13F FILER
Coatue Management
Philippe Laffont — COATUE MANAGEMENT LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
66
Positions
$48.6B
Reported Value
61.9%
In Top 10
—
Claims Indexed
Largest reported positions
COATUE MANAGEMENT LLC • CIK 0001135730 • 2026-06-30 • FILED 2026-08-14
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | $4.3B | 8.8% | -4% |
| LAM RESEARCH CORP | $4.1B | 8.4% | -6% |
| MICRON TECHNOLOGY INC | $3.6B | 7.5% | +1794% |
| SPACE EXPLORATION TECHN CORP | $3.2B | 6.5% | New |
| APPLIED MATLS INC | $3.0B | 6.3% | -20% |
| GE VERNOVA INC | $3.0B | 6.2% | -1% |
| AMAZON COM INC | $2.8B | 5.8% | +49% |
| BROADCOM INC | $2.2B | 4.5% | +6% |
| EATON CORP PLC | $2.1B | 4.3% | +5% |
| ALPHABET INC | $1.7B | 3.6% | +13% |
| INTEL CORP | $1.7B | 3.5% | New |
| CEREBRAS SYSTEMS INC | $1.5B | 3.2% | New |
| META PLATFORMS INC | $1.4B | 2.9% | -10% |
| EQUINIX INC | $1.3B | 2.7% | +17% |
| NVIDIA CORPORATION | $1.2B | 2.5% | -4% |
| CONSTELLATION ENERGY CORP | $1.2B | 2.4% | — |
| FORGENT POWER SOLUTIONS INC | $1.1B | 2.4% | New |
| HUT 8 CORP | $1.1B | 2.3% | New |
| MICROSOFT CORP | $1.1B | 2.3% | +18% |
| NATERA INC | $680.0M | 1.4% | -1% |
20 of 66 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, bonds, cash or private holdings — and is 45 days old on publication.