COATUE MANAGEMENT LLC
CIK 1135730
13F filing for Q2 2026・No. 210
- Holdings
- US$48.63B
- Quarter change
- +US$19.57B
- Entries
- 211
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
66 stocks worth US$48.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | — | 8,914,995 | US$4.26B | 8.76% |
| LRCXLAM RESEARCH CORPCOM NEW | — | 9,441,603 | US$4.09B | 8.41% |
| MUMicronCOM | — | 3,142,269 | US$3.63B | 7.46% |
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | — | 18,561,780 | US$3.17B | 6.52% |
| AMATAPPLIED MATLS INCCOM | — | 4,213,483 | US$3.05B | 6.26% |
| GEVGE VERNOVA INCCOM | — | 2,558,164 | US$3.01B | 6.18% |
| AMZNAmazonCOM | — | 11,834,799 | US$2.82B | 5.80% |
| AVGOBroadcomCOM | — | 5,846,831 | US$2.21B | 4.54% |
| ETNEATON CORP PLCSHS | — | 4,968,415 | US$2.12B | 4.35% |
| GOOGLAlphabetCAP STK CL A | — | 4,856,251 | US$1.74B | 3.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.