COATUE MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 29.33M | $421.52M |
 | CHYM | 10.07M | $188.65M |
 | LRCX | 10.04M | $2.15B |
 | CAI | 9.82M | $175.58M |
 | TSM | 9.28M | $3.14B |
 | AMZN | 7.93M | $1.65B |
 | NFLX | 6.89M | $662.82M |
 | NVDA | 6.33M | $1.10B |
 | AVGO | 5.50M | $1.70B |
 | AMAT | 5.25M | $1.79B |
 | ETN | 4.75M | $1.70B |
 | CEG | 4.63M | $1.29B |
 | GOOGL | 4.31M | $1.24B |
 | QS | 4.29M | $27.40M |
 | ABR | 4.20M | $32.36M |
 | NVAX | 3.84M | $31.23M |
 | META | 2.81M | $1.61B |
 | RDDT | 2.79M | $375.66M |
 | GEV | 2.57M | $2.25B |
 | PLUG | 2.55M | $5.75M |
Nu Holdings Ltd.
NU
Shares Held
29.33M
Value
$421.52M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
10.07M
Value
$188.65M
Lam Research Corporation
LRCX
Shares Held
10.04M
Value
$2.15B
Caris Life Sciences, Inc.
CAI
Shares Held
9.82M
Value
$175.58M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
9.28M
Value
$3.14B
Amazon.com, Inc.
AMZN
Shares Held
7.93M
Value
$1.65B
Netflix, Inc.
NFLX
Shares Held
6.89M
Value
$662.82M
NVIDIA Corporation
NVDA
Shares Held
6.33M
Value
$1.10B
Broadcom Inc.
AVGO
Shares Held
5.50M
Value
$1.70B
Applied Materials, Inc.
AMAT
Shares Held
5.25M
Value
$1.79B
Eaton Corporation plc
ETN
Shares Held
4.75M
Value
$1.70B
Constellation Energy Corporation
CEG
Shares Held
4.63M
Value
$1.29B
Alphabet Inc.
GOOGL
Shares Held
4.31M
Value
$1.24B
QuantumScape Corporation
QS
Shares Held
4.29M
Value
$27.40M
Arbor Realty Trust, Inc.
ABR
Shares Held
4.20M
Value
$32.36M
Novavax, Inc.
NVAX
Shares Held
3.84M
Value
$31.23M
Meta Platforms, Inc.
META
Shares Held
2.81M
Value
$1.61B
Reddit, Inc.
RDDT
Shares Held
2.79M
Value
$375.66M
GE Vernova Inc.
GEV
Shares Held
2.57M
Value
$2.25B
Plug Power Inc.
PLUG
Shares Held
2.55M
Value
$5.75M