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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 93 项
建仓 23
增持 36
减持 13
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$1.25B
8,061,803
+114%
增持
NVDA
NVIDIA CORPORATION
+$705.5M
4,980,202
+7%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$548.9M
5,900,863
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
NFLX
NETFLIX INC
+$548.6M
2,727,906
+104%
增持
MSFT
MICROSOFT CORP
+$531.4M
3,156,034
+100%
增持
TSLA
TESLA INC
+$487.7M
4,850,954
+15%
增持
GOOGL
ALPHABET INC
+$487.1M
5,003,268
+1286%
增持
AMD
ADVANCED MICRO DEVICES INC
+$468.6M
8,507,170
+51%
增持
SQ
BLOCK INC
+$340.8M
9,882,541
+84%
减持
BABA
ALIBABA GROUP HLDG LTD
-$285.6M
1,516,924
-70%
增持
DIS
DISNEY WALT CO
+$282.6M
2,950,000
+1907%
建仓
UNH
UNITEDHEALTH GROUP INC
+$240.0M
507,817
增持
—
LAM RESEARCH CORP
+$236.7M
827,547
+72%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$226.8M
791,742
+377%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$210.2M
1,560,162
+34%
减持
JD
JD.COM INC
-$197.6M
668,417
-83%
增持
AMAT
APPLIED MATLS INC
+$181.4M
2,072,390
+176%
清仓
AVGO
BROADCOM INC
-$177.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$158.8M
5,529,793
+13%
减持
ENPH
ENPHASE ENERGY INC
-$151.7M
714,442
-37%
增持
MRNA
MODERNA INC
-$143.1M
6,546,104
+2%
清仓
BBWI
BATH & BODY WORKS INC
-$135.5M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$129.1M
962,825
+3254%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$125.9M
129,352
建仓
GOOG
ALPHABET INC
+$125.8M
1,209,581
减持
PYPL
PAYPAL HLDGS INC
-$112.2M
27,168
-98%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$111.6M
2,706,705
-68%
增持
DOCU
DOCUSIGN INC
+$100.5M
4,329,808
+58%
增持
UBER
UBER TECHNOLOGIES INC
+$99.6M
6,021,805
+63%
减持
—
ENDEAVOR GROUP HLDGS INC
-$97.9M
9,244,190
-35%
清仓
BNTX
BIONTECH SE
-$92.9M
0
-100%
减持
DASH
DOORDASH INC
-$77.0M
933,456
-67%
清仓
GTLB
GITLAB INC
-$73.2M
0
-100%
建仓
ON
ON SEMICONDUCTOR CORP
+$63.2M
767,470
清仓
EFX
EQUIFAX INC
-$57.4M
0
-100%
建仓
CRM
SALESFORCE INC
+$55.9M
279,723
增持
SE
SEA LTD
+$55.6M
678,308
+1030%
增持
INTU
INTUIT
+$54.4M
451,266
+20%
清仓
OKTA
OKTA INC
-$52.7M
0
-100%
建仓
AI
C3 AI INC
+$50.4M
1,500,000
减持
PTON
PELOTON INTERACTIVE INC
-$45.5M
2,818,787
-71%
建仓
COIN
COINBASE GLOBAL INC
+$43.0M
637,046
清仓
MRVL
MARVELL TECHNOLOGY INC
-$39.7M
0
-100%
增持
PINS
PINTEREST INC
+$38.3M
2,531,352
+100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$38.1M
0
-100%
清仓
TWLO
TWILIO INC
-$33.3M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$32.0M
0
-100%
增持
BEKE
KE HLDGS INC
+$29.4M
2,825,761
+65%
增持
—
NXP SEMICONDUCTORS N V
+$29.4M
446,673
+31%
增持
PATH
UIPATH INC
+$29.0M
2,897,402
+68%
清仓
—
SVB FINANCIAL GROUP
-$25.6M
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$25.0M
0
-100%
增持
—
HASHICORP INC
+$23.9M
1,010,380
+382%
建仓
—
PARAMOUNT GLOBAL
+$23.6M
1,056,068
增持
GNRC
GENERAC HLDGS INC
+$22.7M
560,822
+49%
清仓
SYNA
SYNAPTICS INC
-$22.3M
0
-100%
清仓
—
CONFLUENT INC
-$21.5M
0
-100%
增持
GME
GAMESTOP CORP NEW
+$21.0M
1,217,228
+222%
减持
LI
LI AUTO INC
-$20.5M
336,306
-76%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$18.3M
2,166,246
增持
PDD
PDD HOLDINGS INC
+$17.2M
922,084
+42%
增持
UPST
UPSTART HLDGS INC
+$15.4M
1,664,843
+100%
建仓
—
MONDAY COM LTD
+$15.2M
106,414
增持
APP
APPLOVIN CORP
+$14.3M
1,153,420
+216%
减持
VSXY
VICTORIAS SECRET AND CO
-$13.8M
446,493
-45%
建仓
RNG
RINGCENTRAL INC
+$12.6M
411,351
减持
TCOM
TRIP COM GROUP LTD
-$12.4M
40,693
-90%
增持
QS
QUANTUMSCAPE CORP
+$11.4M
1,409,545
+5699%
建仓
—
FISKER INC
+$11.4M
1,854,445
清仓
MLCO
MELCO RESORTS AND ENTMNT LTD
-$11.4M
0
-100%
增持
BZ
KANZHUN LIMITED
+$11.3M
1,037,548
+151%
建仓
—
LUCID GROUP INC
+$11.0M
1,372,656
建仓
CVNA
CARVANA CO
+$10.9M
1,115,980
清仓
SNAP
SNAP INC
-$9.9M
0
-100%
增持
NVAX
NOVAVAX INC
+$9.1M
1,766,059
+481%
增持
—
AMC ENTMT HLDGS INC
+$8.8M
4,212,158
+39%
增持
HTHT
H WORLD GROUP LTD
+$8.2M
312,833
+86%
建仓
BYND
BEYOND MEAT INC
+$8.0M
490,640
建仓
SFIX
STITCH FIX INC
+$6.9M
1,342,810
建仓
—
CHARGEPOINT HOLDINGS INC
+$6.8M
653,642
建仓
HTZWW
HERTZ GLOBAL HLDGS INC
+$6.8M
762,095
清仓
TAL
TAL EDUCATION GROUP
-$5.0M
0
-100%
清仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$4.7M
0
-100%
建仓
—
LINDE PLC
+$4.0M
11,206
减持
ZG
ZILLOW GROUP INC
+$3.9M
387,889
-7%
建仓
API
AGORA INC
+$3.2M
896,956
增持
RUN
SUNRUN INC
-$3.2M
838,677
+0%
清仓
GDS
GDS HLDGS LTD
-$1.9M
0
-100%
减持
—
SINGULAR GENOMICS SYSTEMS IN
-$1.9M
1,947,472
-8%
建仓
—
NIKOLA CORP
+$1.8M
1,517,213
清仓
BIDU
BAIDU INC
-$1.8M
0
-100%
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$1.7M
106,823
清仓
—
ASML HOLDING N V
-$745.3K
0
-100%
