Análisis de declaraciones
Coatue Management
13F-HR · período Q3 2025 · presentado Nov 14, 2025
$40.79BValor 13F declarado
258Posiciones
11Otros gestores incluidos
+9Nuevo
18Incrementada
19Reducida
−5Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SNPS Synopsys, Inc. | $892.61M | 2.2% |
| AMAT Applied Materials, Inc. | $685.68M | 1.7% |
| GOOG Alphabet Inc. | $509.40M | 1.2% |
| SNOW Snowflake Inc. | $441.28M | 1.1% |
| FIG Figma, Inc. | $167.69M | 0.4% |
| NTRA Natera, Inc. | $27.42M | 0.1% |
| KLAR Klarna Group plc | $12.09M | 0.0% |
| JOYY JOYY, Inc. Sponsored ADR… | $9.13M | 0.0% |
| FUTU Futu Holdings Limited | $4.19M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| CRWV CoreWeave, Inc. Class A… | ▼ Trim | -62.2% | $920.26M |
| GOOGL Alphabet Inc. | ▲ Add | +259.1% | $1.76B |
| APP AppLovin Corporation | ▲ Add | +24.9% | $1.63B |
| ORCL Oracle Corporation | ▲ Add | +24.3% | $1.35B |
| MSFT Microsoft Corporation | ▲ Add | +18.1% | $2.40B |
| ARM Arm Holdings plc American… | ▼ Trim | -51.2% | $319.74M |
| TSM Taiwan Semiconductor… | ▲ Add | +0.1% | $2.25B |
| RDDT Reddit, Inc. | ▼ Trim | -5.0% | $1.36B |
| AVGO Broadcom Inc. | ▲ Add | +2.1% | $1.90B |
| LRCX Lam Research Corporation | ▼ Trim | -5.3% | $1.33B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.