COATUE MANAGEMENT LLC
67 holdingsFiling period: 2026-06-30Current AUM: $44.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.91M | $4.26B | $3.69B | 8.25% | -368,552 | 2026-06-30 |
| 2 | LRCX | LAM RESEARCH CORP | 9.44M | $4.09B | $2.56B | 5.72% | -601,902 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 3.14M | $3.63B | $2.91B | 6.52% | +2.98M | 2026-06-30 |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | 18.56M | $3.17B | $2.66B | 5.96% | -- | 2026-06-30 |
| 5 | SPCX | SPACE EXPLORATION TECHN CORP | 18.56M | $3.17B | $2.66B | 5.96% | -- | 2026-06-30 |
| 6 | AMAT | APPLIED MATLS INC | 4.21M | $3.05B | $1.77B | 3.97% | -1,034,719 | 2026-06-30 |
| 7 | GEV | GE VERNOVA INC | 2.56M | $3.01B | $2.26B | 5.05% | -14,194 | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 11.83M | $2.82B | $2.94B | 6.57% | +3.90M | 2026-06-30 |
| 9 | AVGO | BROADCOM INC | 5.85M | $2.21B | $1.98B | 4.44% | +343.0K | 2026-06-30 |
| 10 | — | EATON CORP PLC | 4.97M | $2.12B | $2.12B | 4.73% | +219.9K | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 4.86M | $1.74B | $1.68B | 3.75% | +542.8K | 2026-06-30 |
| 12 | INTC | INTEL CORP | 12.08M | $1.69B | $1.17B | 2.62% | -- | 2026-06-30 |
| 13 | CBRS | CEREBRAS SYSTEMS INC | 7.01M | $1.55B | $1.29B | 2.88% | -- | 2026-06-30 |
| 14 | META | META PLATFORMS INC | 2.53M | $1.42B | $1.69B | 3.79% | -286,008 | 2026-06-30 |
| 15 | EQIX | EQUINIX INC | 1.27M | $1.33B | $1.28B | 2.87% | +182.6K | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 6.06M | $1.21B | $1.28B | 2.87% | -276,423 | 2026-06-30 |
| 17 | CEG | CONSTELLATION ENERGY CORP | 4.63M | $1.15B | $1.20B | 2.69% | -- | 2026-06-30 |
| 18 | FPS | FORGENT POWER SOLUTIONS INC | 20.50M | $1.15B | $642.9M | 1.44% | -- | 2026-06-30 |
| 19 | HUT | HUT 8 CORP | 9.72M | $1.12B | $846.1M | 1.89% | -- | 2026-06-30 |
| 20 | MSFT | MICROSOFT CORP | 2.94M | $1.10B | $1.46B | 3.26% | +456.4K | 2026-06-30 |
| 21 | NTRA | NATERA INC | 2.51M | $680.0M | $878.7M | 1.96% | -36,752 | 2026-06-30 |
| 22 | APP | APPLOVIN CORP | 1.17M | $603.4M | $388.2M | 0.87% | -118,819 | 2026-06-30 |
| 23 | — | SPOTIFY TECHNOLOGY S A | 1.31M | $601.7M | $601.7M | 1.35% | -10,282 | 2026-06-30 |
| 24 | — | ASML HLDG NV | 295.4K | $587.7M | $587.7M | 1.31% | -200,828 | 2026-06-30 |
| 25 | RDDT | REDDIT INC | 2.79M | $484.3M | $445.4M | 1.00% | -- | 2026-06-30 |
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