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Portfolio (Quarterly) Guide ↗

COATUE MANAGEMENT LLC

· CIK 0001135730
13F Portfolio $48.6B AUM 211 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 9 New 9 Added 21 Reduced 5 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LCID LUCID GROUP INC Consumer Cyclical 295,393.0 $2.0M 0.00% $6.69 -17.6%
62 CHARGEPOINT HOLDINGS INC 154,086.0 $911K 0.00% $5.91
63 HERTZ GLOBAL HLDGS INC 468,814.0 $511K 0.00% $1.09
64 AMC ENTMT HLDGS INC 228,136.0 $433K 0.00% $1.90
65 HTZ HERTZ GLOBAL HLDGS INC Industrials 106,823.0 $242K $2.27 -0.7%
66 BYND BEYOND MEAT INC Consumer Defensive 299,885.0 $225K -44K -12.7% $0.75 +1869.3%
Page 4 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.0%
Communication Services 11.1%
Utilities 9.8%
Industrials 9.4%
Consumer Cyclical 7.3%
Real Estate 3.2%
Healthcare 2.8%
Financial Services 1.9%
Consumer Defensive 0.2%
Energy 0.2%