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Coatue Management LLC
17%held throughout
1–25 of 51, sorted by portfolio weight, high to low
| GOOGLALPHABET INCCommunication ServicesGOOGL · GOOGSupply chain (as of Q2 2026) | 6.9%+1.4% | Reduced | GOOGL6,841,436GOOG2,000,536 | GOOGL$313.00GOOG$313.80 | $2.77B |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 6.6%+1.0% | Increased6.9% | 8,629,524 | $303.89 | $2.62B |
| MSFTMICROSOFT CORPInformation Technology | 6.3%+0.4% | Increased11.4% | 5,171,976 | $483.62 | $2.50B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 6.2%-1.0% | Reduced6.3% | 3,781,949 | $660.09 | $2.50B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 5.7%+1.0% | Increased13.6% | 9,932,265 | $230.82 | $2.29B |
| GEVGE VERNOVA INCIndustrials | 5.5% | Reduced7.3% | 3,370,174 | $653.57 | $2.20B |
| CEGCONSTELLATION ENERGYUtilities | 5.2%+0.6% | Increased3.2% | 5,907,174 | $353.27 | $2.09B |
| AVGOBROADCOM INCInformation Technology | 4.8%+0.1% | Reduced4.5% | 5,510,227 | $346.10 | $1.91B |
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 4.3%-0.2% | Reduced6.8% | 9,203,338 | $186.50 | $1.72B |
| LRCXLAM RESEARCH CORPInformation Technology | 4.2%+0.9% | Reduced1.5% | 9,805,565 | $171.18 | $1.68B |
| AMATAPPLIED MATERIALS INCInformation Technology | 3.8%+2.2% | Increased78.7% | 5,984,332 | $256.99 | $1.54B |
| Ticker unavailableEATON CORP PLCUnclassified | 3.8%-0.6% | Reduced1.5% | 4,721,223 | $318.51 | $1.50B |
| APPAPPLOVIN CORP-CLASS ACommunication Services | 3.7%-0.3% | Reduced3.6% | 2,185,747 | $673.82 | $1.47B |
| Ticker unavailableSPOTIFY TECHNOLOGY S AUnclassified | 3.6%+0.5% | Increased35.9% | 2,450,881 | $580.71 | $1.42B |
| RDDTREDDIT INC-CL AInformation Technology | 3.2%-0.1% | Reduced5.9% | 5,550,241 | $229.87 | $1.28B |
| NFLXNETFLIX INCCommunication Services | 2.5%+0.7% | Increased1655.4% | 10,861,355 | $93.76 | $1.02B |
| DASHDOORDASH INC - AConsumer Discretionary | 2.5%+0.8% | Increased77.8% | 4,365,365 | $226.48 | $988.7M |
| ORCLORACLE CORPInformation Technology | 2.2%-1.1% | Reduced7.4% | 4,440,008 | $194.91 | $865.4M |
| CVNACARVANA COConsumer Discretionary | 2.1%+0.2% | Reduced2.2% | 1,958,229 | $422.02 | $826.4M |
| SNPSSYNOPSYS INCInformation Technology | 1.9%-0.2% | Reduced8.4% | 1,656,489 | $469.72 | $778.1M |
| Ticker unavailableNU HLDGS LTDUnclassified | 1.9%+0.1% | Reduced3.3% | 45,750,363 | $16.74 | $765.9M |
| TSLATESLA INCConsumer Discretionary | 1.8% | Reduced5.1% | 1,641,406 | $449.72 | $738.2M |
| NTRANATERA INCHealth Care | 1.5%+1.4% | Increased1446.1% | 2,633,334 | $229.09 | $603.3M |
| SNOWSNOWFLAKE INCInformation Technology | 1.4%+0.3% | Increased26.8% | 2,480,963 | $219.36 | $544.2M |
| ISRGINTUITIVE SURGICAL INCHealth Care | 1.1%+0.4% | Increased13.6% | 807,234 | $566.36 | $457.2M |