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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 84 项
建仓 12
增持 25
减持 23
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$491.4M
8,331,192
-57%
增持
MRNA
MODERNA INC
+$473.6M
6,393,565
+12%
增持
BABA
ALIBABA GROUP HLDG LTD
+$424.2M
5,001,403
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。
+2337%
增持
TSLA
TESLA INC
-$421.9M
4,211,024
+19%
减持
UBER
UBER TECHNOLOGIES INC
-$349.3M
3,692,676
-78%
增持
AMD
ADVANCED MICRO DEVICES INC
+$315.0M
5,638,479
+611%
减持
PYPL
PAYPAL HLDGS INC
-$289.5M
1,604,338
-66%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$281.9M
1,161,834
+193%
减持
DIS
DISNEY WALT CO
-$279.4M
146,961
-95%
增持
MSFT
MICROSOFT CORP
+$277.5M
1,578,325
+264%
增持
NVDA
NVIDIA CORPORATION
+$267.1M
4,638,632
+37%
增持
META
META PLATFORMS INC
+$245.7M
3,774,598
+146%
清仓
V
VISA INC
-$163.0M
0
-100%
增持
NFLX
NETFLIX INC
+$120.1M
1,335,678
+15%
增持
DOCU
DOCUSIGN INC
+$105.7M
2,741,965
+217%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$97.8M
28,705
-95%
增持
INTU
INTUIT
+$96.1M
377,032
+188%
增持
JD
JD.COM INC
+$85.0M
4,042,789
+43%
清仓
SHOP
SHOPIFY INC
-$66.4M
0
-100%
增持
SQ
BLOCK INC
+$63.8M
5,373,446
+8%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$60.8M
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$56.3M
166,054
清仓
ABNB
AIRBNB INC
-$55.3M
0
-100%
清仓
—
MONDAY COM LTD
-$53.2M
0
-100%
清仓
—
LUCID GROUP INC
-$51.3M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$50.7M
223,080
-54%
清仓
WDAY
WORKDAY INC
-$49.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$47.0M
4,909,183
+52%
增持
OKTA
OKTA INC
+$44.2M
771,743
+414%
减持
SE
SEA LTD
-$43.0M
60,020
-93%
清仓
PANW
PALO ALTO NETWORKS INC
-$42.3M
0
-100%
清仓
DDOG
DATADOG INC
-$40.8M
0
-100%
增持
PTON
PELOTON INTERACTIVE INC
+$40.3M
9,759,686
+82%
减持
BEKE
KE HLDGS INC
-$36.9M
1,707,768
-51%
增持
BNTX
BIONTECH SE
+$36.0M
618,231
+47%
建仓
GOOGL
ALPHABET INC
+$31.8M
360,900
减持
ENPH
ENPHASE ENERGY INC
-$31.4M
1,139,372
-5%
清仓
—
PARAMOUNT GLOBAL
-$30.8M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$30.7M
750,711
+45%
增持
PDD
PINDUODUO INC
+$29.9M
647,141
+77%
减持
Z
ZILLOW GROUP INC
-$29.5M
1,179,400
-50%
建仓
LI
LI AUTO INC
+$28.9M
1,415,082
减持
PINS
PINTEREST INC
-$28.3M
1,265,676
-50%
减持
PATH
UIPATH INC
-$28.0M
1,721,882
-56%
减持
TCOM
TRIP COM GROUP LTD
-$27.1M
404,477
-73%
建仓
—
SVB FINANCIAL GROUP
+$25.6M
111,447
清仓
DDL
DINGDONG CAYMAN LTD
-$25.0M
0
-100%
减持
—
LAM RESEARCH CORP
+$24.4M
480,680
-1%
增持
TWLO
TWILIO INC
+$24.0M
679,903
+404%
减持
QS
QUANTUMSCAPE CORP
-$23.8M
24,305
-99%
减持
UPST
UPSTART HLDGS INC
-$23.6M
832,421
-50%
建仓
RUN
SUNRUN INC
+$20.1M
835,195
清仓
RNG
RINGCENTRAL INC
-$16.4M
0
-100%
清仓
—
FISKER INC
-$14.0M
0
-100%
减持
—
ASML HOLDING N V
-$12.5M
1,364
-96%
减持
—
CONFLUENT INC
-$11.2M
964,582
-30%
清仓
—
NIKOLA CORP
-$10.6M
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$9.9M
376,605
+140%
建仓
HTHT
H WORLD GROUP LTD
+$7.1M
168,375
增持
—
AMC ENTMT HLDGS INC
+$7.1M
3,030,498
+303%
清仓
BYND
BEYOND MEAT INC
-$7.0M
0
-100%
减持
NVAX
NOVAVAX INC
-$6.8M
304,059
-44%
清仓
HTZWW
HERTZ GLOBAL HLDGS INC
-$6.8M
0
-100%
减持
ZG
ZILLOW GROUP INC
-$6.7M
419,229
-39%
增持
MLCO
MELCO RESORTS AND ENTMNT LTD
+$6.5M
988,981
+34%
建仓
PLUG
PLUG POWER INC
+$5.9M
475,000
清仓
SFIX
STITCH FIX INC
-$5.3M
0
-100%
建仓
TAL
TAL EDUCATION GROUP
+$5.0M
703,173
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$4.7M
134,939
清仓
LYFT
LYFT INC
-$4.2M
0
-100%
建仓
APP
APPLOVIN CORP
+$3.8M
365,048
清仓
CVNA
CARVANA CO
-$3.5M
0
-100%
清仓
API
AGORA INC
-$3.3M
0
-100%
减持
DASH
DOORDASH INC
-$3.1M
2,791,734
-1%
减持
—
ENDEAVOR GROUP HLDGS INC
-$3.1M
14,155,931
-11%
清仓
FTCHQ
FARFETCH LTD
-$2.4M
0
-100%
建仓
GDS
GDS HLDGS LTD
+$1.9M
93,764
增持
—
HASHICORP INC
+$1.8M
209,600
+73%
清仓
—
GRAB HOLDINGS LIMITED
-$1.8M
0
-100%
建仓
BIDU
BAIDU INC
+$1.8M
15,526
清仓
HTZ
HERTZ GLOBAL HLDGS INC
-$1.7M
0
-100%
增持
GME
GAMESTOP CORP NEW
+$1.5M
378,581
+73%
减持
BZ
KANZHUN LIMITED
-$1.4M
413,611
-29%
清仓
FRSH
FRESHWORKS INC
-$503.0K
0
-100%
