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
76
$1.98M 0.02%
+18,148
77
$1.9M 0.02%
6,477
+3,973
78
$1.84M 0.01%
40,116
-397,962
79
$1.82M 0.01%
7,851
-7,871
80
$1.81M 0.01%
+65,372
81
$1.8M 0.01%
63,001
+49,906
82
$1.8M 0.01%
121,043
+99,284
83
$1.74M 0.01%
32,148
+25,170
84
$1.66M 0.01%
+4,063
85
$1.62M 0.01%
+63,423
86
$1.59M 0.01%
43,392
+5,484
87
$1.58M 0.01%
10,272
-6,121
88
$1.54M 0.01%
4,082
+2,379
89
$1.49M 0.01%
+63,483
90
$1.47M 0.01%
87,344
+73,721
91
$1.44M 0.01%
+10,762
92
$1.42M 0.01%
+17,045
93
$1.42M 0.01%
+60,430
94
$1.38M 0.01%
+6,068
95
$1.33M 0.01%
+32,717
96
$1.33M 0.01%
39,763
-20,209
97
$1.33M 0.01%
+60,977
98
$1.32M 0.01%
+29,176
99
$1.31M 0.01%
10,515
-10,701
100
$1.3M 0.01%
54,724
+9,689
2 3
4
5 6