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
| RIVN - Rivian Automotive · CL A | 16.20% | New | 35,226,301 | $103.69 | $3.7B | +35,226,301 | +$3.7B |
| TSLA - Tesla | 6.93% | Add +31.2% | 1,479,068 | $1,057 | $1.6B | +352,143 | +$689M |
| MRNA - Moderna | 4.83% | Reduce −29.1% | 4,287,003 | $253.98 | $1.1B | −1,761,923 | −$1.2B |
| DIS - Disney Walt | 3.98% | Reduce −0.9% | 5,796,739 | $154.89 | $898M | −53,488 | −$92M |
| AMZN - Amazon | 3.95% | Add +24.0% | 267,348 | $3,334 | $891M | +51,695 | +$183M |
| Kanzhun | 3.57% | Add 0.0% | 23,074,632 | $34.88 | $805M | +11,102 | −$9M |
| META - Meta Platforms · CL A | 3.53% | Reduce −3.2% | 2,366,415 | $336.35 | $796M | −78,942 | −$34M |
| SNOW - Snowflake · CL A | 3.15% | Reduce −46.4% | 2,096,373 | $338.75 | $710M | −1,814,701 | −$473M |
| MSFT - Microsoft | 2.94% | Add +89.3% | 1,969,224 | $336.32 | $662M | +929,082 | +$369M |
| Endeavor Group · CL A | 2.76% | Reduce −14.3% | 17,862,184 | $34.89 | $623M | −2,971,149 | +$26M |
| LRCX - Lam Research | 2.74% | Add +110.9% | 860,025 | $719.15 | $618M | +452,154 | +$386M |
| PFE - Pfizer | 2.70% | New | 10,311,917 | $59.05 | $609M | +10,311,917 | +$609M |
| NFLX - Netflix | 2.49% | Hold | 931,252 | $602.44 | $561M | — | — |
| JD · CL A | 2.22% | Reduce −12.3% | 7,145,584 | $70.07 | $501M | −1,003,070 | −$88M |
| Confluent · CLASS A | 2.19% | Reduce −9.5% | 6,472,072 | $76.24 | $493M | −675,867 | +$80M |
| PYPL - Paypal | 2.17% | Reduce −10.5% | 2,598,586 | $188.58 | $490M | −304,565 | −$265M |
| SE - SEA | 2.17% | Reduce −0.8% | 2,186,304 | $223.71 | $489M | −18,003 | −$213M |
| V - VISA · CL A | 2.16% | New | 2,246,685 | $216.71 | $487M | +2,246,685 | +$487M |
| XYZ - Block · CL A | 1.95% | Reduce −12.9% | 2,719,924 | $161.51 | $439M | −404,347 | −$310M |
| DASH - Doordash · CL A | 1.94% | Reduce −69.0% | 2,932,870 | $148.90 | $437M | −6,522,345 | −$1.5B |
| NVDA - Nvidia | 1.54% | Add +200.0% | 1,182,260 | $294.11 | $348M | +788,143 | +$266M |
| SHOP - Shopify · CL A | 1.43% | Reduce −11.1% | 233,490 | $1,377 | $322M | −29,128 | −$34M |
| RBLX - Roblox · CL A | 1.36% | Reduce −59.5% | 2,963,221 | $103.16 | $306M | −4,352,314 | −$247M |
| AMAT - Applied Matls | 1.32% | New | 1,889,195 | $157.36 | $297M | +1,889,195 | +$297M |
| MA - Mastercard · CL A | 1.24% | New | 777,508 | $359.32 | $279M | +777,508 | +$279M |
| BNTX - Biontech Se | 1.21% | Add +2.3% | 1,057,661 | $257.80 | $273M | +23,676 | −$10M |
| UBER - UBER Technologies | 1.10% | Reduce −53.6% | 5,914,797 | $41.93 | $248M | −6,824,000 | −$323M |
| BEKE - KE | 1.08% | Add +75.2% | 12,071,862 | $20.12 | $243M | +5,180,823 | +$117M |
| CRWD - Crowdstrike · CL A | 1.00% | Reduce −40.1% | 1,096,807 | $204.75 | $225M | −732,815 | −$225M |
| BBWI - Bath & Body Works | 0.99% | Hold | 3,214,424 | $69.79 | $224M | — | — |
| AVGO - Broadcom | 0.94% | Hold | 317,584 | $665.41 | $211M | — | — |
| DIDIY - Didi Global | 0.89% | Hold | 40,485,696 | $4.98 | $202M | — | — |
| ZM - Zoom Video · CL A | 0.78% | Reduce −51.0% | 950,652 | $183.91 | $175M | −990,089 | −$333M |
| GPN - Global Pmts | 0.78% | Hold | 1,293,332 | $135.18 | $175M | — | — |
| Xpeng | 0.77% | Reduce −64.1% | 3,459,808 | $50.33 | $174M | −6,183,775 | −$169M |
| GTLB - Gitlab · CLASS A | 0.75% | New | 1,951,923 | $87.00 | $170M | +1,951,923 | +$170M |
| RUN - Sunrun | 0.60% | Reduce −58.3% | 3,960,982 | $34.30 | $136M | −5,546,960 | −$282M |
| PODD - Insulet | 0.60% | Reduce −13.8% | 505,697 | $266.07 | $135M | −80,704 | −$32M |
| SNAP · CL A | 0.50% | Add +90.3% | 2,419,342 | $47.03 | $114M | +1,147,845 | +$20M |
| DDL - Dingdong Cayman | 0.50% | Hold | 7,029,666 | $16.17 | $114M | — | — |
| Anaplan | 0.48% | Hold | 2,382,943 | $45.85 | $109M | — | — |
| TSM - Taiwan Semiconductor Mfg | 0.46% | New | 858,277 | $120.31 | $103M | +858,277 | +$103M |
| Fastly · CL A | 0.41% | New | 2,633,645 | $35.45 | $93M | +2,633,645 | +$93M |
| AFRM - Affirm · CL A | 0.39% | Reduce −19.9% | 866,820 | $100.56 | $87M | −215,449 | −$42M |
| Z - Zillow Group · CL C | 0.37% | Reduce −72.6% | 1,304,329 | $63.85 | $83M | −3,452,115 | −$336M |
| BLND - Blend Labs · CL A | 0.37% | Hold | 11,236,100 | $7.34 | $82M | — | — |
| LI - Li Auto | 0.34% | Add +27.2% | 2,418,246 | $32.10 | $78M | +516,630 | +$28M |
| Nikola | 0.32% | Reduce −2.8% | 7,389,005 | $9.87 | $73M | −210,253 | −$8M |
| BILL | 0.32% | Hold | 289,074 | $249.15 | $72M | — | — |
| Activision Blizzard | 0.27% | New | 900,000 | $66.53 | $60M | +900,000 | +$60M |
| Victorias Secret And | 0.26% | Hold | 1,071,472 | $55.54 | $60M | — | — |
| HUBS - Hubspot | 0.20% | New | 67,523 | $659.15 | $45M | +67,523 | +$45M |
| PINS - Pinterest · CL A | 0.19% | Reduce −68.0% | 1,192,089 | $36.35 | $43M | −2,531,352 | −$146M |
| Z - Zillow Group · CL A | 0.13% | Reduce −69.8% | 472,879 | $62.22 | $29M | −1,095,168 | −$109M |
| GH - Guardant Health | 0.12% | Reduce −90.7% | 261,603 | $100.02 | $26M | −2,543,670 | −$325M |
| Viacomcbs · CL B | 0.11% | Reduce −50.0% | 855,209 | $30.18 | $26M | −855,208 | −$42M |
| Holding | 0.11% | Hold | 2,119,614 | $11.56 | $25M | — | — |
| FUTU · CL A | 0.10% | New | 511,801 | $43.30 | $22M | +511,801 | +$22M |
| BABA - Alibaba Group | 0.09% | New | 179,657 | $118.79 | $21M | +179,657 | +$21M |
| APPN - Appian · CL A | 0.09% | New | 299,180 | $65.21 | $20M | +299,180 | +$20M |
| Ribbit Leap | 0.08% | Hold | 1,830,000 | $9.94 | $18M | — | — |
| API - Agora | 0.08% | Reduce −88.5% | 1,095,612 | $16.21 | $18M | −8,466,982 | −$260M |
| DXCM - Dexcom | 0.07% | Reduce −41.3% | 29,586 | $536.94 | $16M | −20,790 | −$12M |
| PTON - Peloton Interactive · CL A | 0.07% | Reduce −89.6% | 436,656 | $35.76 | $16M | −3,759,760 | −$350M |
| QS - Quantumscape · CL A | 0.07% | Hold | 672,447 | $22.19 | $15M | — | — |
| Sunlight Financial | 0.06% | Reduce −6.8% | 2,795,237 | $4.78 | $13M | −204,763 | −$3M |
| ABSI - Absci | 0.05% | Reduce −20.2% | 1,483,667 | $8.20 | $12M | −375,811 | −$9M |
| INTC - Intellia Therapeutics | 0.05% | Reduce −51.1% | 101,762 | $118.24 | $12M | −106,238 | −$16M |
| TOST - Toast · CL A | 0.05% | Reduce −2.9% | 341,949 | $34.71 | $12M | −10,051 | −$6M |
| DDOG - Datadog · CL A | 0.05% | New | 62,193 | $178.11 | $11M | +62,193 | +$11M |
| Lightspeed Commerce | 0.04% | Add +24.2% | 248,572 | $40.43 | $10M | +48,473 | −$9M |
| CRBU - Caribou Biosciences | 0.04% | Reduce −20.3% | 557,669 | $15.09 | $8M | −142,331 | −$8M |
| PDD - Pinduoduo | 0.03% | New | 132,971 | $58.30 | $8M | +132,971 | +$8M |
| SFIX - Stitch Fix · CL A | 0.03% | Reduce −75.3% | 400,750 | $18.92 | $8M | −1,222,950 | −$57M |
| OSCR - Oscar Health · CL A | 0.03% | Reduce −84.4% | 964,585 | $7.85 | $8M | −5,228,739 | −$100M |
| Marqeta · CLASS A | 0.02% | Reduce −98.9% | 315,121 | $17.17 | $5M | −28,133,933 | −$607M |
| TWLO - Twilio · CL A | 0.02% | Reduce −99.0% | 17,609 | $263.33 | $5M | −1,732,335 | −$554M |
| TCOM - Trip Group | 0.02% | New | 160,231 | $24.62 | $4M | +160,231 | +$4M |
| Msd Acquisition | 0.01% | Reduce −72.3% | 263,849 | $10.16 | $3M | −689,800 | −$7M |
| 0.01% | New | 34,753 | $43.22 | $2M | +34,753 | +$2M |
Showing top 50 of 80 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PATH - Uipath · CL A | 2.43% | Exit | 0 | $52.61 | $596M | −11,332,361 | −$596M |
| Nuance Communications | 0.64% | Exit | 0 | $55.04 | $156M | −2,837,482 | −$156M |
| LCID - Lucid Group | 0.29% | Exit | 0 | $25.38 | $71M | −2,814,924 | −$71M |
| Rlx Technology | 0.26% | Exit | 0 | $4.52 | $64M | −14,205,740 | −$64M |
| DDD - 3-D Sys Del | 0.11% | Exit | 0 | $27.57 | $26M | −961,067 | −$26M |
| HOOD - Robinhood Mkts · CL A | 0.07% | Exit | 0 | $42.08 | $18M | −432,287 | −$18M |
| DOCS - Doximity · CL A | 0.06% | Exit | 0 | $80.70 | $16M | −192,859 | −$16M |
| Graftech Intl | 0.05% | Exit | 0 | $10.32 | $11M | −1,090,232 | −$11M |
| Curevac | 0.05% | Exit | 0 | $54.62 | $11M | −205,213 | −$11M |
| CCC | 0.02% | Exit | 0 | $10.51 | $5M | −500,000 | −$5M |
| RELY - Remitly Global | 0.01% | Exit | 0 | $36.71 | $3M | −75,403 | −$3M |
| MAC - Macerich | 0.01% | Exit | 0 | $16.71 | $1M | −85,238 | −$1M |
| Stratasys | 0.01% | Exit | 0 | $21.52 | $1M | −60,000 | −$1M |
| BA - Boeing | — | Exit | 0 | $220.00 | $308K | −1,400 | −$308K |
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