Coatue Management

Coatue Management Portfolio holdings

AUM $40B
1-Year Est. Return 75.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+75.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
+$902M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$534M
2
+$308M
3
+$279M
4
DT icon
Dynatrace
DT
+$208M
5
SMAR
Smartsheet Inc.
SMAR
+$194M

Top Sells

1
+$372M
2
+$274M
3
+$271M
4
UBER icon
Uber
UBER
+$233M
5
XYZ
Block Inc
XYZ
+$199M

Sector Composition

1 Technology 40.61%
2 Communication Services 26.33%
3 Consumer Discretionary 13.91%
4 Financials 8.13%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-211,299
477
– –
-50,125
478
– –
-848,516
479
– –
-137,150
480
– –
-138,911
481
– –
-12,632
482
– –
-105,378
483
– –
-139,662
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