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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 64 项建仓 13增持 19减持 19清仓 13

方向

标的

Δ市值

现股数(环比)

增持

CRWV COREWEAVE INC

+$2.37B

17,797,573 +24%

增持

AVGO BROADCOM INC

+$958.6M

5,647,507 +58%

增持

NVDA NVIDIA CORPORATION

+$888.9M

11,488,529 +34%

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。

建仓

ORCL ORACLE CORP

+$843.3M

3,857,262

减持

GEV GE VERNOVA INC

+$839.3M

3,755,260 -0%

建仓

ARM ARM HOLDINGS PLC

+$749.4M

4,633,454

增持

MSFT MICROSOFT CORP

+$728.7M

3,932,397 +20%

减持

CEG CONSTELLATION ENERGY CORP

+$668.3M

5,924,294 -4%

减持

META META PLATFORMS INC

+$550.9M

3,680,627 -2%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$506.0M

8,068,201 +1%

增持

CVNA CARVANA CO

+$494.6M

1,800,055 +236%

增持

— EATON CORP PLC

+$459.4M

4,687,780 +5%

增持

RDDT REDDIT INC

+$437.0M

6,208,994 +31%

增持

LRCX LAM RESEARCH CORP

+$426.0M

10,507,492 +28%

增持

INTU INTUIT

+$419.4M

1,046,096 +59%

减持

BABA ALIBABA GROUP HLDG LTD

-$404.3M

867,767 -77%

建仓

CHYM CHIME FINL INC

+$373.5M

10,821,992

增持

— SPOTIFY TECHNOLOGY S A

+$372.8M

1,591,167 +3%

清仓

SMCI SUPER MICRO COMPUTER INC

-$303.6M

0 -100%

建仓

CAI CARIS LIFE SCIENCES INC

+$271.0M

10,142,198

建仓

HNGE HINGE HEALTH INC

+$243.3M

4,702,208

增持

DASH DOORDASH INC

+$237.1M

2,186,808 +32%

减持

TEAM ATLASSIAN CORPORATION

-$225.2M

2,307,886 -29%

增持

TSLA TESLA INC

+$222.1M

2,036,991 +24%

减持

AMZN AMAZON COM INC

+$182.5M

10,157,624 -6%

增持

PYPL PAYPAL HLDGS INC

+$176.3M

6,970,822 +33%

建仓

CHA CHAGEE HLDGS LTD

+$161.2M

6,174,115

建仓

— WEBULL CORP

+$136.9M

11,448,149

减持

AMD ADVANCED MICRO DEVICES INC

-$115.8M

1,530,241 -53%

清仓

MPWR MONOLITHIC PWR SYS INC

-$112.2M

0 -100%

增持

KKR KKR & CO INC

+$95.1M

3,755,032 +7%

减持

NU NU HLDGS LTD

+$93.3M

48,442,699 -13%

建仓

VST VISTRA CORP

+$92.3M

476,169

减持

APP APPLOVIN CORP

+$80.3M

1,815,815 -13%

建仓

TTD THE TRADE DESK INC

+$71.9M

998,989

减持

LLY ELI LILLY & CO

-$60.2M

117,415 -36%

清仓

TTAN SERVICETITAN INC

-$60.0M

0 -100%

增持

ISRG INTUITIVE SURGICAL INC

+$55.1M

737,579 +6%

建仓

MRVL MARVELL TECHNOLOGY INC

+$46.6M

602,389

清仓

TEM TEMPUS AI INC

-$45.1M

0 -100%

清仓

ALAB ASTERA LABS INC

-$40.4M

0 -100%

建仓

ENPH ENPHASE ENERGY INC

+$33.5M

843,948

减持

ADBE ADOBE INC

-$29.9M

610,621 -12%

减持

CDNS CADENCE DESIGN SYSTEM INC

-$28.7M

707,937 -27%

增持

MPT MEDICAL PPTYS TRUST INC

+$19.0M

9,050,796 +173%

增持

GNRC GENERAC HLDGS INC

+$15.8M

216,442 +81%

减持

SE SEA LTD

+$15.7M

666,305 -4%

清仓

TCOM TRIP COM GROUP LTD

-$14.2M

0 -100%

清仓

— NOVOCURE LTD

-$10.8M

0 -100%

减持

PM PHILIP MORRIS INTL INC

-$10.5M

1,298,405 -17%

建仓

YUMC YUM CHINA HLDGS INC

+$10.3M

231,346

减持

ZG ZILLOW GROUP INC

-$9.8M

328,189 -32%

增持

LX LEXINFINTECH HLDGS LTD

+$6.6M

1,394,026 +309%

清仓

BEKE KE HLDGS INC

-$5.5M

0 -100%

减持

PATH UIPATH INC

+$4.0M

2,269,557 -7%

清仓

FUTU FUTU HLDGS LTD

-$3.8M

0 -100%

清仓

CPNG COUPANG INC

-$3.8M

0 -100%

清仓

JD JD.COM INC

-$3.6M

0 -100%

清仓

QFIN QIFU TECHNOLOGY INC

-$3.6M

0 -100%

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$3.5M

56,508

减持

FCNCA FIRST CTZNS BANCSHARES INC N

+$2.7M

211,007 -5%

减持

API AGORA INC

-$1.4M

93,700 -78%

清仓

SEDG SOLAREDGE TECHNOLOGIES INC

-$703.8K

0 -100%

减持

HTZWW HERTZ GLOBAL HLDGS INC

+$255.1K

468,814 -27%