Coatue Management LLC activity
Every position Philippe Laffont opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
9
Add
9
Reduce
21
Exit
5
44 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SPCX | New | 0% to 6.5% | $3.2B | Q1→Q2 |
| INTC | New | 0% to 3.5% | $1.7B | Q1→Q2 |
| CBRS | New | 0% to 3.2% | $1.5B | Q1→Q2 |
| FPS | New | 0% to 2.4% | $1.1B | Q1→Q2 |
| HUT | New | 0% to 2.3% | $1.1B | Q1→Q2 |
| BAH | New | 0% to 0.14% | $66M | Q1→Q2 |
| AMD | New | 0% to 0.11% | $56M | Q1→Q2 |
| FIX | New | 0% to 0.07% | $35M | Q1→Q2 |
| AGX | New | 0% to 0.06% | $29M | Q1→Q2 |
| V | Exit | 0.75% to 0% | $217M | Q1→Q2 |
| CHYM | Exit | 0.65% to 0% | $189M | Q1→Q2 |
| SOLS | Exit | 0.43% to 0% | $126M | Q1→Q2 |
| CHRW | Exit | 0.33% to 0% | $95M | Q1→Q2 |
| GBTC | Exit | 0.01% to 0% | $2.6M | Q1→Q2 |
| MU | Add | 0.19% to 7.5% | +1793.7% sh | Q1→Q2 |
| ETN | Add | 5.9% to 4.4% | +4.6% sh | Q1→Q2 |
| AVGO | Add | 5.9% to 4.5% | +6.2% sh | Q1→Q2 |
| EQIX | Add | 3.7% to 2.7% | +16.7% sh | Q1→Q2 |
| MSFT | Add | 3.2% to 2.3% | +18.4% sh | Q1→Q2 |
| GOOGL | Add | 4.3% to 3.6% | +12.6% sh | Q1→Q2 |
| CVNA | Add | 0.74% to 0.44% | +381.5% sh | Q1→Q2 |
| AMZN | Add | 5.7% to 5.8% | +49.2% sh | Q1→Q2 |
| TSLA | Add | 0.08% to 0.05% | +1.9% sh | Q1→Q2 |
| META | Reduce | 5.5% to 2.9% | −10.2% sh | Q1→Q2 |
| TSM | Reduce | 10.8% to 8.8% | −4.0% sh | Q1→Q2 |
| NFLX | Reduce | 2.3% to 0.69% | −31.7% sh | Q1→Q2 |
| GEV | Reduce | 7.7% to 6.2% | −0.6% sh | Q1→Q2 |
| NVDA | Reduce | 3.8% to 2.5% | −4.4% sh | Q1→Q2 |
| ASML | Reduce | 2.3% to 1.2% | −40.5% sh | Q1→Q2 |
| LRCX | Reduce | 7.4% to 8.4% | −6.0% sh | Q1→Q2 |
| SPOT | Reduce | 2.2% to 1.2% | −0.8% sh | Q1→Q2 |
| SNPS | Reduce | 1.0% to 0.29% | −58.3% sh | Q1→Q2 |
| ISRG | Reduce | 1.4% to 0.65% | −7.2% sh | Q1→Q2 |
| APP | Reduce | 1.8% to 1.2% | −9.2% sh | Q1→Q2 |
| GOOG | Reduce | 1.1% to 0.66% | −18.6% sh | Q1→Q2 |
| NTRA | Reduce | 1.8% to 1.4% | −1.4% sh | Q1→Q2 |
| VRT | Reduce | 0.85% to 0.56% | −17.8% sh | Q1→Q2 |
| MTZ | Reduce | 0.65% to 0.44% | −11.4% sh | Q1→Q2 |
| AMAT | Reduce | 6.2% to 6.3% | −19.7% sh | Q1→Q2 |
| DASH | Reduce | 0.29% to 0.20% | −4.9% sh | Q1→Q2 |
| ENPH | Reduce | 0.21% to 0.16% | −5.5% sh | Q1→Q2 |
| PINS | Reduce | 0.11% to 0.05% | −28.7% sh | Q1→Q2 |
| PATH | Reduce | 0.09% to 0.04% | −13.6% sh | Q1→Q2 |
| BYND | Reduce | <0.01% to <0.01% | −12.7% sh | Q1→Q2 |