Coatue Management’s SolarEdge SEDG Stock Holding History

Coatue Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-43,500	Closed	-$704K	–	78
2025 Q1	$704K	Hold	43,500	–	–	﹤0.01%	68
2024 Q4	$592K	Hold	43,500	–	–	﹤0.01%	67
2024 Q3	$997K	Hold	43,500	–	–	﹤0.01%	79
2024 Q2	$1.1M	Buy	+43,500	New	+$2.26M	﹤0.01%	71
2024 Q1	–	Sell	-676,475	Closed	-$63.3M	–	113
2023 Q4	$63.3M	Hold	676,475	–	–	0.27%	47
2023 Q3	$87.6M	Buy	676,475 +549,091	+431%	+$105M	0.44%	32
2023 Q2	$34.3M	Buy	+127,384	New	+$36.5M	0.17%	51

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coatue Management's SEDG Position: Q2 2025 in Review

Coatue Management sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 43,500 shares — an estimated $704K sold.

Coatue Management first reported a position in SEDG in Q2 2023 and held it in 7 quarters. The position peaked at $87.6M in Q3 2023. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

Coatue Management reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
Coatue Management sold 43,500 SolarEdge shares in Q2 2025, an estimated $704K.
Coatue Management first reported a position in SolarEdge in Q2 2023 and held it in 7 quarters.
Coatue Management's SolarEdge position peaked at $87.6M in Q3 2023.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Coatue Management's 13F filing for Q2 2025, filed 14 Aug 2025.