Filed: 8/14/2026ACC: 0000919574-26-005478
📋 What this filing means
COATUE MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $48.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$48.63B
Total AUM (reported)
239.72M
Total Shares
Allocation by class
COM$24.68B50.7%
COM NEW$4.45B9.2%
SPONSORED ADS$4.26B8.8%
CLASS A COM STK$3.17B6.5%
SHS$2.72B5.6%
CL A$2.65B5.4%
COM CL A$2.48B5.1%
Portfolio Concentration
Top 3$11.98B24.6%
4–10$18.11B37.2%
11–25$15.06B31.0%
Rest$3.49B7.2%
Top 3 weight
24.6%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 239.72M
Sole
Full voting authority
239.72M
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)
Sole0
Shared0
Other66
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares8.91M
TypeSH
Market value$4.26B
8.76%
Sole
8.91M
Shared
0.00
None
0.00
LAM RESEARCH CORP
DFNDShares9.44M
TypeSH
Market value$4.09B
8.41%
Sole
9.44M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares3.14M
TypeSH
Market value$3.63B
7.46%
Sole
3.14M
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
DFNDShares18.56M
TypeSH
Market value$3.17B
6.52%
Sole
18.56M
Shared
0.00
None
0.00
APPLIED MATLS INC
DFNDShares4.21M
TypeSH
Market value$3.05B
6.26%
Sole
4.21M
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares2.56M
TypeSH
Market value$3.01B
6.18%
Sole
2.56M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares11.83M
TypeSH
Market value$2.82B
5.80%
Sole
11.83M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares5.85M
TypeSH
Market value$2.21B
4.54%
Sole
5.85M
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares4.97M
TypeSH
Market value$2.12B
4.35%
Sole
4.97M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares4.86M
TypeSH
Market value$1.74B
3.57%
Sole
4.86M
Shared
0.00
None
0.00
INTEL CORP
DFNDShares12.08M
TypeSH
Market value$1.69B
3.47%
Sole
12.08M
Shared
0.00
None
0.00
CEREBRAS SYSTEMS INC
DFNDShares7.01M
TypeSH
Market value$1.55B
3.19%
Sole
7.01M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares2.53M
TypeSH
Market value$1.42B
2.93%
Sole
2.53M
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares1.27M
TypeSH
Market value$1.33B
2.73%
Sole
1.27M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares6.06M
TypeSH
Market value$1.21B
2.49%
Sole
6.06M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares4.63M
TypeSH
Market value$1.15B
2.37%
Sole
4.63M
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
DFNDShares20.50M
TypeSH
Market value$1.15B
2.35%
Sole
20.50M
Shared
0.00
None
0.00
HUT 8 CORP
DFNDShares9.72M
TypeSH
Market value$1.12B
2.31%
Sole
9.72M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares2.94M
TypeSH
Market value$1.10B
2.25%
Sole
2.94M
Shared
0.00
None
0.00
NATERA INC
DFNDShares2.51M
TypeSH
Market value$680.01M
1.40%
Sole
2.51M
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares1.17M
TypeSH
Market value$603.43M
1.24%
Sole
1.17M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
DFNDShares1.31M
TypeSH
Market value$601.75M
1.24%
Sole
1.31M
Shared
0.00
None
0.00
ASML HLDG NV
DFNDShares295.41K
TypeSH
Market value$587.69M
1.21%
Sole
295.41K
Shared
0.00
None
0.00
REDDIT INC
DFNDShares2.79M
TypeSH
Market value$484.27M
1.00%
Sole
2.79M
Shared
0.00
None
0.00
NU HLDGS LTD
DFNDShares29.33M
TypeSH
Market value$391.90M
0.81%
Sole
29.33M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 8.91M | SH | $4.26B 8.76% | 8.91M | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 9.44M | SH | $4.09B 8.41% | 9.44M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 3.14M | SH | $3.63B 7.46% | 3.14M | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPDFND | CLASS A COM STK | 18.56M | SH | $3.17B 6.52% | 18.56M | 0.00 | 0.00 |
APPLIED MATLS INCDFND | COM | 4.21M | SH | $3.05B 6.26% | 4.21M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 2.56M | SH | $3.01B 6.18% | 2.56M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 11.83M | SH | $2.82B 5.80% | 11.83M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 5.85M | SH | $2.21B 4.54% | 5.85M | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 4.97M | SH | $2.12B 4.35% | 4.97M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 4.86M | SH | $1.74B 3.57% | 4.86M | 0.00 | 0.00 |
INTEL CORPDFND | COM | 12.08M | SH | $1.69B 3.47% | 12.08M | 0.00 | 0.00 |
CEREBRAS SYSTEMS INCDFND | COM CL A | 7.01M | SH | $1.55B 3.19% | 7.01M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 2.53M | SH | $1.42B 2.93% | 2.53M | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 1.27M | SH | $1.33B 2.73% | 1.27M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 6.06M | SH | $1.21B 2.49% | 6.06M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 4.63M | SH | $1.15B 2.37% | 4.63M | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCDFND | COM SHS CL A | 20.50M | SH | $1.15B 2.35% | 20.50M | 0.00 | 0.00 |
HUT 8 CORPDFND | COM | 9.72M | SH | $1.12B 2.31% | 9.72M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 2.94M | SH | $1.10B 2.25% | 2.94M | 0.00 | 0.00 |
NATERA INCDFND | COM | 2.51M | SH | $680.01M 1.40% | 2.51M | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 1.17M | SH | $603.43M 1.24% | 1.17M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ADFND | SHS | 1.31M | SH | $601.75M 1.24% | 1.31M | 0.00 | 0.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 295.41K | SH | $587.69M 1.21% | 295.41K | 0.00 | 0.00 |
REDDIT INCDFND | CL A | 2.79M | SH | $484.27M 1.00% | 2.79M | 0.00 | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 29.33M | SH | $391.90M 0.81% | 29.33M | 0.00 | 0.00 |
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