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Coatue COATUE MANAGEMENT LLC · 13F · 2026-06-30 季末 · 申報 2026-08-14

申報規模 48.6B(上季 29.1B,+67.4%) · 211 個部位 · 前 60 大顯示如下。方塊大小 = 權重, = 本季加碼、 = 減碼、灰 = 不變或新進。

TSM8.8% · -4%TSM 台積電 ADR · 8.85% · 4.3B · 股數季變化 -4.0%LRCX8.5% · -6%LRCX 科林研發 · 8.50% · 4.1B · 股數季變化 -6.0%MU7.5% · +1794%MU 美光 · 7.54% · 3.6B · 股數季變化 +1793.7%SPCX6.6%SPCX SPACE EXPLORATION TECHN CORP · 6.59% · 3.2B · 新進AMAT6.3% · -20%AMAT 應用材料 · 6.33% · 3.0B · 股數季變化 -19.7%GEV6.2% · -1%GEV 奇異 Vernova · 6.24% · 3.0B · 股數季變化 -0.6%AMZN5.9% · +49%AMZN 亞馬遜 · 5.86% · 2.8B · 股數季變化 +49.2%AVGO4.6% · +6%AVGO 博通 · 4.59% · 2.2B · 股數季變化 +6.2%ETN4.4% · +5%ETN 伊頓 · 4.40% · 2.1B · 股數季變化 +4.6%GOOGL3.6% · +13%GOOGL Alphabet(Google)A股 · 3.61% · 1.7B · 股數季變化 +12.6%INTC3.5%INTC 英特爾 · 3.51% · 1.7B · 新進CBRS3.2%CBRS CEREBRAS SYSTEMS INC · 3.22% · 1.5B · 新進META3.0% · -10%META Meta(臉書) · 2.96% · 1.4B · 股數季變化 -10.2%EQIX2.8% · +17%EQIX Equinix · 2.76% · 1.3B · 股數季變化 +16.7%NVDA2.5% · -4%NVDA 輝達 · 2.52% · 1.2B · 股數季變化 -4.4%CEG2.4% · 0%CEG Constellation 能源 · 2.39% · 1.2B · 股數季變化 0.0%FPS2.4%FPS FORGENT POWER SOLUTIONS INC · 2.38% · 1.1B · 新進HUT2.3%HUT HUT 8 CORP · 2.33% · 1.1B · 新進MSFT2.3% · +18%MSFT 微軟 · 2.28% · 1.1B · 股數季變化 +18.4%NTRA1.4% · -1%NTRA NATERA INC · 1.41% · 680M · 股數季變化 -1.4%APP AppLovin · 1.25% · 603M · 股數季變化 -9.2%SPOT Spotify · 1.25% · 602M · 股數季變化 -0.8%ASML 艾司摩爾 ADR · 1.22% · 588M · 股數季變化 -40.5%RDDT REDDIT INC · 1.01% · 484M · 股數季變化 0.0%NU NU HLDGS LTD · 0.81% · 392M · 股數季變化 0.0%NFLX 網飛 · 0.70% · 336M · 股數季變化 -31.7%GOOGL Alphabet(Google)A股 · 0.67% · 321M · 股數季變化 -18.6%ISRG 直覺手術 · 0.66% · 316M · 股數季變化 -7.2%FCNCA FIRST CTZNS BANCSHARES INC D · 0.60% · 290M · 股數季變化 0.0%VRT Vertiv · 0.56% · 270M · 股數季變化 -17.8%QCOM 高通 · 0.53% · 256M · 股數季變化 0.0%CVNA Carvana · 0.45% · 216M · 股數季變化 +381.5%MTZ MASTEC INC · 0.45% · 215M · 股數季變化 -11.4%CAI CARIS LIFE SCIENCES INC · 0.36% · 175M · 股數季變化 0.0%SNPS 新思科技 · 0.29% · 142M · 股數季變化 -58.3%GNRC GENERAC HLDGS INC · 0.24% · 114M · 股數季變化 0.0%SFM SPROUTS FMRS MKT INC · 0.21% · 102M · 股數季變化 0.0%DASH DoorDash · 0.20% · 96.8M · 股數季變化 -4.9%ENPH Enphase · 0.16% · 76.7M · 股數季變化 -5.5%BAH BOOZ ALLEN HAMILTON HLDG COR · 0.14% · 65.7M · 新進

新進部位9 個(前 60 大內)

SPCX SPACE EXPLORATION TECHN CO3.2B · 6.52%
INTC INTEL CORP1.7B · 3.47%
CBRS CEREBRAS SYSTEMS INC1.5B · 3.19%
FPS FORGENT POWER SOLUTIONS IN1.1B · 2.35%
HUT HUT 8 CORP1.1B · 2.31%
BAH BOOZ ALLEN HAMILTON HLDG C65.7M · 0.14%
AMD ADVANCED MICRO DEVICES INC55.8M · 0.11%
FIX COMFORT SYS USA INC35.3M · 0.07%
AGX ARGAN INC28.8M · 0.06%

加碼股數增加 1% 以上

MU MICRON TECHNOLOGY INC+1794% · 7.46%
AMZN AMAZON COM INC+49% · 5.8%
AVGO BROADCOM INC+6% · 4.54%
ETN EATON CORP PLC+5% · 4.35%
GOOGL ALPHABET INC+13% · 3.57%
EQIX EQUINIX INC+17% · 2.73%
MSFT MICROSOFT CORP+18% · 2.25%
CVNA CARVANA CO+381% · 0.44%
TSLA TESLA INC+2% · 0.05%

減碼股數減少 1% 以上

TSM TAIWAN SEMICONDUCTOR MANUF-4% · 8.76%
LRCX LAM RESEARCH CORP-6% · 8.41%
AMAT APPLIED MATLS INC-20% · 6.26%
META META PLATFORMS INC-10% · 2.93%
NVDA NVIDIA CORPORATION-4% · 2.49%
NTRA NATERA INC-1% · 1.4%
APP APPLOVIN CORP-9% · 1.24%
ASML ASML HLDG NV-40% · 1.21%
NFLX NETFLIX INC.-32% · 0.69%
GOOGL ALPHABET INC-19% · 0.66%
ISRG INTUITIVE SURGICAL INC-7% · 0.65%
VRT VERTIV HOLDINGS CO-18% · 0.56%

持股明細 前 60 大 · 季末市值

代號發行人類型股數季末市值權重上季股數季變化
TSMTAIWAN SEMICONDUCTOR MANUFAC · 台積電 ADR股票8.9M4.3B8.76%9.3M-4%
LRCXLAM RESEARCH CORP · 科林研發股票9.4M4.1B8.41%10.0M-6%
MUMICRON TECHNOLOGY INC · 美光股票3.1M3.6B7.46%166K+1794%
SPCXSPACE EXPLORATION TECHN CORP股票18.6M3.2B6.52%新進新進
AMATAPPLIED MATLS INC · 應用材料股票4.2M3.0B6.26%5.2M-20%
GEVGE VERNOVA INC · 奇異 Vernova股票2.6M3.0B6.18%2.6M-1%
AMZNAMAZON COM INC · 亞馬遜股票11.8M2.8B5.8%7.9M+49%
AVGOBROADCOM INC · 博通股票5.8M2.2B4.54%5.5M+6%
ETNEATON CORP PLC · 伊頓股票5.0M2.1B4.35%4.7M+5%
GOOGLALPHABET INC · Alphabet(Google)A股股票4.9M1.7B3.57%4.3M+13%
INTCINTEL CORP · 英特爾股票12.1M1.7B3.47%新進新進
CBRSCEREBRAS SYSTEMS INC股票7.0M1.5B3.19%新進新進
METAMETA PLATFORMS INC · Meta(臉書)股票2.5M1.4B2.93%2.8M-10%
EQIXEQUINIX INC · Equinix股票1.3M1.3B2.73%1.1M+17%
NVDANVIDIA CORPORATION · 輝達股票6.1M1.2B2.49%6.3M-4%
CEGCONSTELLATION ENERGY CORP · Constellation 能源股票4.6M1.2B2.37%4.6M0%
FPSFORGENT POWER SOLUTIONS INC股票20.5M1.1B2.35%新進新進
HUTHUT 8 CORP股票9.7M1.1B2.31%新進新進
MSFTMICROSOFT CORP · 微軟股票2.9M1.1B2.25%2.5M+18%
NTRANATERA INC股票2.5M680M1.4%2.5M-1%
APPAPPLOVIN CORP · AppLovin股票1.2M603M1.24%1.3M-9%
SPOTSPOTIFY TECHNOLOGY S A · Spotify股票1.3M602M1.24%1.3M-1%
ASMLASML HLDG NV · 艾司摩爾 ADR股票295K588M1.21%496K-40%
RDDTREDDIT INC股票2.8M484M1%2.8M0%
NUNU HLDGS LTD股票29.3M392M0.81%29.3M0%
NFLXNETFLIX INC. · 網飛股票4.7M336M0.69%6.9M-32%
GOOGLALPHABET INC · Alphabet(Google)A股股票908K321M0.66%1.1M-19%
ISRGINTUITIVE SURGICAL INC · 直覺手術股票794K316M0.65%855K-7%
FCNCAFIRST CTZNS BANCSHARES INC D股票139K290M0.6%139K0%
VRTVERTIV HOLDINGS CO · Vertiv股票807K270M0.56%982K-18%
QCOMQUALCOMM INC · 高通股票1.4M256M0.53%1.4M0%
CVNACARVANA CO · Carvana股票3.3M216M0.44%681K+381%
MTZMASTEC INC股票517K215M0.44%584K-11%
CAICARIS LIFE SCIENCES INC股票9.8M175M0.36%9.8M0%
SNPSSYNOPSYS INC · 新思科技股票317K142M0.29%762K-58%
GNRCGENERAC HLDGS INC股票391K114M0.24%391K0%
SFMSPROUTS FMRS MKT INC股票1.2M102M0.21%1.2M0%
DASHDOORDASH INC · DoorDash股票525K96.8M0.2%552K-5%
ENPHENPHASE ENERGY INC · Enphase股票1.6M76.7M0.16%1.6M-6%
BAHBOOZ ALLEN HAMILTON HLDG COR股票1.1M65.7M0.14%新進新進
AMDADVANCED MICRO DEVICES INC · 超微股票96.0K55.8M0.11%新進新進
PYPLPAYPAL HLDGS INC · PayPal股票1.2M53.7M0.11%1.2M0%
NVAXNOVAVAX INC股票3.8M36.1M0.07%3.8M0%
FIXCOMFORT SYS USA INC股票17.8K35.3M0.07%新進新進
QSQUANTUMSCAPE CORP股票4.3M32.5M0.07%4.3M0%
UPSTUPSTART HLDGS INC股票871K30.9M0.06%871K0%
AGXARGAN INC股票36.1K28.8M0.06%新進新進
TSLATESLA INC · 特斯拉股票60.0K25.2M0.05%58.8K+2%
PINSPINTEREST INC股票1.2M25.2M0.05%1.7M-29%
TTDTHE TRADE DESK INC · The Trade Desk股票1.4M25.1M0.05%1.4M0%
ZILLOW GROUP INC股票740K23.3M0.05%740K0%
ABRARBOR REALTY TRUST INC股票4.2M22.7M0.05%4.2M0%
PATHUIPATH INC股票2.0M21.3M0.04%2.3M-14%
MPTMEDICAL PROPERTIES TRUST INC股票4.5M20.9M0.04%4.5M0%
RNGRINGCENTRAL INC股票411K16.0M0.03%411K0%
PTONPELOTON INTERACTIVE INC股票2.5M14.8M0.03%2.5M0%
ZGZILLOW GROUP INC股票328K10.3M0.02%328K0%
PLUGPLUG PWR INC股票2.5M6.9M0.01%2.5M0%
SFIXSTITCH FIX INC股票735K3.0M0.01%735K0%
OLAPLEX HLDGS INC股票1.3M2.6M0.01%1.3M0%

13F 申報的是季末部位,申報時可能已經變動。賣權 / 買權以名目股數申報,不能跟股票部位相加。