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
$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
126
$966K 0.01%
+2,547
127
$958K 0.01%
+35,780
128
$956K 0.01%
+34,970
129
$947K 0.01%
+11,006
130
$936K 0.01%
+16,383
131
$935K 0.01%
+8,429
132
$928K 0.01%
58,937
-474,650
133
$914K 0.01%
+10,471
134
$912K 0.01%
+25,254
135
$901K 0.01%
+9,793
136
$897K 0.01%
+22,699
137
$885K 0.01%
+24,656
138
$875K 0.01%
+7,988
139
$873K 0.01%
+9,967
140
$866K 0.01%
+74,146
141
$851K 0.01%
+10,002
142
$845K 0.01%
+13,022
143
$834K 0.01%
7,648
-1,570
144
$831K 0.01%
+2,551
145
$806K 0.01%
+5,564
146
$805K 0.01%
+2,947
147
$797K 0.01%
+5,847
148
$787K 0.01%
17,760
-143,070
149
$787K 0.01%
+5,107
150
$785K 0.01%
+30,210
4 5
6
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