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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 80 项建仓 10增持 23减持 32清仓 15

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

-$591.7M

3,833,204 -28%

减持

SQ BLOCK INC

-$528.4M

833,354 -90%

增持

INTU INTUIT

+$508.5M

1,501,205 +166%

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

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$476.0M

2,371,563 -65%

增持

— EATON CORP PLC

+$450.8M

3,790,636 +113%

增持

NU NU HLDGS LTD

+$359.7M

55,135,409 +986%

增持

VRT VERTIV HOLDINGS CO

+$316.5M

11,562,495 +152%

减持

AMD ADVANCED MICRO DEVICES INC

-$310.5M

12,462,515 -11%

建仓

SHOP SHOPIFY INC

+$306.5M

5,616,241

建仓

CART MAPLEBEAR INC

+$305.1M

10,277,443

减持

MRNA MODERNA INC

-$288.2M

4,909,578 -25%

减持

ORCL ORACLE CORP

-$282.8M

2,236,145 -49%

减持

AMZN AMAZON COM INC

-$274.5M

10,605,668 -15%

建仓

ISRG INTUITIVE SURGICAL INC

+$229.6M

785,541

增持

META META PLATFORMS INC

+$224.1M

6,172,071 +9%

清仓

ULTA ULTA BEAUTY INC

-$216.5M

0 -100%

减持

TSLA TESLA INC

-$214.9M

4,025,494 -14%

建仓

GOOG ALPHABET INC

+$170.6M

1,294,258

清仓

— ENDEAVOR GROUP HLDGS INC

-$158.6M

0 -100%

增持

ADBE ADOBE INC

+$140.4M

1,232,163 +23%

减持

NFLX NETFLIX INC

-$126.7M

1,996,887 -0%

减持

AMAT APPLIED MATLS INC

-$109.2M

1,468,915 -32%

增持

LLY ELI LILLY & CO

+$106.2M

349,650 +101%

清仓

ENPH ENPHASE ENERGY INC

-$102.6M

0 -100%

增持

EQIX EQUINIX INC

+$72.5M

629,487 +28%

清仓

DASH DOORDASH INC

-$71.3M

0 -100%

减持

— LAM RESEARCH CORP

-$67.8M

711,661 -11%

减持

CRWD CROWDSTRIKE HLDGS INC

-$61.5M

477,265 -50%

增持

FCNCA FIRST CTZNS BANCSHARES INC N

+$57.7M

340,844 +6%

清仓

DOCU DOCUSIGN INC

-$56.0M

0 -100%

减持

ALB ALBEMARLE CORP

-$53.7M

591,603 -14%

增持

SEDG SOLAREDGE TECHNOLOGIES INC

+$53.3M

676,475 +431%

建仓

KWEB KRANESHARES TR

+$45.4M

1,659,177

减持

PLUG PLUG POWER INC

-$31.5M

2,606,524 -47%

建仓

MPT MEDICAL PPTYS TRUST INC

+$31.3M

5,745,671

增持

PDD PDD HOLDINGS INC

+$29.8M

876,210 +8%

清仓

ROKU ROKU INC

-$27.4M

0 -100%

清仓

CEG CONSTELLATION ENERGY CORP

-$23.9M

0 -100%

减持

— LUCID GROUP INC

-$23.9M

3,814,959 -42%

增持

NVO NOVO-NORDISK A S

+$22.7M

490,716 +263%

减持

BE BLOOM ENERGY CORP

-$21.1M

3,458,848 -16%

增持

BABA ALIBABA GROUP HLDG LTD

+$20.2M

360,854 +171%

增持

BEKE KE HLDGS INC

+$19.3M

1,859,923 +190%

减持

RIVN RIVIAN AUTOMOTIVE INC

+$19.3M

3,073,203 -8%

增持

— CHARGEPOINT HOLDINGS INC

-$17.7M

4,866,418 +2%

建仓

EDU NEW ORIENTAL ED & TECHNOLOGY

+$16.9M

288,126

增持

UNH UNITEDHEALTH GROUP INC

+$16.0M

636,966 +0%

增持

QS QUANTUMSCAPE CORP

+$15.6M

5,986,675 +95%

减持

— PARAMOUNT GLOBAL

-$14.7M

4,894,992 -0%

清仓

— AMC ENTMT HLDGS INC

-$14.5M

0 -100%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$14.3M

893,931

减持

GOOGL ALPHABET INC

+$14.2M

5,183,473 -7%

清仓

CVNA CARVANA CO

-$13.0M

0 -100%

增持

— NXP SEMICONDUCTORS N V

+$12.7M

154,818 +74%

减持

NVDA NVIDIA CORPORATION

+$10.4M

4,541,040 -2%

减持

RCI ROGERS COMMUNICATIONS INC

-$10.3M

303,876 -37%

减持

— HASHICORP INC

-$10.1M

717,478 -29%

减持

RUN SUNRUN INC

-$8.7M

165,576 -73%

清仓

NVAX NOVAVAX INC

-$7.7M

0 -100%

减持

GAP GAP INC

+$6.1M

4,011,859 -2%

建仓

PSA PUBLIC STORAGE

+$6.0M

22,606

增持

DHR DANAHER CORPORATION

+$5.7M

656,004 +0%

清仓

BIDU BAIDU INC

-$5.5M

0 -100%

减持

CHTR CHARTER COMMUNICATIONS INC N

-$5.4M

425,434 -19%

减持

OLPX OLAPLEX HLDGS INC

-$5.1M

1,416,810 -33%

清仓

LI LI AUTO INC

-$4.7M

0 -100%

清仓

— LINDE PLC

-$4.3M

0 -100%

增持

HTHT H WORLD GROUP LTD

+$4.2M

306,819 +50%

增持

AI C3 AI INC

+$4.1M

2,263,860 +54%

增持

CROX CROCS INC

+$3.2M

109,930 +89%

减持

JD JD.COM INC

-$2.5M

252,186 -13%

减持

ON ON SEMICONDUCTOR CORP

-$1.9M

260,786 -6%

建仓

AMC AMC ENTMT HLDGS INC

+$1.8M

228,136

清仓

GDS GDS HLDGS LTD

-$1.5M

0 -100%

清仓

— SINGULAR GENOMICS SYSTEMS IN

-$1.4M

0 -100%

减持

— FISKER INC

-$1.2M

1,901,861 -20%

减持

— NIKOLA CORP

+$939.0K

5,217,586 -1%

增持

TCOM TRIP COM GROUP LTD

+$895.6K

124,839 +26%

减持

ZTO ZTO EXPRESS CAYMAN INC

-$383.9K

256,171 -2%

减持

BZ KANZHUN LIMITED

+$26.0K

446,483 -0%