小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
COATUE MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COATUE MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001135730
持仓数
62
前50大市值合计
$29.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 77 项
建仓 16
增持 12
减持 33
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
MRNA
MODERNA INC
+$885.0M
6,048,926
-1%
减持
AMZN
AMAZON COM INC
-$786.0M
215,653
-50%
增持
BZ
KANZHUN LIMITED
+$773.4M
23,063,530
+2142%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
NUANCE COMMUNICATIONS INC
-$576.2M
2,837,482
-79%
减持
RUN
SUNRUN INC
-$534.8M
9,507,942
-44%
增持
—
MARQETA INC
+$528.1M
28,449,054
+847%
增持
JD
JD.COM INC
+$519.1M
8,148,654
+836%
减持
SQ
SQUARE INC
-$362.2M
3,124,271
-31%
增持
—
CONFLUENT INC
+$331.4M
7,147,939
+314%
减持
PYPL
PAYPAL HLDGS INC
-$330.6M
2,903,151
-22%
减持
TSLA
TESLA INC
-$293.5M
1,126,925
-34%
建仓
MSFT
MICROSOFT CORP
+$293.2M
1,040,142
减持
SHOP
SHOPIFY INC
-$250.0M
262,618
-37%
清仓
—
L BRANDS INC
-$231.6M
0
-100%
减持
DASH
DOORDASH INC
+$225.0M
9,455,215
-2%
减持
PTON
PELOTON INTERACTIVE INC
-$221.3M
4,196,416
-11%
建仓
BBWI
BATH & BODY WORKS INC
+$202.6M
3,214,424
减持
Z
ZILLOW GROUP INC
-$173.1M
4,756,444
-2%
减持
META
FACEBOOK INC
-$164.2M
2,445,357
-14%
减持
TWLO
TWILIO INC
-$155.6M
1,749,944
-3%
增持
DDL
DINGDONG CAYMAN LTD
+$153.5M
7,029,666
+3505%
建仓
BLND
BLEND LABS INC
+$146.9M
11,236,100
减持
—
LAM RESEARCH CORP
-$144.9M
407,871
-30%
建仓
AFRM
AFFIRM HLDGS INC
+$128.9M
1,082,269
建仓
BEKE
KE HLDGS INC
+$125.8M
6,891,039
减持
SNOW
SNOWFLAKE INC
+$124.0M
3,911,074
-11%
减持
XPEV
XPENG INC
-$118.3M
9,643,583
-7%
清仓
—
CHURCHILL CAPITAL CORP IV
-$101.6M
0
-100%
清仓
DDOG
DATADOG INC
-$100.3M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$98.4M
12,738,797
-5%
减持
—
ENDEAVOR GROUP HLDGS INC
-$95.5M
20,833,333
-17%
减持
—
NIKOLA CORP
-$92.1M
7,599,258
-21%
增持
SNAP
SNAP INC
+$83.4M
1,271,497
+723%
增持
NVDA
NVIDIA CORPORATION
-$82.1M
394,117
+93%
减持
NFLX
NETFLIX INC
+$75.7M
931,252
-0%
清仓
—
CHARGEPOINT HOLDINGS INC
-$72.9M
0
-100%
建仓
—
LUCID GROUP INC
+$71.4M
2,814,924
建仓
VSXY
VICTORIAS SECRET AND CO
+$59.2M
1,071,472
减持
ZG
ZILLOW GROUP INC
-$57.8M
1,568,047
-2%
清仓
—
ROOT INC
-$49.2M
0
-100%
清仓
AI
C3 AI INC
-$48.7M
0
-100%
清仓
LMND
LEMONADE INC
-$47.2M
0
-100%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$46.5M
1,940,741
+36%
减持
DIS
DISNEY WALT CO
-$41.8M
5,850,227
-0%
清仓
—
SKILLZ INC
-$35.3M
0
-100%
清仓
—
LUMINAR TECHNOLOGIES INC
-$34.9M
0
-100%
减持
—
ANAPLAN INC
-$34.0M
2,382,943
-29%
增持
RBLX
ROBLOX CORP
-$28.1M
7,315,535
+13%
减持
OSCR
OSCAR HEALTH INC
-$28.0M
6,193,324
-2%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$27.9M
208,000
清仓
—
LIGHTSPEED POS INC
-$27.9M
0
-100%
减持
BILL
BILL COM HLDGS INC
+$24.0M
289,074
-0%
清仓
COIN
COINBASE GLOBAL INC
-$24.0M
0
-100%
建仓
ABSI
ABSCI CORPORATION
+$21.6M
1,859,478
清仓
MVIS
MICROVISION INC DEL
-$21.2M
0
-100%
增持
GH
GUARDANT HEALTH INC
+$20.2M
2,805,273
+5%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$19.3M
200,099
建仓
HOOD
ROBINHOOD MKTS INC
+$18.2M
432,287
建仓
TOST
TOAST INC
+$17.6M
352,000
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$16.7M
700,000
清仓
SOFI
SOFI TECHNOLOGIES INC
-$16.0M
0
-100%
建仓
—
SUNLIGHT FINANCIAL HOLDINGS
+$15.9M
3,000,000
减持
CRWD
CROWDSTRIKE HLDGS INC
-$14.0M
1,829,622
-1%
减持
QS
QUANTUMSCAPE CORP
-$13.2M
672,447
-34%
清仓
INTU
INTUIT
-$12.9M
0
-100%
清仓
PAYO
PAYONEER GLOBAL INC
-$12.4M
0
-100%
减持
SE
SEA LTD
-$8.9M
2,204,307
-15%
减持
DXCM
DEXCOM INC
+$5.9M
50,376
-1%
减持
BNTX
BIONTECH SE
+$5.5M
1,033,985
-16%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$5.3M
500,000
减持
PODD
INSULET CORP
+$5.0M
586,401
-0%
增持
—
CUREVAC N V
+$3.7M
205,213
+101%
建仓
RELY
REMITLY GLOBAL INC
+$2.8M
75,403
减持
DOCS
DOXIMITY INC
+$1.5M
192,859
-20%
增持
LI
LI AUTO INC
+$1.5M
1,901,616
+37%
清仓
LZ
LEGALZOOM COM INC
-$768.0K
0
-100%
减持
—
MSD ACQUISITION CORP
-$641.0K
953,649
-5%