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
$7.02B
AUM Growth
-$997M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$518M
2
+$178M
3
+$54.4M
4
TREE icon
LendingTree
TREE
+$48.3M
5
GEN icon
Gen Digital
GEN
+$38.8M

Top Sells

1
+$378M
2
+$306M
3
+$202M
4
AMZN icon
Amazon
AMZN
+$175M
5
META icon
Meta Platforms (Facebook)
META
+$166M

Sector Composition

1 Communication Services 39.66%
2 Technology 27.85%
3 Consumer Discretionary 14.15%
4 Real Estate 8.22%
5 Financials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.09M 0.13%
191,433
+94,513
52
$9.03M 0.13%
776,653
53
$8.5M 0.12%
233,231
54
$7.27M 0.1%
8,375
55
$5.6M 0.08%
618,433
-580,038
56
$1.61M 0.02%
148,157
57
– –
-916,318
58
– –
-1,869,375
59
– –
-1,118,911
60
– –
-15,145
61
– –
-1,726,386
62
– –
-425,563
63
– –
-136,583
64
– –
-519,732
65
– –
-292,700
66
– –
-1,822,894
1 2
3