COATUE MANAGEMENT LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| APPLIED MATLS INC | 0 | 5,984,332 | +5,984,332 | 0 | 1,537,913,481 | +1,537,913,481 |
| NATERA INC | 0 | 2,633,334 | +2,633,334 | 0 | 603,270,486 | +603,270,486 |
| ALPHABET INC | 0 | 6,841,436 | +6,841,436 | 0 | 2,141,369,468 | +2,141,369,468 |
| AMAZON COM INC | 0 | 9,932,265 | +9,932,265 | 0 | 2,292,565,408 | +2,292,565,408 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 8,629,524 | +8,629,524 | 0 | 2,622,426,049 | +2,622,426,049 |
| LAM RESEARCH CORP | 0 | 9,805,565 | +9,805,565 | 0 | 1,678,516,617 | +1,678,516,617 |
| DOORDASH INC | 0 | 4,365,365 | +4,365,365 | 0 | 988,667,865 | +988,667,865 |
| NETFLIX INC. | 0 | 10,861,355 | +10,861,355 | 0 | 1,018,360,645 | +1,018,360,645 |
| CONSTELLATION ENERGY CORP | 0 | 5,907,174 | +5,907,174 | 0 | 2,086,827,360 | +2,086,827,360 |
| SPOTIFY TECHNOLOGY S A | 0 | 2,450,881 | +2,450,881 | 0 | 1,423,251,105 | +1,423,251,105 |
| MASTEC INC | 0 | 677,909 | +677,909 | 0 | 147,357,080 | +147,357,080 |
| INTUITIVE SURGICAL INC | 0 | 807,234 | +807,234 | 0 | 457,185,049 | +457,185,049 |
| VERTIV HOLDINGS CO | 0 | 828,947 | +828,947 | 0 | 134,297,703 | +134,297,703 |
| ROCKET COS INC | 0 | 6,747,052 | +6,747,052 | 0 | 130,622,928 | +130,622,928 |
| ALPHABET INC | 0 | 2,000,536 | +2,000,536 | 0 | 627,768,196 | +627,768,196 |
| SNOWFLAKE INC | 0 | 2,480,963 | +2,480,963 | 0 | 544,224,044 | +544,224,044 |
| MICROSOFT CORP | 0 | 5,171,976 | +5,171,976 | 0 | 2,501,271,034 | +2,501,271,034 |
| ADOBE INC | 0 | 874,150 | +874,150 | 0 | 305,943,759 | +305,943,759 |
| AXON ENTERPRISE INC | 0 | 155,387 | +155,387 | 0 | 88,248,939 | +88,248,939 |
| INFOSYS LTD | 0 | 4,574,706 | +4,574,706 | 0 | 81,521,261 | +81,521,261 |
| CARVANA CO | 0 | 1,958,229 | +1,958,229 | 0 | 826,411,802 | +826,411,802 |
| ADVANCED MICRO DEVICES INC | 0 | 1,239,043 | +1,239,043 | 0 | 265,353,449 | +265,353,449 |
| C H ROBINSON WORLDWIDE IN | 0 | 341,024 | +341,024 | 0 | 54,823,018 | +54,823,018 |
| EXPEDITORS INTL WASH INC | 0 | 365,987 | +365,987 | 0 | 54,535,723 | +54,535,723 |
| GENERAC HLDGS INC | 0 | 369,210 | +369,210 | 0 | 50,349,168 | +50,349,168 |
| SPROUTS FMRS MKT INC | 0 | 601,886 | +601,886 | 0 | 47,952,258 | +47,952,258 |
| CHIME FINL INC | 0 | 10,071,992 | +10,071,992 | 0 | 253,512,039 | +253,512,039 |
| S&P GLOBAL INC | 0 | 63,451 | +63,451 | 0 | 33,158,858 | +33,158,858 |
| MOODYS CORP | 0 | 64,260 | +64,260 | 0 | 32,827,221 | +32,827,221 |
| NAVAN INC | 0 | 599,280 | +599,280 | 0 | 10,235,702 | +10,235,702 |
| NU HLDGS LTD | 0 | 45,750,363 | +45,750,363 | 0 | 765,861,077 | +765,861,077 |
| MODERNA INC | 0 | 200,000 | +200,000 | 0 | 5,898,000 | +5,898,000 |
| BROADCOM INC | 0 | 5,510,227 | +5,510,227 | 0 | 1,907,089,565 | +1,907,089,565 |
| MARVELL TECHNOLOGY INC | 0 | 2,079,046 | +2,079,046 | 0 | 176,677,329 | +176,677,329 |
| AGORA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| BEYOND MEAT INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AMC ENTMT HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| HERTZ GLOBAL HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| OLAPLEX HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CHARGEPOINT HOLDINGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| HERTZ GLOBAL HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MOBILEYE GLOBAL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| STITCH FIX INC | 0 | 0 | 0 | 0 | 0 | 0 |
| FUTU HLDGS LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | 0 | 67,226 | +67,226 | 0 | 3,337,771 | +3,337,771 |
| LUCID GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| JOYY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PLUG POWER INC | 0 | 0 | 0 | 0 | 0 | 0 |
| RINGCENTRAL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| KLARNA GROUP PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| QUANTUMSCAPE CORP | 0 | 3,694,995 | +3,694,995 | 0 | 38,501,848 | +38,501,848 |
| PELOTON INTERACTIVE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MEDICAL PROPERTIES TRUST INC | 0 | 4,525,398 | +4,525,398 | 0 | 22,626,990 | +22,626,990 |
| ZILLOW GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| UIPATH INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TESLA INC | 0 | 1,641,406 | +1,641,406 | 0 | 738,173,107 | +738,173,107 |
| GE VERNOVA INC | 0 | 3,370,174 | +3,370,174 | 0 | 2,202,644,620 | +2,202,644,620 |
| NOVAVAX INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CARIS LIFE SCIENCES INC | 0 | 9,819,992 | +9,819,992 | 0 | 264,943,384 | +264,943,384 |
| UPSTART HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PINTEREST INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ZILLOW GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ENPHASE ENERGY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC D | 0 | 139,498 | +139,498 | 0 | 299,387,818 | +299,387,818 |
| CHAGEE HLDGS LTD | 0 | 3,174,115 | +3,174,115 | 0 | 36,914,957 | +36,914,957 |
| THE TRADE DESK INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ARM HOLDINGS PLC | 0 | 2,300,000 | +2,300,000 | 0 | 251,413,000 | +251,413,000 |
| REDDIT INC | 0 | 5,550,241 | +5,550,241 | 0 | 1,275,833,901 | +1,275,833,901 |
| SKYWORKS SOLUTIONS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| VISTRA CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| SYNOPSYS INC | 0 | 1,656,489 | +1,656,489 | 0 | 778,086,013 | +778,086,013 |
| SEA LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| NVIDIA CORPORATION | 0 | 9,203,338 | +9,203,338 | 0 | 1,716,422,538 | +1,716,422,538 |
| APPLOVIN CORP | 0 | 2,185,747 | +2,185,747 | 0 | 1,472,800,044 | +1,472,800,044 |
| CADENCE DESIGN SYSTEM INC | 0 | 0 | 0 | 0 | 0 | 0 |
| FIGMA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WEBULL CORP | 0 | 74,334 | +74,334 | 0 | 577,575 | +577,575 |
| HINGE HEALTH INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PAYPAL HLDGS INC | 0 | 1,697,505 | +1,697,505 | 0 | 99,100,342 | +99,100,342 |
| KKR & CO INC | 0 | 0 | 0 | 0 | 0 | 0 |
| EATON CORP PLC | 0 | 4,721,223 | +4,721,223 | 0 | 1,503,756,739 | +1,503,756,739 |
| ATLASSIAN CORPORATION | 0 | 0 | 0 | 0 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| META PLATFORMS INC | 0 | 3,781,949 | +3,781,949 | 0 | 2,496,426,714 | +2,496,426,714 |
| ORACLE CORP | 0 | 4,440,008 | +4,440,008 | 0 | 865,401,960 | +865,401,960 |
| INTUIT | 0 | 0 | 0 | 0 | 0 | 0 |
| COREWEAVE INC | 0 | 0 | 0 | 0 | 0 | 0 |