COATUE MANAGEMENT LLCThis page shows the manager's latest published Form 13F holdings, filed Aug 14, 2026, using reported values from the SEC information table.
| Security | Ticker | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS | TSM | 8,914,995 | $4.26B | 8.76% |
| LAM RESEARCH CORPCOM NEW | LRCX | 9,441,603 | $4.09B | 8.41% |
| MICRON TECHNOLOGY INCCOM | MU | 3,142,269 | $3.63B | 7.46% |
| SPACE EXPLORATION TECHN CORPCLASS A COM STK | SPCX | 18,561,780 | $3.17B | 6.52% |
| APPLIED MATLS INCCOM | AMAT | 4,213,483 | $3.05B | 6.26% |
| GE VERNOVA INCCOM | GEV | 2,558,164 | $3.01B | 6.18% |
| AMAZON COM INCCOM | AMZN | 11,834,799 | $2.82B | 5.80% |
| BROADCOM INCCOM | AVGO | 5,846,831 | $2.21B | 4.54% |
| EATON CORP PLCSHS | ETN | 4,968,415 | $2.12B | 4.35% |
| ALPHABET INCCAP STK CL A | GOOGL | 4,856,251 | $1.74B | 3.57% |
| INTEL CORPCOM | INTC | 12,084,027 | $1.69B | 3.47% |
| CEREBRAS SYSTEMS INCCOM CL A | 15675D103 | 7,011,028 | $1.55B | 3.19% |
| META PLATFORMS INCCL A | META | 2,526,048 | $1.42B | 2.93% |
| EQUINIX INCCOM | EQIX | 1,273,517 | $1.33B | 2.73% |
| NVIDIA CORPORATIONCOM | NVDA | 6,055,197 | $1.21B | 2.49% |
| CONSTELLATION ENERGY CORPCOM | CEG | 4,632,475 | $1.15B | 2.37% |
| FORGENT POWER SOLUTIONS INCCOM SHS CL A | FPS | 20,501,387 | $1.15B | 2.35% |
| HUT 8 CORPCOM | HUT | 9,715,476 | $1.12B | 2.31% |
| MICROSOFT CORPCOM | MSFT | 2,936,409 | $1.10B | 2.25% |
| NATERA INCCOM | NTRA | 2,505,090 | $680.0M | 1.40% |
| APPLOVIN CORPCOM CL A | APP | 1,171,189 | $603.4M | 1.24% |
| SPOTIFY TECHNOLOGY S ASHS | SPOT | 1,310,632 | $601.8M | 1.24% |
| ASML HLDG NVN Y REGISTRY SHS | ASML | 295,406 | $587.7M | 1.21% |
| REDDIT INCCL A | RDDT | 2,789,891 | $484.3M | 1.00% |
| NU HLDGS LTDORD SHS CL A | NU | 29,333,576 | $391.9M | 0.81% |