Coatue Management LLC

Return history

Last 4 years copying the filings

$100,000 would be $284,710

The same $100,000 in SPY would be $221,795.

Total return

+185%

Annualized (4Y CAGR)

+29.9%

vs SPY

+7.9 pts/yr

Moves a year

315

Avg hold

7.4 months

Across 17 filings, buying each one the day it became public. Best quarter +22.4%, worst -6.1%.

All time

+915% since Aug 2013

Fund size $49B today

Sep 2022 to Sep 2026, at least 85% of the book priced each quarter. Not audited fund performance. What this covers

Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.

New SPCX and exited V in Q2 2026.

$48.6B in this filing66 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

1TSMTaiwan Semiconductor Manuf8.76%
$4.3B - 8.9M shares-4.0%
2LRCXLam Research Corp8.41%
$4.1B - 9.4M shares-6.0%
3MUMicron Technology Inc7.46%
$3.6B - 3.1M shares+1793.7%

#	Stock				At Jun 30	Now
1	TSMTaiwan Semiconductor Manuf	8.76%	$4.3B	-4.0%	$477.57	$450.61 -5.6%
2	LRCXLam Research Corp	8.41%	$4.1B	-6.0%	$433.33	$307.16 -29.1%
3	MUMicron Technology Inc	7.46%	$3.6B	+1793.7%	$1154.29	$1082.28 -6.2%

63 more on a paid plan

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What is missing

Top 10 concentration: 62%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.