 | $110.9M | 0.4% | +46,312+7.5% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 960,700 | $108.6M | 0.4% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 1,141,600 | $96.5M | 0.4% | +75,517+7.1% | Added | History |
| DELLDell Technologies Inc. | Stock | 767,896 | $91.0M | 0.3% | −6,543,956−89.5% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 559,911 | $89.0M | 0.3% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 1,422,245 | $88.3M | 0.3% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 496,131 | $78.8M | 0.3% | +496,131 | New | History |
| SESea Ltd | SPONSORD ADS | 678,308 | $64.0M | 0.2% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 1,678,764 | $54.3M | 0.2% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 739,700 | $47.2M | 0.2% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 134,911 | $40.2M | 0.1% | +10,836+8.7% | Added | History |
| Paramount Global92556H206 | CL B | 3,678,056 | $39.1M | 0.1% | 00.0% | Unchanged | – |
| NVONovo Nordisk A S | ADR | 326,363 | $38.9M | 0.1% | +293,467+892.1% | Added | History |
| UPSTUpstart Holdings, Inc. | COM | 870,947 | $34.8M | 0.1% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 2,436,400 | $31.2M | 0.1% | 00.0% | Unchanged | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,555,132 | $31.0M | 0.1% | −322,404−17.2% | Reduced | History |
| BXBlackstone Inc. | COM | 195,969 | $30.0M | 0.1% | +195,969 | New | History |
| ZGZillow Group, Inc. | CL A | 482,271 | $29.9M | 0.1% | 00.0% | Unchanged | History |
| NVAXNovavax Inc | COM NEW | 2,224,319 | $28.1M | 0.1% | −400,596−15.3% | Reduced | History |
| QSQuantumScape Corp | COM CL A | 4,553,617 | $26.2M | 0.1% | 00.0% | Unchanged | History |
| HCPHashiCorp, Inc. | COM CL A | 511,741 | $17.3M | 0.1% | 00.0% | Unchanged | History |
| MPTMedical Properties Trust Inc | COM | 2,524,429 | $14.8M | 0.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 411,351 | $13.0M | <0.1% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 2,500,000 | $11.7M | <0.1% | 00.0% | Unchanged | History |
| LCIDLucid Group, Inc. | COM | 2,953,931 | $10.4M | <0.1% | 00.0% | Unchanged | History |
| SMCISuper Micro Computer, Inc. | COM | 24,161 | $10.1M | <0.1% | +24,161 | New | History |
| NVCRNovoCure Ltd | ORD SHS | 608,672 | $9.51M | <0.1% | 00.0% | Unchanged | History |
| NTESNetEase, Inc. | SPONSORED ADS | 94,336 | $8.82M | <0.1% | +94,336 | New | History |
| PLUGPlug Power Inc | Stock | 2,606,524 | $5.89M | <0.1% | 00.0% | Unchanged | History |
| TALTAL Education Group | SPONSORED ADS | 434,673 | $5.15M | <0.1% | +434,673 | New | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 59,316 | $4.50M | <0.1% | +59,316 | New | History |
| BZKanzhun Ltd | SPONSORED ADS | 253,957 | $4.41M | <0.1% | +88,310+53.3% | Added | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 3,081,752 | $4.22M | <0.1% | 00.0% | Unchanged | History |
| OLPXOlaplex Holdings, Inc. | COM | 1,264,968 | $2.97M | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 343,393 | $2.33M | <0.1% | 00.0% | Unchanged | History |
| SFIXStitch Fix, Inc. | Stock | 790,167 | $2.23M | <0.1% | 00.0% | Unchanged | History |
| HTZWWHertz Global Holdings, Inc | Common Stock | 644,294 | $1.41M | <0.1% | 00.0% | Unchanged | History |
| APIAgora, Inc. | ADS | 435,510 | $1.05M | <0.1% | 00.0% | Unchanged | History |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 228,136 | $1.04M | <0.1% | 00.0% | Unchanged | History |
| SEDGSolaredge Technologies, Inc. | COM | 43,500 | $996.6K | <0.1% | 00.0% | Unchanged | History |
| NKLANikola Corp | COM NEW | 173,915 | $796.5K | <0.1% | 00.0% | Unchanged | History |
| HTZHertz Global Holdings, Inc | COM NEW | 106,823 | $352.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (7)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 1,907,872 | $490.5M | 1.9% | History |
| APHAmphenol Corp | CL A | 6,211,919 | $418.5M | 1.6% | History |
| EQIXEquinix Inc | COM | 357,031 | $270.1M | 1.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 477,265 | $182.9M | 0.7% | History |
| ASMLASML Holding NV | ADR | 113,431 | $116.0M | 0.5% | History |
| UNHUnitedHealth Group Inc | Stock | 97,435 | $49.6M | 0.2% | History |
| FSLRFirst Solar, Inc. | Stock | 34,984 | $7.89M | <0.1% | History |