KUJIRA WATCH / コーチュー・マネジメント（Coatue Management LLC）
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Coatue Management LLC

コーチュー・マネジメント
13F報告額 $48.6B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
TSMTAIWAN SEMICONDUCTOR MANUFAC8.8%$4.3B
LRCXLAM RESEARCH CORP8.4%$4.1B
MUMICRON TECHNOLOGY INC7.5%$3.6B
SPCXSPACE EXPLORATION TECHN CORP6.5%$3.2B
AMATAPPLIED MATLS INC6.3%$3.0B
GEVGE VERNOVA INC6.2%$3.0B
AMZNAMAZON COM INC5.8%$2.8B
AVGOBROADCOM INC4.5%$2.2B
EATON CORP PLC4.4%$2.1B
GOOGLALPHABET INC3.6%$1.7B
INTCINTEL CORP3.5%$1.7B
CBRSCEREBRAS SYSTEMS INC3.2%$1.5B
増加・新規
FPSFORGENT POWER SOLUTIONS INCNEW
SPCXSPACE EXPLORATION TECHN CORPNEW
AGXARGAN INCNEW
FIXCOMFORT SYS USA INCNEW
AMDADVANCED MICRO DEVICES INCNEW
BAHBOOZ ALLEN HAMILTON HLDG CORNEW
INTCINTEL CORPNEW
CBRSCEREBRAS SYSTEMS INCNEW
HUTHUT 8 CORPNEW
MUMICRON TECHNOLOGY INC+1793.72%
減少・売却
SOLSSOLSTICE ADVANCED MATLS INCEXITED
IBITISHARES BITCOIN TRUST ETFEXITED
CHYMCHIME FINL INCEXITED
VVISA INCEXITED
CHRWC H ROBINSON WORLDWIDE INEXITED
SNPSSYNOPSYS INC-58.32%
ASML HLDG NV-40.47%
NFLXNETFLIX INC.-31.67%
PINSPINTEREST INC-28.65%
AMATAPPLIED MATLS INC-19.72%