CM
Coatue Management disclosed new in CHIME FINL INC
Coatue Management filed a 13F change in CHIME FINL INC (16935C109) on 2025-08-14, covering period end 2025-06-30.
Action
New
Capital
$373,466,943 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
83 changes from Coatue Management, filed 2025-08-14 for period end 2025-06-30.
$35.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
21873S108 COREWEAVE INC | Increased | $2.4B | $2.9B | 6.60% |
11135F101 BROADCOM INC | Increased | $958.6M | $1.6B | 2.67% |
67066G104 NVIDIA CORPORATION | Increased | $888.9M | $1.8B | 2.48% |
68389X105 ORACLE CORP | New | $843.3M | $843.3M | 2.35% |
36828A101 GE VERNOVA INC | Increased | $839.3M | $2.0B | 2.34% |
42068205 ARM HOLDINGS PLC | New | $749.4M | $749.4M | 2.09% |
594918104 MICROSOFT CORP | Increased | $728.7M | $2.0B | 2.03% |
21037T109 CONSTELLATION ENERGY CORP | Increased | $668.3M | $1.9B | 1.86% |
30303M102 META PLATFORMS INC | Increased | $550.9M | $2.7B | 1.53% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $506.0M | $1.8B | 1.41% |
146869102 CARVANA CO | Increased | $494.6M | $606.5M | 1.38% |
G29183103 EATON CORP PLC | Increased | $459.4M | $1.7B | 1.28% |
75734B100 REDDIT INC | Increased | $437.0M | $934.9M | 1.22% |
512807306 LAM RESEARCH CORP | Increased | $426.0M | $1.0B | 1.19% |
461202103 INTUIT | Increased | $419.4M | $823.9M | 1.17% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$404.3M | $98.4M | 1.13% |
16935C109 CHIME FINL INC | New | $373.5M | $373.5M | 1.04% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $372.8M | $1.2B | 1.04% |
86800U302 SUPER MICRO COMPUTER INC | Sold out | -$303.6M | $0 | 0.85% |
142152107 CARIS LIFE SCIENCES INC | New | $271.0M | $271.0M | 0.75% |
64110L106 NETFLIX INC | Increased | $251.6M | $828.6M | 0.70% |
433313103 HINGE HEALTH INC | New | $243.3M | $243.3M | 0.68% |
25809K105 DOORDASH INC | Increased | $237.1M | $539.1M | 0.66% |
49468101 ATLASSIAN CORPORATION | Reduced | -$225.2M | $468.7M | 0.63% |
88160R101 TESLA INC | Increased | $222.1M | $647.1M | 0.62% |
23135106 AMAZON COM INC | Increased | $182.5M | $2.2B | 0.51% |
70450Y103 PAYPAL HLDGS INC | Increased | $176.3M | $518.1M | 0.49% |
15743P104 CHAGEE HLDGS LTD | New | $161.2M | $161.2M | 0.45% |
G9572D103 WEBULL CORP | New | $136.9M | $136.9M | 0.38% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$115.8M | $217.1M | 0.32% |
609839105 MONOLITHIC PWR SYS INC | Sold out | -$112.2M | $0 | 0.31% |
48251W104 KKR & CO INC | Increased | $95.1M | $499.5M | 0.26% |
G6683N103 NU HLDGS LTD | Increased | $93.3M | $664.6M | 0.26% |
92840M102 VISTRA CORP | New | $92.3M | $92.3M | 0.26% |
03831W108 APPLOVIN CORP | Increased | $80.3M | $635.7M | 0.22% |
88339J105 THE TRADE DESK INC | New | $71.9M | $71.9M | 0.20% |
532457108 ELI LILLY & CO | Reduced | -$60.2M | $91.5M | 0.17% |
81764X103 SERVICETITAN INC | Sold out | -$60.0M | $0 | 0.17% |
46120E602 INTUITIVE SURGICAL INC | Increased | $55.1M | $400.8M | 0.15% |
573874104 MARVELL TECHNOLOGY INC | New | $46.6M | $46.6M | 0.13% |
88023B103 TEMPUS AI INC | Sold out | -$45.1M | $0 | 0.13% |
02079K305 ALPHABET INC | Increased | $43.4M | $354.3M | 0.12% |
04626A103 ASTERA LABS INC | Sold out | -$40.4M | $0 | 0.11% |
29355A107 ENPHASE ENERGY INC | New | $33.5M | $33.5M | 0.09% |
00724F101 ADOBE INC | Reduced | -$29.9M | $236.2M | 0.08% |
127387108 CADENCE DESIGN SYSTEM INC | Reduced | -$28.7M | $218.2M | 0.08% |
58463J304 MEDICAL PPTYS TRUST INC | Increased | $19.0M | $39.0M | 0.05% |
91680M107 UPSTART HLDGS INC | Increased | $16.2M | $56.3M | 0.05% |
368736104 GENERAC HLDGS INC | Increased | $15.8M | $31.0M | 0.04% |
81141R100 SEA LTD | Increased | $15.7M | $106.6M | 0.04% |
89677Q107 TRIP COM GROUP LTD | Sold out | -$14.2M | $0 | 0.04% |
83088M102 SKYWORKS SOLUTIONS INC | Increased | $12.6M | $94.9M | 0.04% |
74767V109 QUANTUMSCAPE CORP | Increased | $11.0M | $28.9M | 0.03% |
G6674U108 NOVOCURE LTD | Sold out | -$10.8M | $0 | 0.03% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$10.5M | $236.5M | 0.03% |
98850P109 YUM CHINA HLDGS INC | New | $10.3M | $10.3M | 0.03% |
98954M101 ZILLOW GROUP INC | Reduced | -$9.8M | $22.5M | 0.03% |
72352L106 PINTEREST INC | Increased | $8.2M | $60.2M | 0.02% |
528877103 LEXINFINTECH HLDGS LTD | Increased | $6.6M | $10.1M | 0.02% |
482497104 KE HLDGS INC | Sold out | -$5.5M | $0 | 0.02% |
90364P105 UIPATH INC | Increased | $4.0M | $29.1M | 0.01% |
36118L106 FUTU HLDGS LTD | Sold out | -$3.8M | $0 | 0.01% |
22266T109 COUPANG INC | Sold out | -$3.8M | $0 | 0.01% |
47215P106 JD.COM INC | Sold out | -$3.6M | $0 | 0.01% |
88557W101 QIFU TECHNOLOGY INC | Sold out | -$3.6M | $0 | 0.01% |
46438F101 ISHARES BITCOIN TRUST ETF | New | $3.5M | $3.5M | 0.01% |
31946M103 FIRST CTZNS BANCSHARES INC N | Increased | $2.7M | $412.8M | 0.01% |
70614W100 PELOTON INTERACTIVE INC | Increased | $1.6M | $17.4M | 0.00% |
76680R206 RINGCENTRAL INC | Increased | $1.5M | $11.7M | 0.00% |
00851L103 AGORA INC | Reduced | -$1.4M | $356,997 | 0.00% |
98954M200 ZILLOW GROUP INC | Increased | $1.1M | $51.8M | 0.00% |
549498103 LUCID GROUP INC | Reduced | -$915,719 | $6.2M | 0.00% |
60741F104 MOBILEYE GLOBAL INC | Increased | $812,211 | $4.1M | 0.00% |
83417M104 SOLAREDGE TECHNOLOGIES INC | Sold out | -$703,830 | $0 | 0.00% |
72919P202 PLUG POWER INC | Increased | $573,819 | $6.1M | 0.00% |
670002401 NOVAVAX INC | Reduced | -$422,068 | $24.2M | 0.00% |
860897107 STITCH FIX INC | Increased | $355,575 | $2.9M | 0.00% |
42806J700 HERTZ GLOBAL HLDGS INC | Increased | $308,718 | $729,601 | 0.00% |
15961R105 CHARGEPOINT HOLDINGS INC | Increased | $302,936 | $2.2M | 0.00% |
42806J148 HERTZ GLOBAL HLDGS INC | Increased | $255,067 | $1.7M | 0.00% |
679369108 OLAPLEX HLDGS INC | Increased | $164,446 | $1.8M | 0.00% |
8.862E+112 BEYOND MEAT INC | Increased | $151,093 | $1.2M | 0.00% |
00165C302 AMC ENTMT HLDGS INC | Increased | $52,472 | $707,222 | 0.00% |