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C

Coatue Management LLC

13F Institution CIK 0001135730 — SEC EDGAR →
$36,534,875,408
Portfolio Value
56
Holdings
196,923,414
Total Shares
Q4 2025
Report Period

Congress Overlap

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

April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW Richard W. Allen buy AVGO Richard W. Allen buy AMD Gilbert Cisneros buy AGX Gilbert Cisneros sell SPOT Gilbert Cisneros sell MSFT Cleo Fields buy GOOG Cleo Fields buy MSFT

Portfolio Holdings

72 positions sorted by value

# Ticker Company Shares Value % Portfolio
1 LRCX - 9,441,603 $4,091,329,827 11.20%
2 MU - 3,142,269 $3,627,089,685 9.93%
3 GEV - 2,558,164 $3,005,484,557 8.23%
4 AMZN - 11,834,799 $2,820,705,995 7.72%
5 AVGO - 5,846,831 $2,208,640,410 6.05%
6 ETN - 4,968,415 $2,117,140,999 5.79%
7 GOOGL - 4,856,251 $1,735,478,421 4.75%
8 INTC - 12,084,027 $1,687,292,689 4.62%
9 CBRS - 7,011,028 $1,549,437,188 4.24%
10 META - 2,526,048 $1,422,897,577 3.89%
11 EQIX - 1,273,517 $1,327,501,387 3.63%
12 CEG - 4,632,475 $1,150,567,816 3.15%
13 FPS - 20,501,387 $1,145,207,477 3.13%
14 HUT - 9,715,476 $1,121,603,127 3.07%
15 MSFT - 2,936,409 $1,095,339,285 3.00%
16 ORCL-PD - 4,440,008 $865,401,960 2.37%
17 NTRA - 2,505,090 $680,006,681 1.86%
18 APP - 1,171,189 $603,431,708 1.65%
19 SPOT - 1,310,632 $601,750,470 1.65%
20 ASMLF - 295,406 $587,692,513 1.61%
21 SNOW - 2,480,963 $544,224,044 1.49%
22 RDDT - 2,789,891 $484,269,280 1.33%
23 NU - 29,333,576 $391,896,575 1.07%
24 NFLX - 4,710,420 $336,323,988 0.92%
25 GOOG - 908,395 $320,963,205 0.88%
26 ISRG - 793,704 $315,640,206 0.86%
27 ADBE - 874,150 $305,943,759 0.84%
28 FCNCA - 139,498 $290,266,043 0.79%
29 VRT - 806,594 $270,063,803 0.74%
30 V - 718,753 $217,235,907 0.59%
31 CVNA - 3,278,865 $215,814,895 0.59%
32 MTZ - 517,250 $215,207,036 0.59%
33 MRVL - 2,079,046 $176,677,329 0.48%
34 CAI - 9,819,992 $174,992,258 0.48%
35 SNPS - 317,465 $141,611,612 0.39%
36 SOLS - 1,654,589 $126,013,498 0.34%
37 GNRC - 390,513 $114,346,112 0.31%
38 DASH - 524,792 $96,839,868 0.27%
39 CHRW - 573,010 $95,159,771 0.26%
40 AXON - 155,387 $88,248,939 0.24%
41 INFY - 4,574,706 $81,521,261 0.22%
42 ENPH - 1,556,941 $76,663,775 0.21%
43 BAH - 1,083,410 $65,730,485 0.18%
44 AMD - 95,987 $55,759,808 0.15%
45 PYPL - 1,243,590 $53,698,216 0.15%
46 CHA - 3,174,115 $36,914,957 0.10%
47 NVAX - 3,836,986 $36,144,408 0.10%
48 FIX - 17,793 $35,264,836 0.10%
49 SPGI - 63,451 $33,158,858 0.09%
50 MCO - 64,260 $32,827,221 0.09%
51 QS - 4,294,995 $32,470,162 0.09%
52 UPST - 870,947 $30,857,652 0.08%
53 AGX - 36,101 $28,828,454 0.08%
54 TSLA - 59,963 $25,220,437 0.07%
55 PINS - 1,197,780 $25,189,313 0.07%
56 ABR - 4,196,885 $22,747,117 0.06%
57 PATH - 1,961,365 $21,320,038 0.06%
58 MPW - 4,525,398 $20,907,339 0.06%
59 RNG - 411,351 $16,034,462 0.04%
60 PTON - 2,500,000 $14,775,000 0.04%
61 Z - 328,189 $10,295,289 0.03%
62 NAVN - 599,280 $10,235,702 0.03%
63 PLUG - 2,545,243 $6,897,609 0.02%
64 MRNA - 200,000 $5,898,000 0.02%
65 SFIX - 735,373 $3,022,383 0.01%
66 OLPX - 1,264,968 $2,593,184 0.01%
67 BRRR - 67,226 $2,582,823 0.01%
68 LCID - 295,393 $1,976,179 0.01%
69 CHPT - 154,086 $910,648 0.00%
70 BULL - 74,334 $577,575 0.00%
71 HTZWW - 468,814 $511,007 0.00%
72 BYND - 299,885 $224,914 0.00%