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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 77 项建仓 23增持 21减持 27清仓 6

方向

标的

Δ市值

现股数(环比)

增持

AMZN AMAZON COM INC

+$1.05B

12,448,010 +125%

增持

MSFT MICROSOFT CORP

+$892.2M

5,291,784 +68%

增持

AMD ADVANCED MICRO DEVICES INC

+$758.1M

13,974,624 +64%

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

NVDA NVIDIA CORPORATION

+$581.6M

4,644,970 -7%

建仓

ORCL ORACLE CORP

+$519.7M

4,363,761

建仓

EQIX EQUINIX INC

+$384.6M

490,646

建仓

— EATON CORP PLC

+$357.7M

1,778,533

增持

FCNCA FIRST CTZNS BANCSHARES INC N

+$286.9M

321,575 +149%

建仓

ULTA ULTA BEAUTY INC

+$216.5M

459,983

减持

TSLA TESLA INC

+$215.8M

4,668,841 -4%

减持

DOCU DOCUSIGN INC

-$196.4M

1,096,316 -75%

建仓

DHR DANAHER CORPORATION

+$157.1M

654,515

建仓

ALB ALBEMARLE CORP

+$154.3M

691,853

增持

GOOGL ALPHABET INC

+$145.1M

5,548,338 +11%

减持

BABA ALIBABA GROUP HLDG LTD

-$143.9M

133,003 -91%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$133.2M

6,758,691 +15%

清仓

GOOG ALPHABET INC

-$125.8M

0 -100%

建仓

VRT VERTIV HOLDINGS CO

+$113.7M

4,588,462

减持

ADBE ADOBE SYSTEMS INCORPORATED

-$113.4M

997,724 -36%

减持

SQ BLOCK INC

-$113.2M

8,491,001 -14%

增持

UBER UBER TECHNOLOGIES INC

+$107.4M

6,909,419 +15%

减持

CHTR CHARTER COMMUNICATIONS INC N

-$90.6M

524,128 -34%

建仓

LLY LILLY ELI & CO

+$81.6M

173,916

减持

META META PLATFORMS INC

-$79.8M

5,675,793 -30%

减持

— LAM RESEARCH CORP

+$75.1M

799,269 -3%

建仓

BE BLOOM ENERGY CORP

+$67.0M

4,097,271

增持

UNH UNITEDHEALTH GROUP INC

+$65.2M

634,947 +25%

减持

— NXP SEMICONDUCTORS N V

-$65.1M

89,049 -80%

减持

— ENDEAVOR GROUP HLDGS INC

-$62.7M

6,628,602 -28%

减持

NFLX NETFLIX INC

-$61.7M

1,999,401 -27%

增持

AMAT APPLIED MATLS INC

+$58.0M

2,162,584 +4%

增持

INTU INTUIT

+$57.4M

564,322 +25%

清仓

CRM SALESFORCE INC

-$55.9M

0 -100%

增持

— PARAMOUNT GLOBAL

+$54.3M

4,895,917 +364%

减持

ENPH ENPHASE ENERGY INC

-$47.7M

612,351 -14%

增持

PLUG PLUG POWER INC

+$45.7M

4,938,374 +940%

减持

BEKE KE HLDGS INC

-$43.7M

640,830 -77%

清仓

COIN COINBASE GLOBAL INC

-$43.0M

0 -100%

建仓

NU NU HLDGS LTD

+$40.1M

5,076,055

减持

ON ON SEMICONDUCTOR CORP

-$37.0M

276,764 -64%

建仓

— NOVOCURE LTD

+$36.8M

885,675

建仓

GAP GAP INC

+$36.6M

4,097,135

增持

— CHARGEPOINT HOLDINGS INC

+$35.0M

4,761,822 +629%

建仓

SEDG SOLAREDGE TECHNOLOGIES INC

+$34.3M

127,384

增持

— LUCID GROUP INC

+$34.2M

6,567,592 +378%

清仓

GME GAMESTOP CORP NEW

-$28.0M

0 -100%

建仓

ROKU ROKU INC

+$27.4M

428,806

建仓

CEG CONSTELLATION ENERGY CORP

+$23.9M

261,358

建仓

RCI ROGERS COMMUNICATIONS INC

+$22.0M

481,319

建仓

NVO NOVO-NORDISK A S

+$21.9M

135,314

减持

JD JD.COM INC

-$19.5M

288,663 -57%

清仓

PLTR PALANTIR TECHNOLOGIES INC

-$18.3M

0 -100%

清仓

— MONDAY COM LTD

-$15.2M

0 -100%

减持

PDD PDD HOLDINGS INC

-$13.9M

811,523 -12%

增持

RIVN RIVIAN AUTOMOTIVE INC

+$13.5M

3,322,534 +23%

减持

BZ KANZHUN LIMITED

-$13.0M

448,316 -57%

增持

QS QUANTUMSCAPE CORP

+$13.0M

3,065,753 +117%

减持

PTON PELOTON INTERACTIVE INC

-$12.7M

2,500,000 -11%

建仓

OLPX OLAPLEX HLDGS INC

+$7.9M

2,123,510

减持

HTHT H WORLD GROUP LTD

-$7.4M

203,961 -35%

增持

ZG ZILLOW GROUP INC

+$6.8M

482,271 +24%

增持

PATH UIPATH INC

+$6.6M

3,469,943 +20%

减持

— AMC ENTMT HLDGS INC

-$6.6M

3,297,756 -22%

建仓

ZTO ZTO EXPRESS CAYMAN INC

+$6.6M

262,184

建仓

CROX CROCS INC

+$6.5M

58,049

减持

RUN SUNRUN INC

-$6.1M

605,688 -28%

建仓

BIDU BAIDU INC

+$5.5M

40,105

增持

— NIKOLA CORP

+$5.4M

5,255,539 +246%

建仓

— BITDEER TECHNOLOGIES GROUP

+$5.0M

446,579

减持

NVAX NOVAVAX INC

-$4.5M

1,039,123 -41%

减持

LI LI AUTO INC

-$3.7M

132,835 -61%

减持

AI C3 AI INC

+$3.4M

1,474,430 -2%

增持

— FISKER INC

+$2.0M

2,380,754 +28%

减持

CVNA CARVANA CO

+$2.0M

500,000 -55%

增持

TCOM TRIP COM GROUP LTD

+$1.9M

99,142 +144%

建仓

GDS GDS HLDGS LTD

+$1.5M

140,044

减持

— SINGULAR GENOMICS SYSTEMS IN

-$962.6K

1,679,372 -14%