AlphaYou
Coatue Management LLC
Bought Equinix, sold out of Oracle. Portfolio down 27% to $29.1B.
$29.1B portfolio61 holdingstop 10 = 64%filed 2026-05-15
- $3.1B - 9.3M shares+654K
- 2GEVGe Vernova Inc7.73%$2.2B - 2.6M shares-798K
- 3LRCXLam Research Corp7.39%$2.1B - 10.0M shares+238K
- 4AMATApplied Matls Inc6.17%$1.8B - 5.2M shares-736K
- 5AVGOBroadcom Inc5.86%$1.7B - 5.5M shares-6K
- 6Eaton Corp PLC5.85%$1.7B - 4.7M shares+27K
- 7AMZNAmazon Com Inc5.68%$1.7B - 7.9M shares-2.0M
- 8METAMeta Platforms Inc5.54%$1.6B - 2.8M shares-970K
- $1.3B - 4.6M shares-1.3M
- 10GOOGLAlphabet Inc4.27%$1.2B - 4.3M shares-2.5M
- 11NVDANvidia Corporation3.80%$1.1B - 6.3M shares-2.9M
- 12EQIXEquinix Inc3.68%$1.1B - 1.1M sharesNEW
- 13MSFTMicrosoft Corp3.16%$918.0M - 2.5M shares-2.7M
- 14NFLXNetflix Inc.2.28%$662.8M - 6.9M shares-4.0M
- 15Asml HLDG NV2.26%$655.4M - 496K sharesNEW
- 16Spotify Technology S A2.20%$640.5M - 1.3M shares-1.1M
- 17APPApplovin Corp1.77%$513.4M - 1.3M shares-896K
- 18NTRANatera Inc1.75%$508.3M - 2.5M shares-91K
- 19Nu Hldgs LTD1.45%$421.5M - 29.3M shares-16.4M
- 20ISRGIntuitive Surgical Inc1.36%$394.3M - 855K shares+48K
- 21RDDTReddit Inc1.29%$375.7M - 2.8M shares-2.8M
- 22GOOGAlphabet Inc1.10%$320.1M - 1.1M shares-885K
- 23SNPSSynopsys Inc1.04%$302.0M - 762K shares-895K
- $262.9M - 139K shares-
- 25VRTVertiv Holdings Co0.85%$246.0M - 982K shares+153K
- 26VVisa Inc0.75%$217.2M - 719K sharesNEW
- 27CVNACarvana Co0.74%$214.1M - 681K shares-1.3M
- 28CHYMChime Finl Inc0.65%$188.6M - 10.1M shares-
- 29MTZMastec Inc0.65%$187.8M - 584K shares-94K
- 30QCOMQualcomm Inc0.61%$178.7M - 1.4M sharesNEW
- 31CAICaris Life Sciences Inc0.60%$175.6M - 9.8M shares-
- $126.0M - 1.7M sharesNEW
- $95.2M - 573K shares+232K
- 34SFMSprouts FMRS MKT Inc0.32%$92.8M - 1.2M shares+602K
- 35DASHDoordash Inc0.29%$82.9M - 552K shares-3.8M
- 36GNRCGenerac Hldgs Inc0.26%$76.3M - 391K shares+21K
- 37ENPHEnphase Energy Inc0.21%$62.3M - 1.6M sharesNEW
- 38PYPLPaypal Hldgs Inc0.19%$56.2M - 1.2M shares-454K
- 39MUMicron Technology Inc0.19%$56.1M - 166K sharesNEW
- 40ABRArbor Realty Trust Inc0.11%$32.4M - 4.2M sharesNEW
- 41TTDThe Trade Desk Inc0.11%$31.5M - 1.4M sharesNEW
- 42NVAXNovavax Inc0.11%$31.2M - 3.8M sharesNEW
- 43PINSPinterest Inc0.11%$30.8M - 1.7M sharesNEW
- 44ZZillow Group Inc0.11%$30.6M - 740K sharesNEW
- 45QSQuantumscape Corp0.09%$27.4M - 4.3M shares+600K
- 46PATHUipath Inc0.09%$25.2M - 2.3M sharesNEW
- 47UPSTUpstart Hldgs Inc0.08%$22.3M - 871K sharesNEW
- 48TSLATesla Inc0.08%$21.9M - 59K shares-1.6M
- $21.0M - 4.5M shares-
- 50RNGRingcentral Inc0.05%$15.3M - 411K sharesNEW
- 51ZGZillow Group Inc0.05%$13.6M - 328K sharesNEW
- 52PTONPeloton Interactive Inc0.04%$10.7M - 2.5M sharesNEW
- 53PLUGPlug PWR Inc0.02%$5.8M - 2.5M sharesNEW
- 54LCIDLucid Group Inc<0.01%$2.8M - 295K sharesNEW
- 55IBITiShares Bitcoin Trust Etf<0.01%$2.6M - 67K shares-
- 56OLPXOlaplex Hldgs Inc<0.01%$2.6M - 1.3M sharesNEW
- 57SFIXStitch Fix Inc<0.01%$2.4M - 735K sharesNEW
- 58HTZWWHertz Global Hldgs Inc<0.01%$1.1M - 469K sharesNEW
- 59CHPTChargepoint Holdings Inc<0.01%$749K - 154K sharesNEW
- 60HTZHertz Global Hldgs Inc<0.01%$492K - 107K sharesNEW
- 61AMCAmc Entmt Hldgs Inc<0.01%$224K - 228K sharesNEW
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.