Universe · entity
COATUE MANAGEMENT LLC
Institutional manager (13F) · CIK 1135730
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $29.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $3.1B | 9,283,547 |
| 2 | GE VERNOVA INC | $2.2B | 2,572,358 |
| 3 | LAM RESEARCH CORP | $2.1B | 10,043,505 |
| 4 | APPLIED MATLS INC | $1.8B | 5,248,202 |
| 5 | BROADCOM INC | $1.7B | 5,503,852 |
| 6 | EATON CORP PLC | $1.7B | 4,748,498 |
| 7 | AMAZON COM INC | $1.7B | 7,930,766 |
| 8 | META PLATFORMS INC | $1.6B | 2,812,056 |
| 9 | CONSTELLATION ENERGY CORP | $1.3B | 4,632,475 |
| 10 | ALPHABET INC | $1.2B | 4,313,426 |
| 11 | NVIDIA CORPORATION | $1.1B | 6,331,620 |
| 12 | EQUINIX INC | $1.1B | 1,090,886 |
| 13 | MICROSOFT CORP | $918M | 2,480,017 |
| 14 | NETFLIX INC. | $663M | 6,893,560 |
| 15 | ASML HLDG NV | $655M | 496,234 |
| 16 | SPOTIFY TECHNOLOGY S A | $641M | 1,320,914 |
| 17 | APPLOVIN CORP | $513M | 1,290,008 |
| 18 | NATERA INC | $508M | 2,541,842 |
| 19 | NU HLDGS LTD | $422M | 29,333,576 |
| 20 | INTUITIVE SURGICAL INC | $394M | 855,225 |
| 21 | REDDIT INC | $376M | 2,789,891 |
| 22 | ALPHABET INC | $320M | 1,115,885 |
| 23 | SYNOPSYS INC | $302M | 761,760 |
| 24 | FIRST CTZNS BANCSHARES INC D | $263M | 139,498 |
| 25 | VERTIV HOLDINGS CO | $246M | 981,633 |
| 26 | VISA INC | $217M | 718,753 |
| 27 | CARVANA CO | $214M | 681,000 |
| 28 | CHIME FINL INC | $189M | 10,071,992 |
| 29 | MASTEC INC | $188M | 583,597 |
| 30 | QUALCOMM INC | $179M | 1,387,312 |
| 31 | CARIS LIFE SCIENCES INC | $176M | 9,819,992 |
| 32 | SOLSTICE ADVANCED MATLS INC | $126M | 1,654,589 |
| 33 | C H ROBINSON WORLDWIDE IN | $95M | 573,010 |
| 34 | SPROUTS FMRS MKT INC | $93M | 1,203,773 |
| 35 | DOORDASH INC | $83M | 551,808 |
| 36 | GENERAC HLDGS INC | $76M | 390,513 |
| 37 | ENPHASE ENERGY INC | $62M | 1,647,893 |
| 38 | PAYPAL HLDGS INC | $56M | 1,243,590 |
| 39 | MICRON TECHNOLOGY INC | $56M | 165,931 |
| 40 | ARBOR REALTY TRUST INC | $32M | 4,196,885 |
| 41 | THE TRADE DESK INC | $31M | 1,387,089 |
| 42 | NOVAVAX INC | $31M | 3,836,986 |
| 43 | PINTEREST INC | $31M | 1,678,764 |
| 44 | ZILLOW GROUP INC | $31M | 739,700 |
| 45 | QUANTUMSCAPE CORP | $27M | 4,294,995 |
| 46 | UIPATH INC | $25M | 2,269,557 |
| 47 | UPSTART HLDGS INC | $22M | 870,947 |
| 48 | TESLA INC | $22M | 58,838 |
| 49 | MEDICAL PROPERTIES TRUST INC | $21M | 4,525,398 |
| 50 | RINGCENTRAL INC | $15M | 411,351 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.