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 | 11.48% | Reduce −7.8% | 1,409,092 | $673.42 | $949M | −118,963 | −$698M |
| MRNA - Moderna | 9.86% | Reduce −17.6% | 5,706,331 | $142.85 | $815M | −1,221,816 | −$378M |
| RIVN - Rivian Automotive · CL A | 5.88% | Reduce −38.8% | 18,878,337 | $25.74 | $486M | −11,960,853 | −$1.1B |
| AMZN - Amazon | 5.29% | Add +2616.8% | 4,118,580 | $106.21 | $437M | +3,966,985 | −$57M |
| JD · CL A | 4.96% | Add +71.9% | 6,380,204 | $64.22 | $410M | +2,667,733 | +$195M |
| Endeavor Group · CL A | 4.22% | Reduce −0.5% | 16,973,200 | $20.56 | $349M | −91,453 | −$155M |
| META - Meta Platforms · CL A | 4.16% | Reduce −23.8% | 2,132,573 | $161.25 | $344M | −665,323 | −$278M |
| MSFT - Microsoft | 3.87% | Reduce −35.2% | 1,245,067 | $256.83 | $320M | −675,974 | −$273M |
| XYZ - Block · CL A | 3.58% | Reduce −18.4% | 4,817,454 | $61.46 | $296M | −1,085,740 | −$504M |
| DIS - Disney Walt | 3.54% | Hold | 3,096,961 | $94.40 | $292M | — | — |
| ENPH - Enphase Energy | 3.23% | Add +803.4% | 1,366,593 | $195.24 | $267M | +1,215,319 | +$236M |
| NFLX - Netflix | 2.62% | Reduce −13.9% | 1,238,423 | $174.87 | $217M | −200,533 | −$322M |
| UBER - UBER Technologies | 2.52% | Add +12.6% | 10,183,900 | $20.46 | $208M | +1,143,280 | −$114M |
| BABA - Alibaba Group | 2.27% | Add +426.2% | 1,653,663 | $113.68 | $188M | +1,339,418 | +$154M |
| AVGO - Broadcom | 1.87% | Hold | 317,584 | $485.81 | $154M | — | — |
| LCID - Lucid Group | 1.54% | Add +150.5% | 7,437,661 | $17.16 | $128M | +4,468,409 | +$52M |
| V - VISA · CL A | 1.51% | Reduce −73.3% | 632,324 | $196.89 | $124M | −1,733,234 | −$400M |
| SNOW - Snowflake · CL A | 1.37% | Reduce −69.0% | 815,881 | $139.06 | $113M | −1,816,150 | −$490M |
| CRWD - Crowdstrike · CL A | 1.25% | Hold | 611,850 | $168.56 | $103M | — | — |
| BEKE - KE | 1.10% | Add +40.6% | 5,048,061 | $17.95 | $91M | +1,457,179 | +$46M |
| BBWI - Bath & Body Works | 1.05% | Hold | 3,214,424 | $26.92 | $87M | — | — |
| GTLB - Gitlab · CLASS A | 1.04% | Hold | 1,610,357 | $53.14 | $86M | — | — |
| PYPL - Paypal | 1.03% | Reduce −29.8% | 1,220,620 | $69.84 | $85M | −517,071 | −$116M |
| DDOG - Datadog · CL A | 0.97% | New | 840,069 | $95.24 | $80M | +840,069 | +$80M |
| VEEV - Veeva Sys · CL A | 0.96% | New | 400,521 | $198.04 | $79M | +400,521 | +$79M |
| PATH - Uipath · CL A | 0.93% | New | 4,235,394 | $18.19 | $77M | +4,235,394 | +$77M |
| SOFI - SOFI Technologies | 0.93% | New | 14,529,957 | $5.27 | $77M | +14,529,957 | +$77M |
| Z - Zillow Group · CL C | 0.91% | Hold | 2,358,800 | $31.75 | $75M | — | — |
| UPST - Upstart | 0.90% | New | 2,362,290 | $31.62 | $75M | +2,362,290 | +$75M |
| Xpeng | 0.87% | Reduce −19.7% | 2,265,669 | $31.74 | $72M | −557,259 | −$6M |
| NVAX - Novavax | 0.77% | Add +40.6% | 1,241,716 | $51.43 | $64M | +358,270 | −$1M |
| BNTX - Biontech Se | 0.76% | Hold | 421,590 | $149.10 | $63M | — | — |
| SE - SEA | 0.75% | Reduce −60.7% | 925,132 | $66.86 | $62M | −1,425,998 | −$220M |
| DASH - Doordash · CL A | 0.73% | Reduce −82.3% | 935,161 | $64.17 | $60M | −4,345,311 | −$559M |
| PINS - Pinterest · CL A | 0.69% | Add +24.7% | 3,156,352 | $18.16 | $57M | +625,000 | −$5M |
| EFX - Equifax | 0.65% | New | 295,362 | $182.78 | $54M | +295,362 | +$54M |
| PARA - Paramount Global · CLASS B | 0.65% | Hold | 2,180,711 | $24.68 | $54M | — | — |
| MNDY - Monday | 0.59% | New | 469,309 | $103.16 | $48M | +469,309 | +$48M |
| PANW - Palo Alto Networks | 0.57% | Hold | 95,640 | $493.94 | $47M | — | — |
| DDL - Dingdong Cayman | 0.47% | Hold | 7,029,666 | $5.53 | $39M | — | — |
| Nikola | 0.43% | Add 0.0% | 7,391,449 | $4.76 | $35M | +2,444 | −$44M |
| WSM - Williams Sonoma | 0.42% | New | 315,147 | $110.95 | $35M | +315,147 | +$35M |
| LI - Li Auto | 0.41% | Add +219.7% | 887,794 | $38.31 | $34M | +610,081 | +$27M |
| Victorias Secret And | 0.36% | Hold | 1,071,472 | $27.97 | $30M | — | — |
| DOCU - Docusign | 0.35% | Reduce −65.7% | 502,135 | $57.38 | $29M | −961,821 | −$128M |
| SYNA - Synaptics | 0.34% | New | 234,521 | $118.05 | $28M | +234,521 | +$28M |
| QS - Quantumscape · CL A | 0.32% | Add +363.0% | 3,113,723 | $8.59 | $27M | +2,441,276 | +$13M |
| SNAP · CL A | 0.32% | New | 2,030,446 | $13.13 | $27M | +2,030,446 | +$27M |
| PTON - Peloton Interactive · CL A | 0.31% | Reduce −67.3% | 2,815,647 | $9.18 | $26M | −5,798,512 | −$202M |
| TCOM - Trip Group | 0.30% | New | 888,202 | $27.45 | $24M | +888,202 | +$24M |
| Hashicorp · CL A | 0.29% | New | 815,724 | $29.44 | $24M | +815,724 | +$24M |
| Z - Zillow Group · CL A | 0.27% | Hold | 691,885 | $31.81 | $22M | — | — |
| RNG - Ringcentral · CL A | 0.26% | Add +303.4% | 411,351 | $52.26 | $21M | +309,386 | +$10M |
| Confluent · CLASS A | 0.24% | New | 855,315 | $23.24 | $20M | +855,315 | +$20M |
| Amc Entmt · CL A | 0.23% | Add +175.4% | 1,430,668 | $13.55 | $19M | +911,144 | +$7M |
| Fisker · CL A | 0.23% | New | 2,252,565 | $8.57 | $19M | +2,252,565 | +$19M |
| Ginkgo Bioworks · CL A | 0.23% | New | 7,937,724 | $2.38 | $19M | +7,937,724 | +$19M |
| MELI - Mercadolibre | 0.23% | New | 29,529 | $636.87 | $19M | +29,529 | +$19M |
| Ribbit Leap | 0.22% | Hold | 1,830,000 | $9.98 | $18M | — | — |
| GDS | 0.18% | Add +117.2% | 439,039 | $33.39 | $15M | +236,927 | +$7M |
| API - Agora | 0.16% | Hold | 1,992,568 | $6.57 | $13M | — | — |
| BYND - Beyond Meat | 0.14% | Reduce −2.7% | 490,640 | $23.94 | $12M | −13,665 | −$13M |
| CRM - Salesforce | 0.14% | New | 68,948 | $165.04 | $11M | +68,948 | +$11M |
| WDAY - Workday · CL A | 0.14% | New | 80,714 | $139.58 | $11M | +80,714 | +$11M |
| RUN - Sunrun | 0.12% | Reduce −80.0% | 435,335 | $23.36 | $10M | −1,744,138 | −$56M |
| SHOP - Shopify · CL A | 0.12% | New | 318,900 | $31.24 | $10M | +318,900 | +$10M |
| HTHT - Huazhu Group | 0.12% | New | 260,017 | $38.10 | $10M | +260,017 | +$10M |
| Holding | 0.10% | Hold | 2,119,614 | $3.82 | $8M | — | — |
| NVDA - Nvidia | 0.09% | Reduce −92.2% | 49,413 | $151.60 | $7M | −581,162 | −$165M |
| Gamestop · CL A | 0.08% | Hold | 54,697 | $122.29 | $7M | — | — |
| SFIX - Stitch Fix · CL A | 0.08% | Hold | 1,342,810 | $4.94 | $7M | — | — |
| RBLX - Roblox · CL A | 0.07% | Reduce −96.4% | 173,102 | $32.86 | $6M | −4,619,291 | −$216M |
| Kanzhun | 0.05% | New | 157,191 | $26.28 | $4M | +157,191 | +$4M |
| CVNA - Carvana · CL A | 0.05% | New | 173,800 | $22.58 | $4M | +173,800 | +$4M |
| LVS - Las Vegas Sands | 0.04% | New | 100,000 | $33.59 | $3M | +100,000 | +$3M |
| DXCM - Dexcom | 0.03% | Add +300.0% | 38,052 | $74.53 | $3M | +28,539 | −$2M |
| ZM - Zoom Video · CL A | 0.03% | Hold | 20,770 | $107.99 | $2M | — | — |
| PDD - Pinduoduo | 0.02% | New | 33,317 | $61.80 | $2M | +33,317 | +$2M |
| HTZ - Hertz Global | 0.02% | Hold | 106,823 | $15.84 | $2M | — | — |
| GRAB · CLASS A | 0.01% | New | 400,000 | $2.53 | $1M | +400,000 | +$1M |
Showing top 50 of 80 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMD - Advanced Micro Devices | 0.21% | Exit | 0 | $109.34 | $29M | −268,599 | −$29M |
| Msd Acquisition | 0.02% | Exit | 0 | $9.88 | $2M | −225,649 | −$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