Adobe Inc.

Advanced Micro Devices

Amazon.Com Inc

Danaher Corporation

DocuSign, Inc. Common Stock

Equinix, Inc. Common Stock REIT

Equinox Gold Corp.

Eaton Corporation, plc Ordinary Shares

Alphabet Inc. Class C Capital Stock

Meta Platforms, Inc. Class A Common Stock

Microsoft Corp

NetFlix Inc

Nvidia Corp

Oracle Corp

Ulta Beauty, Inc. Common Stock

Coatue Management's 13F positions as of Q2:

Top Positions:
1. $NVDA, decreased stake by 6%
2. $MSFT, increased 67%
3. $META, decreased 29%
4. $AMZN, increased 125%
5. $AMD, increased 64%

Top Buys: $AMZN $MSFT $AMD $ORCL $EQIX
Top Sales: $META $NFLX $ADBE $GOOG $DOCU
New Positions: $ORCL $EQX $ETN $ULTA $DHR

Top 25 Positions:
![Image upload](https://cdn.commonstock.com/36c0109ce70b7e7de552bbc666142558ba71a6cea13ab50986ec57036392779e-2052x1604.png)

Big rebalancing just within the tech names!

Nathan Worden

Coatue Management: Always the interesting tech portfolio

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