Coatue Management LLC
Net buyer this quarter
$48.6B
66
+$10.8B
61.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $4.26B | 8.76% | 0.03% | -4.0% | Q4 2021 |
 LRCX | $4.09B | 8.41% | 0.75% | -6.0% | Q1 2018 |
 MU | $3.63B | 7.46% | 0.28% | +1793.7% | Q1 2014 |
 SPCX | $3.17B | 6.52% | Not reported | New | Q2 2026 |
 AMAT | $3.05B | 6.26% | 0.53% | -19.7% | Q2 2014 |
 GEV | $3.01B | 6.18% | 0.96% | -0.6% | Q2 2024 |
 AMZN | $2.82B | 5.80% | 0.11% | +49.2% | Q2 2013 |
 AVGO | $2.21B | 4.54% | 0.12% | +6.2% | Q1 2016 |
 ETN | $2.12B | 4.35% | 1.28% | +4.6% | Q2 2023 |
 GOOGL | $1.74B | 3.57% | 0.04% | +12.6% | Q4 2015 |
 INTC | $1.69B | 3.47% | 0.24% | Not reported | Q3 2016 |
 CBRS | $1.55B | 3.19% | Not reported | New | Q2 2026 |
 META | $1.42B | 2.93% | Not reported | -10.2% | Q3 2013 |
 EQIX | $1.33B | 2.73% | 1.29% | +16.7% | Q2 2013 |
 NVDA | $1.21B | 2.49% | 0.03% | -4.4% | Q3 2016 |
 CEG | $1.15B | 2.37% | 1.30% | Not reported | Q2 2023 |
 FPS | $1.15B | 2.35% | Not reported | New | Q2 2026 |
 HUT | $1.12B | 2.31% | 7.89% | New | Q2 2026 |
 MSFT | $1.1B | 2.25% | 0.04% | +18.4% | Q2 2014 |
 NTRA | $680M | 1.40% | 1.74% | -1.5% | Q3 2025 |
 APP | $603M | 1.24% | 0.35% | -9.2% | Q4 2022 |
 SPOT | $602M | 1.24% | 0.64% | -0.8% | Q2 2018 |
 ASML | $588M | 1.21% | 0.08% | -40.5% | Q3 2022 |
 RDDT | $484M | 1.00% | Not reported | Not reported | Q4 2024 |
 NU | $392M | 0.81% | Not reported | Not reported | Q2 2023 |
 NFLX | $336M | 0.69% | 0.11% | -31.7% | Q2 2013 |
| GOOG | $321M | 0.66% | Not reported | -18.6% | Q4 2015 |
 ISRG | $316M | 0.65% | 0.22% | -7.2% | Q2 2013 |
 FCNCA | $290M | 0.60% | Not reported | Not reported | Q1 2023 |
 VRT | $270M | 0.56% | 0.21% | -17.8% | Q2 2023 |
 QCOM | $256M | 0.53% | 0.13% | Not reported | Q3 2018 |
 CVNA | $216M | 0.44% | Not reported | -3.7% | Q4 2019 |
 MTZ | $215M | 0.44% | 0.65% | -11.4% | Q4 2025 |
 CAI | $175M | 0.36% | 3.48% | Not reported | Q2 2025 |
 SNPS | $142M | 0.29% | 0.17% | -58.3% | Q4 2023 |
 GNRC | $114M | 0.24% | 0.66% | Not reported | Q3 2022 |
 SFM | $102M | 0.21% | 1.28% | Not reported | Q1 2018 |
 DASH | $96.8M | 0.20% | Not reported | -4.9% | Q1 2021 |
 ENPH | $76.7M | 0.16% | 1.18% | -5.5% | Q1 2022 |
 BAH | $65.7M | 0.14% | 0.90% | New | Q2 2026 |
 AMD | $55.8M | 0.11% | 0.01% | Not reported | Q4 2019 |
 PYPL | $53.7M | 0.11% | 0.14% | Not reported | Q1 2016 |
 NVAX | $36.1M | 0.07% | 2.33% | Not reported | Q1 2022 |
 FIX | $35.3M | 0.07% | 0.05% | New | Q2 2026 |
 QS | $32.5M | 0.07% | 4.50% | Not reported | Q1 2021 |
 UPST | $30.9M | 0.06% | 0.90% | Not reported | Q2 2022 |
 AGX | $28.8M | 0.06% | 0.26% | New | Q2 2026 |
 TSLA | $25.2M | 0.05% | 0.00% | +1.9% | Q2 2013 |
 PINS | $25.2M | 0.05% | 0.94% | -28.7% | Q3 2020 |
 TTD | $25.1M | 0.05% | Not reported | Not reported | Q4 2019 |
| Q1 2026 | |||||
| TSM | $3.14B | 10.80% | 0.04% | +7.6% | Q4 2021 |
| GEV | $2.25B | 7.73% | 0.96% | -23.7% | Q2 2024 |
| LRCX | $2.15B | 7.39% | 0.80% | +2.4% | Q1 2018 |
| AMAT | $1.79B | 6.17% | 0.66% | -12.3% | Q2 2014 |
| AVGO | $1.7B | 5.86% | 0.12% | -0.1% | Q1 2016 |
| ETN | $1.7B | 5.85% | 1.22% | +0.6% | Q2 2023 |
| AMZN | $1.65B | 5.68% | 0.07% | -20.2% | Q2 2013 |
| META | $1.61B | 5.54% | Not reported | -25.7% | Q3 2013 |
| CEG | $1.29B | 4.45% | 1.28% | -21.6% | Q2 2023 |
| GOOGL | $1.24B | 4.27% | 0.04% | -37.0% | Q4 2015 |
| NVDA | $1.1B | 3.80% | 0.03% | -31.2% | Q3 2016 |
| EQIX | $1.07B | 3.68% | 1.11% | Not reported | Q2 2013 |
| MSFT | $918M | 3.16% | 0.03% | -52.1% | Q2 2014 |
| NFLX | $663M | 2.28% | 0.16% | -36.5% | Q2 2013 |
| ASML | $655M | 2.26% | 0.13% | Not reported | Q3 2022 |
| SPOT | $641M | 2.20% | 0.64% | -46.1% | Q2 2018 |
| APP | $513M | 1.77% | 0.38% | -41.0% | Q4 2022 |
| NTRA | $508M | 1.75% | 1.78% | -3.5% | Q3 2025 |
| NU | $422M | 1.45% | Not reported | -35.9% | Q2 2023 |
| ISRG | $394M | 1.36% | 0.24% | +6.0% | Q2 2013 |
| RDDT | $376M | 1.29% | Not reported | -49.7% | Q4 2024 |
| GOOG | $320M | 1.10% | Not reported | -44.2% | Q4 2015 |
| SNPS | $302M | 1.04% | 0.40% | -54.0% | Q4 2023 |
| FCNCA | $263M | 0.90% | Not reported | Not reported | Q1 2023 |
| VRT | $246M | 0.85% | 0.26% | +18.4% | Q2 2023 |
 V | $217M | 0.75% | 0.04% | Not reported | Q4 2014 |
| CVNA | $214M | 0.74% | Not reported | -65.2% | Q4 2019 |
 CHYM | $189M | 0.65% | 15.04% | Not reported | Q2 2025 |
| MTZ | $188M | 0.65% | 0.74% | -13.9% | Q4 2025 |
| QCOM | $179M | 0.61% | 0.13% | Not reported | Q3 2018 |
| CAI | $176M | 0.60% | 3.47% | Not reported | Q2 2025 |
 SOLS | $126M | 0.43% | 1.04% | New | Q1 2026 |
 CHRW | $95.2M | 0.33% | 0.49% | +68.0% | Q4 2025 |
| SFM | $92.8M | 0.32% | 1.27% | +100.0% | Q1 2018 |
| DASH | $82.9M | 0.29% | Not reported | -87.4% | Q1 2021 |
| GNRC | $76.3M | 0.26% | 0.67% | +5.8% | Q3 2022 |
| ENPH | $62.3M | 0.21% | 1.25% | Not reported | Q1 2022 |
| PYPL | $56.2M | 0.19% | 0.14% | -26.7% | Q1 2016 |
| MU | $56.1M | 0.19% | 0.01% | Not reported | Q1 2014 |
 ABR | $32.4M | 0.11% | 2.18% | New | Q1 2026 |
| TTD | $31.5M | 0.11% | Not reported | Not reported | Q4 2019 |
| NVAX | $31.2M | 0.11% | 2.33% | Not reported | Q1 2022 |
| PINS | $30.8M | 0.11% | 1.32% | Not reported | Q3 2020 |
 Z | $30.6M | 0.11% | Not reported | Not reported | Q3 2014 |
| QS | $27.4M | 0.09% | 4.50% | +16.2% | Q1 2021 |
 PATH | $25.2M | 0.09% | Not reported | Not reported | Q2 2021 |
| UPST | $22.3M | 0.08% | 0.91% | Not reported | Q2 2022 |
| TSLA | $21.9M | 0.08% | 0.00% | -96.4% | Q2 2013 |
 MPT | $21M | 0.07% | 0.76% | Not reported | Q3 2023 |
 RNG | $15.3M | 0.05% | 1.11% | Not reported | Q3 2019 |
| Q4 2025 | |||||
| TSM | $2.62B | 6.56% | 0.03% | +6.9% | Q4 2021 |
| MSFT | $2.5B | 6.26% | 0.07% | +11.4% | Q2 2014 |
| META | $2.5B | 6.25% | Not reported | -6.3% | Q3 2013 |
| AMZN | $2.29B | 5.74% | 0.09% | +13.6% | Q2 2013 |
| GEV | $2.2B | 5.51% | 1.25% | -7.3% | Q2 2024 |
| GOOGL | $2.14B | 5.36% | 0.06% | -5.3% | Q4 2015 |
| CEG | $2.09B | 5.22% | 1.89% | +3.2% | Q2 2023 |
| AVGO | $1.91B | 4.77% | 0.12% | -4.5% | Q1 2016 |
| NVDA | $1.72B | 4.30% | 0.04% | -6.8% | Q3 2016 |
| LRCX | $1.68B | 4.20% | 0.78% | -1.5% | Q1 2018 |
| AMAT | $1.54B | 3.85% | 0.75% | +78.7% | Q2 2014 |
| ETN | $1.5B | 3.76% | 1.22% | -1.5% | Q2 2023 |
| APP | $1.47B | 3.69% | 0.65% | -3.6% | Q4 2022 |
| SPOT | $1.42B | 3.56% | 1.19% | +35.9% | Q2 2018 |
| RDDT | $1.28B | 3.19% | Not reported | -5.9% | Q4 2024 |
| NFLX | $1.02B | 2.55% | 0.26% | +75.5% | Q2 2013 |
| DASH | $989M | 2.47% | Not reported | +77.8% | Q1 2021 |
 ORCL | $865M | 2.17% | 0.15% | -7.4% | Q2 2023 |
| CVNA | $826M | 2.07% | Not reported | -2.3% | Q4 2019 |
| SNPS | $778M | 1.95% | 0.87% | -8.4% | Q4 2023 |
| NU | $766M | 1.92% | Not reported | -3.3% | Q2 2023 |
| TSLA | $738M | 1.85% | 0.04% | -5.1% | Q2 2013 |
| GOOG | $628M | 1.57% | Not reported | -4.4% | Q4 2015 |
| NTRA | $603M | 1.51% | 1.89% | +1446.1% | Q3 2025 |
 SNOW | $544M | 1.36% | 0.73% | +26.8% | Q3 2020 |
| ISRG | $457M | 1.14% | 0.23% | +13.6% | Q2 2013 |
 ADBE | $306M | 0.77% | 0.21% | +43.2% | Q1 2014 |
| FCNCA | $299M | 0.75% | Not reported | -31.0% | Q1 2023 |
| AMD | $265M | 0.66% | 0.08% | Not reported | Q4 2019 |
| CAI | $265M | 0.66% | 3.48% | -3.2% | Q2 2025 |
| CHYM | $254M | 0.63% | 15.04% | -6.0% | Q2 2025 |
 ARM | $251M | 0.63% | 0.22% | +1.8% | Q2 2025 |
 MRVL | $177M | 0.44% | 0.25% | Not reported | Q3 2019 |
| MTZ | $147M | 0.37% | 0.86% | New | Q4 2025 |
| VRT | $134M | 0.34% | 0.22% | Not reported | Q2 2023 |
 RKT | $131M | 0.33% | Not reported | New | Q4 2025 |
| PYPL | $99.1M | 0.25% | 0.18% | -67.6% | Q1 2016 |
 AXON | $88.2M | 0.22% | 0.19% | Not reported | Q2 2018 |
 INFY | $81.5M | 0.20% | 0.11% | New | Q4 2025 |
| CHRW | $54.8M | 0.14% | 0.29% | New | Q4 2025 |
 EXPD | $54.5M | 0.14% | 0.27% | New | Q4 2025 |
| GNRC | $50.3M | 0.13% | 0.63% | Not reported | Q3 2022 |
| SFM | $48M | 0.12% | 0.63% | Not reported | Q1 2018 |
| QS | $38.5M | 0.10% | 3.87% | -14.0% | Q1 2021 |
 CHA | $36.9M | 0.09% | 1.66% | -48.6% | Q2 2025 |
 SPGI | $33.2M | 0.08% | 0.02% | Not reported | Q4 2019 |
 MCO | $32.8M | 0.08% | 0.04% | New | Q4 2025 |
| MPT | $22.6M | 0.06% | 0.76% | -50.0% | Q3 2023 |
 NAVN | $10.2M | 0.03% | 1.31% | New | Q4 2025 |
 MRNA | $5.9M | 0.01% | 0.05% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| META | $2.96B | 7.27% | Not reported | +9.7% | Q3 2013 |
| MSFT | $2.4B | 5.90% | 0.06% | +18.1% | Q2 2014 |
| TSM | $2.25B | 5.53% | 0.03% | +0.1% | Q4 2021 |
| GEV | $2.23B | 5.48% | 1.34% | -3.2% | Q2 2024 |
| AMZN | $1.92B | 4.71% | 0.08% | -13.9% | Q2 2013 |
| AVGO | $1.9B | 4.66% | 0.12% | +2.1% | Q1 2016 |
| CEG | $1.88B | 4.62% | 1.84% | -3.4% | Q2 2023 |
| NVDA | $1.84B | 4.52% | 0.04% | -14.1% | Q3 2016 |
| ETN | $1.79B | 4.40% | 1.23% | +2.3% | Q2 2023 |
| GOOGL | $1.76B | 4.30% | 0.06% | +259.1% | Q4 2015 |
| APP | $1.63B | 4.00% | 0.67% | +24.9% | Q4 2022 |
| RDDT | $1.36B | 3.33% | Not reported | -5.0% | Q4 2024 |
| ORCL | $1.35B | 3.31% | 0.17% | +24.3% | Q2 2023 |
| LRCX | $1.33B | 3.27% | 0.79% | -5.3% | Q1 2018 |
| SPOT | $1.26B | 3.09% | 0.88% | +13.3% | Q2 2018 |
 CRWV | $920M | 2.26% | Not reported | -62.2% | Q1 2025 |
| SNPS | $893M | 2.19% | 0.97% | Not reported | Q4 2023 |
| TSLA | $769M | 1.89% | 0.05% | -15.1% | Q2 2013 |
| NU | $757M | 1.86% | Not reported | -2.4% | Q2 2023 |
| CVNA | $756M | 1.85% | Not reported | +11.3% | Q4 2019 |
| NFLX | $742M | 1.82% | 0.15% | Not reported | Q2 2013 |
| AMAT | $686M | 1.68% | 0.42% | Not reported | Q2 2014 |
| DASH | $668M | 1.64% | Not reported | +12.3% | Q1 2021 |
 INTU | $573M | 1.41% | 0.30% | -19.8% | Q4 2018 |
| GOOG | $509M | 1.25% | Not reported | Not reported | Q4 2015 |
| SNOW | $441M | 1.08% | 0.58% | Not reported | Q3 2020 |
| FCNCA | $362M | 0.89% | Not reported | -4.2% | Q1 2023 |
 BABA | $357M | 0.87% | 0.01% | +130.1% | Q3 2014 |
| PYPL | $351M | 0.86% | 0.56% | -24.9% | Q1 2016 |
 TEAM | $332M | 0.81% | Not reported | -10.0% | Q4 2018 |
| ARM | $320M | 0.78% | 0.21% | -51.2% | Q2 2025 |
| ISRG | $318M | 0.78% | 0.20% | -3.7% | Q2 2013 |
| CAI | $307M | 0.75% | 3.60% | Not reported | Q2 2025 |
 KKR | $290M | 0.71% | 0.25% | -40.6% | Q3 2024 |
 HNGE | $231M | 0.57% | 28.71% | Not reported | Q2 2025 |
| CHYM | $216M | 0.53% | 16.01% | -1.0% | Q2 2025 |
| ADBE | $215M | 0.53% | 0.15% | Not reported | Q1 2014 |
| AMD | $200M | 0.49% | 0.08% | -19.0% | Q4 2019 |
| MRVL | $175M | 0.43% | 0.24% | +245.1% | Q3 2019 |
 BULL | $170M | 0.42% | Not reported | +0.7% | Q2 2025 |
 FIG | $168M | 0.41% | Not reported | New | Q3 2025 |
 CDNS | $166M | 0.41% | 0.17% | -33.3% | Q4 2023 |
 SE | $119M | 0.29% | 0.38% | Not reported | Q2 2019 |
| CHA | $102M | 0.25% | 6.25% | Not reported | Q2 2025 |
 VST | $100M | 0.25% | 0.15% | +7.7% | Q4 2019 |
 SWKS | $98M | 0.24% | 0.86% | Not reported | Q4 2019 |
| TTD | $68M | 0.17% | Not reported | +38.9% | Q4 2019 |
| ENPH | $58.3M | 0.14% | 1.26% | +95.3% | Q1 2022 |
| Z | $57M | 0.14% | Not reported | Not reported | Q3 2014 |
| PINS | $54M | 0.13% | 1.32% | Not reported | Q3 2020 |