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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 82 项建仓 18增持 11减持 39清仓 14

方向

标的

Δ市值

现股数(环比)

建仓

RIVN RIVIAN AUTOMOTIVE INC

+$3.65B

35,226,301

减持

DASH DOORDASH INC

-$1.51B

2,932,870 -69%

减持

MRNA MODERNA INC

-$1.24B

4,287,003 -29%

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。

增持

TSLA TESLA INC

+$689.1M

1,479,068 +31%

建仓

PFE PFIZER INC

+$608.9M

10,311,917

减持

— MARQETA INC

-$607.0M

315,121 -99%

清仓

PATH UIPATH INC

-$596.2M

0 -100%

减持

TWLO TWILIO INC

-$553.7M

17,609 -99%

建仓

V VISA INC

+$486.9M

2,246,685

减持

SNOW SNOWFLAKE INC

-$472.7M

2,096,373 -46%

增持

— LAM RESEARCH CORP

+$386.3M

860,025 +111%

增持

MSFT MICROSOFT CORP

+$369.1M

1,969,224 +89%

减持

PTON PELOTON INTERACTIVE INC

-$349.7M

436,656 -90%

减持

Z ZILLOW GROUP INC

-$336.0M

1,304,329 -73%

减持

ZM ZOOM VIDEO COMMUNICATIONS IN

-$332.7M

950,652 -51%

减持

GH GUARDANT HEALTH INC

-$324.5M

261,603 -91%

减持

UBER UBER TECHNOLOGIES INC

-$322.7M

5,914,797 -54%

减持

SQ BLOCK INC

-$310.0M

2,719,924 -13%

建仓

AMAT APPLIED MATLS INC

+$297.3M

1,889,195

减持

RUN SUNRUN INC

-$282.5M

3,960,982 -58%

建仓

MA MASTERCARD INCORPORATED

+$279.4M

777,508

增持

NVDA NVIDIA CORPORATION

+$266.1M

1,182,260 +200%

减持

PYPL PAYPAL HLDGS INC

-$265.4M

2,598,586 -10%

减持

API AGORA INC

-$259.6M

1,095,612 -89%

减持

RBLX ROBLOX CORP

-$247.0M

2,963,221 -59%

减持

CRWD CROWDSTRIKE HLDGS INC

-$225.1M

1,096,807 -40%

减持

SE SEA LTD

-$213.5M

2,186,304 -1%

增持

AMZN AMAZON COM INC

+$183.0M

267,348 +24%

建仓

GTLB GITLAB INC

+$169.8M

1,951,923

减持

XPEV XPENG INC

-$168.6M

3,459,808 -64%

清仓

— NUANCE COMMUNICATIONS INC

-$156.2M

0 -100%

减持

PINS PINTEREST INC

-$146.4M

1,192,089 -68%

增持

BEKE KE HLDGS INC

+$117.1M

12,071,862 +75%

减持

ZG ZILLOW GROUP INC

-$109.5M

472,879 -70%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$103.3M

858,277

减持

OSCR OSCAR HEALTH INC

-$100.1M

964,585 -84%

建仓

FSLY FASTLY INC

+$93.4M

2,633,645

减持

DIS DISNEY WALT CO

-$91.8M

5,796,739 -1%

减持

JD JD.COM INC

-$88.0M

7,145,584 -12%

减持

— CONFLUENT INC

+$80.0M

6,472,072 -9%

清仓

— LUCID GROUP INC

-$71.4M

0 -100%

清仓

RLX RLX TECHNOLOGY INC

-$64.2M

0 -100%

建仓

— ACTIVISION BLIZZARD INC

+$59.9M

900,000

减持

SFIX STITCH FIX INC

-$57.3M

400,750 -75%

建仓

HUBS HUBSPOT INC

+$44.5M

67,523

减持

— VIACOMCBS INC

-$41.8M

855,209 -50%

减持

AFRM AFFIRM HLDGS INC

-$41.8M

866,820 -20%

减持

SHOP SHOPIFY INC

-$34.4M

233,490 -11%

减持

META META PLATFORMS INC

-$34.0M

2,366,415 -3%

减持

PODD INSULET CORP

-$32.1M

505,697 -14%

增持

LI LI AUTO INC

+$27.6M

2,418,246 +27%

清仓

DDD 3-D SYS CORP DEL

-$26.5M

0 -100%

减持

— ENDEAVOR GROUP HLDGS INC

+$25.9M

17,862,184 -14%

建仓

FUTU FUTU HLDGS LTD

+$22.2M

511,801

建仓

BABA ALIBABA GROUP HLDG LTD

+$21.3M

179,657

增持

SNAP SNAP INC

+$19.9M

2,419,342 +90%

建仓

APPN APPIAN CORP

+$19.5M

299,180

清仓

HOOD ROBINHOOD MKTS INC

-$18.2M

0 -100%

减持

NTLA INTELLIA THERAPEUTICS INC

-$15.9M

101,762 -51%

清仓

DOCS DOXIMITY INC

-$15.6M

0 -100%

减持

DXCM DEXCOM INC

-$11.7M

29,586 -41%

清仓

— GRAFTECH INTL LTD

-$11.3M

0 -100%

清仓

— CUREVAC N V

-$11.2M

0 -100%

建仓

DDOG DATADOG INC

+$11.1M

62,193

增持

BNTX BIONTECH SE

-$9.6M

1,057,661 +2%

减持

ABSI ABSCI CORPORATION

-$9.5M

1,483,667 -20%

增持

BZ KANZHUN LIMITED

-$9.3M

23,074,632 +0%

增持

LSPD LIGHTSPEED COMMERCE INC

-$9.2M

248,572 +24%

减持

CRBU CARIBOU BIOSCIENCES INC

-$8.3M

557,669 -20%

减持

— NIKOLA CORP

-$8.2M

7,389,005 -3%

建仓

HTZWW HERTZ GLOBAL HLDGS INC

+$8.1M

508,063

建仓

PDD PINDUODUO INC

+$7.8M

132,971

减持

— MSD ACQUISITION CORP

-$6.9M

263,849 -72%

减持

TOST TOAST INC

-$5.7M

341,949 -3%

清仓

CCC CCC INTELLIGENT SOLUTIONS HL

-$5.3M

0 -100%

建仓

TCOM TRIP COM GROUP LTD

+$3.9M

160,231

清仓

RELY REMITLY GLOBAL INC

-$2.8M

0 -100%

减持

— SUNLIGHT FINANCIAL HOLDINGS

-$2.6M

2,795,237 -7%

建仓

— TWITTER INC

+$1.5M

34,753

清仓

MAC MACERICH CO

-$1.4M

0 -100%

清仓

— STRATASYS LTD

-$1.3M

0 -100%

清仓

BA BOEING CO

-$308.0K

0 -100%