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%

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%

Source:https://twitter.com/faststocknewss/status/2088360858032431553