SEC EDGAR Form 13F
Coatue Management
Coatue Management is a technology- and innovation-focused investment manager associated with Philippe Laffont.
Latest Form 13F: 252 long U.S. equity positions, $487.7B reported value for the period ended Jun 30, 2026, led by TAIWAN SEMICONDUCTOR MANUFAC, LAM RESEARCH CORP, and MICRON TECHNOLOGY INC.
CIK: 1135730 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$487.7B
Positions
252
Key person
Philippe Laffont
Style
Technology growth
Top holding
TSM · TAIWAN SEMICONDUCTOR MANUFAC
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1135730
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →TSM
TAIWAN SEMICONDUCTOR MANUFAC
Portfolio weight
8.76%
LRCX
LAM RESEARCH CORP
Portfolio weight
8.41%
MU
MICRON TECHNOLOGY INC
Portfolio weight
7.46%
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
6.52%
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
6.52%
Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.9M | $4.3B | 8.76% | -4.0% |
| 2 | LRCX | LAM RESEARCH CORP | 9.4M | $4.1B | 8.41% | -6.0% |
| 3 | MU | MICRON TECHNOLOGY INC | 3.1M | $3.6B | 7.46% | +1793.7% |
| 4 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 5 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 6 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 7 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 8 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 9 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 10 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 11 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 12 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 13 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 14 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 15 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 16 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 17 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 18 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 19 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 20 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 21 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 22 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 23 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 24 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 25 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 26 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 27 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 28 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 29 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 30 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 31 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 32 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 33 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 34 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 35 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 36 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 37 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 38 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 39 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 40 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 41 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 42 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 43 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 44 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 45 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 46 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 47 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 48 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 49 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
| 50 | -- | SPACE EXPLORATION TECHN CORP | 18.6M | $3.2B | 6.52% | -- |
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