Stock Taper 
COATUE MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 3.14M | $3.63B |
 Carvana Co. | CVNA | 3.28M | $215.81M |
 Novavax, Inc. | NVAX | 3.84M | $36.14M |
 Arbor Realty Trust | ABR | 4.2M | $22.75M |
 Applied Materials, Inc. | AMAT | 4.21M | $3.05B |
 QuantumScape Corporation | QS | 4.29M | $32.47M |
 Constellation Energy Corporation | CEG | 4.63M | $1.15B |
 Netflix, Inc. | NFLX | 4.71M | $336.32M |
 Alphabet Inc. | GOOGL | 4.86M | $1.74B |
 Eaton Corporation plc | ETN | 4.97M | $2.12B |
 Broadcom Inc. | AVGO | 5.85M | $2.21B |
 NVIDIA Corporation | NVDA | 6.06M | $1.21B |
 Cerebras Systems Inc. | CBRS | 7.01M | $1.55B |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 8.91M | $4.26B |
 Lam Research Corporation | LRCX | 9.44M | $4.09B |
 Hut 8 Corp. | HUT | 9.72M | $1.12B |
 Caris Life Sciences, Inc. | CAI | 9.82M | $174.99M |
 Amazon.com, Inc. | AMZN | 11.83M | $2.82B |
 Intel Corp. | INTC | 12.08M | $1.69B |
 Space Exploration Technologies Corp. | SPCX | 18.56M | $3.17B |