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
| TSLA - Tesla | 12.04% | Add +3.3% | 1,528,055 | $1,078 | $1.6B | +48,987 | +$84M |
| RIVN - Rivian Automotive · CL A | 11.33% | Reduce −12.5% | 30,839,190 | $50.24 | $1.5B | −4,387,111 | −$2.1B |
| MRNA - Moderna | 8.73% | Add +61.6% | 6,928,147 | $172.26 | $1.2B | +2,641,144 | +$105M |
| XYZ - Block · CL A | 5.86% | Add +117.0% | 5,903,194 | $135.60 | $800M | +3,183,270 | +$361M |
| META - Meta Platforms · CL A | 4.55% | Add +18.2% | 2,797,896 | $222.36 | $622M | +431,481 | −$174M |
| DASH - Doordash · CL A | 4.53% | Add +80.0% | 5,280,472 | $117.19 | $619M | +2,347,602 | +$182M |
| SNOW - Snowflake · CL A | 4.41% | Add +25.6% | 2,632,031 | $229.13 | $603M | +535,658 | −$107M |
| MSFT - Microsoft | 4.33% | Reduce −2.4% | 1,921,041 | $308.31 | $592M | −48,183 | −$70M |
| NFLX - Netflix | 3.94% | Add +54.5% | 1,438,956 | $374.59 | $539M | +507,704 | −$22M |
| V - VISA · CL A | 3.84% | Add +5.3% | 2,365,558 | $221.77 | $525M | +118,873 | +$38M |
| Endeavor Group · CL A | 3.68% | Reduce −4.5% | 17,064,653 | $29.52 | $504M | −797,531 | −$119M |
| AMZN - Amazon | 3.61% | Reduce −43.3% | 151,595 | $3,260 | $494M | −115,753 | −$397M |
| DIS - Disney Walt | 3.11% | Reduce −46.6% | 3,096,961 | $137.16 | $425M | −2,699,778 | −$473M |
| UBER - UBER Technologies | 2.36% | Add +52.8% | 9,040,620 | $35.68 | $323M | +3,125,823 | +$75M |
| SE - SEA | 2.06% | Add +7.5% | 2,351,130 | $119.79 | $282M | +164,826 | −$207M |
| PTON - Peloton Interactive · CL A | 1.66% | Add +1872.8% | 8,614,159 | $26.42 | $228M | +8,177,503 | +$212M |
| RBLX - Roblox · CL A | 1.62% | Add +61.7% | 4,792,393 | $46.24 | $222M | +1,829,172 | −$84M |
| JD · CL A | 1.57% | Reduce −48.0% | 3,712,471 | $57.87 | $215M | −3,433,113 | −$286M |
| PYPL - Paypal | 1.47% | Reduce −33.1% | 1,737,691 | $115.65 | $201M | −860,895 | −$289M |
| AVGO - Broadcom | 1.46% | Hold | 317,584 | $629.68 | $200M | — | — |
| NVDA - Nvidia | 1.26% | Reduce −46.7% | 630,575 | $272.86 | $172M | −551,685 | −$176M |
| DOCU - Docusign | 1.15% | New | 1,463,956 | $107.12 | $157M | +1,463,956 | +$157M |
| BBWI - Bath & Body Works | 1.12% | Hold | 3,214,424 | $47.80 | $154M | — | — |
| CRWD - Crowdstrike · CL A | 1.02% | Reduce −44.2% | 611,850 | $227.08 | $139M | −484,957 | −$86M |
| Z - Zillow Group · CL C | 0.85% | Add +80.8% | 2,358,800 | $49.29 | $116M | +1,054,471 | +$33M |
| GTLB - Gitlab · CLASS A | 0.64% | Reduce −17.5% | 1,610,357 | $54.45 | $88M | −341,566 | −$82M |
| PARA - Paramount Global · CLASS B | 0.60% | Add +155.0% | 2,180,711 | $37.81 | $82M | +1,325,502 | +$57M |
| Nikola | 0.58% | Hold | 7,389,005 | $10.71 | $79M | — | — |
| Xpeng | 0.57% | Reduce −18.4% | 2,822,928 | $27.59 | $78M | −636,880 | −$96M |
| LCID - Lucid Group | 0.55% | New | 2,969,252 | $25.40 | $75M | +2,969,252 | +$75M |
| BNTX - Biontech Se | 0.53% | Reduce −60.1% | 421,590 | $170.56 | $72M | −636,071 | −$201M |
| RUN - Sunrun | 0.48% | Reduce −45.0% | 2,179,473 | $30.37 | $66M | −1,781,509 | −$70M |
| NVAX - Novavax | 0.48% | New | 883,446 | $73.65 | $65M | +883,446 | +$65M |
| PINS - Pinterest · CL A | 0.46% | Add +112.3% | 2,531,352 | $24.61 | $62M | +1,339,263 | +$19M |
| PANW - Palo Alto Networks | 0.44% | New | 95,640 | $622.51 | $60M | +95,640 | +$60M |
| Victorias Secret And | 0.40% | Hold | 1,071,472 | $51.36 | $55M | — | — |
| BEKE - KE | 0.32% | Reduce −70.3% | 3,590,882 | $12.37 | $44M | −8,480,980 | −$198M |
| BABA - Alibaba Group | 0.25% | Add +74.9% | 314,245 | $108.80 | $34M | +134,588 | +$13M |
| Z - Zillow Group · CL A | 0.24% | Add +46.3% | 691,885 | $48.23 | $33M | +219,006 | +$4M |
| ENPH - Enphase Energy | 0.22% | New | 151,274 | $201.78 | $31M | +151,274 | +$31M |
| AMD - Advanced Micro Devices | 0.21% | New | 268,599 | $109.34 | $29M | +268,599 | +$29M |
| DDL - Dingdong Cayman | 0.18% | Hold | 7,029,666 | $3.55 | $25M | — | — |
| BYND - Beyond Meat | 0.18% | New | 504,305 | $48.31 | $24M | +504,305 | +$24M |
| API - Agora | 0.14% | Add +81.9% | 1,992,568 | $9.94 | $20M | +896,956 | +$2M |
| Ribbit Leap | 0.13% | Hold | 1,830,000 | $9.95 | $18M | — | — |
| SFIX - Stitch Fix · CL A | 0.10% | Add +235.1% | 1,342,810 | $10.07 | $14M | +942,060 | +$6M |
| QS - Quantumscape · CL A | 0.10% | Hold | 672,447 | $19.99 | $13M | — | — |
| Holding | 0.10% | Hold | 2,119,614 | $6.31 | $13M | — | — |
| Amc Entmt · CL A | 0.09% | New | 519,524 | $24.64 | $13M | +519,524 | +$13M |
| RNG - Ringcentral · CL A | 0.09% | New | 101,965 | $117.21 | $12M | +101,965 | +$12M |
| Gamestop · CL A | 0.07% | New | 54,697 | $166.57 | $9M | +54,697 | +$9M |
| GDS | 0.06% | New | 202,112 | $39.25 | $8M | +202,112 | +$8M |
| LI - Li Auto | 0.05% | Reduce −88.5% | 277,713 | $25.81 | $7M | −2,140,533 | −$70M |
| DXCM - Dexcom | 0.04% | Reduce −67.8% | 9,513 | $511.62 | $5M | −20,073 | −$11M |
| ZM - Zoom Video · CL A | 0.02% | Reduce −97.8% | 20,770 | $117.24 | $2M | −929,882 | −$172M |
| HTZ - Hertz Global | 0.02% | New | 106,823 | $22.15 | $2M | +106,823 | +$2M |
| Msd Acquisition | 0.02% | Reduce −14.5% | 225,649 | $9.88 | $2M | −38,200 | −$452K |
Showing top 50 of 57 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Kanzhun | 3.57% | Exit | 0 | $34.88 | $805M | −23,074,632 | −$805M |
| LRCX - Lam Research | 2.74% | Exit | 0 | $719.15 | $618M | −860,025 | −$618M |
| PFE - Pfizer | 2.70% | Exit | 0 | $59.05 | $609M | −10,311,917 | −$609M |
| Confluent · CLASS A | 2.19% | Exit | 0 | $76.24 | $493M | −6,472,072 | −$493M |
| SHOP - Shopify · CL A | 1.43% | Exit | 0 | $1,377 | $322M | −233,490 | −$322M |
| AMAT - Applied Matls | 1.32% | Exit | 0 | $157.36 | $297M | −1,889,195 | −$297M |
| MA - Mastercard · CL A | 1.24% | Exit | 0 | $359.32 | $279M | −777,508 | −$279M |
| DIDIY - Didi Global | 0.89% | Exit | 0 | $4.98 | $202M | −40,485,696 | −$202M |
| GPN - Global Pmts | 0.78% | Exit | 0 | $135.18 | $175M | −1,293,332 | −$175M |
| PODD - Insulet | 0.60% | Exit | 0 | $266.07 | $135M | −505,697 | −$135M |
| SNAP · CL A | 0.50% | Exit | 0 | $47.03 | $114M | −2,419,342 | −$114M |
| Anaplan | 0.48% | Exit | 0 | $45.85 | $109M | −2,382,943 | −$109M |
| TSM - Taiwan Semiconductor Mfg | 0.46% | Exit | 0 | $120.31 | $103M | −858,277 | −$103M |
| Fastly · CL A | 0.41% | Exit | 0 | $35.45 | $93M | −2,633,645 | −$93M |
| AFRM - Affirm · CL A | 0.39% | Exit | 0 | $100.56 | $87M | −866,820 | −$87M |
| BLND - Blend Labs · CL A | 0.37% | Exit | 0 | $7.34 | $82M | −11,236,100 | −$82M |
| BILL | 0.32% | Exit | 0 | $249.15 | $72M | −289,074 | −$72M |
| Activision Blizzard | 0.27% | Exit | 0 | $66.53 | $60M | −900,000 | −$60M |
| HUBS - Hubspot | 0.20% | Exit | 0 | $659.15 | $45M | −67,523 | −$45M |
| GH - Guardant Health | 0.12% | Exit | 0 | $100.02 | $26M | −261,603 | −$26M |
| FUTU · CL A | 0.10% | Exit | 0 | $43.30 | $22M | −511,801 | −$22M |
| APPN - Appian · CL A | 0.09% | Exit | 0 | $65.21 | $20M | −299,180 | −$20M |
| Sunlight Financial | 0.06% | Exit | 0 | $4.78 | $13M | −2,795,237 | −$13M |
| ABSI - Absci | 0.05% | Exit | 0 | $8.20 | $12M | −1,483,667 | −$12M |
| INTC - Intellia Therapeutics | 0.05% | Exit | 0 | $118.24 | $12M | −101,762 | −$12M |
| TOST - Toast · CL A | 0.05% | Exit | 0 | $34.71 | $12M | −341,949 | −$12M |
| DDOG - Datadog · CL A | 0.05% | Exit | 0 | $178.11 | $11M | −62,193 | −$11M |
| Lightspeed Commerce | 0.04% | Exit | 0 | $40.43 | $10M | −248,572 | −$10M |
| CRBU - Caribou Biosciences | 0.04% | Exit | 0 | $15.09 | $8M | −557,669 | −$8M |
| PDD - Pinduoduo | 0.03% | Exit | 0 | $58.30 | $8M | −132,971 | −$8M |
| OSCR - Oscar Health · CL A | 0.03% | Exit | 0 | $7.85 | $8M | −964,585 | −$8M |
| Marqeta · CLASS A | 0.02% | Exit | 0 | $17.17 | $5M | −315,121 | −$5M |
| TWLO - Twilio · CL A | 0.02% | Exit | 0 | $263.33 | $5M | −17,609 | −$5M |
| TCOM - Trip Group | 0.02% | Exit | 0 | $24.62 | $4M | −160,231 | −$4M |
| 0.01% | Exit | 0 | $43.22 | $2M | −34,753 | −$2M |
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