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NEW YORK, NY · CIK 0001135730
New positions
16
Added to
11
Trimmed
29
Exited
30
COATUE MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $29.68B across 70 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 52.1% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $2.34B | 7.89% | -5.3% |
| 2 | METAMETA PLATFORMS INC | $2.16B | 7.27% | -0.2% |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.97B | 6.63% | +6.4% |
| 4 | MSFTMICROSOFT CORP | $1.49B | 5.01% | -8.5% |
| 5 | CEGCONSTELLATION ENERGY CORP | $1.49B | 5.00% | -14.1% |
| 6 | ETNEATON CORP PLC | $1.48B | 4.98% | -4.1% |
| 7 | NVDANVIDIA CORPORATION | $1.34B | 4.53% | -1.3% |
| 8 | GEVGE VERNOVA INC | $1.27B | 4.28% | -2.0% |
| 9 | RDDTREDDIT INC | $1.07B | 3.60% | New |
| 10 | TSLATESLA INC | $877.03M | 2.95% | -2.8% |
| Stock | Value | Shares |
|---|---|---|
| RDDTREDDIT INC | $1.07B | 6,530,236 |
| NOWSERVICENOW INC | $391.55M | 369,342 |
| SCHWSCHWAB CHARLES CORP | $333.79M | 4,510,020 |
| LRCXLAM RESEARCH CORP | $292.27M | 4,046,370 |
| SMCISUPER MICRO COMPUTER INC | $270.26M | 8,866,735 |
| HUBSHUBSPOT INC | $260.09M | 373,280 |
| AFRMAFFIRM HLDGS INC | $160.38M | 2,633,442 |
| OKTAOKTA INC | $98.82M | 1,254,080 |
| DDOGDATADOG INC | $95.73M | 669,972 |
| MNDYMONDAY COM LTD | $69.10M | 293,474 |
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