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COATUE MANAGEMENT LLC portfolio

Latest reported holdings, Q2 2026, from their SEC 13F filing. Not investment advice.

Portfolio value
$48.6B
Positions
66
Top 10 weight
62%
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Versus Q1 2026: 9 new, 9 added, 21 trimmed, 5 sold out.

Recent SEC activity

Every filing COATUE MANAGEMENT LLC has made, newest first, across all form types — not just the quarterly 13F. A 13D activist stake is public within days and a Form 4 insider trade within two business days, so this feed moves long before the next 13F does. It updates within minutes of a filing hitting SEC EDGAR.

13GNew passive 5% stake (13G)NEWa large but passive holder crossing 5%2026-08-147 days ago13GNew passive 5% stake (13G)NEWa large but passive holder crossing 5%2026-08-147 days ago13FQuarterly portfolio (13F)NEWthe quarterly snapshot, filed up to 45 days after quarter-end2026-08-147 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1598 days ago13FPortfolio amendment (13F/A)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1598 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-02-17185 days ago13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2026-02-17185 days ago13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2026-02-17185 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-11-14280 days ago13GNew passive 5% stake (13G)a large but passive holder crossing 5%2025-08-14372 days ago13GNew passive 5% stake (13G)a large but passive holder crossing 5%2025-08-14372 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-08-14372 days ago
Holding% of portfolioValuevs last quarter
TSMTAIWAN SEMICONDUCTOR MANUFAC8.8%$4.3BTRIMMED -4%
LRCXLAM RESEARCH CORP8.4%$4.1BTRIMMED -6%
MUMICRON TECHNOLOGY INC7.5%$3.6BADDED +1794%
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