COATUE MANAGEMENT LLC: 13F holdings
CIK 11357302026Q2
| Positions | 66 |
|---|---|
| Reported value | $48.6bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 8,914,995 | $4.3bn | 8.8% |
| LRCX LAM RESEARCH CORP | 9,441,603 | $4.1bn | 8.4% |
| MU MICRON TECHNOLOGY INC | 3,142,269 | $3.6bn | 7.5% |
| SPCX SPACE EXPLORATION TECHN CORP | 18,561,780 | $3.2bn | 6.5% |
| AMAT APPLIED MATLS INC | 4,213,483 | $3.0bn | 6.3% |
| GEV GE VERNOVA INC | 2,558,164 | $3.0bn | 6.2% |
| AMZN AMAZON COM INC | 11,834,799 | $2.8bn | 5.8% |
| AVGO BROADCOM INC | 5,846,831 | $2.2bn | 4.5% |
| EATON CORP PLC | 4,968,415 | $2.1bn | 4.4% |
| GOOGL ALPHABET INC | 4,856,251 | $1.7bn | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1135730")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.