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COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES Largest holdings: - Taiwan Semiconductor $TSM: $4.26B - Lam Research $LRCX: $4.09B - Micron $MU: $3.63B, shares +1794% - SpaceX: $3.17B, 18.6M Class A shares, new - Applied Materials $AMAT: $3.05B - GE Vernova $GEV: $3.01B - Amazon $AMZN: $2.82B, shares +49% - Broadcom $AVGO: $2.21B - Eaton $ETN: $2.12B - Alphabet $GOOGL: $1.74B - Intel $INTC: $1.69B, new - Cerebras Systems: $1.55B, new - Meta Platforms $META: $1.42B - Equinix $EQIX: $1.33B - Nvidia $NVDA: $1.21B - Constellation Energy $CEG: $1.15B - Forgent Power Solutions $FPS: $1.15B, new - Hut 8 $HUT: $1.12B, new - Microsoft $MSFT: $1.10B Other new positions: - Booz Allen Hamilton $BAH: $65.7M - Advanced Micro Devices $AMD: $55.8M - Comfort Systems $FIX: $35.3M - Argan $AGX: $28.8M Added: - Carvana $CVNA: +382% - Alphabet Class A: +13% - Microsoft: +18% - Equinix: +17% Exited: - Visa $V: $217.2M - Chime Financial $CHYM: $188.6M - Solstice Advanced Materials $SOLS: $126.0M - C.H. Robinson $CHRW: $95.2M - iShares Bitcoin Trust $IBIT: $2.6M Trimmed: - Synopsys $SNPS: -58% - ASML $ASML: -40% - Netflix $NFLX: -32% - Pinterest $PINS: -29% - Applied Materials: -20% - Alphabet Class C $GOOG: -19% - UiPath $PATH: -14%

80·ALong

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news6h agonews

COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES

Largest holdings:
- Taiwan Semiconductor $TSM: $4.26B
- Lam Research $LRCX: $4.09B
- Micron $MU: $3.63B, shares +1794%
- SpaceX: $3.17B, 18.6M Class A shares, new
- Applied Materials $AMAT: $3.05B
- GE Vernova $GEV: $3.01B
- Amazon $AMZN: $2.82B, shares +49%
- Broadcom $AVGO: $2.21B
- Eaton $ETN: $2.12B
- Alphabet $GOOGL: $1.74B
- Intel $INTC: $1.69B, new
- Cerebras Systems: $1.55B, new
- Meta Platforms $META: $1.42B
- Equinix $EQIX: $1.33B
- Nvidia $NVDA: $1.21B
- Constellation Energy $CEG: $1.15B
- Forgent Power Solutions $FPS: $1.15B, new
- Hut 8 $HUT: $1.12B, new
- Microsoft $MSFT: $1.10B

Other new positions:
- Booz Allen Hamilton $BAH: $65.7M
- Advanced Micro Devices $AMD: $55.8M
- Comfort Systems $FIX: $35.3M
- Argan $AGX: $28.8M

Added:
- Carvana $CVNA: +382%
- Alphabet Class A: +13%
- Microsoft: +18%
- Equinix: +17%

Exited:
- Visa $V: $217.2M
- Chime Financial $CHYM: $188.6M
- Solstice Advanced Materials $SOLS: $126.0M
- C.H. Robinson $CHRW: $95.2M
- iShares Bitcoin Trust $IBIT: $2.6M

Trimmed:
- Synopsys $SNPS: -58%
- ASML $ASML: -40%
- Netflix $NFLX: -32%
- Pinterest $PINS: -29%
- Applied Materials: -20%
- Alphabet Class C $GOOG: -19%
- UiPath $PATH: -14%

85·ALong