Featured 13F manager
Coatue Management LLC 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
Book
| MRNA - Moderna | 9.47% | Hold | 6,048,926 | $384.86 | $2.3B |
| DASH - Doordash · CL A | 7.92% | Hold | 9,455,215 | $205.98 | $1.9B |
| SNOW - Snowflake · CL A | 4.81% | Hold | 3,911,074 | $302.43 | $1.2B |
| DIS - Disney Walt | 4.03% | Hold | 5,850,227 | $169.17 | $990M |
| TSLA - Tesla | 3.55% | Hold | 1,126,925 | $775.48 | $874M |
| META - Meta Platforms · CL A | 3.38% | Hold | 2,445,357 | $339.39 | $830M |
| Kanzhun | 3.31% | Hold | 23,063,530 | $35.30 | $814M |
| PYPL - Paypal | 3.07% | Hold | 2,903,151 | $260.21 | $755M |
| XYZ - Block · CL A | 3.05% | Hold | 3,124,271 | $239.84 | $749M |
| AMZN - Amazon | 2.88% | Hold | 215,653 | $3,285 | $708M |
| SE - SEA | 2.86% | Hold | 2,204,307 | $318.73 | $703M |
| Marqeta · CLASS A | 2.49% | Hold | 28,449,054 | $21.53 | $612M |
| Endeavor Group · CL A | 2.43% | Hold | 20,833,333 | $28.67 | $597M |
| PATH - Uipath · CL A | 2.43% | Hold | 11,332,361 | $52.61 | $596M |
| JD · CL A | 2.39% | Hold | 8,148,654 | $72.24 | $589M |
| UBER - UBER Technologies | 2.32% | Hold | 12,738,797 | $44.80 | $571M |
| NFLX - Netflix | 2.31% | Hold | 931,252 | $610.34 | $568M |
| TWLO - Twilio · CL A | 2.27% | Hold | 1,749,944 | $319.05 | $558M |
| RBLX - Roblox · CL A | 2.25% | Hold | 7,315,535 | $75.55 | $553M |
| ZM - Zoom Video · CL A | 2.06% | Hold | 1,940,741 | $261.50 | $508M |
| CRWD - Crowdstrike · CL A | 1.83% | Hold | 1,829,622 | $245.78 | $450M |
| Z - Zillow Group · CL C | 1.71% | Hold | 4,756,444 | $88.14 | $419M |
| RUN - Sunrun | 1.70% | Hold | 9,507,942 | $44.00 | $418M |
| Confluent · CLASS A | 1.68% | Hold | 7,147,939 | $57.83 | $413M |
| PTON - Peloton Interactive · CL A | 1.49% | Hold | 4,196,416 | $87.05 | $365M |
| SHOP - Shopify · CL A | 1.45% | Hold | 262,618 | $1,356 | $356M |
| GH - Guardant Health | 1.43% | Hold | 2,805,273 | $125.01 | $351M |
| Xpeng | 1.39% | Hold | 9,643,583 | $35.54 | $343M |
| DIDIY - Didi Global | 1.23% | Hold | 40,485,696 | $7.44 | $301M |
| MSFT - Microsoft | 1.19% | Hold | 1,040,142 | $281.92 | $293M |
| BNTX - Biontech Se | 1.15% | Hold | 1,033,985 | $272.99 | $282M |
| API - Agora | 1.13% | Hold | 9,562,594 | $29.00 | $277M |
| LRCX - Lam Research | 0.94% | Hold | 407,871 | $569.15 | $232M |
| GPN - Global Pmts | 0.83% | Hold | 1,293,332 | $157.58 | $204M |
| BBWI - Bath & Body Works | 0.82% | Hold | 3,214,424 | $63.03 | $203M |
| PINS - Pinterest · CL A | 0.77% | Hold | 3,723,441 | $50.95 | $190M |
| PODD - Insulet | 0.68% | Hold | 586,401 | $284.23 | $167M |
| DDL - Dingdong Cayman | 0.65% | Hold | 7,029,666 | $22.90 | $161M |
| Nuance Communications | 0.64% | Hold | 2,837,482 | $55.04 | $156M |
| AVGO - Broadcom | 0.63% | Hold | 317,584 | $484.93 | $154M |
| BLND - Blend Labs · CL A | 0.60% | Hold | 11,236,100 | $13.08 | $147M |
| Anaplan | 0.59% | Hold | 2,382,943 | $60.89 | $145M |
| Z - Zillow Group · CL A | 0.57% | Hold | 1,568,047 | $88.58 | $139M |
| AFRM - Affirm · CL A | 0.52% | Hold | 1,082,269 | $119.13 | $129M |
| BEKE - KE | 0.51% | Hold | 6,891,039 | $18.26 | $126M |
| OSCR - Oscar Health · CL A | 0.44% | Hold | 6,193,324 | $17.39 | $108M |
| SNAP · CL A | 0.38% | Hold | 1,271,497 | $73.87 | $94M |
| NVDA - Nvidia | 0.33% | Hold | 394,117 | $207.16 | $82M |
| Nikola | 0.33% | Hold | 7,599,258 | $10.67 | $81M |
| BILL | 0.31% | Hold | 289,074 | $266.95 | $77M |
| LCID - Lucid Group | 0.29% | Hold | 2,814,924 | $25.38 | $71M |
| Viacomcbs · CL B | 0.27% | Hold | 1,710,417 | $39.51 | $68M |
| SFIX - Stitch Fix · CL A | 0.26% | Hold | 1,623,700 | $39.95 | $65M |
| Rlx Technology | 0.26% | Hold | 14,205,740 | $4.52 | $64M |
| Victorias Secret And | 0.24% | Hold | 1,071,472 | $55.26 | $59M |
| LI - Li Auto | 0.20% | Hold | 1,901,616 | $26.29 | $50M |
| INTC - Intellia Therapeutics | 0.11% | Hold | 208,000 | $134.15 | $28M |
| DXCM - Dexcom | 0.11% | Hold | 50,376 | $546.85 | $28M |
| DDD - 3-D Sys Del | 0.11% | Hold | 961,067 | $27.57 | $26M |
| Holding | 0.09% | Hold | 2,119,614 | $10.85 | $23M |
| ABSI - Absci | 0.09% | Hold | 1,859,478 | $11.63 | $22M |
| Lightspeed Commerce | 0.08% | Hold | 200,099 | $96.43 | $19M |
| Ribbit Leap | 0.08% | Hold | 1,830,000 | $10.46 | $19M |
| HOOD - Robinhood Mkts · CL A | 0.07% | Hold | 432,287 | $42.08 | $18M |
| TOST - Toast · CL A | 0.07% | Hold | 352,000 | $49.95 | $18M |
| CRBU - Caribou Biosciences | 0.07% | Hold | 700,000 | $23.87 | $17M |
| QS - Quantumscape · CL A | 0.07% | Hold | 672,447 | $24.54 | $17M |
| Sunlight Financial | 0.06% | Hold | 3,000,000 | $5.31 | $16M |
| DOCS - Doximity · CL A | 0.06% | Hold | 192,859 | $80.70 | $16M |
| Graftech Intl | 0.05% | Hold | 1,090,232 | $10.32 | $11M |
| Curevac | 0.05% | Hold | 205,213 | $54.62 | $11M |
| Msd Acquisition | 0.04% | Hold | 953,649 | $10.01 | $10M |
| CCC | 0.02% | Hold | 500,000 | $10.51 | $5M |
| RELY - Remitly Global | 0.01% | Hold | 75,403 | $36.71 | $3M |
| MAC - Macerich | 0.01% | Hold | 85,238 | $16.71 | $1M |
| Stratasys | 0.01% | Hold | 60,000 | $21.52 | $1M |
| BA - Boeing | 0.00% | Hold | 1,400 | $220.00 | $308K |
Showing top 50 of 77 by value
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