Coatue Innovative Strategies Fund

Coatue Innovative Strategies Fund

Actively managed U.S. equity closed-end fund
$9.50B NAV
80 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Coatue Innovative Strategies Fund is an actively managed U.S. equity closed-end fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Closed-end fund
Features
Non-diversified

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.27%
of net assets
Stocks44.96%
Other42.40%
Cash & short-term11.01%
Derivatives3.90%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Other39.8%
International24.3%
Information Technology16.5%
Cash10.2%
5 smaller9.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 44 new21 exited

Largest new: ANTHROPIC SERIES H 1 PREFERRED STOCK, Samsung Electronics Co Ltd, KALSHI SERIES F PREFERRED, AMZN, SK hynix Inc, INTC, SPCX, FPS

Largest exited: Space Exploration Technologies, Databricks, Inc., Mitsubishi Heavy Industries Ltd, META, V, NFLX, Goldman Sachs & Co. LLC, iShares Bitcoin Trust ETF

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
ANTHROPIC11.48%$1.09B
State Street Institutional US Government Money Market Fund11.01%$1.05B
REVOLUT GROUP HOLDINGS LTD6.96%$660.73M
STRIPE4.64%$440.62M
OPEN AI GLOBAL LLC SERIES A 34.49%$426.16M
Micron Technology IncMU4.42%$419.87M
Kioxia Holdings Corp4.30%$408.12M
ANTHROPIC SERIES H 1 PREFERRED STOCK4.21%$400.00M
Samsung Electronics Co Ltd4.16%$394.94M
KALSHI SERIES F PREFERRED3.16%$300.00M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 58.80% of net assets, top 25 92.29%, across 51 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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