Coatue
AMAT · Computer chips

Applied Materials

Makes the machines used to build computer chips.
Sold some
Coatue still owns 4.2 million shares of Applied Materials, worth about $3.05 billion, or $6 of every $100 they have in stocks. Between April and June they sold 1.0 million shares (down 20%).
Mar 31
5,248,202
Jun 30
4,213,483

The numbers

Shares they own
4,213,483
Change since Mar 31
−1,034,719
−19.7%
Shares on Mar 31
5,248,202
Value on Jun 30, 2026
$3,046,348,209
about $3.05 billion
Share of their money
6.3%
$6 of every $100 · 5th of 63
Price per share on Jun 30
$723.00
Value of the shares they sold
about $748 million
at the Jun 30 price
Kind
Shares
More about Applied Materials
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works