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C

Coatue Management LLC

13F Institution CIK 0001135730 — SEC EDGAR →
$22,514,136,387
Portfolio Value
52
Holdings
143,574,467
Total Shares
Q4 2025
Report Period

Congress Overlap

Congress members who traded these same stocks in the last 90 days:

Gilbert Cisneros sell SPOT Gilbert Cisneros sell MSFT Cleo Fields buy GOOG Cleo Fields buy MSFT Gilbert Cisneros sell MU Gilbert Cisneros buy AMD Daniel Crenshaw sell META Daniel Crenshaw sell AMZN Daniel Crenshaw sell GOOG Gilbert Cisneros buy TSLA Gilbert Cisneros buy DASH April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW Josh Gottheimer buy MU April Mcclain Delaney buy CHRW Josh Gottheimer sell MSFT April Mcclain Delaney buy CHRW Gilbert Cisneros sell PYPL Gilbert Cisneros buy MSFT Gilbert Cisneros sell MU

Portfolio Holdings

65 positions sorted by value

# Ticker Company Shares Value % Portfolio
1 GEV - 2,572,358 $2,245,411,301 9.97%
2 LRCX - 10,043,505 $2,145,895,279 9.53%
3 AVGO - 5,503,852 $1,703,497,233 7.57%
4 ETN - 4,748,498 $1,698,395,280 7.54%
5 AMZN - 7,930,766 $1,651,740,634 7.34%
6 META - 2,812,056 $1,608,861,600 7.15%
7 CEG - 4,632,475 $1,293,618,644 5.75%
8 GOOGL - 4,313,426 $1,240,368,782 5.51%
9 EQIX - 1,090,886 $1,069,330,093 4.75%
10 MSFT - 2,480,017 $918,027,893 4.08%
11 ORCL-PD - 4,440,008 $865,401,960 3.84%
12 NFLX - 6,893,560 $662,815,794 2.94%
13 ASMLF - 496,234 $655,440,753 2.91%
14 SPOT - 1,320,914 $640,524,408 2.84%
15 SNOW - 2,480,963 $544,224,044 2.42%
16 APP - 1,290,008 $513,423,184 2.28%
17 NTRA - 2,541,842 $508,342,981 2.26%
18 NU - 29,333,576 $421,523,487 1.87%
19 ISRG - 855,225 $394,250,172 1.75%
20 RDDT - 2,789,891 $375,658,823 1.67%
21 GOOG - 1,115,885 $320,102,771 1.42%
22 ADBE - 874,150 $305,943,759 1.36%
23 SNPS - 761,760 $302,022,605 1.34%
24 AMD - 1,239,043 $265,353,449 1.18%
25 FCNCA - 139,498 $262,906,301 1.17%
26 VRT - 981,633 $245,977,597 1.09%
27 V - 718,753 $217,235,907 0.96%
28 CVNA - 681,000 $214,092,781 0.95%
29 MTZ - 583,597 $187,766,498 0.83%
30 MRVL - 2,079,046 $176,677,329 0.78%
31 CAI - 9,819,992 $175,581,457 0.78%
32 SOLS - 1,654,589 $126,013,498 0.56%
33 CHRW - 573,010 $95,159,771 0.42%
34 AXON - 155,387 $88,248,939 0.39%
35 DASH - 551,808 $82,853,971 0.37%
36 INFY - 4,574,706 $81,521,261 0.36%
37 GNRC - 390,513 $76,278,904 0.34%
38 ENPH - 1,647,893 $62,306,834 0.28%
39 PYPL - 1,243,590 $56,247,576 0.25%
40 MU - 165,931 $56,058,129 0.25%
41 CHA - 3,174,115 $36,914,957 0.16%
42 SPGI - 63,451 $33,158,858 0.15%
43 MCO - 64,260 $32,827,221 0.15%
44 ABR - 4,196,885 $32,357,983 0.14%
45 NVAX - 3,836,986 $31,233,066 0.14%
46 PINS - 1,678,764 $30,788,532 0.14%
47 Z - 739,700 $30,608,786 0.14%
48 QS - 4,294,995 $27,402,068 0.12%
49 PATH - 2,269,557 $25,192,083 0.11%
50 UPST - 870,947 $22,339,791 0.10%
51 TSLA - 58,838 $21,873,026 0.10%
52 MPW - 4,525,398 $20,952,593 0.09%
53 RNG - 411,351 $15,298,144 0.07%
54 PTON - 2,500,000 $10,725,000 0.05%
55 NAVN - 599,280 $10,235,702 0.05%
56 MRNA - 200,000 $5,898,000 0.03%
57 PLUG - 2,545,243 $5,752,249 0.03%
58 LCID - 295,393 $2,815,095 0.01%
59 BRRR - 67,226 $2,582,823 0.01%
60 OLPX - 1,264,968 $2,567,885 0.01%
61 SFIX - 735,373 $2,434,085 0.01%
62 CHPT - 154,086 $748,858 0.00%
63 BULL - 74,334 $577,575 0.00%
64 HTZWW - 106,823 $492,454 0.00%
65 BYND - 343,393 $240,925 0.00%