मैनेजर रिकॉर्ड · ✦ क्यूरेटेड · संग्रहीत तिमाही
Coatue Management
Philippe Laffont (Founder) · New York, NY · CIK 1135730 · EDGAR फाइलिंग ↗
Technology-focused crossover manager.
$35.90Bरिपोर्ट किया गया 13F मूल्य
212स्थितियाँ
57.3%टॉप-10 वेट
23.90प्रभावी होल्डिंग्स
5.1%अनु. टर्नओवर
+13नया
−13एग्जिट
Reported 13F portfolio value केवल U.S. reportable long positions को cover करती है, cash, bonds, shorts या non-U.S. holdings को नहीं। यह assets under management नहीं है।
सेक्टर एक्सपोजर
प्रौद्योगिकी
44.7% (+7.9pp)
संचार सेवाएँ
19.0% (-2.3pp)
उपभोक्ता चक्रीय
10.5% (-3.8pp)
इंडस्ट्रियल्स
10.4% (-0.1pp)
वित्तीय सेवाएँ
6.1% (-1.7pp)
यूटिलिटीज़
5.6% (+0.1pp)
हेल्थकेयर
2.9% (+0.4pp)
उपभोक्ता रक्षात्मक
0.7% (-0.4pp)
ऊर्जा
0.1% (+0.1pp)
रियल एस्टेट
0.1% (+0.0pp)
रिपोर्ट किए गए कॉमन-इक्विटी मूल्य की हिस्सेदारी; पिछली तिमाही की तुलना में (±pp)।
पोर्टफोलियो · Q2 2025
| # | सिक्योरिटी | वेट | वैल्यू | शेयर | Δ शेयर | होल्ड किया गया | |
|---|---|---|---|---|---|---|---|
| 1 | CRWV CoreWeave, Inc. Class A… | 8.1% | $2.90B | 17.80M | +23.6% | ▲ Add | 2 |
| 2 | META Meta Platforms, Inc. | 7.6% | $2.72B | 3.68M | -2.0% | ▼ Trim | 5 |
| 3 | AMZN Amazon.com, Inc. | 6.2% | $2.23B | 10.16M | -5.5% | ▼ Trim | 5 |
| 4 | GEV GE Vernova Inc. | 5.5% | $1.99B | 3.76M | -0.1% | ▼ Trim | 5 |
| 5 | MSFT Microsoft Corporation | 5.4% | $1.96B | 3.93M | +20.3% | ▲ Add | 5 |
| 6 | CEG Constellation Energy… | 5.3% | $1.91B | 5.92M | -4.0% | ▼ Trim | 5 |
| 7 | TSM Taiwan Semiconductor… | 5.1% | $1.83B | 8.07M | +1.4% | ▲ Add | 5 |
| 8 | NVDA NVIDIA Corporation | 5.1% | $1.82B | 11.49M | +34.4% | ▲ Add | 5 |
| 9 | ETN Eaton Corporation plc | 4.7% | $1.67B | 4.69M | +5.0% | ▲ Add | 5 |
| 10 | AVGO Broadcom Inc. | 4.3% | $1.56B | 5.65M | +58.1% | ▲ Add | 5 |
| 11 | SPOT Spotify Technology S.A. | 3.4% | $1.22B | 1.59M | +3.2% | ▲ Add | 4 |
| 12 | LRCX Lam Research Corporation | 2.8% | $1.02B | 10.51M | +28.0% | ▲ Add | 5 |
| 13 | RDDT Reddit, Inc. | 2.6% | $934.89M | 6.21M | +30.8% | ▲ Add | 3 |
| 14 | ORCL Oracle Corporation | 2.3% | $843.31M | 3.86M | नया | New | 1 |
| 15 | NFLX Netflix, Inc. | 2.3% | $828.57M | 618.74K | 0.0% | Held | 5 |
| 16 | INTU Intuit Inc. | 2.3% | $823.94M | 1.05M | +58.8% | ▲ Add | 5 |
| 17 | ARM Arm Holdings plc American… | 2.1% | $749.41M | 4.63M | नया | New | 1 |
| 18 | NU Nu Holdings Ltd. | 1.9% | $664.63M | 48.44M | -13.2% | ▼ Trim | 5 |
| 19 | TSLA Tesla, Inc. | 1.8% | $647.07M | 2.04M | +24.2% | ▲ Add | 5 |
| 20 | APP AppLovin Corporation | 1.8% | $635.68M | 1.82M | -13.4% | ▼ Trim | 5 |
| 21 | CVNA Carvana Co. | 1.7% | $606.55M | 1.80M | +236.2% | ▲ Add | 2 |
| 22 | DASH DoorDash, Inc. | 1.5% | $539.07M | 2.19M | +32.4% | ▲ Add | 4 |
| 23 | PYPL PayPal Holdings, Inc. | 1.4% | $518.07M | 6.97M | +33.1% | ▲ Add | 5 |
| 24 | KKR KKR & Co. Inc. | 1.4% | $499.53M | 3.76M | +7.3% | ▲ Add | 4 |
| 25 | TEAM Atlassian Corporation | 1.3% | $468.71M | 2.31M | -29.4% | ▼ Trim | 4 |
| 26 | FCNCA First Citizens BancShares… | 1.1% | $412.83M | 211.01K | -4.6% | ▼ Trim | 5 |
| 27 | ISRG Intuitive Surgical, Inc. | 1.1% | $400.81M | 737.58K | +5.7% | ▲ Add | 5 |
| 28 | CHYM Chime Financial, Inc. Class… | 1.0% | $373.47M | 10.82M | नया | New | 1 |
| 29 | GOOGL Alphabet Inc. | 1.0% | $354.34M | 2.01M | 0.0% | Held | 5 |
| 30 | CAI Caris Life Sciences, Inc. | 0.8% | $271.00M | 10.14M | नया | New | 1 |
| 31 | HNGE Hinge Health, Inc. | 0.7% | $243.34M | 4.70M | नया | New | 1 |
| 32 | PM Philip Morris International… | 0.7% | $236.48M | 1.30M | -16.6% | ▼ Trim | 2 |
| 33 | ADBE Adobe Inc. | 0.7% | $236.24M | 610.62K | -12.0% | ▼ Trim | 5 |
| 34 | CDNS Cadence Design Systems, Inc. | 0.6% | $218.15M | 707.94K | -27.1% | ▼ Trim | 4 |
| 35 | AMD Advanced Micro Devices, Inc. | 0.6% | $217.14M | 1.53M | -52.8% | ▼ Trim | 5 |
| 36 | CHA CHAGEE HLDGS LTD | 0.4% | $161.21M | 6.17M | नया | New | 1 |
| 37 | BULL Webull Corporation Class A… | 0.4% | $136.92M | 11.45M | नया | New | 1 |
| 38 | SE Sea Limited | 0.3% | $106.57M | 666.30K | -4.3% | ▼ Trim | 5 |
| 39 | BABA Alibaba Group Holding… | 0.3% | $98.41M | 867.77K | -77.2% | ▼ Trim | 5 |
| 40 | SWKS Skyworks Solutions, Inc. | 0.3% | $94.86M | 1.27M | 0.0% | Held | 2 |
| 41 | VST Vistra Corp. | 0.3% | $92.29M | 476.17K | नया | New | 1 |
| 42 | LLY Eli Lilly and Company | 0.3% | $91.53M | 117.42K | -36.1% | ▼ Trim | 5 |
| 43 | Z Zillow Group, Inc. Class C | 0.2% | $74.29M | 1.07M | -12.6% | ▼ Trim | 5 |
| 44 | TTD The Trade Desk, Inc. | 0.2% | $71.92M | 998.99K | नया | New | 1 |
| 45 | PINS Pinterest, Inc. | 0.2% | $60.20M | 1.68M | 0.0% | Held | 2 |
| 46 | UPST Upstart Holdings, Inc. | 0.2% | $56.33M | 870.95K | 0.0% | Held | 5 |
| 47 | MRVL Marvell Technology, Inc. | 0.1% | $46.62M | 602.39K | नया | New | 1 |
| 48 | MPT Medical Properties Trust… | 0.1% | $39.01M | 9.05M | +172.7% | ▲ Add | 2 |
| 49 | ENPH Enphase Energy, Inc. | 0.1% | $33.46M | 843.95K | नया | New | 1 |
| 50 | GNRC Generac Holdings Inc. | 0.1% | $31.00M | 216.44K | +80.9% | ▲ Add | 2 |
| 51 | PATH UiPath Inc. | 0.1% | $29.05M | 2.27M | -6.8% | ▼ Trim | 5 |
| 52 | QS QuantumScape Corporation | 0.1% | $28.86M | 4.29M | 0.0% | Held | 2 |
| 53 | NVAX Novavax, Inc. | 0.1% | $24.17M | 3.84M | 0.0% | Held | 2 |
| 54 | PTON Peloton Interactive, Inc. | 0.0% | $17.35M | 2.50M | 0.0% | Held | 2 |
| 55 | RNG RingCentral, Inc. | 0.0% | $11.66M | 411.35K | 0.0% | Held | 2 |
| 56 | YUMC Yum China Holdings, Inc. | 0.0% | $10.34M | 231.35K | नया | New | 1 |
| 57 | LX LexinFintech Holdings Ltd. | 0.0% | $10.05M | 1.39M | +309.2% | ▲ Add | 3 |
| 58 | LCID Lucid Group, Inc. | 0.0% | $6.23M | 2.95M | 0.0% | Held | 2 |
| 59 | PLUG Plug Power Inc. | 0.0% | $6.11M | 4.10M | 0.0% | Held | 2 |
| 60 | MBLY Mobileye Global Inc. | 0.0% | $4.07M | 226.56K | 0.0% | Held | 2 |
| 61 | IBIT iShares Bitcoin Trust ETF | 0.0% | $3.46M | 56.51K | नया | New | 1 |
| 62 | SFIX Stitch Fix, Inc. | 0.0% | $2.92M | 790.17K | 0.0% | Held | 2 |
| 63 | CHPT CHARGEPOINT HOLDINGS INC | 0.0% | $2.17M | 3.08M | 0.0% | Held | 2 |
| 64 | OLPX OLAPLEX HLDGS INC | 0.0% | $1.77M | 1.26M | 0.0% | Held | 2 |
| 65 | HTZWW HERTZ GLOBAL HLDGS INC | 0.0% | $1.71M | 468.81K | -27.2% | ▼ Trim | 5 |
| 66 | BYND Beyond Meat, Inc. | 0.0% | $1.20M | 343.39K | 0.0% | Held | 2 |
| 67 | HTZ Hertz Global Holdings, Inc. | 0.0% | $729,601 | 106.82K | 0.0% | Held | 2 |
| 68 | AMC AMC Entertainment Holdings… | 0.0% | $707,222 | 228.14K | 0.0% | Held | 2 |
| 69 | API AGORA INC | 0.0% | $356,997 | 93.70K | -78.5% | ▼ Trim | 5 |
केवल कॉमन-स्टॉक (SH) पोज़िशन; ऑप्शन लाइनें Options टैब में हैं और कभी नेट नहीं की जातीं। ✂ = स्प्लिट-समायोजित पूर्व शेयरों के विरुद्ध गणना किया गया परिवर्तन। "Held N+" = हमारी विंडो में प्रत्येक तिमाही में रखा गया, संभवतः उससे भी अधिक समय तक।
| सिक्योरिटी | शेयर | पूर्व | परिवर्तन | वैल्यू | वेट | स्ट्रीक |
|---|---|---|---|---|---|---|
| ORCL Oracle Corporation | 3.86M | n/a | नया | $843.31M | 2.3% | |
| ARM Arm Holdings plc… | 4.63M | n/a | नया | $749.41M | 2.1% | |
| CHYM Chime Financial, Inc.… | 10.82M | n/a | नया | $373.47M | 1.0% | |
| CAI Caris Life Sciences… | 10.14M | n/a | नया | $271.00M | 0.8% | |
| HNGE Hinge Health, Inc. | 4.70M | n/a | नया | $243.34M | 0.7% | |
| CHA | 6.17M | n/a | नया | $161.21M | 0.4% | |
| BULL Webull Corporation… | 11.45M | n/a | नया | $136.92M | 0.4% | |
| VST Vistra Corp. | 476.17K | n/a | नया | $92.29M | 0.3% | |
| TTD The Trade Desk, Inc. | 998.99K | n/a | नया | $71.92M | 0.2% | |
| MRVL Marvell Technology, Inc. | 602.39K | n/a | नया | $46.62M | 0.1% | |
| ENPH Enphase Energy, Inc. | 843.95K | n/a | नया | $33.46M | 0.1% | |
| YUMC Yum China Holdings, Inc. | 231.35K | n/a | नया | $10.34M | 0.0% | |
| IBIT iShares Bitcoin Trust… | 56.51K | n/a | नया | $3.46M | 0.0% |
| सिक्योरिटी | शेयर | पूर्व | परिवर्तन | वैल्यू | वेट | स्ट्रीक |
|---|---|---|---|---|---|---|
| CRWV CoreWeave, Inc. Class A… | 17.80M | 14.40M | +23.6% | $2.90B | 8.1% | ●●○○○○ |
| MSFT Microsoft Corporation | 3.93M | 3.27M | +20.3% | $1.96B | 5.4% | |
| TSM Taiwan Semiconductor… | 8.07M | 7.96M | +1.4% | $1.83B | 5.1% | |
| NVDA NVIDIA Corporation | 11.49M | 8.55M | +34.4% | $1.82B | 5.1% | |
| ETN Eaton Corporation plc | 4.69M | 4.47M | +5.0% | $1.67B | 4.7% | ●●○○○○ |
| AVGO Broadcom Inc. | 5.65M | 3.57M | +58.1% | $1.56B | 4.3% | ●●○○○○ |
| SPOT Spotify Technology S.A. | 1.59M | 1.54M | +3.2% | $1.22B | 3.4% | ●●●●○○ |
| LRCX Lam Research Corporation | 10.51M | 8.21M | +28.0% | $1.02B | 2.8% | ●●●○○○ |
| RDDT Reddit, Inc. | 6.21M | 4.75M | +30.8% | $934.89M | 2.6% | |
| INTU Intuit Inc. | 1.05M | 658.86K | +58.8% | $823.94M | 2.3% | ●●●○○○ |
| TSLA Tesla, Inc. | 2.04M | 1.64M | +24.2% | $647.07M | 1.8% | |
| CVNA Carvana Co. | 1.80M | 535.33K | +236.2% | $606.55M | 1.7% | ●●○○○○ |
| DASH DoorDash, Inc. | 2.19M | 1.65M | +32.4% | $539.07M | 1.5% | |
| PYPL PayPal Holdings, Inc. | 6.97M | 5.24M | +33.1% | $518.07M | 1.4% | |
| KKR KKR & Co. Inc. | 3.76M | 3.50M | +7.3% | $499.53M | 1.4% | ●●○○○○ |
| ISRG Intuitive Surgical, Inc. | 737.58K | 698.07K | +5.7% | $400.81M | 1.1% | |
| MPT Medical Properties… | 9.05M | 3.32M | +172.7% | $39.01M | 0.1% | ●●○○○○ |
| GNRC Generac Holdings Inc. | 216.44K | 119.63K | +80.9% | $31.00M | 0.1% | ●●○○○○ |
| LX LexinFintech Holdings… | 1.39M | 340.64K | +309.2% | $10.05M | 0.0% |
| सिक्योरिटी | शेयर | पूर्व | परिवर्तन | वैल्यू | वेट | स्ट्रीक |
|---|---|---|---|---|---|---|
| META Meta Platforms, Inc. | 3.68M | 3.76M | -2.0% | $2.72B | 7.6% | |
| AMZN Amazon.com, Inc. | 10.16M | 10.75M | -5.5% | $2.23B | 6.2% | |
| GEV GE Vernova Inc. | 3.76M | 3.76M | -0.1% | $1.99B | 5.5% | ●●●○○○ |
| CEG Constellation Energy… | 5.92M | 6.17M | -4.0% | $1.91B | 5.3% | ●●●○○○ |
| TEAM Atlassian Corporation | 2.31M | 3.27M | -29.4% | $468.71M | 1.3% | ●●○○○○ |
| NU Nu Holdings Ltd. | 48.44M | 55.79M | -13.2% | $664.63M | 1.9% | ●●○○○○ |
| APP AppLovin Corporation | 1.82M | 2.10M | -13.4% | $635.68M | 1.8% | ●●○○○○ |
| BABA Alibaba Group Holding… | 867.77K | 3.80M | -77.2% | $98.41M | 0.3% | |
| FCNCA First Citizens… | 211.01K | 221.22K | -4.6% | $412.83M | 1.1% | |
| AMD Advanced Micro Devices… | 1.53M | 3.24M | -52.8% | $217.14M | 0.6% | ●●○○○○ |
| ADBE Adobe Inc. | 610.62K | 694.03K | -12.0% | $236.24M | 0.7% | ●●○○○○ |
| PM Philip Morris… | 1.30M | 1.56M | -16.6% | $236.48M | 0.7% | |
| CDNS Cadence Design Systems… | 707.94K | 970.78K | -27.1% | $218.15M | 0.6% | |
| LLY Eli Lilly and Company | 117.42K | 183.72K | -36.1% | $91.53M | 0.3% | ●●●○○○ |
| SE Sea Limited | 666.30K | 696.61K | -4.3% | $106.57M | 0.3% | |
| Z Zillow Group, Inc.… | 1.07M | 1.22M | -12.6% | $74.29M | 0.2% | |
| PATH UiPath Inc. | 2.27M | 2.44M | -6.8% | $29.05M | 0.1% | |
| API | 93.70K | 435.51K | -78.5% | $356,997 | 0.0% | |
| HTZWW | 468.81K | 644.29K | -27.2% | $1.71M | 0.0% |
| सिक्योरिटी | शेयर | पूर्व | परिवर्तन | वैल्यू | वेट | स्ट्रीक |
|---|---|---|---|---|---|---|
| SMCI Super Micro Computer… | n/a | 8.87M | एग्जिट | $303.60M | 1.3% | |
| MPWR Monolithic Power… | n/a | 193.43K | एग्जिट | $112.19M | 0.5% | |
| TTAN ServiceTitan, Inc. | n/a | 631.26K | एग्जिट | $60.04M | 0.3% | |
| TEM Tempus AI, Inc. | n/a | 935.56K | एग्जिट | $45.13M | 0.2% | |
| ALAB Astera Labs, Inc.… | n/a | 676.59K | एग्जिट | $40.37M | 0.2% | |
| TCOM Trip.com Group Limited | n/a | 222.89K | एग्जिट | $14.17M | 0.1% | |
| NVCR Novocure Ltd | n/a | 608.67K | एग्जिट | $10.85M | 0.0% | |
| BEKE KE Holdings Inc. | n/a | 272.20K | एग्जिट | $5.47M | 0.0% | |
| FUTU Futu Holdings Limited | n/a | 37.42K | एग्जिट | $3.83M | 0.0% | |
| CPNG Coupang, Inc. | n/a | 171.55K | एग्जिट | $3.76M | 0.0% | |
| JD JD.com, Inc. | n/a | 87.78K | एग्जिट | $3.61M | 0.0% | |
| QFIN Qfin Holdings, Inc. | n/a | 79.12K | एग्जिट | $3.55M | 0.0% | |
| SEDG SolarEdge Technologies… | n/a | 43.50K | एग्जिट | $703,830 | 0.0% |
स्थिति की आयु
130–1 तिमाहियाँ
272–4 तिमाहियाँ
295–8 तिमाहियाँ
लगातार तिमाहियाँ जिनमें प्रत्येक वर्तमान पोज़िशन हमारी डेटा विंडो के भीतर रिपोर्ट की गई है।
समान मैनेजर
| मैनेजर | सामान्य पोज़िशन | नाम ओवरलैप | वेटेड सिमिलैरिटी | |
|---|---|---|---|---|
| Tiger Global Management | 18 | 19.4% | 0.6914 | तुलना करें ⇄ |
| Mirae Asset Global Investments Co., Ltd. | 53 | 3.2% | 0.5667 | तुलना करें ⇄ |
| Appaloosa | 12 | 15.4% | 0.545 | तुलना करें ⇄ |
| Alkeon Capital Management Llc | 18 | 14.3% | 0.5196 | तुलना करें ⇄ |
| Voya Investment Management Llc | 62 | 2.6% | 0.4994 | तुलना करें ⇄ |
| Bnp Paribas Financial Markets | 63 | 1.3% | 0.4985 | तुलना करें ⇄ |
| Invesco Ltd. | 64 | 1.7% | 0.4968 | तुलना करें ⇄ |
| Tidal Investments LLC | 55 | 2.6% | 0.4882 | तुलना करें ⇄ |
केवल reported longs की समानता; hedges और non-13F assets अदृश्य हैं। कार्यप्रणाली
फाइलिंग रिकॉर्ड
Aug 14 2026
13F-HR · अवधि Q2 2026
$48.63B · 211 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
May 15 2026
13F-HR/A · अवधि Q4 2025
$39.96B · 260 सूचीबद्ध होल्डिंग्स · संशोधन (restatement) · मूल SEC फाइलिंग देखें ↗
May 15 2026
13F-HR · अवधि Q1 2026
$29.06B · 198 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
Feb 17 2026
13F-HR · अवधि Q4 2025
$39.96B · 257 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
Nov 14 2025
13F-HR · अवधि Q3 2025
$40.79B · 258 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
Aug 14 2025
13F-HR · अवधि Q2 2025
$35.90B · 212 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
May 15 2025
13F-HR · अवधि Q1 2025
$22.68B · 201 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
Feb 14 2025
13F-HR · अवधि Q4 2024
$29.68B · 245 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
Nov 14 2024
13F-HR · अवधि Q3 2024
$26.92B · 238 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
Aug 14 2024
13F-HR · अवधि Q2 2024
$25.69B · 192 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗
स्रोत: SEC EDGAR पर इस मैनेजर की 13F इन्फॉर्मेशन टेबल से पार्स की गई सभी होल्डिंग; मूल्य जैसा रिपोर्ट किया गया, पूर्ण USD में। परिवर्तन प्रत्येक तिमाही के नवीनतम स्वीकृत संस्करण (संशोधन सम्मिलित) की स्प्लिट-समायोजित शेयर संख्या से तुलना करते हैं।
रिपोर्टिंग अवधि: Q2 2025 · नवीनतम फाइलिंग Aug 14, 2026 ·
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