CM
Coatue Management disclosed sold out in CHIPOTLE MEXICAN GRILL INC
Coatue Management filed a 13F change in CHIPOTLE MEXICAN GRILL INC (169656105) on 2025-02-14, covering period end 2024-12-31.
Action
Sold out
Capital
$0 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
97 changes from Coatue Management, filed 2025-02-14 for period end 2024-12-31.
$29.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
75734B100 REDDIT INC | New | $1.1B | $1.1B | 3.60% |
49468101 ATLASSIAN CORPORATION | Increased | $781.8M | $860.5M | 2.63% |
21037T109 CONSTELLATION ENERGY CORP | Reduced | -$523.8M | $1.5B | 1.76% |
03831W108 APPLOVIN CORP | Increased | $483.9M | $744.1M | 1.63% |
81762P102 SERVICENOW INC | New | $391.5M | $391.5M | 1.32% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $340.9M | $2.0B | 1.15% |
808513105 SCHWAB CHARLES CORP | New | $333.8M | $333.8M | 1.12% |
722304102 PDD HOLDINGS INC | Reduced | -$330.9M | $17.9M | 1.11% |
512807108 LAM RESEARCH CORP | Sold out | -$330.2M | $0 | 1.11% |
47215P106 JD.COM INC | Reduced | -$308.6M | $21.3M | 1.04% |
88160R101 TESLA INC | Increased | $292.5M | $877.0M | 0.99% |
512807306 LAM RESEARCH CORP | New | $292.3M | $292.3M | 0.98% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $287.2M | $567.4M | 0.97% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$271.7M | $16.3M | 0.92% |
86800U302 SUPER MICRO COMPUTER INC | New | $270.3M | $270.3M | 0.91% |
36828A101 GE VERNOVA INC | Increased | $265.7M | $1.3B | 0.90% |
169656105 CHIPOTLE MEXICAN GRILL INC | Sold out | -$263.6M | $0 | 0.89% |
443573100 HUBSPOT INC | New | $260.1M | $260.1M | 0.88% |
23135106 AMAZON COM INC | Increased | $241.2M | $2.3B | 0.81% |
500767306 KRANESHARES TRUST | Reduced | -$238.1M | $8.8M | 0.80% |
64110L106 NETFLIX INC | Increased | $185.6M | $619.9M | 0.63% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$183.9M | $513.3M | 0.62% |
594918104 MICROSOFT CORP | Reduced | -$171.6M | $1.5B | 0.58% |
00827B106 AFFIRM HLDGS INC | New | $160.4M | $160.4M | 0.54% |
464287184 ISHARES TR | Sold out | -$156.7M | $0 | 0.53% |
25809K105 DOORDASH INC | Increased | $155.3M | $434.8M | 0.52% |
31946M103 FIRST CTZNS BANCSHARES INC N | Increased | $120.8M | $462.7M | 0.41% |
127387108 CADENCE DESIGN SYSTEM INC | Reduced | -$118.6M | $240.8M | 0.40% |
761152107 RESMED INC | Sold out | -$115.5M | $0 | 0.39% |
67066G104 NVIDIA CORPORATION | Increased | $112.6M | $1.3B | 0.38% |
29355A107 ENPHASE ENERGY INC | Sold out | -$108.6M | $0 | 0.37% |
679295105 OKTA INC | New | $98.8M | $98.8M | 0.33% |
65339F101 NEXTERA ENERGY INC | Sold out | -$96.5M | $0 | 0.33% |
23804L103 DATADOG INC | New | $95.7M | $95.7M | 0.32% |
368736104 GENERAC HLDGS INC | Sold out | -$89.0M | $0 | 0.30% |
00724F101 ADOBE INC | Reduced | -$87.8M | $784.3M | 0.30% |
92840M102 VISTRA CORP | Increased | $73.8M | $409.1M | 0.25% |
11135F101 BROADCOM INC | Increased | $71.8M | $817.5M | 0.24% |
M7S64H106 MONDAY COM LTD | New | $69.1M | $69.1M | 0.23% |
82509L107 SHOPIFY INC | Increased | $66.7M | $270.9M | 0.22% |
81764X103 SERVICETITAN INC | New | $64.9M | $64.9M | 0.22% |
G29183103 EATON CORP PLC | Reduced | -$60.6M | $1.5B | 0.20% |
532457108 ELI LILLY & CO | Reduced | -$54.5M | $165.2M | 0.18% |
72352L106 PINTEREST INC | Sold out | -$54.3M | $0 | 0.18% |
30303M102 META PLATFORMS INC | Increased | $43.7M | $2.2B | 0.15% |
92537N108 VERTIV HOLDINGS CO | Reduced | -$43.3M | $724.4M | 0.15% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$43.2M | $175.6M | 0.15% |
670100205 NOVO-NORDISK A S | Sold out | -$38.9M | $0 | 0.13% |
48251W104 KKR & CO INC | Increased | $38.6M | $393.7M | 0.13% |
70450Y103 PAYPAL HLDGS INC | Increased | $36.5M | $680.8M | 0.12% |
02079K107 ALPHABET INC | Reduced | -$34.1M | $76.8M | 0.11% |
461202103 INTUIT | Increased | $33.6M | $344.4M | 0.11% |
256163106 DOCUSIGN INC | Increased | $32.5M | $120.8M | 0.11% |
G6683N103 NU HLDGS LTD | Reduced | -$30.8M | $826.4M | 0.10% |
09260D107 BLACKSTONE INC | Sold out | -$30.0M | $0 | 0.10% |
46120E602 INTUITIVE SURGICAL INC | Reduced | -$29.7M | $507.8M | 0.10% |
670002401 NOVAVAX INC | Sold out | -$28.1M | $0 | 0.09% |
74767V109 QUANTUMSCAPE CORP | Sold out | -$26.2M | $0 | 0.09% |
747525103 QUALCOMM INC | Reduced | -$20.2M | $189.0M | 0.07% |
98954M200 ZILLOW GROUP INC | Reduced | -$19.8M | $27.4M | 0.07% |
58463J304 MEDICAL PROPERTIES TRUST INC | Sold out | -$14.8M | $0 | 0.05% |
91680M107 UPSTART HLDGS INC | Reduced | -$13.4M | $21.5M | 0.04% |
76680R206 RINGCENTRAL INC | Sold out | -$13.0M | $0 | 0.04% |
70614W100 PELOTON INTERACTIVE INC | Sold out | -$11.7M | $0 | 0.04% |
92556H206 PARAMOUNT GLOBAL | Reduced | -$11.0M | $28.0M | 0.04% |
549498103 LUCID GROUP INC | Sold out | -$10.4M | $0 | 0.04% |
36118L106 FUTU HLDGS LTD | New | $10.4M | $10.4M | 0.03% |
86800U104 SUPER MICRO COMPUTER INC | Sold out | -$10.1M | $0 | 0.03% |
64110W102 NETEASE INC | Sold out | -$8.8M | $0 | 0.03% |
G6674U108 NOVOCURE LTD | Increased | $8.6M | $18.1M | 0.03% |
482497104 KE HLDGS INC | Reduced | -$8.3M | $22.7M | 0.03% |
81141R100 SEA LTD | Increased | $8.0M | $72.0M | 0.03% |
60770K107 MODERNA INC | New | $7.9M | $7.9M | 0.03% |
98954M101 ZILLOW GROUP INC | Reduced | -$7.3M | $22.5M | 0.02% |
528877103 LEXINFINTECH HLDGS LTD | New | $7.2M | $7.2M | 0.02% |
72919P202 PLUG PWR INC | Sold out | -$5.9M | $0 | 0.02% |
874080104 TAL EDUCATION GROUP | Sold out | -$5.1M | $0 | 0.02% |
647581206 NEW ORIENTAL ED & TECHNOLOGY | Sold out | -$4.5M | $0 | 0.02% |
48553T106 KANZHUN LIMITED | Sold out | -$4.4M | $0 | 0.01% |
15961R105 CHARGEPOINT HOLDINGS INC | Sold out | -$4.2M | $0 | 0.01% |
25754A201 DOMINOS PIZZA INC | Reduced | -$3.3M | $135.4M | 0.01% |
22266T109 COUPANG INC | New | $3.3M | $3.3M | 0.01% |
679369108 OLAPLEX HLDGS INC | Sold out | -$3.0M | $0 | 0.01% |
24703L202 DELL TECHNOLOGIES INC | Reduced | -$2.5M | $88.5M | 0.01% |
7.4762E+106 QUANTA SVCS INC | Increased | $2.4M | $42.6M | 0.01% |
8.862E+112 BEYOND MEAT INC | Sold out | -$2.3M | $0 | 0.01% |
860897107 STITCH FIX INC | Sold out | -$2.2M | $0 | 0.01% |
02079K305 ALPHABET INC | Increased | $2.2M | $612.9M | 0.01% |
88557W101 QIFU TECHNOLOGY INC | New | $1.7M | $1.7M | 0.01% |
00165C302 AMC ENTMT HLDGS INC | Sold out | -$1.0M | $0 | 0.00% |
42806J148 HERTZ GLOBAL HLDGS INC | Reduced | -$1.0M | $377,282 | 0.00% |
654110303 NIKOLA CORP | Sold out | -$796,531 | $0 | 0.00% |
00851L103 AGORA INC | Increased | $762,143 | $1.8M | 0.00% |
83417M104 SOLAREDGE TECHNOLOGIES INC | Reduced | -$404,985 | $591,600 | 0.00% |
42806J700 HERTZ GLOBAL HLDGS INC | Sold out | -$352,516 | $0 | 0.00% |
90364P105 UIPATH INC | Reduced | -$219,276 | $31.0M | 0.00% |
418100103 HASHICORP INC | Increased | $179,110 | $17.5M | 0.00% |