Holdings
Coatue Management LLC
As of Jun 30, 2026, Coatue Management LLC reported 61 positions worth US$45.9B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Lam Research Corporation and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8.91M | US$4.26B | −369K | Jun 30, 2026 |
| Lam Research Corporation | 9.44M | US$4.09B | −602K | Jun 30, 2026 |
| Micron Technology, Inc. | 3.14M | US$3.63B | +2.98M | Jun 30, 2026 |
| Space Exploration Technologies Corp | 18.6M | US$3.17B | new | Jun 30, 2026 |
| Applied Materials, Inc. | 4.21M | US$3.05B | −1.03M | Jun 30, 2026 |
| Ge Vernova Inc. | 2.56M | US$3.01B | −14,194 | Jun 30, 2026 |
| Amazon.com, Inc. | 11.8M | US$2.82B | +3.9M | Jun 30, 2026 |
| Broadcom Inc. | 5.85M | US$2.21B | +343K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5.75M | US$2.06B | +328K | Jun 30, 2026 |
| Intel Corporation | 12.1M | US$1.69B | new | Jun 30, 2026 |