Coatue Management

Coatue Management Portfolio holdings

AUM $35.9B
1-Year Est. Return 94%
This Quarter Est. Return
1 Year Est. Return
+94%
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
+$520M
2
+$349M
3
+$285M
4
DT icon
Dynatrace
DT
+$240M
5
SMAR
Smartsheet Inc.
SMAR
+$211M

Top Sells

1
+$388M
2
+$292M
3
+$271M
4
UBER icon
Uber
UBER
+$234M
5
XYZ
Block Inc
XYZ
+$195M

Sector Composition

1 Technology 41.19%
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
51
$4.71M 0.04%
+95,269
52
$4.67M 0.04%
146,972
+116,084
53
$4.67M 0.04%
84,691
+59,373
54
$4.54M 0.04%
49,875
+31,725
55
$4.48M 0.04%
54,636
+31,780
56
$4.12M 0.03%
25,156
-16,854
57
$3.9M 0.03%
136,581
+120,007
58
$3.84M 0.03%
3,429,321
+1,559,687
59
$3.83M 0.03%
164,298
-1,086,997
60
$3.33M 0.03%
97,512
+88,878
61
$3.01M 0.02%
55,827
+40,062
62
$2.95M 0.02%
20,195
+13,746
63
$2.85M 0.02%
195,808
+158,011
64
$2.83M 0.02%
44,816
-29,859
65
$2.63M 0.02%
+24,297
66
$2.57M 0.02%
+61,400
67
$2.39M 0.02%
+82,560
68
$2.32M 0.02%
136,320
-2,216,430
69
$2.1M 0.02%
+118,546
70
$2.06M 0.02%
16,839
-72,462
71
$2.05M 0.02%
+34,732
72
$2.05M 0.02%
+63,460
73
$2.04M 0.02%
337,029
-263,027
74
$2.03M 0.02%
121,300
-32,900
75
$1.99M 0.02%
+28,846
1 2
3
4 5