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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 78 项建仓 26增持 1减持 35清仓 16

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

-$4.08B

2,480,017 -76%

减持

META META PLATFORMS INC

-$3.38B

2,812,056 -63%

减持

GOOGL ALPHABET INC

-$3.04B

4,313,426 -68%

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

AMZN AMAZON COM INC

-$2.93B

7,930,766 -60%

减持

CEG CONSTELLATION ENERGY CORP

-$2.88B

4,632,475 -61%

减持

APP APPLOVIN CORP

-$2.43B

1,290,008 -70%

减持

NVDA NVIDIA CORPORATION

-$2.33B

6,331,620 -66%

减持

— SPOTIFY TECHNOLOGY S A

-$2.21B

1,320,914 -73%

减持

RDDT REDDIT INC

-$2.18B

2,789,891 -75%

减持

GEV GE VERNOVA INC

-$2.16B

2,572,358 -62%

减持

AVGO BROADCOM INC

-$2.11B

5,503,852 -50%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

-$2.11B

9,283,547 -46%

减持

DASH DOORDASH INC

-$1.89B

551,808 -94%

清仓

ORCL ORACLE CORP

-$1.73B

0 -100%

减持

TSLA TESLA INC

-$1.45B

58,838 -98%

减持

CVNA CARVANA CO

-$1.44B

681,000 -83%

减持

NFLX NETFLIX INC.

-$1.37B

6,893,560 -68%

减持

— EATON CORP PLC

-$1.31B

4,748,498 -50%

减持

AMAT APPLIED MATLS INC

-$1.28B

5,248,202 -56%

减持

SNPS SYNOPSYS INC

-$1.25B

761,760 -77%

减持

LRCX LAM RESEARCH CORP

-$1.21B

10,043,505 -49%

减持

NU NU HLDGS LTD

-$1.11B

29,333,576 -68%

清仓

SNOW SNOWFLAKE INC

-$1.09B

0 -100%

建仓

EQIX EQUINIX INC

+$1.07B

1,090,886

减持

GOOG ALPHABET INC

-$935.4M

1,115,885 -72%

减持

NTRA NATERA INC

-$698.2M

2,541,842 -52%

建仓

— ASML HLDG NV

+$655.4M

496,234

清仓

ADBE ADOBE INC

-$611.9M

0 -100%

清仓

AMD ADVANCED MICRO DEVICES INC

-$530.7M

0 -100%

减持

ISRG INTUITIVE SURGICAL INC

-$520.1M

855,225 -47%

清仓

ARM ARM HOLDINGS PLC

-$502.8M

0 -100%

减持

CAI CARIS LIFE SCIENCES INC

-$354.3M

9,819,992 -50%

清仓

MRVL MARVELL TECHNOLOGY INC

-$353.4M

0 -100%

减持

FCNCA FIRST CTZNS BANCSHARES INC D

-$335.9M

139,498 -50%

减持

CHYM CHIME FINL INC

-$318.4M

10,071,992 -50%

清仓

RKT ROCKET COS INC

-$261.2M

0 -100%

建仓

V VISA INC

+$217.2M

718,753

建仓

QCOM QUALCOMM INC

+$178.7M

1,387,312

清仓

AXON AXON ENTERPRISE INC

-$176.5M

0 -100%

清仓

INFY INFOSYS LTD

-$163.0M

0 -100%

减持

PYPL PAYPAL HLDGS INC

-$142.0M

1,243,590 -63%

建仓

SOLS SOLSTICE ADVANCED MATLS INC

+$126.0M

1,654,589

清仓

EXPD EXPEDITORS INTL WASH INC

-$109.1M

0 -100%

减持

MTZ MASTEC INC

-$106.9M

583,597 -57%

清仓

CHA CHAGEE HLDGS LTD

-$73.8M

0 -100%

清仓

SPGI S&P GLOBAL INC

-$66.3M

0 -100%

清仓

MCO MOODYS CORP

-$65.7M

0 -100%

建仓

ENPH ENPHASE ENERGY INC

+$62.3M

1,647,893

建仓

MU MICRON TECHNOLOGY INC

+$56.1M

165,931

减持

QS QUANTUMSCAPE CORP

-$49.6M

4,294,995 -42%

建仓

ABR ARBOR REALTY TRUST INC

+$32.4M

4,196,885

建仓

TTD THE TRADE DESK INC

+$31.5M

1,387,089

建仓

NVAX NOVAVAX INC

+$31.2M

3,836,986

建仓

PINS PINTEREST INC

+$30.8M

1,678,764

建仓

Z ZILLOW GROUP INC

+$30.6M

739,700

建仓

PATH UIPATH INC

+$25.2M

2,269,557

减持

GNRC GENERAC HLDGS INC

-$24.4M

390,513 -47%

减持

MPT MEDICAL PROPERTIES TRUST INC

-$24.3M

4,525,398 -50%

减持

VRT VERTIV HOLDINGS CO

-$22.6M

981,633 -41%

建仓

UPST UPSTART HLDGS INC

+$22.3M

870,947

清仓

NAVN NAVAN INC

-$20.5M

0 -100%

建仓

RNG RINGCENTRAL INC

+$15.3M

411,351

减持

CHRW C H ROBINSON WORLDWIDE IN

-$14.5M

573,010 -16%

建仓

ZG ZILLOW GROUP INC

+$13.6M

328,189

清仓

MRNA MODERNA INC

-$11.8M

0 -100%

建仓

PTON PELOTON INTERACTIVE INC

+$10.7M

2,500,000

建仓

PLUG PLUG PWR INC

+$5.8M

2,545,243

减持

IBIT ISHARES BITCOIN TRUST ETF

-$4.1M

67,226 -50%

增持

SFM SPROUTS FMRS MKT INC

-$3.1M

1,203,773 +0%

建仓

LCID LUCID GROUP INC

+$2.8M

295,393

建仓

OLPX OLAPLEX HLDGS INC

+$2.6M

1,264,968

建仓

SFIX STITCH FIX INC

+$2.4M

735,373

清仓

— WEBULL CORP

-$1.2M

0 -100%

建仓

HTZWW HERTZ GLOBAL HLDGS INC

+$1.1M

468,814

建仓

CHPT CHARGEPOINT HOLDINGS INC

+$748.9K

154,086

建仓

HTZ HERTZ GLOBAL HLDGS INC

+$492.5K

106,823

建仓

BYND BEYOND MEAT INC

+$240.9K

343,393

建仓

AMC AMC ENTMT HLDGS INC

+$223.6K

228,136