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Coatue Management LLC
21%held throughout
1–25 of 72, sorted by portfolio weight, high to low
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 8.2% | Reduced3.1% | 4,182,327 | $504.22 | $2.11B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 8.1%+1.0% | Increased7.0% | 10,772,811 | $193.25 | $2.08B |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 7.7%+2.2% | Increased10.2% | 11,393,702 | $173.81 | $1.98B |
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 6.6%+1.7% | Increased893.0% | 13,754,447 | $123.54 | $1.70B |
| MSFTMICROSOFT CORPInformation Technology | 6.4%+0.4% | Increased0.6% | 3,701,654 | $446.95 | $1.65B |
| Ticker unavailableEATON CORP PLCUnclassified | 5.2%+0.1% | Increased3.1% | 4,274,938 | $313.55 | $1.34B |
| QCOMQUALCOMM INCInformation Technology | 4.1%+1.6% | Increased43.1% | 5,243,140 | $199.18 | $1.04B |
| ADBEADOBE INCInformation Technology | 4.0%+1.2% | Increased28.8% | 1,843,921 | $555.54 | $1.02B |
| AMDADVANCED MICRO DEVICESInformation Technology | 4.0%-0.8% | Reduced7.4% | 6,279,158 | $162.21 | $1.02B |
| DELLDELL TECHNOLOGIES -CInformation Technology | 3.9%+2.0% | Increased73.2% | 7,311,852 | $137.91 | $1.01B |
| CEGCONSTELLATION ENERGYUtilities | 3.8%+2.3% | Increased139.4% | 4,907,885 | $200.27 | $982.9M |
| VRTVERTIV HOLDINGS CO-AInformation Technology | 3.0%+0.1% | Reduced2.2% | 9,042,912 | $86.57 | $782.8M |
| Ticker unavailableNU HLDGS LTDUnclassified | 3.0% | Reduced5.8% | 59,142,605 | $12.89 | $762.3M |
| GOOGLALPHABET INCCommunication ServicesGOOGL · GOOGSupply chain (as of Q2 2026) | 2.4%-1.0% | Reduced | GOOGL2,764,509GOOG616,984 | GOOGL$182.15GOOG$183.42 | $616.7M |
| GEVNEWGE VERNOVA INCIndustrials | 2.2%+2.2% | New | 3,332,031 | $171.51 | $571.5M |
| CRMSALESFORCE INCInformation Technology | 1.9%-3.6% | Reduced59.4% | 1,907,872 | $257.10 | $490.5M |
| LRCXEURLAM RESEARCH CORPUnclassified | 1.9%+0.2% | Increased2.9% | 457,443 | $1064.85 | $487.1M |
| ISRGINTUITIVE SURGICAL INCHealth Care | 1.8%-0.2% | Reduced19.6% | 1,027,054 | $444.85 | $456.9M |
| AVGOBROADCOM INCInformation Technology | 1.8%-0.4% | Reduced31.9% | 283,436 | $1605.53 | $455.1M |
| APHNEWAMPHENOL CORP-CL AInformation Technology | 1.6%+1.6% | New | 6,211,919 | $67.37 | $418.5M |
| NFLXNETFLIX INCCommunication Services | 1.6%-0.9% | Reduced42.1% | 612,323 | $674.88 | $413.2M |
| PYPLPAYPAL HOLDINGS INCFinancials | 1.4%-0.7% | Reduced24.6% | 6,065,510 | $58.03 | $352.0M |
| FCNCAFIRST CITIZENS BCSHS -CL AFinancials | 1.4%-0.5% | Reduced27.2% | 208,364 | $1683.61 | $350.8M |
| VSTVISTRA CORPUtilities | 1.3%+0.5% | Increased23.9% | 3,985,377 | $85.98 | $342.7M |
| INTUINTUIT INCInformation Technology | 1.3% | Reduced2.9% | 500,389 | $657.21 | $328.9M |