13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-15) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Coatue Management
CIK 1135730Philippe Laffont · Coatue Management LLC
A tech crossover fund holding the value chain broadly — chip equipment, foundry, and data-center power.
View original 13F on SEC EDGARQuarter
2026Q1
Total 13F value
$29.1B
Holdings
59
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Taiwan Semiconductor Manufac | 10.80% | $3.1B | |
| Ge Vernova Inc | 7.73% | $2.2B | |
| Lam Research Corp | 7.39% | $2.1B | |
| Applied Matls Inc | 6.17% | $1.8B | |
| Broadcom Inc | 5.86% | $1.7B | |
| Eaton Corp PLC | 5.85% | $1.7B | |
| Amazon Com Inc | 5.68% | $1.7B | |
| Meta Platforms Inc | 5.54% | $1.6B | |
| Alphabet Inc | 5.37% | $1.6B | |
| Constellation Energy Corp | 4.45% | $1.3B |
As of 2026Q1 · filed 2026-05-15 · accession 0000919574-26-003501 · 103 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.