Featured 13F manager
Coatue Management LLC Philippe Laffont
Philippe Laffont New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $48.6B
- 65 Positions
- 2026 Q2
- +67.4% QoQ
- Top 5 37.4%
Portfolio
top 5 37.4% · top 10 61.8%
- TSM - Taiwan Semiconductor 8.7%
- LRCX - Lam Research 8.4%
- MU - Micron Technology 7.5%
- SPCX - Space Exploration Techn · CLASS A 6.5%
- AMAT - Applied Matls 6.3%
- GEV - GE Vernova 6.2%
- AMZN - Amazon 5.8%
- AVGO - Broadcom 4.5%
- ETN - Eaton 4.3%
- GOOGL - Alphabet · CL A 3.6%
- INTC - Intel 3.5%
- CBRS - Cerebras Systems · CL A 3.2%
- Other 31.5%
AUM over time
Latest book
| TSM - Taiwan Semiconductor | 8.76% | Reduce −4.0% | 8,914,995 | $477.57 | $4.3B | −368,552 | +$1.1B |
| LRCX - Lam Research | 8.41% | Reduce −6.0% | 9,441,603 | $433.33 | $4.1B | −601,902 | +$1.9B |
| MU - Micron Technology | 7.46% | Add +1793.7% | 3,142,269 | $1,154 | $3.6B | +2,976,338 | +$3.6B |
| SPCX - Space Exploration Techn · CLASS A | 6.52% | New | 18,561,780 | $170.86 | $3.2B | +18,561,780 | +$3.2B |
| AMAT - Applied Matls | 6.26% | Reduce −19.7% | 4,213,483 | $723.00 | $3B | −1,034,719 | +$1.3B |
| GEV - GE Vernova | 6.18% | Reduce −0.6% | 2,558,164 | $1,175 | $3B | −14,194 | +$760M |
| AMZN - Amazon | 5.80% | Add +49.2% | 11,834,799 | $238.34 | $2.8B | +3,904,033 | +$1.2B |
| AVGO - Broadcom | 4.54% | Add +6.2% | 5,846,831 | $377.75 | $2.2B | +342,979 | +$505M |
| ETN - Eaton | 4.35% | Add +4.6% | 4,968,415 | $426.12 | $2.1B | +219,917 | +$419M |
| GOOGL - Alphabet · CL A | 3.57% | Add +12.6% | 4,856,251 | $357.37 | $1.7B | +542,825 | +$495M |
| INTC - Intel | 3.47% | New | 12,084,027 | $139.63 | $1.7B | +12,084,027 | +$1.7B |
| CBRS - Cerebras Systems · CL A | 3.19% | New | 7,011,028 | $221.00 | $1.5B | +7,011,028 | +$1.5B |
| META - Meta Platforms · CL A | 2.93% | Reduce −10.2% | 2,526,048 | $563.29 | $1.4B | −286,008 | −$186M |
| EQIX - Equinix | 2.73% | Add +16.7% | 1,273,517 | $1,042 | $1.3B | +182,631 | +$258M |
| NVDA - Nvidia | 2.49% | Reduce −4.4% | 6,055,197 | $200.09 | $1.2B | −276,423 | +$107M |
| CEG - Constellation Energy | 2.37% | Hold | 4,632,475 | $248.37 | $1.2B | — | — |
| FPS - Forgent Power Solutions · CL A | 2.35% | New | 20,501,387 | $55.86 | $1.1B | +20,501,387 | +$1.1B |
| HUT - Hut 8 | 2.31% | New | 9,715,476 | $115.45 | $1.1B | +9,715,476 | +$1.1B |
| MSFT - Microsoft | 2.25% | Add +18.4% | 2,936,409 | $373.02 | $1.1B | +456,392 | +$177M |
| NTRA - Natera | 1.40% | Reduce −1.4% | 2,505,090 | $271.45 | $680M | −36,752 | +$172M |
| APP - Applovin · CL A | 1.24% | Reduce −9.2% | 1,171,189 | $515.23 | $603M | −118,819 | +$90M |
| SPOT - Spotify Technology S A | 1.24% | Reduce −0.8% | 1,310,632 | $459.13 | $602M | −10,282 | −$39M |
| ASML | 1.21% | Reduce −40.5% | 295,406 | $1,989 | $588M | −200,828 | −$68M |
| RDDT - Reddit · CL A | 1.00% | Hold | 2,789,891 | $173.58 | $484M | — | — |
| NU · CL A | 0.81% | Hold | 29,333,576 | $13.36 | $392M | — | — |
| NFLX - Netflix | 0.69% | Reduce −31.7% | 4,710,420 | $71.40 | $336M | −2,183,140 | −$326M |
| GOOG - Alphabet · CL C | 0.66% | Reduce −18.6% | 908,395 | $353.33 | $321M | −207,490 | +$860K |
| ISRG - Intuitive Surgical | 0.65% | Reduce −7.2% | 793,704 | $397.68 | $316M | −61,521 | −$79M |
| FCNCA - First Ctzns Bancshares · CL A | 0.60% | Hold | 139,498 | $2,081 | $290M | — | — |
| VRT - Vertiv · CL A | 0.56% | Reduce −17.8% | 806,594 | $334.82 | $270M | −175,039 | +$24M |
| QCOM - Qualcomm | 0.53% | Hold | 1,387,312 | $184.79 | $256M | — | — |
| CVNA - Carvana · CL A | 0.44% | Add +381.5% | 3,278,865 | $65.82 | $216M | +2,597,865 | +$2M |
| MTZ - Mastec | 0.44% | Reduce −11.4% | 517,250 | $416.06 | $215M | −66,347 | +$27M |
| CAI - Caris Life Sciences | 0.36% | Hold | 9,819,992 | $17.82 | $175M | — | — |
| SNPS - Synopsys | 0.29% | Reduce −58.3% | 317,465 | $446.07 | $142M | −444,295 | −$160M |
| GNRC - Generac | 0.24% | Hold | 390,513 | $292.81 | $114M | — | — |
| SFM - Sprouts Fmrs Mkt | 0.21% | Hold | 1,203,773 | $84.58 | $102M | — | — |
| DASH - Doordash · CL A | 0.20% | Reduce −4.9% | 524,792 | $184.53 | $97M | −27,016 | +$14M |
| ENPH - Enphase Energy | 0.16% | Reduce −5.5% | 1,556,941 | $49.24 | $77M | −90,952 | +$14M |
| BAH · CL A | 0.14% | New | 1,083,410 | $60.67 | $66M | +1,083,410 | +$66M |
| AMD - Advanced Micro Devices | 0.11% | New | 95,987 | $580.91 | $56M | +95,987 | +$56M |
| PYPL - Paypal | 0.11% | Hold | 1,243,590 | $43.18 | $54M | — | — |
| NVAX - Novavax | 0.07% | Hold | 3,836,986 | $9.42 | $36M | — | — |
| FIX - Comfort Sys USA | 0.07% | New | 17,793 | $1,982 | $35M | +17,793 | +$35M |
| QS - Quantumscape · CL A | 0.07% | Hold | 4,294,995 | $7.56 | $32M | — | — |
| UPST - Upstart | 0.06% | Hold | 870,947 | $35.43 | $31M | — | — |
| AGX - Argan | 0.06% | New | 36,101 | $798.55 | $29M | +36,101 | +$29M |
| TSLA - Tesla | 0.05% | Add +1.9% | 59,963 | $420.60 | $25M | +1,125 | +$3M |
| PINS - Pinterest · CL A | 0.05% | Reduce −28.7% | 1,197,780 | $21.03 | $25M | −480,984 | −$6M |
| TTD - The Trade Desk · CL A | 0.05% | Hold | 1,387,089 | $18.08 | $25M | — | — |
| Z - Zillow Group · CL C | 0.05% | Hold | 739,700 | $31.52 | $23M | — | — |
| ABR - Arbor Realty Trust | 0.05% | Hold | 4,196,885 | $5.42 | $23M | — | — |
| PATH - Uipath · CL A | 0.04% | Reduce −13.6% | 1,961,365 | $10.87 | $21M | −308,192 | −$4M |
| MPT - Medical Properties Trust | 0.04% | Hold | 4,525,398 | $4.62 | $21M | — | — |
| RNG - Ringcentral · CL A | 0.03% | Hold | 411,351 | $38.98 | $16M | — | — |
| PTON - Peloton Interactive · CL A | 0.03% | Hold | 2,500,000 | $5.91 | $15M | — | — |
| Z - Zillow Group · CL A | 0.02% | Hold | 328,189 | $31.37 | $10M | — | — |
| PLUG - Plug Pwr | 0.01% | Hold | 2,545,243 | $2.71 | $7M | — | — |
| SFIX - Stitch Fix · CL A | 0.01% | Hold | 735,373 | $4.11 | $3M | — | — |
| Olaplex | 0.01% | Hold | 1,264,968 | $2.05 | $3M | — | — |
| LCID - Lucid Group | 0.00% | Hold | 295,393 | $6.69 | $2M | — | — |
| CHPT - Chargepoint | 0.00% | Hold | 154,086 | $5.91 | $911K | — | — |
| AMC - Amc Entmt · CL A | 0.00% | Hold | 228,136 | $1.90 | $433K | — | — |
| HTZ - Hertz Global | 0.00% | Hold | 106,823 | $2.26 | $242K | — | — |
| BYND - Beyond Meat | 0.00% | Reduce −12.7% | 299,885 | $0.7500 | $225K | −43,508 | −$16K |
Showing top 50 of 65 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| V - VISA · CL A | 0.75% | Exit | 0 | $302.24 | $217M | −718,753 | −$217M |
| CHYM - Chime Finl · CL A | 0.65% | Exit | 0 | $18.73 | $189M | −10,071,992 | −$189M |
| SOLS - Solstice Advanced Matls | 0.43% | Exit | 0 | $76.16 | $126M | −1,654,589 | −$126M |
| CHRW - C H Robinson Worldwide In | 0.33% | Exit | 0 | $166.07 | $95M | −573,010 | −$95M |
| GBTC - Ishares Bitcoin Trust ETF | 0.01% | Exit | 0 | $38.42 | $3M | −67,226 | −$3M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 66 | $48.6B | +67.4% | 13F-HR | 8/14/2026 | 000091957426005478 |
| 2026 Q1 | 62 | $29.1B | −27.3% | 13F-HR | 5/15/2026 | 000091957426003501 |
| 2025 Q4 | 52 | $40B | — | RESTATEMENT | 5/15/2026 | 000091957426003414 |
| 2025 Q4 | 52 | $40B | −2.0% | 13F-HR | 2/17/2026 | 000091957426001239 |
| 2025 Q3 | 74 | $40.8B | +13.6% | 13F-HR | 11/14/2025 | 000091957425006976 |
| 2025 Q2 | 70 | $35.9B | +58.3% | 13F-HR | 8/14/2025 | 000091957425004823 |
| 2025 Q1 | 70 | $22.7B | −23.6% | 13F-HR | 5/15/2025 | 000091957425003179 |
| 2024 Q4 | 68 | $29.7B | +10.3% | 13F-HR | 2/14/2025 | 000091957425001429 |
| 2024 Q3 | 81 | $26.9B | +4.8% | 13F-HR | 11/14/2024 | 000091957424006691 |
| 2024 Q2 | 74 | $25.7B | +0.8% | 13F-HR | 8/14/2024 | 000091957424004594 |
| 2024 Q1 | 91 | $25.5B | +6.9% | 13F-HR | 5/15/2024 | 000091957424002996 |
| 2023 Q4 | 100 | $23.8B | +21.0% | 13F-HR | 2/14/2024 | 000091957424001118 |
| 2023 Q3 | 86 | $19.7B | −3.4% | 13F-HR | 11/14/2023 | 000091957423006173 |
| 2023 Q2 | 91 | $20.4B | +35.7% | 13F-HR | 8/14/2023 | 000091957423004562 |
| 2023 Q1 | 74 | $15B | +68.7% | 13F-HR | 5/15/2023 | 000091957423003144 |
| 2022 Q4 | 72 | $8.9B | +3.5% | 13F-HR | 2/14/2023 | 000091957423001190 |
| 2022 Q3 | 84 | $8.6B | +4.2% | 13F-HR | 11/14/2022 | 000091957422006523 |
| 2022 Q2 | 81 | $8.3B | −39.6% | 13F-HR | 8/15/2022 | 000091957422004966 |
| 2022 Q1 | 58 | $13.7B | −39.4% | 13F-HR | 5/16/2022 | 000091957422003335 |
| 2021 Q4 | 81 | $22.6B | −8.3% | 13F-HR | 2/14/2022 | 000091957422001079 |
| 2021 Q3 | 77 | $24.6B | — | 13F-HR | 11/12/2021 | 000091957421006831 |
About
COATUE MANAGEMENT LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2