CM
Coatue Management disclosed new in MASTEC INC
Coatue Management filed a 13F change in MASTEC INC (576323109) on 2026-05-15, covering period end 2025-12-31.
Action
New
Capital
$147,357,080 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
87 changes from Coatue Management, filed 2026-05-15 for period end 2025-12-31.
$40.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
21873S108 COREWEAVE INC | Sold out | -$920.3M | $0 | 2.30% |
38222105 APPLIED MATLS INC | Increased | $852.2M | $1.5B | 2.13% |
632307104 NATERA INC | Increased | $575.9M | $603.3M | 1.44% |
461202103 INTUIT | Sold out | -$573.3M | $0 | 1.43% |
68389X105 ORACLE CORP | Reduced | -$483.5M | $865.4M | 1.21% |
30303M102 META PLATFORMS INC | Reduced | -$467.3M | $2.5B | 1.17% |
02079K305 ALPHABET INC | Increased | $385.9M | $2.1B | 0.97% |
23135106 AMAZON COM INC | Increased | $372.8M | $2.3B | 0.93% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Increased | $367.8M | $2.6B | 0.92% |
01609W102 ALIBABA GROUP HLDG LTD | Sold out | -$356.9M | $0 | 0.89% |
512807306 LAM RESEARCH CORP | Increased | $345.6M | $1.7B | 0.86% |
49468101 ATLASSIAN CORPORATION | Sold out | -$331.7M | $0 | 0.83% |
25809K105 DOORDASH INC | Increased | $321.0M | $988.7M | 0.80% |
G29183103 EATON CORP PLC | Reduced | -$290.7M | $1.5B | 0.73% |
48251W104 KKR & CO INC | Sold out | -$289.9M | $0 | 0.73% |
64110L106 NETFLIX INC. | Increased | $276.5M | $1.0B | 0.69% |
70450Y103 PAYPAL HLDGS INC | Reduced | -$252.2M | $99.1M | 0.63% |
433313103 HINGE HEALTH INC | Sold out | -$230.8M | $0 | 0.58% |
21037T109 CONSTELLATION ENERGY CORP | Increased | $202.6M | $2.1B | 0.51% |
G9572D103 WEBULL CORP | Reduced | -$169.8M | $577,575 | 0.42% |
316841105 FIGMA INC | Sold out | -$167.7M | $0 | 0.42% |
127387108 CADENCE DESIGN SYSTEM INC | Sold out | -$165.9M | $0 | 0.42% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $164.6M | $1.4B | 0.41% |
03831W108 APPLOVIN CORP | Reduced | -$156.7M | $1.5B | 0.39% |
576323109 MASTEC INC | New | $147.4M | $147.4M | 0.37% |
46120E602 INTUITIVE SURGICAL INC | Increased | $139.4M | $457.2M | 0.35% |
92537N108 VERTIV HOLDINGS CO | New | $134.3M | $134.3M | 0.34% |
77311W101 ROCKET COS INC | New | $130.6M | $130.6M | 0.33% |
67066G104 NVIDIA CORPORATION | Reduced | -$125.3M | $1.7B | 0.31% |
81141R100 SEA LTD | Sold out | -$119.1M | $0 | 0.30% |
02079K107 ALPHABET INC | Increased | $118.4M | $627.8M | 0.30% |
871607107 SYNOPSYS INC | Reduced | -$114.5M | $778.1M | 0.29% |
833445109 SNOWFLAKE INC | Increased | $102.9M | $544.2M | 0.26% |
92840M102 VISTRA CORP | Sold out | -$100.5M | $0 | 0.25% |
83088M102 SKYWORKS SOLUTIONS INC | Sold out | -$98.0M | $0 | 0.25% |
594918104 MICROSOFT CORP | Increased | $96.4M | $2.5B | 0.24% |
00724F101 ADOBE INC | Increased | $90.5M | $305.9M | 0.23% |
05464C101 AXON ENTERPRISE INC | New | $88.2M | $88.2M | 0.22% |
456788108 INFOSYS LTD | New | $81.5M | $81.5M | 0.20% |
75734B100 REDDIT INC | Reduced | -$80.5M | $1.3B | 0.20% |
146869102 CARVANA CO | Increased | $70.7M | $826.4M | 0.18% |
42068205 ARM HOLDINGS PLC | Reduced | -$68.3M | $251.4M | 0.17% |
88339J105 THE TRADE DESK INC | Sold out | -$68.0M | $0 | 0.17% |
15743P104 CHAGEE HLDGS LTD | Reduced | -$65.3M | $36.9M | 0.16% |
7903107 ADVANCED MICRO DEVICES INC | Increased | $64.9M | $265.4M | 0.16% |
31946M103 FIRST CTZNS BANCSHARES INC D | Reduced | -$62.5M | $299.4M | 0.16% |
29355A107 ENPHASE ENERGY INC | Sold out | -$58.3M | $0 | 0.15% |
98954M200 ZILLOW GROUP INC | Sold out | -$57.0M | $0 | 0.14% |
12541W209 C H ROBINSON WORLDWIDE IN | New | $54.8M | $54.8M | 0.14% |
302130109 EXPEDITORS INTL WASH INC | New | $54.5M | $54.5M | 0.14% |
72352L106 PINTEREST INC | Sold out | -$54.0M | $0 | 0.14% |
368736104 GENERAC HLDGS INC | New | $50.3M | $50.3M | 0.13% |
85208M102 SPROUTS FMRS MKT INC | New | $48.0M | $48.0M | 0.12% |
91680M107 UPSTART HLDGS INC | Sold out | -$44.2M | $0 | 0.11% |
142152107 CARIS LIFE SCIENCES INC | Reduced | -$41.9M | $264.9M | 0.10% |
16935C109 CHIME FINL INC | Increased | $37.4M | $253.5M | 0.09% |
670002401 NOVAVAX INC | Sold out | -$33.3M | $0 | 0.08% |
78409V104 S&P GLOBAL INC | New | $33.2M | $33.2M | 0.08% |
615369105 MOODYS CORP | New | $32.8M | $32.8M | 0.08% |
36828A101 GE VERNOVA INC | Reduced | -$32.0M | $2.2B | 0.08% |
88160R101 TESLA INC | Reduced | -$30.8M | $738.2M | 0.08% |
90364P105 UIPATH INC | Sold out | -$30.4M | $0 | 0.08% |
98954M101 ZILLOW GROUP INC | Sold out | -$24.4M | $0 | 0.06% |
58463J304 MEDICAL PROPERTIES TRUST INC | Reduced | -$23.3M | $22.6M | 0.06% |
70614W100 PELOTON INTERACTIVE INC | Sold out | -$22.5M | $0 | 0.06% |
74767V109 QUANTUMSCAPE CORP | Reduced | -$14.4M | $38.5M | 0.04% |
G5279N105 KLARNA GROUP PLC | Sold out | -$12.1M | $0 | 0.03% |
76680R206 RINGCENTRAL INC | Sold out | -$11.7M | $0 | 0.03% |
639193101 NAVAN INC | New | $10.2M | $10.2M | 0.03% |
72919P202 PLUG PWR INC | Sold out | -$9.6M | $0 | 0.02% |
46591M109 JOYY INC | Sold out | -$9.1M | $0 | 0.02% |
G6683N103 NU HLDGS LTD | Increased | $8.6M | $765.9M | 0.02% |
549498202 LUCID GROUP INC | Sold out | -$7.0M | $0 | 0.02% |
60770K107 MODERNA INC | New | $5.9M | $5.9M | 0.01% |
46438F101 ISHARES BITCOIN TRUST ETF | Reduced | -$5.3M | $3.3M | 0.01% |
11135F101 BROADCOM INC | Increased | $4.3M | $1.9B | 0.01% |
36118L106 FUTU HLDGS LTD | Sold out | -$4.2M | $0 | 0.01% |
860897107 STITCH FIX INC | Sold out | -$3.4M | $0 | 0.01% |
60741F104 MOBILEYE GLOBAL INC | Sold out | -$3.2M | $0 | 0.01% |
573874104 MARVELL TECHNOLOGY INC | Increased | $1.9M | $176.7M | 0.00% |
42806J148 HERTZ GLOBAL HLDGS INC | Sold out | -$1.7M | $0 | 0.00% |
15961R303 CHARGEPOINT HOLDINGS INC | Sold out | -$1.7M | $0 | 0.00% |
679369108 OLAPLEX HLDGS INC | Sold out | -$1.7M | $0 | 0.00% |
42806J700 HERTZ GLOBAL HLDGS INC | Sold out | -$726,396 | $0 | 0.00% |
00165C302 AMC ENTMT HLDGS INC | Sold out | -$661,594 | $0 | 0.00% |
8.862E+112 BEYOND MEAT INC | Sold out | -$649,013 | $0 | 0.00% |
00851L103 AGORA INC | Sold out | -$357,934 | $0 | 0.00% |