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COATUE MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $48,629,053,706
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $4,257,534,162
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $4,091,329,827
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $3,627,089,685
- SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $3,171,465,731
- APPLIED MATLS INC · COM · 038222105 · shares: $3,046,348,209
- GE VERNOVA INC · COM · 36828A101 · shares: $3,005,484,557
- AMAZON COM INC · COM · 023135106 · shares: $2,820,705,995
- BROADCOM INC · COM · 11135F101 · shares: $2,208,640,410
- EATON CORP PLC · SHS · G29183103 · shares: $2,117,140,999
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $1,735,478,421
Reported holdings
211 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 4,800,727 shares | $2,080,299,031 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 11,464,920 shares | $1,958,896,231 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,453,059 shares | $1,649,077,387 |
| AMAZON COM INC | COM | 023135106 | — | 6,487,994 shares | $1,546,348,490 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,292,114 shares | $1,491,474,269 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,256,825 shares | $1,476,593,419 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 6,129,242 shares | $1,354,562,482 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,591,429 shares | $1,237,588,748 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,567,165 shares | $1,133,060,295 |
| HUT 8 CORP | COM | 44812J104 | — | 9,715,476 shares | $1,121,603,127 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 969,040 shares | $1,118,553,182 |
| BROADCOM INC | COM | 11135F101 | — | 2,932,392 shares | $1,107,711,078 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,490,280 shares | $1,079,113,032 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,460,293 shares | $1,055,791,839 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,821,843 shares | $1,026,225,943 |
| MICROSOFT CORP | COM | 594918104 | — | 2,480,017 shares | $925,095,941 |
| EATON CORP PLC | SHS | G29183103 | — | 1,946,801 shares | $829,570,842 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,053,538 shares | $811,072,418 |
| AMAZON COM INC | COM | 023135106 | — | 3,117,728 shares | $743,079,292 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,055,429 shares | $734,548,662 |
| GE VERNOVA INC | COM | 36828A101 | — | 576,374 shares | $677,158,758 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,839,937 shares | $657,538,286 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 2,625,723 shares | $652,150,822 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 3,703,650 shares | $632,805,639 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,380,494 shares | $598,209,465 |
| INTEL CORP | COM | 458140100 | — | 4,073,240 shares | $568,746,501 |
| INTEL CORP | COM | 458140100 | — | 4,050,133 shares | $565,520,071 |
| APPLIED MATLS INC | COM | 038222105 | — | 748,475 shares | $541,147,425 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 1,163,955 shares | $534,406,659 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 420,026 shares | $484,831,812 |
| REDDIT INC | CL A | 75734B100 | — | 2,789,891 shares | $484,269,280 |
| EQUINIX INC | COM | 29444U700 | — | 463,512 shares | $483,160,274 |
| BROADCOM INC | COM | 11135F101 | — | 1,205,847 shares | $455,508,704 |
| EQUINIX INC | COM | 29444U700 | — | 423,840 shares | $441,806,578 |
| EATON CORP PLC | SHS | G29183103 | — | 1,003,770 shares | $427,726,472 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 365,631 shares | $422,044,207 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 870,155 shares | $415,559,923 |
| GE VERNOVA INC | COM | 36828A101 | — | 337,884 shares | $396,966,396 |
| META PLATFORMS INC | CL A | 30303M102 | — | 704,205 shares | $396,671,634 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 29,333,576 shares | $391,896,575 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,915,943 shares | $383,361,035 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 736,080 shares | $379,250,498 |
| NETFLIX INC. | COM | 64110L106 | — | 4,710,420 shares | $336,323,988 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 6,004,494 shares | $335,411,035 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 645,938 shares | $308,480,611 |
| AMAZON COM INC | COM | 023135106 | — | 1,282,886 shares | $305,763,049 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | — | 139,498 shares | $290,266,043 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 605,931 shares | $289,374,468 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 1,108,720 shares | $275,372,786 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,518,277 shares | $259,412,808 |
| EATON CORP PLC | SHS | G29183103 | — | 606,578 shares | $258,475,017 |
| INTEL CORP | COM | 458140100 | — | 1,850,837 shares | $258,432,370 |
| QUALCOMM INC | COM | 747525103 | — | 1,387,312 shares | $256,361,384 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 4,545,559 shares | $253,914,926 |
| GE VERNOVA INC | COM | 36828A101 | — | 199,235 shares | $234,073,232 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 114,724 shares | $228,236,515 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 435,109 shares | $224,181,210 |
| NATERA INC | COM | 632307104 | — | 811,253 shares | $220,214,627 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 3,937,834 shares | $219,967,407 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 498,440 shares | $215,989,005 |
| EATON CORP PLC | SHS | G29183103 | — | 501,832 shares | $213,840,652 |
| APPLIED MATLS INC | COM | 038222105 | — | 281,120 shares | $203,249,760 |
| EQUINIX INC | COM | 29444U700 | — | 192,276 shares | $200,426,580 |
| EATON CORP PLC | SHS | G29183103 | — | 461,506 shares | $196,656,937 |
| NATERA INC | COM | 632307104 | — | 674,722 shares | $183,153,287 |
| BROADCOM INC | COM | 11135F101 | — | 456,268 shares | $172,355,237 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 478,162 shares | $170,880,754 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 979,900 shares | $167,425,714 |
| BROADCOM INC | COM | 11135F101 | — | 437,032 shares | $165,088,838 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 80,938 shares | $161,021,295 |
| BROADCOM INC | COM | 11135F101 | — | 422,553 shares | $159,619,396 |
| INTEL CORP | COM | 458140100 | — | 1,134,400 shares | $158,396,272 |
| CARVANA CO | CL A | 146869102 | — | 2,326,225 shares | $153,112,130 |
| NATERA INC | COM | 632307104 | — | 549,954 shares | $149,285,013 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 410,293 shares | $137,374,302 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 344,727 shares | $137,091,033 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 364,887 shares | $128,925,524 |
| MICROSOFT CORP | COM | 594918104 | — | 320,186 shares | $119,435,782 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 2,088,118 shares | $116,642,271 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 2,061,714 shares | $115,167,344 |
| GENERAC HLDGS INC | COM | 368736104 | — | 390,513 shares | $114,346,112 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 331,290 shares | $110,922,518 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 54,578 shares | $108,579,656 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 265,878 shares | $105,734,363 |
| AMAZON COM INC | COM | 023135106 | — | 443,073 shares | $105,602,019 |
| SPROUTS FMRS MKT INC | COM | 85208M102 | — | 1,203,773 shares | $101,815,120 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 409,300 shares | $101,657,841 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 208,328 shares | $99,491,203 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 208,071 shares | $99,368,467 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 434,044 shares | $95,923,724 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 270,679 shares | $95,639,011 |
| MASTEC INC | COM | 576323109 | — | 229,678 shares | $95,559,829 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 197,925 shares | $94,523,042 |
| CARIS LIFE SCIENCES INC | COM | 142152107 | — | 5,291,006 shares | $94,285,727 |
| EQUINIX INC | COM | 29444U700 | — | 89,192 shares | $92,972,849 |
| GE VERNOVA INC | COM | 36828A101 | — | 77,571 shares | $91,135,065 |
| MASTEC INC | COM | 576323109 | — | 211,992 shares | $88,201,392 |
| INTEL CORP | COM | 458140100 | — | 631,116 shares | $88,122,727 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 353,581 shares | $87,818,913 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 507,977 shares | $86,792,950 |