CM
Coatue Management disclosed reduced in QUALCOMM INC
Coatue Management filed a 13F change in QUALCOMM INC (747525103) on 2024-11-14, covering period end 2024-09-30.
Action
Reduced
Capital
$209,219,827 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
88 changes from Coatue Management, filed 2024-11-14 for period end 2024-09-30.
$26.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
21037T109 CONSTELLATION ENERGY CORP | Increased | $1.0B | $2.0B | 3.81% |
24703L202 DELL TECHNOLOGIES INC | Reduced | -$917.4M | $91.0M | 3.41% |
747525103 QUALCOMM INC | Reduced | -$835.1M | $209.2M | 3.10% |
79466L302 SALESFORCE INC | Sold out | -$490.5M | $0 | 1.82% |
67066G104 NVIDIA CORPORATION | Reduced | -$468.0M | $1.2B | 1.74% |
36828A101 GE VERNOVA INC | Increased | $433.9M | $1.0B | 1.61% |
32095101 AMPHENOL CORP NEW | Sold out | -$418.5M | $0 | 1.55% |
127387108 CADENCE DESIGN SYSTEM INC | New | $359.4M | $359.4M | 1.34% |
48251W104 KKR & CO INC | New | $355.1M | $355.1M | 1.32% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$353.8M | $1.6B | 1.31% |
47215P106 JD.COM INC | Increased | $329.3M | $329.9M | 1.22% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$321.3M | $697.2M | 1.19% |
722304102 PDD HOLDINGS INC | Increased | $307.9M | $348.8M | 1.14% |
70450Y103 PAYPAL HLDGS INC | Increased | $292.4M | $644.4M | 1.09% |
11135F101 BROADCOM INC | Increased | $290.7M | $745.7M | 1.08% |
L8681T102 SPOTIFY TECHNOLOGY S A | New | $280.2M | $280.2M | 1.04% |
25809K105 DOORDASH INC | New | $279.5M | $279.5M | 1.04% |
29444U700 EQUINIX INC | Sold out | -$270.1M | $0 | 1.00% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $268.4M | $288.0M | 1.00% |
169656105 CHIPOTLE MEXICAN GRILL INC | New | $263.6M | $263.6M | 0.98% |
88160R101 TESLA INC | Increased | $260.3M | $584.5M | 0.97% |
500767306 KRANESHARES TRUST | New | $246.9M | $246.9M | 0.92% |
G29183103 EATON CORP PLC | Increased | $197.0M | $1.5B | 0.73% |
22788C105 CROWDSTRIKE HLDGS INC | Sold out | -$182.9M | $0 | 0.68% |
512807108 LAM RESEARCH CORP | Reduced | -$156.9M | $330.2M | 0.58% |
464287184 ISHARES TR | New | $156.7M | $156.7M | 0.58% |
00724F101 ADOBE INC | Reduced | -$152.3M | $872.1M | 0.57% |
N07059210 ASML HOLDING N V | Sold out | -$116.0M | $0 | 0.43% |
761152107 RESMED INC | New | $115.5M | $115.5M | 0.43% |
02079K305 ALPHABET INC | Increased | $107.1M | $610.7M | 0.40% |
G6683N103 NU HLDGS LTD | Increased | $94.9M | $857.2M | 0.35% |
46120E602 INTUITIVE SURGICAL INC | Increased | $80.7M | $537.5M | 0.30% |
49468101 ATLASSIAN CORPORATION | New | $78.8M | $78.8M | 0.29% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$75.0M | $218.8M | 0.28% |
03831W108 APPLOVIN CORP | Increased | $69.8M | $260.3M | 0.26% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$49.6M | $0 | 0.18% |
25754A201 DOMINOS PIZZA INC | Reduced | -$45.4M | $138.8M | 0.17% |
82509L107 SHOPIFY INC | Reduced | -$41.4M | $204.2M | 0.15% |
670100205 NOVO-NORDISK A S | Increased | $34.2M | $38.9M | 0.13% |
532457108 ELI LILLY & CO | Increased | $32.2M | $219.7M | 0.12% |
09260D107 BLACKSTONE INC | New | $30.0M | $30.0M | 0.11% |
64110L106 NETFLIX INC | Increased | $21.1M | $434.3M | 0.08% |
65339F101 NEXTERA ENERGY INC | Increased | $21.0M | $96.5M | 0.08% |
72352L106 PINTEREST INC | Reduced | -$19.6M | $54.3M | 0.07% |
461202103 INTUIT | Reduced | -$18.1M | $310.7M | 0.07% |
23135106 AMAZON COM INC | Increased | $17.9M | $2.1B | 0.07% |
81141R100 SEA LTD | Increased | $15.5M | $64.0M | 0.06% |
92537N108 VERTIV HOLDINGS CO | Reduced | -$15.2M | $767.7M | 0.06% |
368736104 GENERAC HLDGS INC | Increased | $14.9M | $89.0M | 0.06% |
91680M107 UPSTART HLDGS INC | Increased | $14.3M | $34.8M | 0.05% |
98954M200 ZILLOW GROUP INC | Increased | $12.9M | $47.2M | 0.05% |
29355A107 ENPHASE ENERGY INC | Increased | $12.8M | $108.6M | 0.05% |
256163106 DOCUSIGN INC | Increased | $12.2M | $88.3M | 0.05% |
86800U104 SUPER MICRO COMPUTER INC | New | $10.1M | $10.1M | 0.04% |
31946M103 FIRST CTZNS BANCSHARES INC N | Reduced | -$8.8M | $342.0M | 0.03% |
64110W102 NETEASE INC | New | $8.8M | $8.8M | 0.03% |
7.4762E+106 QUANTA SVCS INC | Increased | $8.7M | $40.2M | 0.03% |
98954M101 ZILLOW GROUP INC | Increased | $8.1M | $29.9M | 0.03% |
336433107 FIRST SOLAR INC | Sold out | -$7.9M | $0 | 0.03% |
92840M102 VISTRA CORP | Reduced | -$7.4M | $335.3M | 0.03% |
30303M102 META PLATFORMS INC | Increased | $5.9M | $2.1B | 0.02% |
874080104 TAL EDUCATION GROUP | New | $5.1M | $5.1M | 0.02% |
670002401 NOVAVAX INC | Reduced | -$5.1M | $28.1M | 0.02% |
647581206 NEW ORIENTAL ED & TECHNOLOGY | New | $4.5M | $4.5M | 0.02% |
482497104 KE HLDGS INC | Increased | $4.4M | $31.0M | 0.02% |
58463J304 MEDICAL PPTYS TRUST INC | Increased | $3.9M | $14.8M | 0.01% |
74767V109 QUANTUMSCAPE CORP | Increased | $3.8M | $26.2M | 0.01% |
594918104 MICROSOFT CORP | Increased | $3.4M | $1.7B | 0.01% |
70614W100 PELOTON INTERACTIVE INC | Increased | $3.3M | $11.7M | 0.01% |
549498103 LUCID GROUP INC | Increased | $2.7M | $10.4M | 0.01% |
02079K107 ALPHABET INC | Reduced | -$2.3M | $110.9M | 0.01% |
76680R206 RINGCENTRAL INC | Increased | $1.4M | $13.0M | 0.01% |
48553T106 KANZHUN LIMITED | Increased | $1.3M | $4.4M | 0.00% |
860897107 STITCH FIX INC | Reduced | -$1.1M | $2.2M | 0.00% |
679369108 OLAPLEX HLDGS INC | Increased | $1.0M | $3.0M | 0.00% |
G6674U108 NOVOCURE LTD | Reduced | -$913,008 | $9.5M | 0.00% |
92556H206 PARAMOUNT GLOBAL | Increased | $845,953 | $39.1M | 0.00% |
654110303 NIKOLA CORP | Reduced | -$627,833 | $796,531 | 0.00% |
15961R105 CHARGEPOINT HOLDINGS INC | Reduced | -$431,446 | $4.2M | 0.00% |
90364P105 UIPATH INC | Increased | $292,368 | $31.2M | 0.00% |
72919P202 PLUG POWER INC | Reduced | -$182,457 | $5.9M | 0.00% |
42806J148 HERTZ GLOBAL HLDGS INC | Reduced | -$167,516 | $1.4M | 0.00% |
00851L103 AGORA INC | Increased | $126,298 | $1.0M | 0.00% |
83417M104 SOLAREDGE TECHNOLOGIES INC | Reduced | -$102,225 | $996,585 | 0.00% |
00165C302 AMC ENTMT HLDGS INC | Reduced | -$98,098 | $1.0M | 0.00% |
418100103 HASHICORP INC | Increased | $86,996 | $17.3M | 0.00% |
42806J700 HERTZ GLOBAL HLDGS INC | Reduced | -$24,569 | $352,516 | 0.00% |
8.862E+112 BEYOND MEAT INC | Increased | $24,038 | $2.3M | 0.00% |