COATUE MANAGEMENT LLC
Top Portfolio Positions
59 positions ·
$28,704,250,901 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
9,283,547 | $3,137,374,705 | 10.93% | |
| GEV |
GE Vernova Inc.
Industrials
|
2,572,358 | $2,245,411,292 | 7.82% | |
| LRCX |
Lam Research Corp
Technology
|
10,043,505 | $2,145,895,275 | 7.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
5,248,202 | $1,793,782,959 | 6.25% | |
| AVGO |
Broadcom Inc.
Technology
|
5,503,852 | $1,703,497,228 | 5.93% | |
| ETN |
Eaton Corp plc
Industrials
|
4,748,498 | $1,698,395,274 | 5.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,930,766 | $1,651,740,633 | 5.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,812,056 | $1,608,861,595 | 5.60% | |
| CEG |
Constellation Energy Corp
Utilities
|
4,632,475 | $1,293,618,642 | 4.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,313,426 | $1,240,368,777 | 4.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PYPL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,247,575 | 1,243,590 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $99,100,341 | 1,697,505 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $351,259,206 | 5,237,984 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $518,071,490 | 6,970,822 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $341,778,455 | 5,237,984 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $680,826,706 | 7,976,880 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $644,366,120 | 8,257,928 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $351,981,543 | 6,065,510 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $538,688,494 | 8,041,327 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,668,386 | 27,168 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,588,241 | 27,168 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,812,920 | 27,168 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,063,137 | 27,168 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $114,260,951 | 1,604,338 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $403,784,150 | 4,691,346 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $85,248,100 | 1,220,620 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $200,963,964 | 1,737,691 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $490,041,347 | 2,598,586 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $755,428,920 | 2,903,151 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,086,053,313 | 3,725,996 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $713,007,137 | 2,936,119 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,603,453,109 | 6,846,512 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,335,231,523 | 6,776,793 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,229,236,380 | 7,055,251 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $366,690,134 | 3,830,062 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||