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Asset Manager ← All Institutions

COATUE MANAGEMENT LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
50
-32
New Purchases
0
Added To
0
Closed
50
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $0 0%
Large Cap 29 $0 0%
Mid Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$654.7B
Median Market Cap
$99.7B
Avg P/E
63.8
Median P/E
33.8
Avg Dividend Yield
0.00%
Avg Beta
1.55
# Stocks
49
# ETFs / Funds
1

Top Holdings (50 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EXPD —% -$55M -365,987 -100.0% SOLD
2 SNOW —% -$544M -2,480,963 -100.0% SOLD
3 SPOT —% -$1.4B -2,450,881 -100.0% SOLD
4 SPGI —% -$33M -63,451 -100.0% SOLD
5 INFY —% -$82M -4,574,706 -100.0% SOLD
6 GEV —% -$2.2B -3,370,174 -100.0% SOLD
7 MTZ —% -$147M -677,909 -100.0% SOLD
8 MCO —% -$33M -64,260 -100.0% SOLD
9 NU —% -$766M -45,750,363 -100.0% SOLD
10 RKT —% -$131M -6,747,052 -100.0% SOLD
11 ETN —% -$1.5B -4,721,223 -100.0% SOLD
12 VRT —% -$134M -828,947 -100.0% SOLD
13 MPT —% -$23M -4,525,398 -100.0% SOLD
14 GNRC —% -$50M -369,210 -100.0% SOLD
15 RDDT —% -$1.3B -5,550,241 -100.0% SOLD
16 TSM —% -$2.6B -8,629,524 -100.0% SOLD
17 AMD —% -$265M -1,239,043 -100.0% SOLD
18 AXON —% -$88M -155,387 -100.0% SOLD
19 LRCX —% -$1.7B -9,805,565 -100.0% SOLD
20 APP —% -$1.5B -2,185,747 -100.0% SOLD
21 AMZN —% -$2.3B -9,932,265 -100.0% SOLD
22 MRVL —% -$177M -2,079,046 -100.0% SOLD
23 CAI —% -$265M -9,819,992 -100.0% SOLD
24 FCNCA —% -$299M -139,498 -100.0% SOLD
25 MRNA —% -$6M -200,000 -100.0% SOLD
26 ISRG —% -$457M -807,234 -100.0% SOLD
27 DASH —% -$989M -4,365,365 -100.0% SOLD
28 META —% -$2.5B -3,781,949 -100.0% SOLD
29 AMAT —% -$1.5B -5,984,332 -100.0% SOLD
30 ADBE —% -$306M -874,150 -100.0% SOLD
31 CHRW —% -$55M -341,024 -100.0% SOLD
32 CHYM —% -$254M -10,071,992 -100.0% SOLD
33 QS —% -$39M -3,694,995 -100.0% SOLD
34 CEG —% -$2.1B -5,907,174 -100.0% SOLD
35 IBIT —% -$3M -67,226 -100.0% SOLD
36 NAVN —% -$10M -599,280 -100.0% SOLD
37 SFM —% -$48M -601,886 -100.0% SOLD
38 SNPS —% -$778M -1,656,489 -100.0% SOLD
39 AVGO —% -$1.9B -5,510,227 -100.0% SOLD
40 GOOGL —% -$2.1B -6,841,436 -100.0% SOLD
41 GOOG —% -$628M -2,000,536 -100.0% SOLD
42 MSFT —% -$2.5B -5,171,976 -100.0% SOLD
43 NTRA —% -$603M -2,633,334 -100.0% SOLD
44 NVDA —% -$1.7B -9,203,338 -100.0% SOLD
45 TSLA —% -$738M -1,641,406 -100.0% SOLD
46 ARM —% -$251M -2,300,000 -100.0% SOLD
47 PYPL —% -$99M -1,697,505 -100.0% SOLD
48 NFLX —% -$1.0B -10,861,355 -100.0% SOLD
49 CVNA —% -$826M -1,958,229 -100.0% SOLD
50 ORCL —% -$865M -4,440,008 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EXPD —%
SNOW —%
SPOT —%
SPGI —%
INFY —%
GEV —%
MTZ —%
MCO —%
NU —%
RKT —%
ETN —%
VRT —%
MPT —%
GNRC —%
RDDT —%
View SEC EDGAR Filings for COATUE MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms