C
Coatue Management
Coatue
Philippe Laffont's tech-heavy hedge fund. Mix of public and private growth equity.
2026Q2 13F
Filed May 15, 2026 · CIK 1135730
Portfolio at quarter-end
Total value
$29056.03B
Positions
198
Top 20 holdings
| # | Holding | Shares | Value | % |
|---|---|---|---|---|
| 1 | — AMAZON COM INC | 6.60M | $1375.12B | 4.7% |
| 2 | — META PLATFORMS INC | 2.14M | $1226.11B | 4.2% |
| 3 | — TAIWAN SEMICONDUCTOR MANUFAC | 3.45M | $1166.96B | 4.0% |
| 4 | GEV GE VERNOVA INC | 1.26M | $1097.08B | 3.8% |
| 5 | LRCX LAM RESEARCH CORP | 4.80M | $1025.72B | 3.5% |
| 6 | — BROADCOM INC | 3.08M | $953.33B | 3.3% |
| 7 | — MICROSOFT CORP | 2.48M | $918.03B | 3.2% |
| 8 | — TAIWAN SEMICONDUCTOR MANUFAC | 2.57M | $868.61B | 3.0% |
| 9 | — NVIDIA CORPORATION | 4.32M | $754.01B | 2.6% |
| 10 | CEG CONSTELLATION ENERGY CORP | 2.63M | $733.23B | 2.5% |
| 11 | — APPLIED MATLS INC | 2.10M | $716.25B | 2.5% |
| 12 | — EATON CORP PLC | 1.96M | $699.88B | 2.4% |
| 13 | NFLX NETFLIX INC. | 6.19M | $594.91B | 2.0% |
| 14 | — ALPHABET INC | 2.04M | $586.73B | 2.0% |
| 15 | SPOT SPOTIFY TECHNOLOGY S A | 1.16M | $564.41B | 1.9% |
| 16 | LRCX LAM RESEARCH CORP | 2.53M | $540.82B | 1.9% |
| 17 | — APPLIED MATLS INC | 1.57M | $535.64B | 1.8% |
| 18 | — ALPHABET INC | 1.70M | $490.09B | 1.7% |
| 19 | GEV GE VERNOVA INC | 548K | $478.71B | 1.6% |
| 20 | EQIX EQUINIX INC | 439K | $429.85B | 1.5% |
Source
www.sec.gov/Archives/edgar/data/1135730/000091957426003501/0000919574-26-003501-index.htmOriginal 13F-HR filing on SEC EDGAR. Filings are public-domain federal records.
Not investment advice. 13F filings show positions as of the quarter end, are filed up to 45 days later, and only list LONG U.S. equity positions — they don't include shorts, options or international holdings.