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
101
$1.29M 0.01%
+47,898
102
$1.28M 0.01%
+84,879
103
$1.27M 0.01%
16,853
-28,363
104
$1.26M 0.01%
38,047
-77,797
105
$1.25M 0.01%
+40,201
106
$1.25M 0.01%
+35,819
107
$1.25M 0.01%
10,697
-34,576
108
$1.24M 0.01%
+25,481
109
$1.21M 0.01%
+49,558
110
$1.19M 0.01%
+37,848
111
$1.19M 0.01%
+15,252
112
$1.18M 0.01%
+8,026
113
$1.16M 0.01%
23,458
-118,993
114
$1.15M 0.01%
+25,574
115
$1.13M 0.01%
+79,772
116
$1.12M 0.01%
+22,188
117
$1.11M 0.01%
+59,410
118
$1.11M 0.01%
18,153
-41,320
119
$1.1M 0.01%
+18,821
120
$1.04M 0.01%
+250,980
121
$1.04M 0.01%
+14,242
122
$1.01M 0.01%
+12,952
123
$1.01M 0.01%
+13,466
124
$1M 0.01%
+11,548
125
$982K 0.01%
28,428
-113,994
3 4
5
6 7