Coatue Management LLC
67 holdingsFiling period: 2026-06-30Current AUM: $44.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 8.91M | $4.26B | $3.79B | 8.55% | -368,552 | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 9.44M | $4.09B | $2.49B | 5.61% | -601,902 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 3.14M | $3.63B | $2.82B | 6.35% | +2.98M | 2026-06-30 |
| 4 | SPCX | Space Exploration Techn Corp | 18.56M | $3.17B | $2.74B | 6.19% | -- | 2026-06-30 |
| 5 | SPCX | Space Exploration Techn Corp | 18.56M | $3.17B | $2.74B | 6.19% | -- | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 4.21M | $3.05B | $1.71B | 3.85% | -1,034,719 | 2026-06-30 |
| 7 | GEV | GE Vernova Inc | 2.56M | $3.01B | $2.28B | 5.14% | -14,194 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 11.83M | $2.82B | $3.11B | 7.01% | +3.90M | 2026-06-30 |
| 9 | AVGO | Broadcom Inc | 5.85M | $2.21B | $1.96B | 4.41% | +343.0K | 2026-06-30 |
| 10 | — | Eaton Corp PLC | 4.97M | $2.12B | $2.12B | 4.78% | +219.9K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 4.86M | $1.74B | $1.65B | 3.73% | +542.8K | 2026-06-30 |
| 12 | INTC | Intel Corp | 12.08M | $1.69B | $1.11B | 2.50% | -- | 2026-06-30 |
| 13 | CBRS | Cerebras Systems Inc | 7.01M | $1.55B | $829.0M | 1.87% | -- | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 2.53M | $1.42B | $1.75B | 3.96% | -286,008 | 2026-06-30 |
| 15 | EQIX | Equinix Inc | 1.27M | $1.33B | $1.26B | 2.84% | +182.6K | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 6.06M | $1.21B | $1.31B | 2.96% | -276,423 | 2026-06-30 |
| 17 | CEG | Constellation Energy Corp | 4.63M | $1.15B | $1.20B | 2.71% | -- | 2026-06-30 |
| 18 | FPS | Forgent Power Solutions Inc | 20.50M | $1.15B | $619.8M | 1.40% | -- | 2026-06-30 |
| 19 | HUT | Hut 8 Corp | 9.72M | $1.12B | $670.8M | 1.51% | -- | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 2.94M | $1.10B | $1.56B | 3.52% | +456.4K | 2026-06-30 |
| 21 | NTRA | Natera Inc | 2.51M | $680.0M | $1.02B | 2.29% | -36,752 | 2026-06-30 |
| 22 | APP | Applovin Corp | 1.17M | $603.4M | $319.1M | 0.72% | -118,819 | 2026-06-30 |
| 23 | — | Spotify Technology S A | 1.31M | $601.7M | $601.7M | 1.36% | -10,282 | 2026-06-30 |
| 24 | — | Asml Hldg NV | 295.4K | $587.7M | $587.7M | 1.33% | -200,828 | 2026-06-30 |
| 25 | RDDT | Reddit Inc | 2.79M | $484.3M | $434.2M | 0.98% | -- | 2026-06-30 |
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