Institutional filer · CIK 0001135730

Coatue reported holdings.

Reported 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

Filing lines parsed

Holdings published

Current reported holdings

Top 25 positions by filed value

As of 2026-06-30; filed 2026-08-14. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
2
LAM RESEARCH CORP

CUSIP 512807306

Reported long

Filed value

Weight / quantity

Reported change

-601,902 sharesFiled value +$1.9B · +90.7%Prior receipt ↗
3
MUMICRON TECHNOLOGY INC

CUSIP 595112103

Reported long

Filed value

Weight / quantity

Reported change

+2,976,338 sharesFiled value +$3.6B · +6370.2%Prior receipt ↗
5
APPLIED MATLS INC

CUSIP 038222105

Reported long

Filed value

Weight / quantity

Reported change

-1,034,719 sharesFiled value +$1.3B · +69.8%Prior receipt ↗
6
GE VERNOVA INC

CUSIP 36828A101

Reported long

Filed value

Weight / quantity

Reported change

-14,194 sharesFiled value +$760.1M · +33.9%Prior receipt ↗
7
AMZNAMAZON COM INC

CUSIP 023135106

Reported long

Filed value

Weight / quantity

Reported change

+3,904,033 sharesFiled value +$1.2B · +70.8%Prior receipt ↗
8
AVGOBROADCOM INC

CUSIP 11135F101

Reported long

Filed value

Weight / quantity

Reported change

+342,979 sharesFiled value +$505.1M · +29.7%Prior receipt ↗
9
EATON CORP PLC

CUSIP G29183103

Reported long

Filed value

Weight / quantity

Reported change

+219,917 sharesFiled value +$418.7M · +24.7%Prior receipt ↗
10
GOOGALPHABET INC

CUSIP 02079K107

Reported long

Filed value

Weight / quantity

Reported change

+335,335 sharesFiled value +$496.0M · +31.8%Prior receipt ↗
11
INTCINTEL CORP

CUSIP 458140100

Reported long

Filed value

Weight / quantity

Reported change

+12,084,027 sharesFiled value +$1.7BPrior receipt ↗
12
CEREBRAS SYSTEMS INC

CUSIP 15675D103

Reported long

Filed value

Weight / quantity

Reported change

+7,011,028 sharesFiled value +$1.5BPrior receipt ↗
13
METAMETA PLATFORMS INC

CUSIP 30303M102

Reported long

Filed value

Weight / quantity

Reported change

-286,008 sharesFiled value -$186.0M · -11.6%Prior receipt ↗
14
EQUINIX INC

CUSIP 29444U700

Reported long

Filed value

Weight / quantity

Reported change

+182,631 sharesFiled value +$258.2M · +24.1%Prior receipt ↗
15
NVDANVIDIA CORPORATION

CUSIP 67066G104

Reported long

Filed value

Weight / quantity

Reported change

-276,423 sharesFiled value +$107.3M · +9.7%Prior receipt ↗
16
CONSTELLATION ENERGY CORP

CUSIP 21037T109

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value -$143.1M · -11.1%Prior receipt ↗
18
HUT 8 CORP

CUSIP 44812J104

Reported long

Filed value

Weight / quantity

Reported change

+9,715,476 sharesFiled value +$1.1BPrior receipt ↗
19
MSFTMICROSOFT CORP

CUSIP 594918104

Reported long

Filed value

Weight / quantity

Reported change

+456,392 sharesFiled value +$177.3M · +19.3%Prior receipt ↗
20
NATERA INC

CUSIP 632307104

Reported long

Filed value

Weight / quantity

Reported change

-36,752 sharesFiled value +$171.7M · +33.8%Prior receipt ↗
21
APPLOVIN CORP

CUSIP 03831W108

Reported long

Filed value

Weight / quantity

Reported change

-118,819 sharesFiled value +$90.0M · +17.5%Prior receipt ↗
22
SPOTIFY TECHNOLOGY S A

CUSIP L8681T102

Reported long

Filed value

Weight / quantity

Reported change

-10,282 sharesFiled value -$38.8M · -6.1%Prior receipt ↗
23
ASMLASML HLDG NV

CUSIP N07059210

Reported long

Filed value

Weight / quantity

Reported change

-200,828 sharesFiled value -$67.7M · -10.3%Prior receipt ↗
24
REDDIT INC

CUSIP 75734B100

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value +$108.6M · +28.9%Prior receipt ↗
25
NU HLDGS LTD

CUSIP G6683N103

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value -$29.6M · -7.0%Prior receipt ↗

No longer reported

These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

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Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.