Coatue Management exits AMD, adds fresh stake in SoFi Technologies, Upstart and UiPath
In its latest Q2Â SECÂ 13-F filingÂ for period ended June 30, 2022, Coatue Management exited positions inÂ Advanced Micro Devices (NASDAQ:AMD) andÂ MSD Acquisition (MSDAU).
The fund shrunk position inÂ Roblox (RBLX),Â NVIDIA (NVDA), Sunrun (RUN), Mata Platforms (META), Netflix (NFLX), Block (SQ) and more.
Maintained stake in Walt Disney (DIS), Victoria's Secret (VSCO), CrowdStrike (CRWD), Zillow Group (ZG), Stitch Fix (SFIX) among others.
Increased positions in Pinterest (PINS), Novavax (NVAX), Uber Technologies (UBER), JD.com (JD); while more than doubled stake in Li Auto (LI), Ring Central (RNG), Alibaba Group (BABA).
Fund added new positions in SoFi Technologies (SOFI), Upstart Holdings (NASDAQ:UPST), UiPath (PATH), Workday (WDAY), Fisker (FSR) and more.