← Back to Leaderboard
C

Coatue Management LLC

13F Institution CIK 0001135730 — SEC EDGAR →
$36.53B
Portfolio Value
56
Holdings
196.9M
Total Shares
Q4 2025
Report Period

Congress Overlap

Congress members who traded these same stocks in the last 90 days:

Gilbert Cisneros sell DASH Gilbert Cisneros buy ETN April Mcclain Delaney buy CHRW Scott Scott Franklin buy GOOG Gilbert Cisneros buy MSFT Gilbert Cisneros sell TSLA Gilbert Cisneros buy META Gilbert Cisneros sell APP Gilbert Cisneros sell AMD Josh Gottheimer sell MSFT Josh Gottheimer buy MSFT April Mcclain Delaney buy CHRW Richard W. Allen buy AVGO Byron Donalds buy NFLX April Mcclain Delaney buy CHRW Gilbert Cisneros buy SNOW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW April Mcclain Delaney buy CHRW

Portfolio Holdings

72 positions sorted by value

# Ticker Company Shares Value % Portfolio
1 LRCX - 9,441,603 $4,091,329,827 11.20%
2 MU - 3,142,269 $3,627,089,685 9.93%
3 GEV - 2,558,164 $3,005,484,557 8.23%
4 AMZN - 11,834,799 $2,820,705,995 7.72%
5 AVGO - 5,846,831 $2,208,640,410 6.05%
6 ETN - 4,968,415 $2,117,140,999 5.79%
7 GOOGL - 4,856,251 $1,735,478,421 4.75%
8 INTC - 12,084,027 $1,687,292,689 4.62%
9 CBRS - 7,011,028 $1,549,437,188 4.24%
10 META - 2,526,048 $1,422,897,577 3.89%
11 EQIX - 1,273,517 $1,327,501,387 3.63%
12 CEG - 4,632,475 $1,150,567,816 3.15%
13 FPS - 20,501,387 $1,145,207,477 3.13%
14 HUT - 9,715,476 $1,121,603,127 3.07%
15 MSFT - 2,936,409 $1,095,339,285 3.00%
16 ORCL-PD - 4,440,008 $865,401,960 2.37%
17 NTRA - 2,505,090 $680,006,681 1.86%
18 APP - 1,171,189 $603,431,708 1.65%
19 SPOT - 1,310,632 $601,750,470 1.65%
20 ASMLF - 295,406 $587,692,513 1.61%
21 SNOW - 2,480,963 $544,224,044 1.49%
22 RDDT - 2,789,891 $484,269,280 1.33%
23 NU - 29,333,576 $391,896,575 1.07%
24 NFLX - 4,710,420 $336,323,988 0.92%
25 GOOG - 908,395 $320,963,205 0.88%
26 ISRG - 793,704 $315,640,206 0.86%
27 ADBE - 874,150 $305,943,759 0.84%
28 FCNCA - 139,498 $290,266,043 0.79%
29 VRT - 806,594 $270,063,803 0.74%
30 V - 718,753 $217,235,907 0.59%
31 CVNA - 3,278,865 $215,814,895 0.59%
32 MTZ - 517,250 $215,207,036 0.59%
33 MRVL - 2,079,046 $176,677,329 0.48%
34 CAI - 9,819,992 $174,992,258 0.48%
35 SNPS - 317,465 $141,611,612 0.39%
36 SOLS - 1,654,589 $126,013,498 0.34%
37 GNRC - 390,513 $114,346,112 0.31%
38 DASH - 524,792 $96,839,868 0.27%
39 CHRW - 573,010 $95,159,771 0.26%
40 AXON - 155,387 $88,248,939 0.24%
41 INFY - 4,574,706 $81,521,261 0.22%
42 ENPH - 1,556,941 $76,663,775 0.21%
43 BAH - 1,083,410 $65,730,485 0.18%
44 AMD - 95,987 $55,759,808 0.15%
45 PYPL - 1,243,590 $53,698,216 0.15%
46 CHA - 3,174,115 $36,914,957 0.10%
47 NVAX - 3,836,986 $36,144,408 0.10%
48 FIX - 17,793 $35,264,836 0.10%
49 SPGI - 63,451 $33,158,858 0.09%
50 MCO - 64,260 $32,827,221 0.09%
51 QS - 4,294,995 $32,470,162 0.09%
52 UPST - 870,947 $30,857,652 0.08%
53 AGX - 36,101 $28,828,454 0.08%
54 TSLA - 59,963 $25,220,437 0.07%
55 PINS - 1,197,780 $25,189,313 0.07%
56 ABR - 4,196,885 $22,747,117 0.06%
57 PATH - 1,961,365 $21,320,038 0.06%
58 MPW - 4,525,398 $20,907,339 0.06%
59 RNG - 411,351 $16,034,462 0.04%
60 PTON - 2,500,000 $14,775,000 0.04%
61 Z - 328,189 $10,295,289 0.03%
62 NAVN - 599,280 $10,235,702 0.03%
63 PLUG - 2,545,243 $6,897,609 0.02%
64 MRNA - 200,000 $5,898,000 0.02%
65 SFIX - 735,373 $3,022,383 0.01%
66 OLPX - 1,264,968 $2,593,184 0.01%
67 BRRR - 67,226 $2,582,823 0.01%
68 LCID - 295,393 $1,976,179 0.01%
69 CHPT - 154,086 $910,648 0.00%
70 BULL - 74,334 $577,575 0.00%
71 HTZWW - 468,814 $511,007 0.00%
72 BYND - 299,885 $224,914 0.00%