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
$25.5B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.36B
2
+$770M
3
+$620M
4
AVGO icon
Broadcom
AVGO
+$552M
5
PYPL icon
PayPal
PYPL
+$537M

Top Sells

1
+$2.65B
2
+$1.03B
3
+$743M
4
META icon
Meta Platforms (Facebook)
META
+$638M
5
AAPL icon
Apple
AAPL
+$471M

Sector Composition

1 Technology 47.03%
2 Communication Services 14.99%
3 Consumer Discretionary 14.51%
4 Industrials 8.53%
5 Financials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.44M 0.04%
843,262
+664,592
77
$8.47M 0.03%
80,484
+74,939
78
$8.42M 0.03%
+295,393
79
$7.5M 0.03%
428,019
+23,173
80
$7.26M 0.03%
1,519,594
81
$6.25M 0.02%
161,567
82
$5.86M 0.02%
+154,088
83
$5.43M 0.02%
173,920
+133,422
84
$2.86M 0.01%
644,294
+526,493
85
$2.84M 0.01%
343,393
+196,146
86
$2.79M 0.01%
19,419
-1,010,346
87
$2.43M 0.01%
1,264,968
+1,113,126
88
$1.59M 0.01%
603,767
+472,161
89
$887K ﹤0.01%
353,353
+77,926
90
$849K ﹤0.01%
+228,136
91
$836K ﹤0.01%
+106,823
92
– –
-2,444,368
93
– –
-305,104
94
– –
-591,603
95
– –
-473,161
96
– –
-1,446,802
97
– –
-4,436,901
98
– –
-2,000,466
99
– –
-186,048
100
– –
-5,732,133
1 2 3
4
5