StockDriftsStockDriftsTop 50 Coatue Management Llc Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.56% | 8.63M | $2.62B | +6.90% (+556.99K) | $137.81 | 2025-12-31 |
| MSFT | MICROSOFT CORP | 6.26% | 5.17M | $2.50B | +11.39% (+528.93K) | $355.37 | 2025-12-31 |
| META | META PLATFORMS INC | 6.25% | 3.78M | $2.50B | -6.29% (-253.77K) | $232.90 | 2025-12-31 |
| AMZN | AMAZON COM INC | 5.74% | 9.93M | $2.29B | +13.60% (+1.19M) | $136.31 | 2025-12-31 |
| GEV | GE VERNOVA INC | 5.51% | 3.37M | $2.20B | -7.26% (-263.99K) | $163.29 | 2025-12-31 |
| GOOGL | ALPHABET INC | 5.36% | 6.84M | $2.14B | -5.26% (-379.68K) | $189.51 | 2025-12-31 |
| CEG | CONSTELLATION ENERGY CORP | 5.22% | 5.91M | $2.09B | +3.16% (+181.21K) | $197.50 | 2025-12-31 |
| AVGO | BROADCOM INC | 4.77% | 5.51M | $1.91B | -4.46% (-257.33K) | $148.37 | 2025-12-31 |
| NVDA | NVIDIA CORPORATION | 4.3% | 9.20M | $1.72B | -6.76% (-667.40K) | $44.80 | 2025-12-31 |
| LRCX | LAM RESEARCH CORP | 4.2% | 9.81M | $1.68B | -1.50% (-148.93K) | $76.92 | 2025-12-31 |
| AMAT | APPLIED MATLS INC | 3.85% | 5.98M | $1.54B | +78.69% (+2.64M) | $210.18 | 2025-12-31 |
| ETN | EATON CORP PLC | 3.76% | 4.72M | $1.50B | -1.53% (-73.55K) | $222.30 | 2025-12-31 |
| APP | APPLOVIN CORP | 3.69% | 2.19M | $1.47B | -3.62% (-82.11K) | $161.66 | 2025-12-31 |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.56% | 2.45M | $1.42B | +35.92% (+647.71K) | $491.75 | 2025-12-31 |
| RDDT | REDDIT INC | 3.19% | 5.55M | $1.28B | -5.89% (-347.30K) | $118.09 | 2025-12-31 |
| NFLX | NETFLIX INC | 2.55% | 10.86M | $1.02B | +1655.41% (+10.24M) | $69.53 | 2025-12-31 |
| DASH | DOORDASH INC | 2.47% | 4.37M | $988.67M | +77.82% (+1.91M) | $198.65 | 2025-12-31 |
| ORCL | ORACLE CORP | 2.17% | 4.44M | $865.40M | -7.43% (-356.15K) | $159.48 | 2025-12-31 |
| CVNA | CARVANA CO | 2.07% | 1.96M | $826.41M | -2.25% (-44.98K) | $262.22 | 2025-12-31 |
| SNPS | SYNOPSYS INC | 1.95% | 1.66M | $778.09M | -8.44% (-152.64K) | $503.04 | 2025-12-31 |
| NU | NU HLDGS LTD | 1.92% | 45.75M | $765.86M | -3.27% (-1.55M) | $8.72 | 2025-12-31 |
| TSLA | TESLA INC | 1.85% | 1.64M | $738.17M | -5.08% (-87.81K) | $192.47 | 2025-12-31 |
| GOOG | ALPHABET INC | 1.57% | 2.00M | $627.77M | -4.35% (-91.04K) | $196.05 | 2025-12-31 |
| NTRA | NATERA INC | 1.51% | 2.63M | $603.27M | +1446.06% (+2.46M) | $193.08 | 2025-12-31 |
| SNOW | SNOWFLAKE INC | 1.36% | 2.48M | $544.22M | +26.81% (+524.51K) | $224.19 | 2025-12-31 |
| ISRG | INTUITIVE SURGICAL INC | 1.14% | 807.23K | $457.19M | +13.59% (+96.58K) | $356.27 | 2025-12-31 |
| ADBE | ADOBE INC | 0.77% | 874.15K | $305.94M | +43.16% (+263.53K) | $401.85 | 2025-12-31 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.75% | 139.50K | $299.39M | -31.03% (-62.76K) | $1181.35 | 2025-12-31 |
| AMD | ADVANCED MICRO DEVICES INC | 0.66% | 1.24M | $265.35M | +0.00% (+0) | $85.48 | 2025-12-31 |
| CAI | CARIS LIFE SCIENCES INC | 0.66% | 9.82M | $264.94M | -3.18% (-322.21K) | $26.72 | 2025-12-31 |
| CHYM | CHIME FINL INC | 0.63% | 10.07M | $253.51M | -6.01% (-644.29K) | $34.51 | 2025-12-31 |
| ARM | ARM HOLDINGS PLC | 0.63% | 2.30M | $251.41M | +1.78% (+40.17K) | $134.61 | 2025-12-31 |
| MRVL | MARVELL TECHNOLOGY INC | 0.44% | 2.08M | $176.68M | +0.00% (+0) | $77.54 | 2025-12-31 |
| MTZ | MASTEC INC | 0.37% | 677.91K | $147.36M | new | $215.09 | 2025-12-31 |
| VRT | VERTIV HOLDINGS CO | 0.34% | 828.95K | $134.30M | new | $28.99 | 2025-12-31 |
| RKT | ROCKET COS INC | 0.33% | 6.75M | $130.62M | new | $19.37 | 2025-12-31 |
| PYPL | PAYPAL HLDGS INC | 0.25% | 1.70M | $99.10M | -67.59% (-3.54M) | $66.39 | 2025-12-31 |
| AXON | AXON ENTERPRISE INC | 0.22% | 155.39K | $88.25M | new | $642.79 | 2025-12-31 |
| INFY | INFOSYS LTD | 0.2% | 4.57M | $81.52M | new | $17.05 | 2025-12-31 |
| CHRW | C H ROBINSON WORLDWIDE INC | 0.14% | 341.02K | $54.82M | new | $146.58 | 2025-12-31 |
| EXPD | EXPEDITORS INTL WASH INC | 0.14% | 365.99K | $54.54M | new | $135.80 | 2025-12-31 |
| GNRC | GENERAC HLDGS INC | 0.13% | 369.21K | $50.35M | new | $141.86 | 2025-12-31 |
| SFM | SPROUTS FMRS MKT INC | 0.12% | 601.89K | $47.95M | new | $94.24 | 2025-12-31 |
| QS | QUANTUMSCAPE CORP | 0.1% | 3.69M | $38.50M | -13.97% (-600.00K) | $7.24 | 2025-12-31 |
| CHA | CHAGEE HLDGS LTD | 0.09% | 3.17M | $36.91M | -48.59% (-3.00M) | $26.11 | 2025-12-31 |
| SPGI | S&P GLOBAL INC | 0.08% | 63.45K | $33.16M | new | $504.65 | 2025-12-31 |
| MCO | MOODYS CORP | 0.08% | 64.26K | $32.83M | new | $493.67 | 2025-12-31 |
| MPT | MEDICAL PPTYS TRUST INC | 0.06% | 4.53M | $22.63M | -50.00% (-4.53M) | $5.67 | 2025-12-31 |
| NAVN | NAVAN INC | 0.03% | 599.28K | $10.24M | new | $17.08 | 2025-12-31 |
| MRNA | MODERNA INC | 0.01% | 200.00K | $5.90M | new | $226.66 | 2025-12-31 |
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