Quarter snapshot
Coatue Management
- Quarter
- Q4 2025
- Filed
- 2026-05-15
- Portfolio value
- $39,962,643,007
- Positions
- 52
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | TSM | No prior filing | 6.56% |
| ≡ | MSFT | No prior filing | 6.26% |
| ≡ | META | No prior filing | 6.25% |
| ≡ | AMZN | No prior filing | 5.74% |
| ≡ | GEV | No prior filing | 5.51% |
| ≡ | GOOG | No prior filing | 5.36% |
| ≡ | CEG | No prior filing | 5.22% |
| ≡ | AVGO | No prior filing | 4.77% |
| ≡ | NVDA | No prior filing | 4.3% |
| ≡ | LRCX | No prior filing | 4.2% |
| ≡ | AMAT | No prior filing | 3.85% |
| ≡ | ETN | No prior filing | 3.76% |
| ≡ | APP | No prior filing | 3.69% |
| ≡ | SPOT | No prior filing | 3.56% |
| ≡ | RDDT | No prior filing | 3.19% |
| ≡ | NFLX | No prior filing | 2.55% |
| ≡ | DASH | No prior filing | 2.47% |
| ≡ | ORCL | No prior filing | 2.17% |
| ≡ | CVNA | No prior filing | 2.07% |
| ≡ | SNPS | No prior filing | 1.95% |
| ≡ | NU | No prior filing | 1.92% |
| ≡ | TSLA | No prior filing | 1.85% |
| ≡ | GOOGL | No prior filing | 1.57% |
| ≡ | NTRA | No prior filing | 1.51% |
| ≡ | SNOW | No prior filing | 1.36% |
| ≡ | ISRG | No prior filing | 1.14% |
| ≡ | ADBE | No prior filing | 0.77% |
| ≡ | FCNCA | No prior filing | 0.75% |
| ≡ | AMD | No prior filing | 0.66% |
| ≡ | CAI | No prior filing | 0.66% |
| ≡ | CHYM | No prior filing | 0.63% |
| ≡ | ARM | No prior filing | 0.63% |
| ≡ | MRVL | No prior filing | 0.44% |
| ≡ | MTZ | No prior filing | 0.37% |
| ≡ | VRT | No prior filing | 0.34% |
| ≡ | RKT | No prior filing | 0.33% |
| ≡ | PYPL | No prior filing | 0.25% |
| ≡ | AXON | No prior filing | 0.22% |
| ≡ | INFY | No prior filing | 0.2% |
| ≡ | CHRW | No prior filing | 0.14% |
| ≡ | EXPD | No prior filing | 0.14% |
| ≡ | GNRC | No prior filing | 0.13% |
| ≡ | SFM | No prior filing | 0.12% |
| ≡ | QS | No prior filing | 0.1% |
| ≡ | CHA | No prior filing | 0.09% |
| ≡ | SPGI | No prior filing | 0.08% |
| ≡ | MCO | No prior filing | 0.08% |
| ≡ | MPT | No prior filing | 0.06% |
| ≡ | NAVN | No prior filing | 0.03% |
| ≡ | MRNA | No prior filing | 0.01% |
| ≡ | IBIT | No prior filing | 0.01% |
| ≡ | BULL | No prior filing | 0.0% |