Coatue Management LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Equinix Inc | $1.07B | 3.7% |
| NVIDIA Corp | $1.10B | 3.8% |
| Alphabet Inc. | $1.24B | 4.3% |
| Constellation Energy Corp | $1.29B | 4.5% |
| Meta Platforms Inc | $1.61B | 5.5% |
| Amazon.com Inc | $1.65B | 5.7% |
| Eaton Corp plc | $1.70B | 5.8% |
| Broadcom Inc. | $1.70B | 5.9% |
| APPLIED MATERIALS INC /DE | $1.79B | 6.2% |
| LAM RESEARCH CORP | $2.15B | 7.4% |
| GE Vernova Inc. | $2.25B | 7.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $3.14B | 10.8% |