COATUE MANAGEMENT LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$22.6B
Holdings
81
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RIVNRIVIAN AUTOMOTIVE INC | 35,226,301 | $3.7T | 16196.87% | |
| 2 | TSLATESLA INC | 1,479,068 | $1.6T | 6931.07% | |
| 3 | MRNAMODERNA INC | 4,287,003 | $1.1T | 4828.15% | |
| 4 | DISDISNEY WALT CO | 5,796,739 | $897.9B | 3981.38% | |
| 5 | AMZNAMAZON COM INC | 267,348 | $891.4B | 3952.88% | |
| 6 | BZKANZHUN LIMITED | 23,074,632 | $804.8B | 3568.93% | |
| 7 | METAMETA PLATFORMS INC | 2,366,415 | $795.9B | 3529.47% | |
| 8 | SNOWSNOWFLAKE INC | 2,096,373 | $710.1B | 3149.02% | |
| 9 | MSFTMICROSOFT CORP | 1,969,224 | $662.3B | 2936.80% | |
| 10 | 0C3ENDEAVOR GROUP HLDGS INC | 17,862,184 | $623.2B | 2763.52% | |
| 11 | LRCXEURLAM RESEARCH CORP | 860,025 | $618.5B | 2742.57% | |
| 12 | PFEPFIZER INC | 10,311,917 | $608.9B | 2700.14% | |
| 13 | NFLXNETFLIX INC | 931,252 | $561.0B | 2487.76% | |
| 14 | JDJD.COM INC | 7,145,584 | $500.7B | 2220.22% | |
| 15 | CFLTCONFLUENT INC | 6,472,072 | $493.4B | 2188.03% | |
| 16 | PYPLPAYPAL HLDGS INC | 2,598,586 | $490.0B | 2173.00% | |
| 17 | SESEA LTD | 2,186,304 | $489.1B | 2168.81% | |
| 18 | VVISA INC | 2,246,685 | $486.9B | 2158.98% | |
| 19 | XYZBLOCK INC | 2,719,924 | $439.3B | 1947.98% | |
| 20 | DASHDOORDASH INC | 2,932,870 | $436.7B | 1936.49% | |
| 21 | NVDANVIDIA CORPORATION | 1,182,260 | $347.7B | 1541.88% | |
| 22 | SHOPSHOPIFY INC | 233,490 | $321.6B | 1426.11% | |
| 23 | RBLXROBLOX CORP | 2,963,221 | $305.7B | 1355.51% | |
| 24 | AMATAPPLIED MATLS INC | 1,889,195 | $297.3B | 1318.25% | |
| 25 | MAMASTERCARD INCORPORATED | 777,508 | $279.4B | 1238.83% | |
| 26 | BNTXBIONTECH SE | 1,057,661 | $272.7B | 1209.08% | |
| 27 | UBERUBER TECHNOLOGIES INC | 5,914,797 | $248.0B | 1099.74% | |
| 28 | BEKEKE HLDGS INC | 12,071,862 | $242.9B | 1077.03% | |
| 29 | CRWDCROWDSTRIKE HLDGS INC | 1,096,807 | $224.6B | 995.82% | |
| 30 | BBWIBATH & BODY WORKS INC | 3,214,424 | $224.3B | 994.77% | |
| 31 | AVGOBROADCOM INC | 317,584 | $211.3B | 937.08% | |
| 32 | DIDIYDIDI GLOBAL INC | 40,485,696 | $201.6B | 894.04% | |
| 33 | ZMZOOM VIDEO COMMUNICATIONS IN | 950,652 | $174.8B | 775.27% | |
| 34 | GPNGLOBAL PMTS INC | 1,293,332 | $174.8B | 775.27% | |
| 35 | XPEVXPENG INC | 3,459,808 | $174.1B | 772.16% | |
| 36 | GTLBGITLAB INC | 1,951,923 | $169.8B | 753.02% | |
| 37 | RUNSUNRUN INC | 3,960,982 | $135.9B | 602.45% | |
| 38 | PODDINSULET CORP | 505,697 | $134.6B | 596.64% | |
| 39 | SNAPSNAP INC | 2,419,342 | $113.8B | 504.54% | |
| 40 | DDLDINGDONG CAYMAN LTD | 7,029,666 | $113.7B | 504.05% | |
| 41 | PLANUSDANAPLAN INC | 2,382,943 | $109.3B | 484.49% | |
| 42 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 858,277 | $103.3B | 457.89% | |
| 43 | FSLYFASTLY INC | 2,633,645 | $93.4B | 414.00% | |
| 44 | AFRMAFFIRM HLDGS INC | 866,820 | $87.2B | 386.53% | |
| 45 | ZZILLOW GROUP INC | 1,304,329 | $83.3B | 369.29% | |
| 46 | BLNDBLEND LABS INC | 11,236,100 | $82.5B | 365.71% | |
| 47 | LILI AUTO INC | 2,418,246 | $77.6B | 344.22% | |
| 48 | —NIKOLA CORP | 7,389,005 | $72.9B | 323.39% | |
| 49 | BILLBILL COM HLDGS INC | 289,074 | $72.0B | 319.37% | |
| 50 | ATVIEURACTIVISION BLIZZARD INC | 900,000 | $59.9B | 265.51% | |
| 51 | VSCOVICTORIAS SECRET AND CO | 1,071,472 | $59.5B | 263.89% | |
| 52 | HUBSHUBSPOT INC | 67,523 | $44.5B | 197.36% | |
| 53 | PINSPINTEREST INC | 1,192,089 | $43.3B | 192.15% | |
| 54 | ZGZILLOW GROUP INC | 472,879 | $29.4B | 130.47% | |
| 55 | GHGUARDANT HEALTH INC | 261,603 | $26.2B | 116.02% | |
| 56 | 0VVBVIACOMCBS INC | 855,209 | $25.8B | 114.45% | |
| 57 | —SINGULAR GENOMICS SYSTEMS IN | 2,119,614 | $24.5B | 108.65% | |
| 58 | FUTUFUTU HLDGS LTD | 511,801 | $22.2B | 98.27% | |
| 59 | BABAALIBABA GROUP HLDG LTD | 179,657 | $21.3B | 94.63% | |
| 60 | APPNAPPIAN CORP | 299,180 | $19.5B | 86.51% | |
| 61 | —RIBBIT LEAP LTD | 1,830,000 | $18.2B | 80.66% | |
| 62 | APIAGORA INC | 1,095,612 | $17.8B | 78.75% | |
| 63 | DC4DEXCOM INC | 29,586 | $15.9B | 70.44% | |
| 64 | PTONPELOTON INTERACTIVE INC | 436,656 | $15.6B | 69.24% | |
| 65 | QSQUANTUMSCAPE CORP | 672,447 | $14.9B | 66.17% | |
| 66 | —SUNLIGHT FINANCIAL HOLDINGS | 2,795,237 | $13.4B | 59.25% | |
| 67 | ABSIABSCI CORPORATION | 1,483,667 | $12.2B | 53.95% | |
| 68 | NTLAINTELLIA THERAPEUTICS INC | 101,762 | $12.0B | 53.35% | |
| 69 | TOSTTOAST INC | 341,949 | $11.9B | 52.63% | |
| 70 | DDOGDATADOG INC | 62,193 | $11.1B | 49.12% | |
| 71 | LSPDLIGHTSPEED COMMERCE INC | 248,572 | $10.1B | 44.56% | |
| 72 | CRBUCARIBOU BIOSCIENCES INC | 557,669 | $8.4B | 37.31% | |
| 73 | HTZWWHERTZ GLOBAL HLDGS INC | 508,063 | $8.1B | 35.94% | |
| 74 | PDDPINDUODUO INC | 132,971 | $7.8B | 34.37% | |
| 75 | SFIXSTITCH FIX INC | 400,750 | $7.6B | 33.62% | |
| 76 | OSCROSCAR HEALTH INC | 964,585 | $7.6B | 33.58% | |
| 77 | MQMARQETA INC | 315,121 | $5.4B | 23.99% | |
| 78 | TWLOTWILIO INC | 17,609 | $4.6B | 20.56% | |
| 79 | CLVTRIP COM GROUP LTD | 160,231 | $3.9B | 17.49% | |
| 80 | —MSD ACQUISITION CORP | 263,849 | $2.7B | 11.89% | |
| 81 | TWTRUSDTWITTER INC | 34,753 | $1.5B | 6.66% |