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Coatue Management LLC
14%held throughout
1–25 of 60, sorted by portfolio weight, high to low
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 10.8%+4.2% | Increased7.6% | 9,283,547 | $337.95 | $3.14B |
| GEVGE VERNOVA INCIndustrials | 7.7%+2.2% | Reduced23.7% | 2,572,358 | $872.90 | $2.25B |
| LRCXLAM RESEARCH CORPInformation Technology | 7.4%+3.2% | Increased2.4% | 10,043,505 | $213.66 | $2.15B |
| AMATAPPLIED MATERIALS INCInformation Technology | 6.2%+2.3% | Reduced12.3% | 5,248,202 | $341.79 | $1.79B |
| AVGOBROADCOM INCInformation Technology | 5.9%+1.1% | Reduced0.1% | 5,503,852 | $309.51 | $1.70B |
| Ticker unavailableEATON CORP PLCUnclassified | 5.8%+2.1% | Increased0.6% | 4,748,498 | $357.67 | $1.70B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 5.7%-0.1% | Reduced20.2% | 7,930,766 | $208.27 | $1.65B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 5.5%-0.7% | Reduced25.6% | 2,812,056 | $572.13 | $1.61B |
| GOOGLALPHABET INCCommunication ServicesGOOGL · GOOGSupply chain (as of Q2 2026) | 5.4%-1.6% | Reduced | GOOGL4,313,426GOOG1,115,885 | GOOGL$287.56GOOG$286.86 | $1.56B |
| CEGCONSTELLATION ENERGYUtilities | 4.5%-0.8% | Reduced21.6% | 4,632,475 | $279.25 | $1.29B |
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 3.8%-0.5% | Reduced31.2% | 6,331,620 | $174.40 | $1.10B |
| EQIXNEWEQUINIX INCReal Estate | 3.7%+3.7% | New | 1,090,886 | $980.24 | $1.07B |
| MSFTMICROSOFT CORPInformation Technology | 3.2%-3.1% | Reduced52.0% | 2,480,017 | $370.17 | $918.0M |
| NFLXNETFLIX INCCommunication Services | 2.3%-0.3% | Reduced36.5% | 6,893,560 | $96.15 | $662.8M |
| Ticker unavailableNEWASML HOLDING N VUnclassified | 2.3%+2.3% | New | 496,234 | $1320.83 | $655.4M |
| Ticker unavailableSPOTIFY TECHNOLOGY S AUnclassified | 2.2%-1.4% | Reduced46.1% | 1,320,914 | $484.91 | $640.5M |
| APPAPPLOVIN CORP-CLASS ACommunication Services | 1.8%-1.9% | Reduced41.0% | 1,290,008 | $398.00 | $513.4M |
| NTRANATERA INCHealth Care | 1.7%+0.2% | Reduced3.5% | 2,541,842 | $199.99 | $508.3M |
| Ticker unavailableNU HLDGS LTDUnclassified | 1.5%-0.5% | Reduced35.9% | 29,333,576 | $14.37 | $421.5M |
| ISRGINTUITIVE SURGICAL INCHealth Care | 1.4%+0.2% | Increased5.9% | 855,225 | $460.99 | $394.3M |
| RDDTREDDIT INC-CL AInformation Technology | 1.3%-1.9% | Reduced49.7% | 2,789,891 | $134.65 | $375.7M |
| SNPSSYNOPSYS INCInformation Technology | 1.0%-0.9% | Reduced54.0% | 761,760 | $396.48 | $302.0M |
| FCNCAFIRST CITIZENS BCSHS -CL AFinancials | 0.9%+0.2% | Unchanged | 139,498 | $1884.66 | $262.9M |
| VRTVERTIV HOLDINGS CO-AInformation Technology | 0.8%+0.5% | Increased18.4% | 981,633 | $250.58 | $246.0M |
| VNEWVISA INC-CLASS A SHARESFinancials | 0.7%+0.7% | New | 718,753 | $302.24 | $217.2M |