Coatue Management

Coatue Management Portfolio holdings

AUM $40.8B
1-Year Est. Return 101.9%
This Quarter Est. Return
1 Year Est. Return
+101.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.8B
AUM Growth
+$4.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$471M
3
+$323M
4
DOCU icon
DocuSign
DOCU
+$288M
5
ISRG icon
Intuitive Surgical
ISRG
+$174M

Top Sells

1
+$461M
2
+$456M
3
+$214M
4
META icon
Meta Platforms (Facebook)
META
+$192M
5
UBER icon
Uber
UBER
+$177M

Sector Composition

1 Technology 46.38%
2 Communication Services 16.83%
3 Consumer Discretionary 15.47%
4 Industrials 7.26%
5 Healthcare 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.4M 0.06%
+1,061,714
77
$12.2M 0.05%
157,774
-203,080
78
$11.8M 0.05%
446,493
79
$11.1M 0.05%
+216,010
80
$10.5M 0.04%
185,681
-296,590
81
$7.29M 0.03%
+1,519,594
82
$6.72M 0.03%
404,846
-41,637
83
$5.4M 0.02%
161,567
-145,252
84
$5.2M 0.02%
348,119
-537,556
85
$4.86M 0.02%
205,737
-511,741
86
$3.4M 0.01%
46,352
-241,774
87
$2.52M 0.01%
+47,291
88
$1.67M 0.01%
27,168
89
$1.65M 0.01%
+30,161
90
$1.61M 0.01%
+178,670
91
$1.31M 0.01%
+75,000
92
$1.31M 0.01%
147,247
-343,393
93
$1.06M ﹤0.01%
40,498
-133,422
94
$739K ﹤0.01%
34,741
-221,430
95
$724K ﹤0.01%
275,427
-621,529
96
$660K ﹤0.01%
+5,545
97
$646K ﹤0.01%
117,801
-644,294
98
$475K ﹤0.01%
16,431
-235,755
99
$470K ﹤0.01%
131,606
-1,211,204
100
$386K ﹤0.01%
151,842
-1,264,968
1 2 3
4
5