Crossover · Crossover · New York, NY
Coatue Management LLC
Crossover technology investor. The public book is the 13F.
- Software
- $1.9B
- Weight of 13F
- 4.0%
- Names
- 6
- Vs prior quarter
- +$97.4M
Filed 14 August 2026.
211 positions in the whole 13F.
Software held
- MicrosoftMSFT2,936,409 shares · 57.6% of their software$1.1B+$177M
- AppLovinAPP1,171,189 shares · 31.7% of their software$603M+$90.0M
- SynopsysSNPS317,465 shares · 7.4% of their software$142M−$160M
- The Trade DeskTTD1,387,089 shares · 1.3% of their software$25.1MFlat
- UiPathPATH1,961,365 shares · 1.1% of their software$21.3M−$3.9M
- RingCentralRNG411,351 shares · 0.8% of their software$16.0MFlat