Coatue Management Q2 2026 13F: largest position changesCoatue Management 2026年Q2 13F：重点持仓变化

📊 13F持仓｜Coatue Management

截至2026年6月30日｜美股多头市值 $48.6B

重点增持

• 加仓 +1794%｜美光科技 (MU)｜期末 $3.6B

• 新建｜Space Exploration Technologies… (SPCX)｜期末 $3.2B

• 加仓 +49%｜亚马逊 (AMZN)｜期末 $2.8B

重点减持

• 减仓 -10%｜脸书 (META)｜期末 $1.6B

• 减仓 -32%｜奈飞 (NFLX)｜期末 $663M

• 减仓 -40%｜阿斯麦 (ASML)｜期末 $655M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Coatue Management

as of 2026-06-30 | reported long value $48.6B

Largest additions

• Shares +1794% | Micron Technology, Inc. (MU) | quarter-end $3.6B

• New | Space Exploration Technologies… (SPCX) | quarter-end $3.2B

• Shares +49% | Amazon.com, Inc. (AMZN) | quarter-end $2.8B

Largest reductions

• Shares -10% | Facebook (META) | quarter-end $1.6B

• Shares -32% | Netflix, Inc. (NFLX) | quarter-end $663M

• Shares -40% | ASML Holding N.V. (ASML) | quarter-end $655M

Note: 13F is a delayed quarter-end holdings snapshot.