· by fundfollower.bsky.social ·1d ago · view on bsky.app ↗

Coatue Management just filed its Q2 2026 13F. 🐋 Managed by Philippe Laffont · $48.6B across 211 holdings 🟢 Bought: $MU, $SPCX, $INTC, Cerebras Systems INC +14 more 🔴 Sold: $LRCX, $AMAT, $TSM, $GEV +22 more

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Coatue Management 13F

#$amat #$gev #$intc #$lrcx #$mu #$spcx #$tsm

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 1d ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/coatue-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.