Coatue Management LLC 13F portfolio
Latest 13F filing: 2026-05-15. Reported holdings: 62, total reported value $29.1B. Data straight from SEC EDGAR.
New positions
| Stock | Value | Shares | Change |
|---|---|---|---|
| Equinix INC | $1.1B | 1,090,886.0 | +100% |
| ASML HLDG NV | $655M | 496,234.0 | +100% |
| VISA INC | $217M | 718,753.0 | +100% |
| Qualcomm INC | $179M | 1,387,312.0 | +100% |
| Solstice Advanced Matls INC | $126M | 1,654,589.0 | +100% |
| Enphase Energy INC | $62M | 1,647,893.0 | +100% |
| Micron Technology INC | $56M | 165,931.0 | +100% |
| Arbor Realty Trust INC | $32M | 4,196,885.0 | +100% |
| THE Trade DESK INC | $31M | 1,387,089.0 | +100% |
| Novavax INC | $31M | 3,836,986.0 | +100% |
Exits
| Stock | Value | Shares | Change |
|---|---|---|---|
| Rocket COS INC | $0K | 0 | -100% |
| Infosys LTD | $0K | 0 | -100% |
| Oracle CORP | $0K | 0 | -100% |
| Chagee Hldgs LTD | $0K | 0 | -100% |
| Snowflake INC | $0K | 0 | -100% |
| ARM Holdings PLC | $0K | 0 | -100% |
| Marvell Technology INC | $0K | 0 | -100% |
| Advanced Micro Devices INC | $0K | 0 | -100% |
| Adobe INC | $0K | 0 | -100% |
| Navan INC | $0K | 0 | -100% |
Positions this fund shares with other tracked managers (consensus picks): META Platforms INC, Taiwan Semiconductor Manufac, Alphabet INC, ASML HLDG NV, VISA INC, Nvidia Corporation, Amazon.com Inc, Alphabet INC.
DataSignals Lab publishes data and research. Informational only, not investment advice, not an offer or solicitation. Every figure links back to the official filing so you can verify it yourself.