Capital Web | 13F-HR public-equity map
Who Coatue discloses owning.
A filing-backed view of the public-equity stakes reported by the selected 13F filer. Position size controls line weight. The surface excludes private investments, short positions, and foreign-only listings because those do not appear in 13F-HR.
Reported book
$29.1B
Positions parsed
198
Quarter
Q1 2026
Visible web
10 nodes
Rank
Holding
Value
1
TSMTAIWAN SEMICONDUCTOR MANUFAC
AI compute | 10.8% of reported book
$3.1B
2
AVGOBROADCOM INC
AI compute | 5.9% of reported book
$1.7B
3
AMZNAMAZON COM INC
Cloud | 5.7% of reported book
$1.7B
4
METAMETA PLATFORMS INC
Cloud | 5.5% of reported book
$1.6B
5
GOOGLALPHABET INC
Cloud | 4.3% of reported book
$1.2B
6
NVDANVIDIA CORPORATION
AI compute | 3.8% of reported book
$1.1B
7
MSFTMICROSOFT CORP
Cloud | 3.2% of reported book
$918.0M
8
NFLXNETFLIX INC.
Consumer | 2.3% of reported book
$662.8M
9
ISRGINTUITIVE SURGICAL INC
Public equity | 1.4% of reported book
$394.3M
10
GOOGALPHABET INC
Cloud | 1.1% of reported book
$320.1M
Rank
Holding
Value
1
TSMTAIWAN SEMICONDUCTOR MANUFAC
AI compute | 10.8% of reported book
$3.1B
2
AVGOBROADCOM INC
AI compute | 5.9% of reported book
$1.7B
3
AMZNAMAZON COM INC
Cloud | 5.7% of reported book
$1.7B
4
METAMETA PLATFORMS INC
Cloud | 5.5% of reported book
$1.6B
5
GOOGLALPHABET INC
Cloud | 4.3% of reported book
$1.2B
6
NVDANVIDIA CORPORATION
AI compute | 3.8% of reported book
$1.1B
7
MSFTMICROSOFT CORP
Cloud | 3.2% of reported book
$918.0M
8
NFLXNETFLIX INC.
Consumer | 2.3% of reported book
$662.8M
9
ISRGINTUITIVE SURGICAL INC
Public equity | 1.4% of reported book
$394.3M
10
GOOGALPHABET INC
Cloud | 1.1% of reported book
$320.1M
Method note
Capital Web reads the same public 13F-HR filings used by Whale Watch. It publishes holdings disclosed in the filing and leaves non-reporting entities empty.