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NEW YORK, NY · CIK 0001135730
Portfolio Value
$8.26B
Positions
82
New
25
Increased
17
Decreased
21
Sold Out
2
COATUE MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $8.26B across 82 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 56.9% 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 | TSLATESLA INC | $948.91M | 11.48% | -7.8% |
| 2 | MRNAMODERNA INC | $815.15M | 9.86% | -17.6% |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | $485.93M | 5.88% | -38.8% |
| 4 | AMZNAMAZON COM INC | $437.43M | 5.29% | +2616.8% |
| 5 | JDJD.COM INC | $409.74M | 4.96% | +71.9% |
| 6 | 0C3ENDEAVOR GROUP HLDGS INC | $348.97M | 4.22% | -0.5% |
| 7 | METAMETA PLATFORMS INC | $343.88M | 4.16% | -23.8% |
| 8 | MSFTMICROSOFT CORP | $319.77M | 3.87% | -35.2% |
| 9 | XYZBLOCK INC | $296.08M | 3.58% | -18.4% |
| 10 | DISDISNEY WALT CO | $292.35M | 3.54% | - |
| Stock | Value | Shares |
|---|---|---|
| DDOGDATADOG INC | $80.01M | 840,069 |
| VEEVVEEVA SYS INC | $79.32M | 400,521 |
| PATHUIPATH INC | $77.04M | 4,235,394 |
| SOFISOFI TECHNOLOGIES INC | $76.57M | 14,529,957 |
| UPSTUPSTART HLDGS INC | $74.70M | 2,362,290 |
| EFXEQUIFAX INC | $53.99M | 295,362 |
| MNDYMONDAY COM LTD | $48.41M | 469,309 |
| WSMWILLIAMS SONOMA INC | $34.97M | 315,147 |
| SYNASYNAPTICS INC | $27.68M | 234,521 |
| SNAPSNAP INC | $26.66M | 2,030,446 |
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