The Capital That Moves Markets
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TSMTaiwan Semiconductor Manufacturing8.76%-2.04%$4.26BTrim-3.97%
LRCXLAM RESEARCH CORP8.41%+1.03%$4.09BTrim-5.99%
MUMICRON TECHNOLOGY INC7.46%+7.27%$3.63BAdd+1793.72%
SPCXSPACE EXPLORATION TECHN CORP6.52%$3.17BNew
AMATAPPLIED MATLS INC6.26%+0.09%$3.05BTrim-19.72%
GEVGE VERNOVA INC6.18%-1.55%$3.01BTrim-0.55%
AMZNAMAZON COM INC5.80%+0.12%$2.82BAdd+49.23%
AVGOBROADCOM INC4.54%-1.32%$2.21BAdd+6.23%
ETNEATON CORP PLC4.35%-1.49%$2.12BAdd+4.63%
GOOGLALPHABET INC3.57%-0.70%$1.74BAdd+12.58%
INTCINTEL CORP3.47%$1.69BNew
CBRSCEREBRAS SYSTEMS INC3.19%$1.55BNew
METAMETA PLATFORMS INC2.93%-2.61%$1.42BTrim-10.17%
EQIXEQUINIX INC2.73%-0.95%$1.33BAdd+16.74%
NVDANVIDIA CORPORATION2.49%-1.31%$1.21BTrim-4.37%
CEGCONSTELLATION ENERGY CORP2.37%$1.15B—
FPSFORGENT POWER SOLUTIONS INC2.35%$1.15BNew
HUTHUT 8 CORP2.31%$1.12BNew
MSFTMICROSOFT CORP2.25%-0.91%$1.10BAdd+18.40%
NTRANATERA INC1.40%-0.35%$680.01MTrim-1.45%
APPAPPLOVIN CORP1.24%-0.53%$603.43MTrim-9.21%
SPOTSPOTIFY TECHNOLOGY S A1.24%-0.97%$601.75MTrim-0.78%
ASMLASML HLDG NV1.21%-1.05%$587.69MTrim-40.47%
Coatue Management
Philippe Laffont · CIK 0001135730 · filed 2026-08-14
Equity positions
NameWeightValueChange
TSMTaiwan Semiconductor Manufacturing8.76%-2.04%$4.26BTrim-3.97%LRCXLAM RESEARCH CORP8.41%+1.03%$4.09BTrim-5.99%MUMICRON TECHNOLOGY INC7.46%+7.27%$3.63BAdd+1793.72%SPCXSPACE EXPLORATION TECHN CORP6.52%$3.17BNewAMATAPPLIED MATLS INC6.26%+0.09%$3.05BTrim-19.72%GEVGE VERNOVA INC6.18%-1.55%$3.01BTrim-0.55%AMZNAMAZON COM INC5.80%+0.12%$2.82BAdd+49.23%AVGOBROADCOM INC4.54%-1.32%$2.21BAdd+6.23%ETNEATON CORP PLC4.35%-1.49%$2.12BAdd+4.63%GOOGLALPHABET INC3.57%-0.70%$1.74BAdd+12.58%INTCINTEL CORP3.47%$1.69BNewCBRSCEREBRAS SYSTEMS INC3.19%$1.55BNewMETAMETA PLATFORMS INC2.93%-2.61%$1.42BTrim-10.17%EQIXEQUINIX INC2.73%-0.95%$1.33BAdd+16.74%NVDANVIDIA CORPORATION2.49%-1.31%$1.21BTrim-4.37%CEGCONSTELLATION ENERGY CORP2.37%$1.15B—FPSFORGENT POWER SOLUTIONS INC2.35%$1.15BNewHUTHUT 8 CORP2.31%$1.12BNewMSFTMICROSOFT CORP2.25%-0.91%$1.10BAdd+18.40%NTRANATERA INC1.40%-0.35%$680.01MTrim-1.45%APPAPPLOVIN CORP1.24%-0.53%$603.43MTrim-9.21%SPOTSPOTIFY TECHNOLOGY S A1.24%-0.97%$601.75MTrim-0.78%ASMLASML HLDG NV1.21%-1.05%$587.69MTrim-40.47%| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing · TSM | Equity | 8,914,995 | $4.26B | 8.76%-2.04% | Trim-3.97% | Information Technology |
| LAM RESEARCH CORP · LRCX | Equity | 9,441,603 | $4.09B | 8.41%+1.03% | Trim-5.99% | Information Technology |
| MICRON TECHNOLOGY INC · MU | Equity | 3,142,269 | $3.63B | 7.46%+7.27% | Add+1793.72% | Information Technology |
| SPACE EXPLORATION TECHN CORP · SPCX | Equity | 18,561,780 | $3.17B | 6.52% | New | Industrials |
| APPLIED MATLS INC · AMAT | Equity | 4,213,483 | $3.05B | 6.26%+0.09% | Trim-19.72% | Information Technology |
| GE VERNOVA INC · GEV | Equity | 2,558,164 | $3.01B | 6.18%-1.55% | Trim-0.55% | Industrials |
| AMAZON COM INC · AMZN | Equity | 11,834,799 | $2.82B | 5.80%+0.12% | Add+49.23% | Consumer Discretionary |
| BROADCOM INC · AVGO | Equity | 5,846,831 | $2.21B | 4.54%-1.32% | Add+6.23% | Information Technology |
| EATON CORP PLC · ETN | Equity | 4,968,415 | $2.12B | 4.35%-1.49% | Add+4.63% | Industrials |
| ALPHABET INC · GOOGL | Equity | 4,856,251 | $1.74B | 3.57%-0.70% | Add+12.58% | Communication Services |
| INTEL CORP · INTC | Equity | 12,084,027 | $1.69B | 3.47% | New | Information Technology |
| CEREBRAS SYSTEMS INC · CBRS | Equity | 7,011,028 | $1.55B | 3.19% | New | Information Technology |
| META PLATFORMS INC · META | Equity | 2,526,048 | $1.42B | 2.93%-2.61% | Trim-10.17% | Communication Services |
| EQUINIX INC · EQIX | Equity | 1,273,517 | $1.33B | 2.73%-0.95% | Add+16.74% | Real Estate |
| NVIDIA CORPORATION · NVDA | Equity | 6,055,197 | $1.21B | 2.49%-1.31% | Trim-4.37% | Information Technology |
| CONSTELLATION ENERGY CORP · CEG | Equity | 4,632,475 | $1.15B | 2.37% | — | Utilities |
| FORGENT POWER SOLUTIONS INC · FPS | Equity | 20,501,387 | $1.15B | 2.35% | New | Industrials |
| HUT 8 CORP · HUT | Equity | 9,715,476 | $1.12B | 2.31% | New | Financials |
| MICROSOFT CORP · MSFT | Equity | 2,936,409 | $1.10B | 2.25%-0.91% | Add+18.40% | Information Technology |
| NATERA INC · NTRA | Equity | 2,505,090 | $680.01M | 1.40%-0.35% | Trim-1.45% | Health Care |
| APPLOVIN CORP · APP | Equity | 1,171,189 | $603.43M | 1.24%-0.53% | Trim-9.21% | Communication Services |
| SPOTIFY TECHNOLOGY S A · SPOT | Equity | 1,310,632 | $601.75M | 1.24%-0.97% | Trim-0.78% | Communication Services |
| ASML HLDG NV · ASML | Equity | 295,406 | $587.69M | 1.21%-1.05% | Trim-40.47% | Information Technology |
Exited this quarter
5 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 VISA INC · V | Equity | 718,753 | $217.24M | 0.75% | Exit | Financials |
 CHIME FINL INC · CHYM | Equity | 10,071,992 | $188.65M | 0.65% | Exit | Information Technology |
 SOLSTICE ADVANCED MATLS INC · SOLS | Equity | 1,654,589 | $126.01M | 0.43% | Exit | Materials |
 C H ROBINSON WORLDWIDE IN · CHRW | Equity | 573,010 | $95.16M | 0.33% | Exit | Industrials |
 ISHARES BITCOIN TRUST ETF · IBIT | Equity | 67,226 | $2.58M | 0.01% | Exit | Unknown |