单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
COATUE MANAGEMENT LLC
蔻图资本成长SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
66
申报总市值
$48.6B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $4.3B | 8.9M | 8.76% |
| 2 | LAM RESEARCH CORP | $4.1B | 9.4M | 8.41% |
| 3 | MICRON TECHNOLOGY INC | $3.6B | 3.1M | 7.46% |
| 4 | SPACE EXPLORATION TECHN CORP | $3.2B | 18.6M | 6.52% |
| 5 | APPLIED MATLS INC | $3.0B | 4.2M | 6.26% |
| 6 | GE VERNOVA INC | $3.0B | 2.6M | 6.18% |
| 7 | AMAZON COM INC | $2.8B | 11.8M | 5.80% |
| 8 | BROADCOM INC | $2.2B | 5.8M | 4.54% |
| 9 | EATON CORP PLC | $2.1B | 5.0M | 4.35% |
| 10 | ALPHABET INC | $1.7B | 4.9M | 3.57% |
| 11 | INTEL CORP | $1.7B | 12.1M | 3.47% |
| 12 | CEREBRAS SYSTEMS INC | $1.5B | 7.0M | 3.19% |
| 13 | META PLATFORMS INC | $1.4B | 2.5M | 2.93% |
| 14 | EQUINIX INC | $1.3B | 1.3M | 2.73% |
| 15 | NVIDIA CORPORATION | $1.2B | 6.1M | 2.49% |
| 16 | CONSTELLATION ENERGY CORP | $1.2B | 4.6M | 2.37% |
| 17 | FORGENT POWER SOLUTIONS INC | $1.1B | 20.5M | 2.35% |
| 18 | HUT 8 CORP | $1.1B | 9.7M | 2.31% |
| 19 | MICROSOFT CORP | $1.1B | 2.9M | 2.25% |
| 20 | NATERA INC | $680.0M | 2.5M | 1.40% |
| 21 | APPLOVIN CORP | $603.4M | 1.2M | 1.24% |
| 22 | SPOTIFY TECHNOLOGY S A | $601.8M | 1.3M | 1.24% |
| 23 | ASML HLDG NV | $587.7M | 295K | 1.21% |
| 24 | REDDIT INC | $484.3M | 2.8M | 1.00% |
| 25 | NU HLDGS LTD | $391.9M | 29.3M | 0.81% |
| 26 | NETFLIX INC. | $336.3M | 4.7M | 0.69% |
| 27 | ALPHABET INC | $321.0M | 908K | 0.66% |
| 28 | INTUITIVE SURGICAL INC | $315.6M | 794K | 0.65% |
| 29 | FIRST CTZNS BANCSHARES INC D | $290.3M | 139K | 0.60% |
| 30 | VERTIV HOLDINGS CO | $270.1M | 807K | 0.56% |
| 31 | QUALCOMM INC | $256.4M | 1.4M | 0.53% |
| 32 | CARVANA CO | $215.8M | 3.3M | 0.44% |
| 33 | MASTEC INC | $215.2M | 517K | 0.44% |
| 34 | CARIS LIFE SCIENCES INC | $175.0M | 9.8M | 0.36% |
| 35 | SYNOPSYS INC | $141.6M | 317K | 0.29% |
| 36 | GENERAC HLDGS INC | $114.3M | 391K | 0.24% |
| 37 | SPROUTS FMRS MKT INC | $101.8M | 1.2M | 0.21% |
| 38 | DOORDASH INC | $96.8M | 525K | 0.20% |
| 39 | ENPHASE ENERGY INC | $76.7M | 1.6M | 0.16% |
| 40 | BOOZ ALLEN HAMILTON HLDG COR | $65.7M | 1.1M | 0.14% |
| 41 | ADVANCED MICRO DEVICES INC | $55.8M | 96K | 0.11% |
| 42 | PAYPAL HLDGS INC | $53.7M | 1.2M | 0.11% |
| 43 | NOVAVAX INC | $36.1M | 3.8M | 0.07% |
| 44 | COMFORT SYS USA INC | $35.3M | 18K | 0.07% |
| 45 | QUANTUMSCAPE CORP | $32.5M | 4.3M | 0.07% |
| 46 | UPSTART HLDGS INC | $30.9M | 871K | 0.06% |
| 47 | ARGAN INC | $28.8M | 36K | 0.06% |
| 48 | TESLA INC | $25.2M | 60K | 0.05% |
| 49 | PINTEREST INC | $25.2M | 1.2M | 0.05% |
| 50 | THE TRADE DESK INC | $25.1M | 1.4M | 0.05% |
前 6 大集中度 · 44%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。