Filed: 5/15/2026ACC: 0000919574-26-003501
📋 What this filing means
COATUE MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $29.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$29.06B
Total AUM (reported)
179.51M
Total Shares
Allocation by class
COM$14.24B49.0%
SPONSORED ADS$3.14B10.8%
COM NEW$2.68B9.2%
CL A$2.63B9.0%
SHS$2.34B8.0%
CAP STK CL A$1.24B4.3%
COM CL A$1.04B3.6%
Portfolio Concentration
Top 3$7.53B25.9%
4–10$10.99B37.8%
11–25$8.39B28.9%
Rest$2.14B7.4%
Top 3 weight
25.9%
Top 10 weight
63.7%
Voting Authority Distribution
Total shares with voting rights: 179.51M
Sole
Full voting authority
179.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1
Shared0
Other61
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares9.28M
TypeSH
Market value$3.14B
10.80%
Sole
9.28M
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares2.57M
TypeSH
Market value$2.25B
7.73%
Sole
2.57M
Shared
0.00
None
0.00
LAM RESEARCH CORP
DFNDShares10.04M
TypeSH
Market value$2.15B
7.39%
Sole
10.04M
Shared
0.00
None
0.00
APPLIED MATLS INC
DFNDShares5.25M
TypeSH
Market value$1.79B
6.17%
Sole
5.25M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares5.50M
TypeSH
Market value$1.70B
5.86%
Sole
5.50M
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares4.75M
TypeSH
Market value$1.70B
5.85%
Sole
4.75M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares7.93M
TypeSH
Market value$1.65B
5.68%
Sole
7.93M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares2.81M
TypeSH
Market value$1.61B
5.54%
Sole
2.81M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares4.63M
TypeSH
Market value$1.29B
4.45%
Sole
4.63M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares4.31M
TypeSH
Market value$1.24B
4.27%
Sole
4.31M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares6.33M
TypeSH
Market value$1.10B
3.80%
Sole
6.33M
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares1.09M
TypeSH
Market value$1.07B
3.68%
Sole
1.09M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares2.48M
TypeSH
Market value$918.03M
3.16%
Sole
2.48M
Shared
0.00
None
0.00
NETFLIX INC.
DFNDShares6.89M
TypeSH
Market value$662.82M
2.28%
Sole
6.89M
Shared
0.00
None
0.00
ASML HLDG NV
DFNDShares496.23K
TypeSH
Market value$655.44M
2.26%
Sole
496.23K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
DFNDShares1.32M
TypeSH
Market value$640.52M
2.20%
Sole
1.32M
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares1.29M
TypeSH
Market value$513.42M
1.77%
Sole
1.29M
Shared
0.00
None
0.00
NATERA INC
DFNDShares2.54M
TypeSH
Market value$508.34M
1.75%
Sole
2.54M
Shared
0.00
None
0.00
NU HLDGS LTD
DFNDShares29.33M
TypeSH
Market value$421.52M
1.45%
Sole
29.33M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares855.23K
TypeSH
Market value$394.25M
1.36%
Sole
855.23K
Shared
0.00
None
0.00
REDDIT INC
DFNDShares2.79M
TypeSH
Market value$375.66M
1.29%
Sole
2.79M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares1.12M
TypeSH
Market value$320.10M
1.10%
Sole
1.12M
Shared
0.00
None
0.00
SYNOPSYS INC
DFNDShares761.76K
TypeSH
Market value$302.02M
1.04%
Sole
761.76K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC D
DFNDShares139.50K
TypeSH
Market value$262.91M
0.90%
Sole
139.50K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares981.63K
TypeSH
Market value$245.98M
0.85%
Sole
981.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 9.28M | SH | $3.14B 10.80% | 9.28M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 2.57M | SH | $2.25B 7.73% | 2.57M | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 10.04M | SH | $2.15B 7.39% | 10.04M | 0.00 | 0.00 |
APPLIED MATLS INCDFND | COM | 5.25M | SH | $1.79B 6.17% | 5.25M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 5.50M | SH | $1.70B 5.86% | 5.50M | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 4.75M | SH | $1.70B 5.85% | 4.75M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 7.93M | SH | $1.65B 5.68% | 7.93M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 2.81M | SH | $1.61B 5.54% | 2.81M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 4.63M | SH | $1.29B 4.45% | 4.63M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 4.31M | SH | $1.24B 4.27% | 4.31M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 6.33M | SH | $1.10B 3.80% | 6.33M | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 1.09M | SH | $1.07B 3.68% | 1.09M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 2.48M | SH | $918.03M 3.16% | 2.48M | 0.00 | 0.00 |
NETFLIX INC.DFND | COM | 6.89M | SH | $662.82M 2.28% | 6.89M | 0.00 | 0.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 496.23K | SH | $655.44M 2.26% | 496.23K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ADFND | SHS | 1.32M | SH | $640.52M 2.20% | 1.32M | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 1.29M | SH | $513.42M 1.77% | 1.29M | 0.00 | 0.00 |
NATERA INCDFND | COM | 2.54M | SH | $508.34M 1.75% | 2.54M | 0.00 | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 29.33M | SH | $421.52M 1.45% | 29.33M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 855.23K | SH | $394.25M 1.36% | 855.23K | 0.00 | 0.00 |
REDDIT INCDFND | CL A | 2.79M | SH | $375.66M 1.29% | 2.79M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 1.12M | SH | $320.10M 1.10% | 1.12M | 0.00 | 0.00 |
SYNOPSYS INCDFND | COM | 761.76K | SH | $302.02M 1.04% | 761.76K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC DDFND | CL A | 139.50K | SH | $262.91M 0.90% | 139.50K | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 981.63K | SH | $245.98M 0.85% | 981.63K | 0.00 | 0.00 |
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