Coatue Management’s Forgent Power Solutions FPS Stock Holding History

Coatue Management’s Portfolio FPS Stock Details FPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15B	Buy	+20,501,387	New	+$936M	2.36%	17

Other funds holding FPS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Coatue Management's FPS Position: Q2 2026 in Review

Coatue Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 20,501,387 shares worth $1.15B. The stake represents 2.36% of the portfolio and ranks #17 among its holdings.

360 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

Coatue Management held 20,501,387 shares of Forgent Power Solutions worth $1.15B as of Q2 2026.
Forgent Power Solutions was a new Coatue Management position in Q2 2026.
Forgent Power Solutions made up 2.36% of Coatue Management's portfolio in Q2 2026, its #17 holding.
360 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Coatue Management's 13F filing for Q2 2026, filed 14 Aug 2026.