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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 85 项
建仓 12
增持 20
减持 18
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$2.10B
30,839,190
-12%
清仓
BZ
KANZHUN LIMITED
-$804.8M
0
-100%
清仓
—
LAM RESEARCH CORP
-$618.5M
0
-100%
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。
清仓
PFE
PFIZER INC
-$608.9M
0
-100%
清仓
—
CONFLUENT INC
-$493.4M
0
-100%
减持
DIS
DISNEY WALT CO
-$473.1M
3,096,961
-47%
减持
AMZN
AMAZON COM INC
-$397.2M
151,595
-43%
增持
SQ
BLOCK INC
+$361.2M
5,903,194
+117%
清仓
SHOP
SHOPIFY INC
-$321.6M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$297.3M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$289.1M
1,737,691
-33%
减持
JD
JD.COM INC
-$285.9M
3,712,471
-48%
清仓
MA
MASTERCARD INCORPORATED
-$279.4M
0
-100%
增持
PTON
PELOTON INTERACTIVE INC
+$212.0M
8,614,159
+1873%
增持
SE
SEA LTD
-$207.5M
2,351,130
+8%
清仓
DIDIY
DIDI GLOBAL INC
-$201.6M
0
-100%
减持
BNTX
BIONTECH SE
-$200.8M
421,590
-60%
减持
BEKE
KE HLDGS INC
-$198.5M
3,590,882
-70%
增持
DASH
DOORDASH INC
+$182.1M
5,280,472
+80%
减持
NVDA
NVIDIA CORPORATION
-$175.7M
630,575
-47%
清仓
GPN
GLOBAL PMTS INC
-$174.8M
0
-100%
增持
META
META PLATFORMS INC
-$173.8M
2,797,896
+18%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$172.4M
20,770
-98%
建仓
DOCU
DOCUSIGN INC
+$156.8M
1,463,956
清仓
PODD
INSULET CORP
-$134.6M
0
-100%
减持
—
ENDEAVOR GROUP HLDGS INC
-$119.5M
17,064,653
-4%
清仓
SNAP
SNAP INC
-$113.8M
0
-100%
清仓
—
ANAPLAN INC
-$109.3M
0
-100%
增持
SNOW
SNOWFLAKE INC
-$107.1M
2,632,031
+26%
增持
MRNA
MODERNA INC
+$104.6M
6,928,147
+62%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$103.3M
0
-100%
减持
XPEV
XPENG INC
-$96.2M
2,822,928
-18%
清仓
FSLY
FASTLY INC
-$93.4M
0
-100%
清仓
AFRM
AFFIRM HLDGS INC
-$87.2M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$85.6M
611,850
-44%
增持
RBLX
ROBLOX CORP
-$84.1M
4,792,393
+62%
增持
TSLA
TESLA INC
+$83.6M
1,528,055
+3%
清仓
BLND
BLEND LABS INC
-$82.5M
0
-100%
减持
GTLB
GITLAB INC
-$82.1M
1,610,357
-17%
建仓
—
LUCID GROUP INC
+$75.4M
2,969,252
增持
UBER
UBER TECHNOLOGIES INC
+$74.6M
9,040,620
+53%
清仓
BILL
BILL COM HLDGS INC
-$72.0M
0
-100%
减持
LI
LI AUTO INC
-$70.5M
277,713
-89%
减持
MSFT
MICROSOFT CORP
-$70.0M
1,921,041
-2%
减持
RUN
SUNRUN INC
-$69.7M
2,179,473
-45%
建仓
NVAX
NOVAVAX INC
+$65.1M
883,446
清仓
—
ACTIVISION BLIZZARD INC
-$59.9M
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$59.5M
95,640
增持
—
PARAMOUNT GLOBAL
+$56.6M
2,180,711
+155%
清仓
HUBS
HUBSPOT INC
-$44.5M
0
-100%
增持
V
VISA INC
+$37.7M
2,365,558
+5%
增持
Z
ZILLOW GROUP INC
+$33.0M
2,358,800
+81%
建仓
ENPH
ENPHASE ENERGY INC
+$30.5M
151,274
建仓
AMD
ADVANCED MICRO DEVICES INC
+$29.4M
268,599
清仓
GH
GUARDANT HEALTH INC
-$26.2M
0
-100%
建仓
BYND
BEYOND MEAT INC
+$24.4M
504,305
清仓
FUTU
FUTU HLDGS LTD
-$22.2M
0
-100%
增持
NFLX
NETFLIX INC
-$22.0M
1,438,956
+55%
清仓
APPN
APPIAN CORP
-$19.5M
0
-100%
增持
PINS
PINTEREST INC
+$19.0M
2,531,352
+112%
清仓
—
SUNLIGHT FINANCIAL HOLDINGS
-$13.4M
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$12.8M
314,245
+75%
建仓
—
AMC ENTMT HLDGS INC
+$12.8M
519,524
清仓
ABSI
ABSCI CORPORATION
-$12.2M
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$12.0M
0
-100%
建仓
RNG
RINGCENTRAL INC
+$12.0M
101,965
清仓
TOST
TOAST INC
-$11.9M
0
-100%
清仓
DDOG
DATADOG INC
-$11.1M
0
-100%
减持
DXCM
DEXCOM INC
-$11.0M
9,513
-68%
清仓
LSPD
LIGHTSPEED COMMERCE INC
-$10.1M
0
-100%
建仓
GME
GAMESTOP CORP NEW
+$9.1M
54,697
清仓
CRBU
CARIBOU BIOSCIENCES INC
-$8.4M
0
-100%
建仓
GDS
GDS HLDGS LTD
+$7.9M
202,112
清仓
PDD
PINDUODUO INC
-$7.8M
0
-100%
清仓
OSCR
OSCAR HEALTH INC
-$7.6M
0
-100%
增持
SFIX
STITCH FIX INC
+$5.9M
1,342,810
+235%
清仓
—
MARQETA INC
-$5.4M
0
-100%
清仓
TWLO
TWILIO INC
-$4.6M
0
-100%
增持
ZG
ZILLOW GROUP INC
+$3.9M
691,885
+46%
清仓
TCOM
TRIP COM GROUP LTD
-$3.9M
0
-100%
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$2.4M
106,823
增持
API
AGORA INC
+$2.0M
1,992,568
+82%
清仓
—
TWITTER INC
-$1.5M
0
-100%
增持
HTZWW
HERTZ GLOBAL HLDGS INC
+$452.0K
557,397
+10%
减持
—
MSD ACQUISITION CORP
-$452.0K
225,649
-14%
