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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 107 项
建仓 29
增持 19
减持 44
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
CRM
SALESFORCE INC
+$564.2M
2,144,062
增持
AMD
ADVANCED MICRO DEVICES INC
+$559.2M
12,485,898
+0%
建仓
AAPL
APPLE INC
+$470.6M
2,444,368
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
GOOGL
ALPHABET INC
-$415.5M
1,881,131
-64%
增持
NFLX
NETFLIX INC
+$356.4M
2,280,785
+14%
建仓
DPZ
DOMINOS PIZZA INC
+$322.9M
783,202
建仓
DOCU
DOCUSIGN INC
+$288.3M
4,849,014
减持
INTU
INTUIT
-$284.9M
771,339
-49%
增持
ADBE
ADOBE INC
+$251.9M
1,475,381
+20%
增持
VRT
VERTIV HOLDINGS CO
+$233.3M
13,811,848
+19%
减持
MSFT
MICROSOFT CORP
+$223.1M
3,811,935
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$209.5M
1,301,595
+66%
减持
MRNA
MODERNA INC
-$181.6M
3,273,052
-33%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$173.6M
312,466
-87%
建仓
NOW
SERVICENOW INC
+$168.2M
238,102
减持
NVDA
NVIDIA CORPORATION
+$165.1M
4,322,201
-5%
建仓
BILL
BILL HOLDINGS INC
+$163.2M
2,000,466
增持
—
EATON CORP PLC
+$151.5M
3,986,445
+5%
建仓
F
FORD MTR CO DEL
+$149.2M
12,235,585
增持
SHOP
SHOPIFY INC
+$146.7M
5,817,201
+4%
减持
AMZN
AMAZON COM INC
+$145.2M
9,829,062
-7%
减持
META
META PLATFORMS INC
+$139.8M
5,629,672
-9%
建仓
—
CONFLUENT INC
+$134.1M
5,732,133
增持
NU
NU HLDGS LTD
+$125.2M
63,021,947
+14%
减持
GOOG
ALPHABET INC
-$123.1M
337,422
-74%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$120.6M
6,523,489
建仓
ILMN
ILLUMINA INC
+$119.3M
856,689
减持
—
LAM RESEARCH CORP
+$87.4M
681,114
-4%
增持
CROX
CROCS INC
+$86.5M
1,029,765
+837%
建仓
BURL
BURLINGTON STORES INC
+$77.7M
399,709
减持
UBER
UBER TECHNOLOGIES INC
-$68.9M
4,041,892
-42%
减持
LLY
ELI LILLY & CO
-$63.4M
213,340
-39%
清仓
—
PARAMOUNT GLOBAL
-$63.1M
0
-100%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$58.8M
330,233
-22%
建仓
GM
GENERAL MTRS CO
+$57.3M
1,596,001
建仓
—
UBS GROUP AG
+$55.0M
1,778,323
建仓
NTES
NETEASE INC
+$52.5M
563,890
增持
BEKE
KE HLDGS INC
+$52.4M
5,015,918
+170%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$50.7M
186,048
建仓
SNPS
SYNOPSYS INC
+$48.9M
95,058
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$44.9M
3,447,363
+286%
清仓
GAP
GAP INC
-$42.6M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$41.9M
530,384
-17%
建仓
INTC
INTEL CORP
+$41.1M
817,955
建仓
NEE
NEXTERA ENERGY INC
+$32.9M
540,850
减持
AMAT
APPLIED MATLS INC
+$31.1M
1,446,802
-2%
减持
GNRC
GENERAC HLDGS INC
-$30.6M
235,911
-58%
清仓
SE
SEA LTD
-$29.8M
0
-100%
减持
DHR
DANAHER CORPORATION
-$24.6M
597,110
-9%
清仓
—
CHARGEPOINT HOLDINGS INC
-$24.2M
0
-100%
增持
AI
C3 AI INC
+$23.5M
2,832,229
+25%
减持
PDD
PDD HOLDINGS INC
+$22.1M
738,420
-16%
清仓
—
LUCID GROUP INC
-$21.3M
0
-100%
减持
Z
ZILLOW GROUP INC
-$20.3M
589,700
-50%
清仓
PLUG
PLUG POWER INC
-$19.8M
0
-100%
增持
BE
BLOOM ENERGY CORP
+$19.8M
4,436,901
+28%
减持
UPST
UPSTART HLDGS INC
-$19.5M
684,792
-59%
减持
BABA
ALIBABA GROUP HLDG LTD
-$19.1M
157,774
-56%
减持
QS
QUANTUMSCAPE CORP
-$16.8M
3,344,927
-44%
建仓
ALLY
ALLY FINL INC
+$16.5M
473,161
建仓
IGV
ISHARES TR
+$16.0M
39,497
减持
PINS
PINTEREST INC
-$15.0M
1,441,588
-43%
建仓
AFRM
AFFIRM HLDGS INC
+$15.0M
305,104
增持
TCOM
TRIP COM GROUP LTD
+$14.2M
514,396
+312%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$14.0M
2,585,322
-16%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$13.6M
341,114
+0%
减持
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$13.5M
46,352
-84%
建仓
TAL
TAL EDUCATION GROUP
+$13.4M
1,061,714
清仓
PTON
PELOTON INTERACTIVE INC
-$12.6M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$12.5M
311,011
-37%
清仓
—
FISKER INC
-$12.2M
0
-100%
清仓
RNG
RINGCENTRAL INC
-$12.2M
0
-100%
清仓
RCI
ROGERS COMMUNICATIONS INC
-$11.7M
0
-100%
减持
—
HASHICORP INC
-$11.5M
205,737
-71%
建仓
SYM
SYMBOTIC INC
+$11.1M
216,010
减持
ZG
ZILLOW GROUP INC
-$11.1M
185,681
-61%
减持
—
NOVOCURE LTD
-$9.1M
348,119
-61%
增持
—
NXP SEMICONDUCTORS N V
+$8.5M
171,850
+11%
减持
ORCL
ORACLE CORP
-$7.4M
2,176,533
-3%
建仓
NVAX
NOVAVAX INC
+$7.3M
1,519,594
减持
—
NIKOLA CORP
-$7.1M
1,214,945
-77%
减持
JD
JD.COM INC
-$6.9M
16,431
-93%
减持
HTHT
H WORLD GROUP LTD
-$6.7M
161,567
-47%
清仓
PSA
PUBLIC STORAGE
-$6.0M
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
-$5.8M
220,296
-16%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$5.5M
34,741
-86%
减持
EQIX
EQUINIX INC
-$4.9M
561,562
-11%
减持
SQ
BLOCK INC
+$4.6M
536,355
-36%
清仓
—
BITDEER TECHNOLOGIES GROUP
-$4.3M
0
-100%
减持
SFIX
STITCH FIX INC
-$4.2M
131,606
-90%
减持
HTZWW
HERTZ GLOBAL HLDGS INC
-$4.0M
117,801
-85%
减持
BYND
BEYOND MEAT INC
-$3.4M
147,247
-70%
减持
PATH
UIPATH INC
-$3.4M
2,255,011
-35%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$2.5M
47,291
减持
OLPX
OLAPLEX HLDGS INC
-$2.4M
151,842
-89%
增持
MPT
MEDICAL PPTYS TRUST INC
+$2.1M
6,806,501
+18%
清仓
RUN
SUNRUN INC
-$2.1M
0
-100%
清仓
AMC
AMC ENTMT HLDGS INC
-$1.8M
0
-100%
建仓
FUTU
FUTU HLDGS LTD
+$1.6M
30,161
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$1.6M
178,670
减持
API
AGORA INC
-$1.5M
275,427
-69%
建仓
GME
GAMESTOP CORP NEW
+$1.3M
75,000
清仓
HTZ
HERTZ GLOBAL HLDGS INC
-$1.3M
0
-100%
增持
TSLA
TESLA INC
+$784.7K
4,056,841
+1%
建仓
BIDU
BAIDU INC
+$660.4K
5,545
增持
KWEB
KRANESHARES TR
-$461.7K
1,664,814
+0%
减持
BZ
KANZHUN LIMITED
-$48.7K
404,846
-9%
