COATUE MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 45.75M | $765.86M |
 | NFLX | 10.86M | $1.02B |
 | CHYM | 10.07M | $253.51M |
 | AMZN | 9.93M | $2.29B |
 | CAI | 9.82M | $264.94M |
 | LRCX | 9.81M | $1.68B |
 | NVDA | 9.20M | $1.72B |
 | TSM | 8.63M | $2.62B |
 | GOOGL | 6.84M | $2.14B |
 | RKT | 6.75M | $130.62M |
 | AMAT | 5.98M | $1.54B |
 | CEG | 5.91M | $2.09B |
 | RDDT | 5.55M | $1.28B |
 | AVGO | 5.51M | $1.91B |
 | MSFT | 5.17M | $2.50B |
 | ETN | 4.72M | $1.50B |
 | INFY | 4.57M | $81.52M |
 | MPW | 4.53M | $22.63M |
 | ORCL | 4.44M | $865.40M |
 | DASH | 4.37M | $988.67M |
Nu Holdings Ltd.
NU
Shares Held
45.75M
Value
$765.86M
Netflix, Inc.
NFLX
Shares Held
10.86M
Value
$1.02B
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
10.07M
Value
$253.51M
Amazon.com, Inc.
AMZN
Shares Held
9.93M
Value
$2.29B
Caris Life Sciences, Inc.
CAI
Shares Held
9.82M
Value
$264.94M
Lam Research Corporation
LRCX
Shares Held
9.81M
Value
$1.68B
NVIDIA Corporation
NVDA
Shares Held
9.20M
Value
$1.72B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
8.63M
Value
$2.62B
Alphabet Inc.
GOOGL
Shares Held
6.84M
Value
$2.14B
Rocket Companies, Inc.
RKT
Shares Held
6.75M
Value
$130.62M
Applied Materials, Inc.
AMAT
Shares Held
5.98M
Value
$1.54B
Constellation Energy Corporation
CEG
Shares Held
5.91M
Value
$2.09B
Reddit, Inc.
RDDT
Shares Held
5.55M
Value
$1.28B
Broadcom Inc.
AVGO
Shares Held
5.51M
Value
$1.91B
Microsoft Corporation
MSFT
Shares Held
5.17M
Value
$2.50B
Eaton Corporation plc
ETN
Shares Held
4.72M
Value
$1.50B
Infosys Limited
INFY
Shares Held
4.57M
Value
$81.52M
Medical Properties Trust, Inc.
MPW
Shares Held
4.53M
Value
$22.63M
Oracle Corporation
ORCL
Shares Held
4.44M
Value
$865.40M
DoorDash, Inc.
DASH
Shares Held
4.37M
Value
$988.67M