HoldingsChannel.com
Coatue Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
LIBERTY BROADBAND CORP 8,044,273 UNCH $1,011,567
     LBRDK8,044,273UNCH$1,011,567
ALIBABA GROUP HLDG LTD 4,001,391 +92,386 $848,695
     BABA4,001,391+92,386$848,695
SERVICENOW INC 2,736,759 +18,654 $772,642
     NOW2,736,759+18,654$772,642
FACEBOOK INC 3,513,820 +2,156 $721,212
     FB3,513,820+2,156$721,212
MICROSOFT CORP 4,148,847 +143,000 $654,273
     MSFT4,148,847+143,000$654,273
MASTERCARD INC 2,103,363 -1,924 $628,043
     MA2,103,363-1,924$628,043
TWITTER INC 19,471,142 +16,227,363 $624,050
     TWTR19,471,142+16,227,363$624,050
NETFLIX INC 1,777,411 -142,692 $575,117
     NFLX1,777,411-142,692$575,117
AMAZON COM INC 263,980 -2,775 $487,793
     AMZN263,980-2,775$487,793
ANAPLAN INC 9,107,414 -3,706,077 $477,228
     PLAN9,107,414-3,706,077$477,228
ADOBE INC 1,391,364 -278 $458,886
     ADBE1,391,364-278$458,886
GLOBAL PMTS INC 2,484,373 -1,597,856 $453,548
     GPN2,484,373-1,597,856$453,548
NVIDIA CORP 1,690,547 +1,482,171 $397,785
     NVDA1,690,547+1,482,171$397,785
RINGCENTRAL INC 2,134,386 +1,692,128 $360,007
     RNG2,134,386+1,692,128$360,007
PAYPAL HLDGS INC 3,069,780 -30,040 $332,058
     PYPL3,069,780-30,040$332,058
ACTIVISION BLIZZARD INC 5,397,226 -661,887 $320,703
     ATVI5,397,226-661,887$320,703
INSULET CORP 1,604,385 +896,977 $274,671
     PODD1,604,385+896,977$274,671
DYNATRACE INC 10,035,334 +9,471,331 $253,894
     DT10,035,334+9,471,331$253,894
SMARTSHEET INC 5,428,500 +4,701,409 $243,848
     SMAR5,428,500+4,701,409$243,848
SEA LTD 5,858,917 +1,216,102 $235,646
     SE5,858,917+1,216,102$235,646
WORKDAY INC 1,362,731 +952,431 $224,101
     WDAY1,362,731+952,431$224,101
SNAP INC 13,670,993 +3,157,743 $223,247
     SNAP13,670,993+3,157,743$223,247
BROADCOM INC 688,386 -55,413 $217,544
     AVGO688,386-55,413$217,544
SHOPIFY INC 516,248 -29,470 $205,250
     SHOP516,248-29,470$205,250
SQUARE INC 2,874,873 -3,121,171 $179,852
     SQ2,874,873-3,121,171$179,852
INTUITIVE SURGICAL INC 282,798 -250,456 $167,176
     ISRG282,798-250,456$167,176
GUARDANT HEALTH INC 1,951,880 +1,158,897 $152,520
     GH1,951,880+1,158,897$152,520
ELECTRONIC ARTS INC 1,323,687 UNCH $142,310
     EA1,323,687UNCH$142,310
OKTA INC 749,398 -122,928 $86,458
     OKTA749,398-122,928$86,458
UBER TECHNOLOGIES INC 2,597,324 -7,861,786 $77,245
     UBER2,597,324-7,861,786$77,245
XEROX HOLDINGS CORP 1,971,876 +1,971,876 $72,703
     XRX1,971,876+1,971,876$72,703
STONECO LTD 1,748,773 -56,772 $69,758
     STNE1,748,773-56,772$69,758
ILLUMINA INC 167,810 -1,686 $55,669
     ILMN167,810-1,686$55,669
SALESFORCE COM INC 228,582 UNCH $37,177
     CRM228,582UNCH$37,177
VISA INC 191,172 -2,066,891 $35,921
     V191,172-2,066,891$35,921
PINDUODUO INC 753,336 +486,018 $28,491
     PDD753,336+486,018$28,491
STITCH FIX INC 1,094,689 +1,094,689 $28,090
     SFIX1,094,689+1,094,689$28,090
IQVIA HLDGS INC 172,444 -155,428 $26,644
     IQV172,444-155,428$26,644
BEYOND MEAT INC 343,352 +343,352 $25,957
     BYND343,352+343,352$25,957
INTUIT 87,466 -393,152 $22,910
     INTU87,466-393,152$22,910
LUCKIN COFFEE INC 514,823 UNCH $20,264
     LK514,823UNCH$20,264
DATADOG INC 501,901 +401 $18,962
     DDOG501,901+401$18,962
PELOTON INTERACTIVE INC 399,543 +399,543 $11,347
     PTON399,543+399,543$11,347
WAYFAIR INC 121,316 +58,800 $10,963
     W121,316+58,800$10,963
THE CHARLES SCHWAB CORPORATI 191,799 +191,799 $9,122
     SCHW191,799+191,799$9,122
MCCORMICK & CO INC 34,071 +14,640 $5,783
     MKC34,071+14,640$5,783
CONSTELLATION BRANDS INC 26,309 +16,704 $4,992
     STZ26,309+16,704$4,992
BROWN FORMAN CORP      $4,973
     BF.B73,559+66,760$4,973
FRESHPET INC 83,246 +58,281 $4,919
     FRPT83,246+58,281$4,919
KRAFT HEINZ CO 152,413 +152,413 $4,897
     KHC152,413+152,413$4,897

See Full List: All Stocks Held By Coatue Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Coatue Management LLC

Size ($ in 1000's)
At 12/31/2019: $12,569,562
At 09/30/2019: $11,668,028

Combined Holding Report Includes:
COATUE MANAGEMENT LLC
COATUE OFFSHORE MASTER FUND LP
Coatue Long Only Offshore Master Fund Ltd
COATUE PRIVATE FUND I LP
COATUE PRIVATE FUND II LP

Coatue Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Coatue Management LLC 13F filings. Link to 13F filings: SEC filings

Coatue Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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