Capital Web | 13F-HR public-equity map
What Coatue discloses owning.
Filing-backed US long positions from the selected 13F filer. Position size controls line weight, quarter changes show movement, and every number traces to the filing date shown here.
Reported book
$29.1B
Positions parsed
198
Quarter
Q1 2026
Reported book
$29.1B
US equities per latest 13F filing, not total firm assets
Positions parsed
198
Quarter
Q1 2026
Visible web
12 shown
Rank
Holding
Value
QoQ
1
TSMTAIWAN SEMICONDUCTOR MANUFACScore 70
10.8% of reported book
$3.1B+$514.9M (+19.6%)
$3.1B
+$514.9M (+19.6%)
2
GE VERNOVA INCTicker unmapped - score unavailable
7.7% of reported book
$2.2B+$42.8M (+1.9%)
$2.2B
+$42.8M (+1.9%)
3
LAM RESEARCH CORPTicker unmapped - score unavailable
7.4% of reported book
$2.1B+$467.4M (+27.8%)
$2.1B
+$467.4M (+27.8%)
4
APPLIED MATLS INCTicker unmapped - score unavailable
6.2% of reported book
$1.8B+$255.9M (+16.6%)
$1.8B
+$255.9M (+16.6%)
5
AVGOBROADCOM INCScore 62
5.9% of reported book
$1.7B$0 (-10.7%)
$1.7B
$0 (-10.7%)
6
EATON CORP PLCTicker unmapped - score unavailable
5.8% of reported book
$1.7B+$194.6M (+12.9%)
$1.7B
+$194.6M (+12.9%)
7
AMZNAMAZON COM INCScore 75
5.7% of reported book
$1.7B$0 (-28.0%)
$1.7B
$0 (-28.0%)
8
METAMETA PLATFORMS INCScore 76
5.5% of reported book
$1.6B$0 (-35.6%)
$1.6B
$0 (-35.6%)
9
CONSTELLATION ENERGY CORPTicker unmapped - score unavailable
4.5% of reported book
$1.3B$0 (-38.0%)
$1.3B
$0 (-38.0%)
10
GOOGLALPHABET INCScore 68
4.3% of reported book
$1.2B$0 (-42.1%)
$1.2B
$0 (-42.1%)
11
NVDANVIDIA CORPORATIONScore 73
3.8% of reported book
$1.1B$0 (-35.7%)
$1.1B
$0 (-35.7%)
12
EQUINIX INCTicker unmapped - score unavailable
3.7% of reported book
$1.1B+$1.1B
$1.1B
+$1.1B
Rank
Holding
Value
QoQ
1
TSMTAIWAN SEMICONDUCTOR MANUFACScore 70
10.8% of reported book
$3.1B+$514.9M (+19.6%)
$3.1B
+$514.9M (+19.6%)
2
GE VERNOVA INCTicker unmapped - score unavailable
7.7% of reported book
$2.2B+$42.8M (+1.9%)
$2.2B
+$42.8M (+1.9%)
3
LAM RESEARCH CORPTicker unmapped - score unavailable
7.4% of reported book
$2.1B+$467.4M (+27.8%)
$2.1B
+$467.4M (+27.8%)
4
APPLIED MATLS INCTicker unmapped - score unavailable
6.2% of reported book
$1.8B+$255.9M (+16.6%)
$1.8B
+$255.9M (+16.6%)
5
AVGOBROADCOM INCScore 62
5.9% of reported book
$1.7B$0 (-10.7%)
$1.7B
$0 (-10.7%)
6
EATON CORP PLCTicker unmapped - score unavailable
5.8% of reported book
$1.7B+$194.6M (+12.9%)
$1.7B
+$194.6M (+12.9%)
7
AMZNAMAZON COM INCScore 75
5.7% of reported book
$1.7B$0 (-28.0%)
$1.7B
$0 (-28.0%)
8
METAMETA PLATFORMS INCScore 76
5.5% of reported book
$1.6B$0 (-35.6%)
$1.6B
$0 (-35.6%)
9
CONSTELLATION ENERGY CORPTicker unmapped - score unavailable
4.5% of reported book
$1.3B$0 (-38.0%)
$1.3B
$0 (-38.0%)
10
GOOGLALPHABET INCScore 68
4.3% of reported book
$1.2B$0 (-42.1%)
$1.2B
$0 (-42.1%)
11
NVDANVIDIA CORPORATIONScore 73
3.8% of reported book
$1.1B$0 (-35.7%)
$1.1B
$0 (-35.7%)
12
EQUINIX INCTicker unmapped - score unavailable
3.7% of reported book
$1.1B+$1.1B
$1.1B
+$1.1B
Biggest new positions
Method note
Capital Web reads the same public 13F-HR filings used by Whale Watch. It publishes holdings disclosed in the filing and labels the report date on the surface. 13F covers reported US long positions only.