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XPEV - Coatue Management buys Twilio exits BABA; adds Li Auto XPeng trims Tesla
XPeng Inc. American depositary shares each representing two Class A
In its recent 13F filing, Coatue Management reported a total fund portfolio value of $18.23B.Notable buys: Twilio (TWLO), ViacomCBS ([[VIAC]], [[VIACA]]).Q1 portfolio activity included numerous exits, few to mention: Alibaba (BABA), Gap (GPS) and JD.com (JD).Stakes were significantly increased in Li Auto (LI), XPeng (XPEV), Nikola (NKLA).Trimmed stakes: Tesla (TSLA), PayPal (PYPL), Peloton (PTON), Disney (DIS), and Netflix (NFLX).