StockDriftsStockDriftsTop 50 COATUE MANAGEMENT LLC Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.8% | 9.28M | $3.14B | +7.58% (+654.02K) | $150.71 | 2026-03-31 |
| GEV | GE VERNOVA INC | 7.73% | 2.57M | $2.25B | -23.67% (-797.82K) | $163.29 | 2026-03-31 |
| LRCX | LAM RESEARCH CORP | 7.39% | 10.04M | $2.15B | +2.43% (+237.94K) | $69.19 | 2026-03-31 |
| AMAT | APPLIED MATLS INC | 6.17% | 5.25M | $1.79B | -12.30% (-736.13K) | $210.18 | 2026-03-31 |
| AVGO | BROADCOM INC | 5.86% | 5.50M | $1.70B | -0.12% (-6.38K) | $139.64 | 2026-03-31 |
| ETN | EATON CORP PLC | 5.85% | 4.75M | $1.70B | +0.58% (+27.27K) | $222.96 | 2026-03-31 |
| AMZN | AMAZON COM INC | 5.68% | 7.93M | $1.65B | -20.15% (-2.00M) | $136.56 | 2026-03-31 |
| META | META PLATFORMS INC | 5.54% | 2.81M | $1.61B | -25.65% (-969.89K) | $227.79 | 2026-03-31 |
| CEG | CONSTELLATION ENERGY CORP | 4.45% | 4.63M | $1.29B | -21.58% (-1.27M) | $197.50 | 2026-03-31 |
| GOOGL | ALPHABET INC | 4.27% | 4.31M | $1.24B | -36.95% (-2.53M) | $189.41 | 2026-03-31 |
| NVDA | NVIDIA CORPORATION | 3.8% | 6.33M | $1.10B | -31.20% (-2.87M) | $44.80 | 2026-03-31 |
| EQIX | EQUINIX INC | 3.68% | 1.09M | $1.07B | new | $873.20 | 2026-03-31 |
| MSFT | MICROSOFT CORP | 3.16% | 2.48M | $918.03M | -52.05% (-2.69M) | $353.77 | 2026-03-31 |
| NFLX | NETFLIX INC. | 2.28% | 6.89M | $662.82M | -36.53% (-3.97M) | $66.70 | 2026-03-31 |
| ASML | ASML HLDG NV | 2.26% | 496.23K | $655.44M | new | $1195.34 | 2026-03-31 |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.2% | 1.32M | $640.52M | -46.10% (-1.13M) | $491.75 | 2026-03-31 |
| APP | APPLOVIN CORP | 1.77% | 1.29M | $513.42M | -40.98% (-895.74K) | $161.66 | 2026-03-31 |
| NTRA | NATERA INC | 1.75% | 2.54M | $508.34M | -3.47% (-91.49K) | $193.08 | 2026-03-31 |
| NU | NU HLDGS LTD | 1.45% | 29.33M | $421.52M | -35.88% (-16.42M) | $8.72 | 2026-03-31 |
| ISRG | INTUITIVE SURGICAL INC | 1.36% | 855.23K | $394.25M | +5.95% (+47.99K) | $365.10 | 2026-03-31 |
| RDDT | REDDIT INC | 1.29% | 2.79M | $375.66M | -49.73% (-2.76M) | $118.09 | 2026-03-31 |
| GOOG | ALPHABET INC | 1.1% | 1.12M | $320.10M | -44.22% (-884.65K) | $196.05 | 2026-03-31 |
| SNPS | SYNOPSYS INC | 1.04% | 761.76K | $302.02M | -54.01% (-894.73K) | $471.69 | 2026-03-31 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.9% | 139.50K | $262.91M | +0.00% (+0) | $1181.35 | 2026-03-31 |
| VRT | VERTIV HOLDINGS CO | 0.85% | 981.63K | $245.98M | +18.42% (+152.69K) | $56.57 | 2026-03-31 |
| V | VISA INC | 0.75% | 718.75K | $217.24M | new | $326.47 | 2026-03-31 |
| CVNA | CARVANA CO | 0.74% | 681.00K | $214.09M | -65.22% (-1.28M) | $262.22 | 2026-03-31 |
| CHYM | CHIME FINL INC | 0.65% | 10.07M | $188.65M | +0.00% (+0) | $34.51 | 2026-03-31 |
| MTZ | MASTEC INC | 0.65% | 583.60K | $187.77M | -13.91% (-94.31K) | $215.09 | 2026-03-31 |
| QCOM | QUALCOMM INC | 0.61% | 1.39M | $178.66M | new | $163.46 | 2026-03-31 |
| CAI | CARIS LIFE SCIENCES INC | 0.6% | 9.82M | $175.58M | +0.00% (+0) | $26.72 | 2026-03-31 |
| SOLS | SOLSTICE ADVANCED MATLS INC | 0.43% | 1.65M | $126.01M | new | $62.37 | 2026-03-31 |
| CHRW | C H ROBINSON WORLDWIDE IN | 0.33% | 573.01K | $95.16M | +68.03% (+231.99K) | $153.40 | 2026-03-31 |
| SFM | SPROUTS FMRS MKT INC | 0.32% | 1.20M | $92.85M | +100.00% (+601.89K) | $86.32 | 2026-03-31 |
| DASH | DOORDASH INC | 0.29% | 551.81K | $82.85M | -87.36% (-3.81M) | $199.73 | 2026-03-31 |
| GNRC | GENERAC HLDGS INC | 0.26% | 390.51K | $76.28M | +5.77% (+21.30K) | $143.16 | 2026-03-31 |
| ENPH | ENPHASE ENERGY INC | 0.21% | 1.65M | $62.31M | new | $104.99 | 2026-03-31 |
| PYPL | PAYPAL HLDGS INC | 0.19% | 1.24M | $56.25M | -26.74% (-453.92K) | $66.39 | 2026-03-31 |
| MU | MICRON TECHNOLOGY INC | 0.19% | 165.93K | $56.06M | new | $311.63 | 2026-03-31 |
| ABR | ARBOR REALTY TRUST INC | 0.11% | 4.20M | $32.36M | new | $7.74 | 2026-03-31 |
| TTD | THE TRADE DESK INC | 0.11% | 1.39M | $31.47M | new | $62.96 | 2026-03-31 |
| NVAX | NOVAVAX INC | 0.11% | 3.84M | $31.23M | new | $11.20 | 2026-03-31 |
| PINS | PINTEREST INC | 0.11% | 1.68M | $30.79M | new | $35.07 | 2026-03-31 |
| Z | ZILLOW GROUP INC | 0.11% | 739.70K | $30.61M | new | $73.97 | 2026-03-31 |
| QS | QUANTUMSCAPE CORP | 0.09% | 4.29M | $27.40M | +16.24% (+600.00K) | $7.40 | 2026-03-31 |
| PATH | UIPATH INC | 0.09% | 2.27M | $25.19M | new | $40.25 | 2026-03-31 |
| UPST | UPSTART HLDGS INC | 0.08% | 870.95K | $22.34M | new | $48.92 | 2026-03-31 |
| TSLA | TESLA INC | 0.08% | 58.84K | $21.87M | -96.42% (-1.58M) | $184.40 | 2026-03-31 |
| MPT | MEDICAL PROPERTIES TRUST INC | 0.07% | 4.53M | $20.95M | +0.00% (+0) | $5.67 | 2026-03-31 |
| RNG | RINGCENTRAL INC | 0.05% | 411.35K | $15.30M | new | $103.16 | 2026-03-31 |
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