All superinvestors
SEC filingPhilippe Laffont
Coatue Management · Coatue Management LLC · 13F-HR
Tech / growth
13F 2026 Q1
CIK 0001135730
Filed 2026-05-15
Founder of Coatue. Holdings from Coatue Management LLC 13F.
Reported 13F equity/options book: $29,056,031,305.00
This page shows SEC 13F holdings only. Form 13F does not include strategy memos or market outlook statements, so those are not invented here.
| Ticker | Name | Weight | Note |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.80% | — |
| GEV | GE VERNOVA INC | 7.73% | — |
| LRCX | LAM RESEARCH CORP | 7.39% | — |
| AMAT | APPLIED MATLS INC | 6.17% | — |
| AVGO | BROADCOM INC | 5.86% | — |
| G29183103 | EATON CORP PLC CUSIP | 5.85% | — |
| AMZN | AMAZON COM INC | 5.68% | — |
| META | META PLATFORMS INC | 5.54% | — |
| CEG | CONSTELLATION ENERGY CORP | 4.45% | — |
| GOOGL | ALPHABET INC | 4.27% | — |
| NVDA | NVIDIA CORPORATION | 3.80% | — |
| EQIX | EQUINIX INC | 3.68% | — |
| MSFT | MICROSOFT CORP | 3.16% | — |
| NFLX | NETFLIX INC. | 2.28% | — |
| N07059210 | ASML HLDG NV CUSIP | 2.26% | — |
| L8681T102 | SPOTIFY TECHNOLOGY S A CUSIP | 2.20% | — |
| APP | APPLOVIN CORP | 1.77% | — |
| NTRA | NATERA INC | 1.75% | — |
| G6683N103 | NU HLDGS LTD CUSIP | 1.45% | — |
| ISRG | INTUITIVE SURGICAL INC | 1.36% | — |
| RDDT | REDDIT INC | 1.29% | — |
| GOOG | ALPHABET INC | 1.10% | — |
| SNPS | SYNOPSYS INC | 1.04% | — |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.90% | — |
| VRT | VERTIV HOLDINGS CO | 0.85% | — |
| V | VISA INC | 0.75% | — |
| CVNA | CARVANA CO | 0.74% | — |
| CHYM | CHIME FINL INC | 0.65% | — |
| MTZ | MASTEC INC | 0.65% | — |
| QCOM | QUALCOMM INC | 0.61% | — |
| CAI | CARIS LIFE SCIENCES INC | 0.60% | — |
| SOLS | SOLSTICE ADVANCED MATLS INC | 0.43% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | 0.33% | — |
| SFM | SPROUTS FMRS MKT INC | 0.32% | — |
| DASH | DOORDASH INC | 0.29% | — |
| GNRC | GENERAC HLDGS INC | 0.26% | — |
| ENPH | ENPHASE ENERGY INC | 0.21% | — |
| PYPL | PAYPAL HLDGS INC | 0.19% | — |
| MU | MICRON TECHNOLOGY INC | 0.19% | — |
| ABR | ARBOR REALTY TRUST INC | 0.11% | — |