Quarter snapshot
Coatue Management
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $29,056,031,305
- Positions
- 62
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | ORCL | SOLD | — |
| ≡ | SNOW | SOLD | — |
| ≡ | ADBE | SOLD | — |
| ≡ | AMD | SOLD | — |
| ≡ | ARM | SOLD | — |
| ≡ | MRVL | SOLD | — |
| ≡ | RKT | SOLD | — |
| ≡ | AXON | SOLD | — |
| ≡ | INFY | SOLD | — |
| ≡ | EXPD | SOLD | — |
| ≡ | CHA | SOLD | — |
| ≡ | SPGI | SOLD | — |
| ≡ | MCO | SOLD | — |
| ≡ | NAVN | SOLD | — |
| ≡ | MRNA | SOLD | — |
| ≡ | BULL | SOLD | — |
| ≡ | AMC | NEW | 0.0% |
| ≡ | BYND | NEW | 0.0% |
| ≡ | HTZ | NEW | 0.0% |
| ≡ | CHPT | NEW | 0.0% |
| ≡ | HTZWW | NEW | 0.0% |
| ≡ | SFIX | NEW | 0.01% |
| ≡ | OLPX | NEW | 0.01% |
| ≡ | IBIT | 0.01% | |
| ≡ | LCID | NEW | 0.01% |
| ≡ | PLUG | NEW | 0.02% |
| ≡ | PTON | NEW | 0.04% |
| ≡ | ZG | NEW | 0.05% |
| ≡ | RNG | NEW | 0.05% |
| ≡ | MPT | 0.07% | |
| ≡ | TSLA | −96% | 0.08% |
| ≡ | UPST | NEW | 0.08% |
| ≡ | PATH | NEW | 0.09% |
| ≡ | QS | +16% | 0.09% |
| ≡ | Z | NEW | 0.11% |
| ≡ | PINS | NEW | 0.11% |
| ≡ | NVAX | NEW | 0.11% |
| ≡ | TTD | NEW | 0.11% |
| ≡ | ABR | NEW | 0.11% |
| ≡ | MU | NEW | 0.19% |
| ≡ | PYPL | −27% | 0.19% |
| ≡ | ENPH | NEW | 0.21% |
| ≡ | GNRC | +6% | 0.26% |
| ≡ | DASH | −87% | 0.29% |
| ≡ | SFM | +100% | 0.32% |
| ≡ | CHRW | +68% | 0.33% |
| ≡ | SOLS | NEW | 0.43% |
| ≡ | CAI | 0.6% | |
| ≡ | QCOM | NEW | 0.61% |
| ≡ | MTZ | −14% | 0.65% |
| ≡ | CHYM | 0.65% | |
| ≡ | CVNA | −65% | 0.74% |
| ≡ | V | NEW | 0.75% |
| ≡ | VRT | +18% | 0.85% |
| ≡ | FCNCA | 0.9% | |
| ≡ | SNPS | −54% | 1.04% |
| ≡ | GOOGL | −44% | 1.1% |
| ≡ | RDDT | −50% | 1.29% |
| ≡ | ISRG | +6% | 1.36% |
| ≡ | NU | −36% | 1.45% |
| ≡ | NTRA | −4% | 1.75% |
| ≡ | APP | −41% | 1.77% |
| ≡ | SPOT | −46% | 2.2% |
| ≡ | ASML | NEW | 2.26% |
| ≡ | NFLX | −37% | 2.28% |
| ≡ | MSFT | −52% | 3.16% |
| ≡ | EQIX | NEW | 3.68% |
| ≡ | NVDA | −31% | 3.8% |
| ≡ | GOOG | −37% | 4.27% |
| ≡ | CEG | −22% | 4.45% |
| ≡ | META | −26% | 5.54% |
| ≡ | AMZN | −20% | 5.68% |
| ≡ | ETN | +1% | 5.85% |
| ≡ | AVGO | −0% | 5.86% |
| ≡ | AMAT | −12% | 6.17% |
| ≡ | LRCX | +2% | 7.39% |
| ≡ | GEV | −24% | 7.73% |
| ≡ | TSM | +8% | 10.8% |