Holders — by stockHoldings — by fund
COATUE MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1135730
$48.63B
disclosed book value
66
positions
8.8%
largest position share
Positions, as of 2026-06-30
top 66 of 66 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 8.9M | $4.26B | 8.8% |
| 2 | LRCXLAM RESEARCH CORP | 9.4M | $4.09B | 8.4% |
| 3 | MUMICRON TECHNOLOGY INC | 3.1M | $3.63B | 7.5% |
| 4 | SPCXSPACE EXPLORATION TECHN CORP | 18.6M | $3.17B | 6.5% |
| 5 | AMATAPPLIED MATLS INC | 4.2M | $3.05B | 6.3% |
| 6 | GEVGE VERNOVA INC | 2.6M | $3.01B | 6.2% |
| 7 | AMZNAMAZON COM INC | 11.8M | $2.82B | 5.8% |
| 8 | AVGOBROADCOM INC | 5.8M | $2.21B | 4.5% |
| 9 | EATON CORP PLC | 5.0M | $2.12B | 4.4% |
| 10 | GOOGLALPHABET INC | 4.9M | $1.74B | 3.6% |
| 11 | INTCINTEL CORP | 12.1M | $1.69B | 3.5% |
| 12 | CEREBRAS SYSTEMS INC | 7.0M | $1.55B | 3.2% |
| 13 | METAMETA PLATFORMS INC | 2.5M | $1.42B | 2.9% |
| 14 | EQIXEQUINIX INC | 1.3M | $1.33B | 2.7% |
| 15 | NVDANVIDIA CORPORATION | 6.1M | $1.21B | 2.5% |
| 16 | CEGCONSTELLATION ENERGY CORP | 4.6M | $1.15B | 2.4% |
| 17 | FPSFORGENT POWER SOLUTIONS INC | 20.5M | $1.15B | 2.4% |
| 18 | HUTHUT 8 CORP | 9.7M | $1.12B | 2.3% |
| 19 | MSFTMICROSOFT CORP | 2.9M | $1.10B | 2.3% |
| 20 | NTRANATERA INC | 2.5M | $680.0M | 1.4% |
| 21 | APPAPPLOVIN CORP | 1.2M | $603.4M | 1.2% |
| 22 | SPOTIFY TECHNOLOGY S A | 1.3M | $601.8M | 1.2% |
| 23 | ASML HLDG NV | 295,406 | $587.7M | 1.2% |
| 24 | RDDTREDDIT INC | 2.8M | $484.3M | 1% |
| 25 | NU HLDGS LTD | 29.3M | $391.9M | 0.8% |
| 26 | NFLXNETFLIX INC. | 4.7M | $336.3M | 0.7% |
| 27 | GOOGALPHABET INC | 908,395 | $321.0M | 0.7% |
| 28 | ISRGINTUITIVE SURGICAL INC | 793,704 | $315.6M | 0.6% |
| 29 | FCNCAFIRST CTZNS BANCSHARES INC D | 139,498 | $290.3M | 0.6% |
| 30 | VRTVERTIV HOLDINGS CO | 806,594 | $270.1M | 0.6% |
| 31 | QCOMQUALCOMM INC | 1.4M | $256.4M | 0.5% |
| 32 | CVNACARVANA CO | 3.3M | $215.8M | 0.4% |
| 33 | MTZMASTEC INC | 517,250 | $215.2M | 0.4% |
| 34 | CAICARIS LIFE SCIENCES INC | 9.8M | $175.0M | 0.4% |
| 35 | SNPSSYNOPSYS INC | 317,465 | $141.6M | 0.3% |
| 36 | GNRCGENERAC HLDGS INC | 390,513 | $114.3M | 0.2% |
| 37 | SFMSPROUTS FMRS MKT INC | 1.2M | $101.8M | 0.2% |
| 38 | DASHDOORDASH INC | 524,792 | $96.8M | 0.2% |
| 39 | ENPHENPHASE ENERGY INC | 1.6M | $76.7M | 0.2% |
| 40 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1.1M | $65.7M | 0.1% |
| 41 | AMDADVANCED MICRO DEVICES INC | 95,987 | $55.8M | 0.1% |
| 42 | PYPLPAYPAL HLDGS INC | 1.2M | $53.7M | 0.1% |
| 43 | NVAXNOVAVAX INC | 3.8M | $36.1M | 0.1% |
| 44 | FIXCOMFORT SYS USA INC | 17,793 | $35.3M | 0.1% |
| 45 | QSQUANTUMSCAPE CORP | 4.3M | $32.5M | 0.1% |
| 46 | UPSTUPSTART HLDGS INC | 870,947 | $30.9M | 0.1% |
| 47 | AGXARGAN INC | 36,101 | $28.8M | 0.1% |
| 48 | TSLATESLA INC | 59,963 | $25.2M | 0.1% |
| 49 | PINSPINTEREST INC | 1.2M | $25.2M | 0.1% |
| 50 | TTDTHE TRADE DESK INC | 1.4M | $25.1M | 0.1% |
| 51 | ZZILLOW GROUP INC | 739,700 | $23.3M | 0% |
| 52 | ABRARBOR REALTY TRUST INC | 4.2M | $22.7M | 0% |
| 53 | PATHUIPATH INC | 2.0M | $21.3M | 0% |
| 54 | MPTMEDICAL PROPERTIES TRUST INC | 4.5M | $20.9M | 0% |
| 55 | RNGRINGCENTRAL INC | 411,351 | $16.0M | 0% |
| 56 | PTONPELOTON INTERACTIVE INC | 2.5M | $14.8M | 0% |
| 57 | ZGZILLOW GROUP INC | 328,189 | $10.3M | 0% |
| 58 | PLUGPLUG PWR INC | 2.5M | $6.9M | 0% |
| 59 | STITCH FIX INC | 735,373 | $3.0M | 0% |
| 60 | OLAPLEX HLDGS INC | 1.3M | $2.6M | 0% |
| 61 | LCIDLUCID GROUP INC | 295,393 | $2.0M | 0% |
| 62 | CHARGEPOINT HOLDINGS INC | 154,086 | $910,648 | 0% |
| 63 | HERTZ GLOBAL HLDGS INC | 468,814 | $511,007 | 0% |
| 64 | AMCAMC ENTMT HLDGS INC | 228,136 | $433,458 | 0% |
| 65 | HTZHERTZ GLOBAL HLDGS INC | 106,823 | $241,954 | 0% |
| 66 | BEYOND MEAT INC | 299,885 | $224,914 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.