COATUE MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $48.6B in reported equity holdings across 66 positions. The largest holdings are TSM (8.8%), LRCX (8.4%), MU (7.5%), SPCX (6.5%), AMAT (6.3%). The portfolio is concentrated in Other (74.8%), Technology (10.0%), Communication Services (7.8%). Data sourced from SEC EDGAR 13F filings (CIK 1135730).