CL
Coatue Management LLC
CIK: 1135730
Latest Filing
Filed: February 17, 2026
Portfolio Value
$39.96B
Total Holdings
52
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 86 total holdings
Holdings (86)
Latest 13F positions
TS TAIWAN SEMICONDUCTOR MFG LTD | 8.63M | $2.62B | 6.6% | +7% |
MS MICROSOFT CORP | 5.17M | $2.50B | 6.3% | +11% |
ME META PLATFORMS INC | 3.78M | $2.50B | 6.2% | -6% |
AM AMAZON COM INC | 9.93M | $2.29B | 5.7% | +14% |
GE GE VERNOVA INC | 3.37M | $2.20B | 5.5% | -7% |
GO ALPHABET INC | 6.84M | $2.14B | 5.4% | -5% |
CE CONSTELLATION ENERGY CORP | 5.91M | $2.09B | 5.2% | +3% |
AV BROADCOM INC | 5.51M | $1.91B | 4.8% | -4% |
NV NVIDIA CORPORATION | 9.20M | $1.72B | 4.3% | -7% |
LR LAM RESEARCH CORP | 9.81M | $1.68B | 4.2% | -1% |
AM APPLIED MATLS INC | 5.98M | $1.54B | 3.8% | +79% |
ET EATON CORP PLC | 4.72M | $1.50B | 3.8% | -2% |
AP APPLOVIN CORP | 2.19M | $1.47B | 3.7% | -4% |
SP SPOTIFY TECHNOLOGY S A | 2.45M | $1.42B | 3.6% | +36% |
RD REDDIT INC | 5.55M | $1.28B | 3.2% | -6% |
NF NETFLIX INC | 10.86M | $1.02B | 2.5% | +1655% |
DA DOORDASH INC | 4.37M | $988.67M | 2.5% | +78% |
OR ORACLE CORP | 4.44M | $865.40M | 2.2% | -7% |
CV CARVANA CO | 1.96M | $826.41M | 2.1% | -2% |
SN SYNOPSYS INC | 1.66M | $778.09M | 1.9% | -8% |