Coatue Management trim Unmapped 13F security
Coatue Management trim $200.5M of disclosed value in Unmapped 13F security.
Signal
Investor Move
Action
Trim
Capital
$200.5M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Sep 30, 2025
Total Changes
81
New
11
Reduced/Sold
33
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| 21873S108 | COREWEAVE INC | Reduced | $920.3M | 0.05% |
| GOOGL | Alphabet Inc. | Increased | $1.8B | 0.03% |
| APP | AppLovin Corporation | Increased | $1.6B | 0.02% |
| SNPS | Synopsys, Inc. | New | $892.6M | 0.02% |
| AMAT | Applied Materials, Inc. | New | $685.7M | 0.02% |
| GOOG | Alphabet Inc. | New | $509.4M | 0.01% |
| ORCL | Oracle Corporation | Increased | $1.3B | 0.01% |
| MSFT | Microsoft Corporation | Increased | $2.4B | 0.01% |
| SNOW | Snowflake Inc. | New | $441.3M | 0.01% |
| ARM | Arm Holdings plc American Depositary Shares | Reduced | $319.7M | 0.01% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Increased | $2.3B | 0.01% |
| RDDT | Reddit, Inc. | Increased | $1.4B | 0.01% |
| AVGO | Broadcom Inc. | Increased | $1.9B | 0.01% |
| LRCX | Lam Research Corporation | Increased | $1.3B | 0.01% |
| AMZN | Amazon.com, Inc. | Reduced | $1.9B | 0.01% |
| BABA | Alibaba Group Holding Limited | Increased | $356.9M | 0.01% |
| INTU | Intuit Inc. | Reduced | $573.3M | 0.01% |
| GEV | GE Vernova Inc. | Increased | $2.2B | 0.01% |
| META | Meta Platforms, Inc. | Increased | $3B | 0.01% |
| PM | PM | Sold out | $0 | 0.01% |