1
TSMTAIWAN SEMICONDUCTOR MANUFAC
CUSIP 874039100
Filed value
$3.1BWeight / shares
10.80% · 9,283,547 shQuarter change
+$514.9M · +19.6%Prior receipt ↗
Institutional filer · CIK 0001135730
Coatue reported holdings.
Reported US long positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$29.1BFiling lines parsed
198Holdings published
25Current reported holdings
Top 25 positions by filed value
As of 2026-03-31; filed 2026-05-15. QoQ values appear only when both exact quarter filing receipts are present in the cached read model.
RankHoldingFiled valueWeight / sharesQuarter change
2
GE VERNOVA INC
CUSIP 36828A101
Filed value
$2.2BWeight / shares
7.73% · 2,572,358 shQuarter change
+$42.8M · +1.9%Prior receipt ↗
3
LAM RESEARCH CORP
CUSIP 512807306
Filed value
$2.1BWeight / shares
7.39% · 10,043,505 shQuarter change
+$467.4M · +27.8%Prior receipt ↗
4
APPLIED MATLS INC
CUSIP 038222105
Filed value
$1.8BWeight / shares
6.17% · 5,248,202 shQuarter change
+$255.9M · +16.6%Prior receipt ↗
5
AVGOBROADCOM INC
CUSIP 11135F101
Filed value
$1.7BWeight / shares
5.86% · 5,503,852 shQuarter change
-$203.6M · -10.7%Prior receipt ↗
6
EATON CORP PLC
CUSIP G29183103
Filed value
$1.7BWeight / shares
5.85% · 4,748,498 shQuarter change
+$194.6M · +12.9%Prior receipt ↗
7
AMZNAMAZON COM INC
CUSIP 023135106
Filed value
$1.7BWeight / shares
5.68% · 7,930,766 shQuarter change
-$640.8M · -28.0%Prior receipt ↗
8
METAMETA PLATFORMS INC
CUSIP 30303M102
Filed value
$1.6BWeight / shares
5.54% · 2,812,056 shQuarter change
-$887.6M · -35.6%Prior receipt ↗
9
CONSTELLATION ENERGY CORP
CUSIP 21037T109
Filed value
$1.3BWeight / shares
4.45% · 4,632,475 shQuarter change
-$793.2M · -38.0%Prior receipt ↗
10
GOOGLALPHABET INC
CUSIP 02079K305
Filed value
$1.2BWeight / shares
4.27% · 4,313,426 shQuarter change
-$901.0M · -42.1%Prior receipt ↗
11
NVDANVIDIA CORPORATION
CUSIP 67066G104
Filed value
$1.1BWeight / shares
3.80% · 6,331,620 shQuarter change
-$612.2M · -35.7%Prior receipt ↗
12
EQUINIX INC
CUSIP 29444U700
Filed value
$1.1BWeight / shares
3.68% · 1,090,886 shQuarter change
+$1.1BPrior receipt ↗
13
MSFTMICROSOFT CORP
CUSIP 594918104
Filed value
$918.0MWeight / shares
3.16% · 2,480,017 shQuarter change
-$1.6B · -63.3%Prior receipt ↗
14
NFLXNETFLIX INC.
CUSIP 64110L106
Filed value
$662.8MWeight / shares
2.28% · 6,893,560 shQuarter change
-$355.5M · -34.9%Prior receipt ↗
15
ASMLASML HLDG NV
CUSIP N07059210
Filed value
$655.4MWeight / shares
2.26% · 496,234 shQuarter change
+$655.4MPrior receipt ↗
16
SPOTIFY TECHNOLOGY S A
CUSIP L8681T102
Filed value
$640.5MWeight / shares
2.20% · 1,320,914 shQuarter change
-$782.7M · -55.0%Prior receipt ↗
17
APPLOVIN CORP
CUSIP 03831W108
Filed value
$513.4MWeight / shares
1.77% · 1,290,008 shQuarter change
-$959.4M · -65.1%Prior receipt ↗
18
NATERA INC
CUSIP 632307104
Filed value
$508.3MWeight / shares
1.75% · 2,541,842 shQuarter change
-$94.9M · -15.7%Prior receipt ↗
19
NU HLDGS LTD
CUSIP G6683N103
Filed value
$421.5MWeight / shares
1.45% · 29,333,576 shQuarter change
-$344.3M · -45.0%Prior receipt ↗
20
ISRGINTUITIVE SURGICAL INC
CUSIP 46120E602
Filed value
$394.3MWeight / shares
1.36% · 855,225 shQuarter change
-$62.9M · -13.8%Prior receipt ↗
21
REDDIT INC
CUSIP 75734B100
Filed value
$375.7MWeight / shares
1.29% · 2,789,891 shQuarter change
-$900.2M · -70.6%Prior receipt ↗
22
GOOGALPHABET INC
CUSIP 02079K107
Filed value
$320.1MWeight / shares
1.10% · 1,115,885 shQuarter change
-$307.7M · -49.0%Prior receipt ↗
23
SYNOPSYS INC
CUSIP 871607107
Filed value
$302.0MWeight / shares
1.04% · 761,760 shQuarter change
-$476.1M · -61.2%Prior receipt ↗
24
FIRST CTZNS BANCSHARES INC D
CUSIP 31946M103
Filed value
$262.9MWeight / shares
0.90% · 139,498 shQuarter change
-$36.5M · -12.2%Prior receipt ↗
25
VERTIV HOLDINGS CO
CUSIP 92537N108
Filed value
$246.0MWeight / shares
0.85% · 981,633 shQuarter change
+$111.7M · +83.2%Prior receipt ↗
Form 13F generally covers reported US long positions. It can omit cash, private assets, many derivatives, shorts, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.