COATUE MANAGEMENT LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$8.3T
Holdings
81
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 1,409,092 | $948.9B | 11.48% | |
| 2 | MRNAMODERNA INC | 5,706,331 | $815.1B | 9.86% | |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | 18,878,337 | $485.9B | 5.88% | |
| 4 | AMZNAMAZON COM INC | 4,118,580 | $437.4B | 5.29% | |
| 5 | JDJD.COM INC | 6,380,204 | $409.7B | 4.96% | |
| 6 | 0C3ENDEAVOR GROUP HLDGS INC | 16,973,200 | $349.0B | 4.22% | |
| 7 | METAMETA PLATFORMS INC | 2,132,573 | $343.9B | 4.16% | |
| 8 | MSFTMICROSOFT CORP | 1,245,067 | $319.8B | 3.87% | |
| 9 | XYZBLOCK INC | 4,817,454 | $296.1B | 3.58% | |
| 10 | DISDISNEY WALT CO | 3,096,961 | $292.4B | 3.54% | |
| 11 | ENPHENPHASE ENERGY INC | 1,366,593 | $266.8B | 3.23% | |
| 12 | NFLXNETFLIX INC | 1,238,423 | $216.6B | 2.62% | |
| 13 | UBERUBER TECHNOLOGIES INC | 10,183,900 | $208.4B | 2.52% | |
| 14 | BABAALIBABA GROUP HLDG LTD | 1,653,663 | $188.0B | 2.27% | |
| 15 | AVGOBROADCOM INC | 317,584 | $154.3B | 1.87% | |
| 16 | CCIVGBPLUCID GROUP INC | 7,437,661 | $127.6B | 1.54% | |
| 17 | VVISA INC | 632,324 | $124.5B | 1.51% | |
| 18 | SNOWSNOWFLAKE INC | 815,881 | $113.5B | 1.37% | |
| 19 | CRWDCROWDSTRIKE HLDGS INC | 611,850 | $103.1B | 1.25% | |
| 20 | BEKEKE HLDGS INC | 5,048,061 | $90.6B | 1.10% | |
| 21 | BBWIBATH & BODY WORKS INC | 3,214,424 | $86.5B | 1.05% | |
| 22 | GTLBGITLAB INC | 1,610,357 | $85.6B | 1.04% | |
| 23 | PYPLPAYPAL HLDGS INC | 1,220,620 | $85.2B | 1.03% | |
| 24 | DDOGDATADOG INC | 840,069 | $80.0B | 0.97% | |
| 25 | VEEVVEEVA SYS INC | 400,521 | $79.3B | 0.96% | |
| 26 | PATHUIPATH INC | 4,235,394 | $77.0B | 0.93% | |
| 27 | SOFISOFI TECHNOLOGIES INC | 14,529,957 | $76.6B | 0.93% | |
| 28 | ZZILLOW GROUP INC | 2,358,800 | $74.9B | 0.91% | |
| 29 | UPSTUPSTART HLDGS INC | 2,362,290 | $74.7B | 0.90% | |
| 30 | XPEVXPENG INC | 2,265,669 | $71.9B | 0.87% | |
| 31 | NVV1NOVAVAX INC | 1,241,716 | $63.9B | 0.77% | |
| 32 | BNTXBIONTECH SE | 421,590 | $62.9B | 0.76% | |
| 33 | SESEA LTD | 925,132 | $61.9B | 0.75% | |
| 34 | DASHDOORDASH INC | 935,161 | $60.0B | 0.73% | |
| 35 | PINSPINTEREST INC | 3,156,352 | $57.3B | 0.69% | |
| 36 | EFXEQUIFAX INC | 295,362 | $54.0B | 0.65% | |
| 37 | 0VVBPARAMOUNT GLOBAL | 2,180,711 | $53.8B | 0.65% | |
| 38 | MNDYMONDAY COM LTD | 469,309 | $48.4B | 0.59% | |
| 39 | PANWPALO ALTO NETWORKS INC | 95,640 | $47.2B | 0.57% | |
| 40 | DDLDINGDONG CAYMAN LTD | 7,029,666 | $38.9B | 0.47% | |
| 41 | —NIKOLA CORP | 7,391,449 | $35.2B | 0.43% | |
| 42 | WSMWILLIAMS SONOMA INC | 315,147 | $35.0B | 0.42% | |
| 43 | LILI AUTO INC | 887,794 | $34.0B | 0.41% | |
| 44 | VSCOVICTORIAS SECRET AND CO | 1,071,472 | $30.0B | 0.36% | |
| 45 | DOCUDOCUSIGN INC | 502,135 | $28.8B | 0.35% | |
| 46 | SYNASYNAPTICS INC | 234,521 | $27.7B | 0.34% | |
| 47 | QSQUANTUMSCAPE CORP | 3,113,723 | $26.7B | 0.32% | |
| 48 | SNAPSNAP INC | 2,030,446 | $26.7B | 0.32% | |
| 49 | PTONPELOTON INTERACTIVE INC | 2,815,647 | $25.8B | 0.31% | |
| 50 | CLVTRIP COM GROUP LTD | 888,202 | $24.4B | 0.30% | |
| 51 | HCPHASHICORP INC | 815,724 | $24.0B | 0.29% | |
| 52 | ZGZILLOW GROUP INC | 691,885 | $22.0B | 0.27% | |
| 53 | RNGRINGCENTRAL INC | 411,351 | $21.5B | 0.26% | |
| 54 | CFLTCONFLUENT INC | 855,315 | $19.9B | 0.24% | |
| 55 | AMCAMC ENTMT HLDGS INC | 1,430,668 | $19.4B | 0.23% | |
| 56 | SPAQUSDFISKER INC | 2,252,565 | $19.3B | 0.23% | |
| 57 | DNAGINKGO BIOWORKS HOLDINGS INC | 7,937,724 | $18.9B | 0.23% | |
| 58 | MLB1MERCADOLIBRE INC | 29,529 | $18.8B | 0.23% | |
| 59 | —RIBBIT LEAP LTD | 1,830,000 | $18.3B | 0.22% | |
| 60 | GDSGDS HLDGS LTD | 439,039 | $14.7B | 0.18% | |
| 61 | APIAGORA INC | 1,992,568 | $13.1B | 0.16% | |
| 62 | BYNDBEYOND MEAT INC | 490,640 | $11.7B | 0.14% | |
| 63 | CRMSALESFORCE INC | 68,948 | $11.4B | 0.14% | |
| 64 | WDAYWORKDAY INC | 80,714 | $11.3B | 0.14% | |
| 65 | RUNSUNRUN INC | 435,335 | $10.2B | 0.12% | |
| 66 | SHOPSHOPIFY INC | 318,900 | $10.0B | 0.12% | |
| 67 | HTHTHUAZHU GROUP LTD | 260,017 | $9.9B | 0.12% | |
| 68 | —SINGULAR GENOMICS SYSTEMS IN | 2,119,614 | $8.1B | 0.10% | |
| 69 | NVDANVIDIA CORPORATION | 49,413 | $7.5B | 0.09% | |
| 70 | HTZWWHERTZ GLOBAL HLDGS INC | 762,095 | $7.5B | 0.09% | |
| 71 | GMEGAMESTOP CORP NEW | 54,697 | $6.7B | 0.08% | |
| 72 | SFIXSTITCH FIX INC | 1,342,810 | $6.6B | 0.08% | |
| 73 | RBLXROBLOX CORP | 173,102 | $5.7B | 0.07% | |
| 74 | BZKANZHUN LIMITED | 157,191 | $4.1B | 0.05% | |
| 75 | CVNACARVANA CO | 173,800 | $3.9B | 0.05% | |
| 76 | LVSLAS VEGAS SANDS CORP | 100,000 | $3.4B | 0.04% | |
| 77 | DC4DEXCOM INC | 38,052 | $2.8B | 0.03% | |
| 78 | ZMZOOM VIDEO COMMUNICATIONS IN | 20,770 | $2.2B | 0.03% | |
| 79 | PDDPINDUODUO INC | 33,317 | $2.1B | 0.02% | |
| 80 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $1.7B | 0.02% | |
| 81 | GRABGRAB HOLDINGS LIMITED | 400,000 | $1.0B | 0.01% |