Growth
Coatue Management
Coatue Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$48.63B
reported long US equity
Positions
66
US-listed holdings
New this quarter
9
5 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $4.26B | 8.8% | 8.9M | Reduced |
| 2 | LRCXLAM RESEARCH CORP | $4.09B | 8.4% | 9.4M | Reduced |
| 3 | MUMICRON TECHNOLOGY INC | $3.63B | 7.5% | 3.1M | Added |
| 4 | SPACE EXPLORATION TECHN CORP | $3.17B | 6.5% | 18.6M | New |
| 5 | AMATAPPLIED MATLS INC | $3.05B | 6.3% | 4.2M | Reduced |
| 6 | GEVGE VERNOVA INC | $3.01B | 6.2% | 2.6M | Reduced |
| 7 | AMZNAMAZON COM INC | $2.82B | 5.8% | 11.8M | Added |
| 8 | AVGOBROADCOM INC | $2.21B | 4.5% | 5.8M | Added |
| 9 | EATON CORP PLC | $2.12B | 4.4% | 5.0M | Added |
| 10 | ALPHABET INC | $1.74B | 3.6% | 4.9M | Added |
| 11 | INTCINTEL CORP | $1.69B | 3.5% | 12.1M | New |
| 12 | CEREBRAS SYSTEMS INC | $1.55B | 3.2% | 7.0M | New |
| 13 | METAMETA PLATFORMS INC | $1.42B | 2.9% | 2.5M | Reduced |
| 14 | EQIXEQUINIX INC | $1.33B | 2.7% | 1.3M | Added |
| 15 | NVDANVIDIA CORPORATION | $1.21B | 2.5% | 6.1M | Reduced |
| 16 | CEGCONSTELLATION ENERGY CORP | $1.15B | 2.4% | 4.6M | — |
| 17 | FPSFORGENT POWER SOLUTIONS INC | $1.15B | 2.4% | 20.5M | New |
| 18 | HUTHUT 8 CORP | $1.12B | 2.3% | 9.7M | New |
| 19 | MSFTMICROSOFT CORP | $1.10B | 2.3% | 2.9M | Added |
| 20 | NTRANATERA INC | $680.0M | 1.4% | 2.5M | Reduced |
| 21 | APPAPPLOVIN CORP | $603.4M | 1.2% | 1.2M | Reduced |
| 22 | SPOTIFY TECHNOLOGY S A | $601.8M | 1.2% | 1.3M | Reduced |
| 23 | ASML HLDG NV | $587.7M | 1.2% | 295.4K | Reduced |
| 24 | RDDTREDDIT INC | $484.3M | 1.0% | 2.8M | — |
| 25 | NU HLDGS LTD | $391.9M | 0.8% | 29.3M | — |
| 26 | NFLXNETFLIX INC. | $336.3M | 0.7% | 4.7M | Reduced |
| 27 | GOOGALPHABET INC | $321.0M | 0.7% | 908.4K | Reduced |
| 28 | ISRGINTUITIVE SURGICAL INC | $315.6M | 0.6% | 793.7K | Reduced |
| 29 | FCNCAFIRST CTZNS BANCSHARES INC D | $290.3M | 0.6% | 139.5K | — |
| 30 | VRTVERTIV HOLDINGS CO | $270.1M | 0.6% | 806.6K | Reduced |
| 31 | QCOMQUALCOMM INC | $256.4M | 0.5% | 1.4M | — |
| 32 | CVNACARVANA CO | $215.8M | 0.4% | 3.3M | Added |
| 33 | MTZMASTEC INC | $215.2M | 0.4% | 517.3K | Reduced |
| 34 | CAICARIS LIFE SCIENCES INC | $175.0M | 0.4% | 9.8M | — |
| 35 | SNPSSYNOPSYS INC | $141.6M | 0.3% | 317.5K | Reduced |
| 36 | GNRCGENERAC HLDGS INC | $114.3M | 0.2% | 390.5K | — |
| 37 | SFMSPROUTS FMRS MKT INC | $101.8M | 0.2% | 1.2M | — |
| 38 | DASHDOORDASH INC | $96.8M | 0.2% | 524.8K | Reduced |
| 39 | ENPHENPHASE ENERGY INC | $76.7M | 0.2% | 1.6M | Reduced |
| 40 | BAHBOOZ ALLEN HAMILTON HLDG COR | $65.7M | 0.1% | 1.1M | New |
| 41 | AMDADVANCED MICRO DEVICES INC | $55.8M | 0.1% | 96.0K | New |
| 42 | PYPLPAYPAL HLDGS INC | $53.7M | 0.1% | 1.2M | — |
| 43 | NVAXNOVAVAX INC | $36.1M | 0.1% | 3.8M | — |
| 44 | FIXCOMFORT SYS USA INC | $35.3M | 0.1% | 17.8K | New |
| 45 | QUANTUMSCAPE CORP | $32.5M | 0.1% | 4.3M | — |
| 46 | UPSTUPSTART HLDGS INC | $30.9M | 0.1% | 870.9K | — |
| 47 | AGXARGAN INC | $28.8M | 0.1% | 36.1K | New |
| 48 | TSLATESLA INC | $25.2M | 0.1% | 60.0K | Added |
| 49 | PINSPINTEREST INC | $25.2M | 0.1% | 1.2M | Reduced |
| 50 | TTDTHE TRADE DESK INC | $25.1M | 0.1% | 1.4M | — |
| 51 | ZZILLOW GROUP INC | $23.3M | 0.0% | 739.7K | — |
| 52 | ARBOR REALTY TRUST INC | $22.7M | 0.0% | 4.2M | — |
| 53 | PATHUIPATH INC | $21.3M | 0.0% | 2.0M | Reduced |
| 54 | MPTMEDICAL PROPERTIES TRUST INC | $20.9M | 0.0% | 4.5M | — |
| 55 | RNGRINGCENTRAL INC | $16.0M | 0.0% | 411.4K | — |
| 56 | PTONPELOTON INTERACTIVE INC | $14.8M | 0.0% | 2.5M | — |
| 57 | ZILLOW GROUP INC | $10.3M | 0.0% | 328.2K | — |
| 58 | PLUGPLUG PWR INC | $6.9M | 0.0% | 2.5M | — |
| 59 | SFIXSTITCH FIX INC | $3.0M | 0.0% | 735.4K | — |
| 60 | OLAPLEX HLDGS INC | $2.6M | 0.0% | 1.3M | — |
| 61 | LCIDLUCID GROUP INC | $2.0M | 0.0% | 295.4K | — |
| 62 | CHPTCHARGEPOINT HOLDINGS INC | $910,648 | 0.0% | 154.1K | — |
| 63 | HERTZ GLOBAL HLDGS INC | $511,007 | 0.0% | 468.8K | — |
| 64 | AMCAMC ENTMT HLDGS INC | $433,458 | 0.0% | 228.1K | — |
| 65 | HTZHERTZ GLOBAL HLDGS INC | $241,954 | 0.0% | 106.8K | — |
| 66 | BYNDBEYOND MEAT INC | $224,914 | 0.0% | 299.9K | Reduced |
Sold out (Q2 2026)
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From Coatue Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.