Coatue Management add Microsoft Corp
Coatue Management add $1.7B of disclosed value in Microsoft Corp.
Signal
Investor Move
Action
Add
Capital
$1.7B disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2024
Total Changes
121
New
30
Reduced/Sold
72
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | Reduced | $490.5M | 0.04% |
| CEG | Constellation Energy Corporation | Increased | $982.9M | 0.02% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Increased | $2B | 0.02% |
| GEV | GE Vernova Inc. | New | $571.5M | 0.02% |
| DELL | Dell Technologies Inc. | Increased | $1B | 0.02% |
| NVDA | NVIDIA Corporation | Increased | $1.7B | 0.02% |
| QCOM | QUALCOMM Incorporated | Increased | $1B | 0.02% |
| APH | Amphenol Corporation | New | $418.5M | 0.02% |
| 565394103 | 565394103 | Sold out | $0 | 0.01% |
| ADBE | Adobe Inc. | Increased | $1B | 0.01% |
| AMZN | Amazon.com, Inc. | Increased | $2.1B | 0.01% |
| NFLX | Netflix, Inc. | Reduced | $413.2M | 0.01% |
| 7903107 | ADVANCED MICRO DEVICES INC | Reduced | $1B | 0.01% |
| SQ | SQ | Sold out | $0 | 0.01% |
| DOCU | DocuSign, Inc. | Reduced | $76.1M | 0.01% |
| BURL | BURL | Sold out | $0 | 0.01% |
| PYPL | PayPal Holdings, Inc. | Reduced | $352M | 0.01% |
| GOOGL | Alphabet Inc. | Reduced | $503.6M | 0.01% |
| DPZ | Domino's Pizza, Inc. | Reduced | $184.1M | 0.01% |
| TSLA | Tesla, Inc. | Reduced | $324.2M | 0% |