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 SNOW
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $544,224,040 | 2,480,963 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $441,276,842 | 1,956,448 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $32,020,903 | 223,080 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $82,699,646 | 486,583 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $113,456,411 | 815,881 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $603,077,262 | 2,632,031 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $710,146,352 | 2,096,373 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,182,826,109 | 3,911,074 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,058,841,231 | 4,378,996 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,202,063,680 | 5,242,776 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,144,710,154 | 4,067,911 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,015,099,220 | 4,044,220 | Shares | Defined | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||