Coatue Management LLC Philippe Laffont
New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $48.6B
- 65 holdings
- 2026 Q2
- +67.4% QoQ
- Top 5 37.4%
AUM over time
Book
| TSLA, Tesla | Add +151.7% | 3,546,074 | $265.25 | $941M | +2,136,982 | −$8.3M | |
| MRNA, Moderna | Add 0.0% | 5,706,504 | $118.25 | $675M | +173 | −$140M | |
| RIVN, Rivian Automotive | Add +3.8% | 19,597,621 | $32.91 | $645M | +719,284 | +$159M | |
| UBER, Uber | Add +63.3% | 16,628,166 | $26.50 | $441M | +6,444,266 | +$232M | |
| NVDA, Nvidia | Add +6749.0% | 3,384,288 | $121.39 | $411M | +3,334,875 | +$403M | |
| PYPL, PayPal | Add +284.3% | 4,691,346 | $86.07 | $404M | +3,470,726 | +$319M | |
| AMZN, Amazon | Reduce −21.5% | 3,233,243 | $113.00 | $365M | −885,337 | −$72M | |
| ENPH, Enphase Energy | Reduce −12.1% | 1,201,119 | $277.47 | $333M | −165,474 | +$66M | |
| Endeavor Group | Reduce −6.3% | 15,902,376 | $20.26 | $322M | −1,070,824 | −$27M | |
| DIS, Disney | Hold | 3,096,961 | $94.33 | $292M | — | — | |
| XYZ, Block | Add +3.4% | 4,980,324 | $54.99 | $274M | +162,870 | −$22M | |
| NFLX, Netflix | Reduce −6.1% | 1,162,596 | $235.44 | $274M | −75,827 | +$57M | |
| META, Meta Platforms | Reduce −27.9% | 1,537,074 | $135.68 | $209M | −595,499 | −$135M | |
| LRCX, Lam Research | New | 485,291 | $366.00 | $178M | +485,291 | +$178M | |
| V, Visa | Add +45.1% | 917,311 | $177.65 | $163M | +284,987 | +$38M | |
| JD, JD.com | Reduce −55.8% | 2,821,237 | $50.30 | $142M | −3,558,967 | −$268M | |
| AVGO, Broadcom | Hold | 317,584 | $444.01 | $141M | — | — | |
| DASH, DoorDash | Add +201.5% | 2,819,599 | $49.45 | $139M | +1,884,438 | +$79M | |
| ADBE, Adobe | New | 396,474 | $275.20 | $109M | +396,474 | +$109M | |
| BBWI, Bath & Body Works | Hold | 3,214,424 | $32.60 | $105M | — | — | |
| MSFT, Microsoft | Reduce −65.2% | 433,677 | $232.90 | $101M | −811,390 | −$219M | |
| CRWD, CrowdStrike | Hold | 611,850 | $164.81 | $101M | — | — | |
| SNOW, Snowflake | Reduce −40.4% | 486,583 | $169.96 | $83M | −329,298 | −$31M | |
| GTLB, Gitlab | Hold | 1,610,357 | $51.22 | $82M | — | — | |
| Z, Zillow Class C | Hold | 2,358,800 | $28.61 | $67M | — | — | |
| SHOP, Shopify | Add +673.2% | 2,465,610 | $26.94 | $66M | +2,146,710 | +$56M | |
| ZM, Zoom Video | Add +3878.8% | 826,394 | $73.59 | $61M | +805,624 | +$59M | |
| BEKE, KE Holdings | Reduce −31.3% | 3,466,016 | $17.52 | $61M | −1,582,045 | −$30M | |
| PINS, Pinterest | Reduce −19.8% | 2,531,352 | $23.30 | $59M | −625,000 | +$1.7M | |
| BNTX, Biontech | Hold | 421,590 | $134.88 | $57M | — | — | |
| ABNB, Airbnb | New | 526,505 | $105.04 | $55M | +526,505 | +$55M | |
| MNDY, Monday.com | Hold | 469,309 | $113.34 | $53M | — | — | |
| LCID, Lucid Group | Reduce −50.6% | 3,675,263 | $13.97 | $51M | −3,762,398 | −$76M | |
| EFX, Equifax | Hold | 295,362 | $171.43 | $51M | — | — | |
| INTU, Intuit | New | 130,700 | $387.32 | $51M | +130,700 | +$51M | |
| NXPI, NXP Semiconductors | New | 341,106 | $147.51 | $50M | +341,106 | +$50M | |
| AMD, Advanced Micro Devices | New | 792,899 | $63.36 | $50M | +792,899 | +$50M | |
| PATH, Uipath | Reduce −6.6% | 3,956,371 | $12.61 | $50M | −279,023 | −$27M | |
| WDAY, Workday | Add +301.8% | 324,285 | $152.22 | $49M | +243,571 | +$38M | |
| DOCU, Docusign | Add +72.5% | 866,044 | $53.47 | $46M | +363,909 | +$17M | |
| SE, Sea Limited | Reduce −11.1% | 822,795 | $56.05 | $46M | −102,337 | −$16M | |
| MRVL, Marvell Technology | New | 1,071,715 | $42.91 | $46M | +1,071,715 | +$46M | |
| AMAT, Applied Materials | New | 517,114 | $81.93 | $42M | +517,114 | +$42M | |
| PANW, Palo Alto Networks | Add +170.2% | 258,460 | $163.79 | $42M | +162,820 | −$4.9M | |
| TCOM, Trip.com | Add +69.1% | 1,501,694 | $27.31 | $41M | +613,492 | +$17M | |
| DDOG, Datadog | Reduce −45.3% | 459,810 | $88.78 | $41M | −380,259 | −$39M | |
| SOFI, Sofi Technologies | Reduce −43.1% | 8,266,520 | $4.88 | $40M | −6,263,437 | −$36M | |
| PTON, Peloton Interactive | Add +90.4% | 5,359,867 | $6.93 | $37M | +2,544,220 | +$11M | |
| UPST, Upstart | Reduce −29.5% | 1,664,843 | $20.79 | $35M | −697,447 | −$40M | |
| Confluent | Add +60.5% | 1,372,773 | $23.77 | $33M | +517,458 | +$13M | |
| PARA, Paramount Global | Reduce −25.9% | 1,616,702 | $19.04 | $31M | −564,009 | −$23M | |
| GNRC, Generac | New | 157,005 | $178.14 | $28M | +157,005 | +$28M | |
| DDL, Dingdong Cayman | Hold | 7,029,666 | $3.56 | $25M | — | — | |
| MELI, MercadoLibre | Hold | 29,529 | $827.80 | $24M | — | — | |
| QS, Quantumscape | Reduce −8.6% | 2,847,240 | $8.41 | $24M | −266,483 | −$2.8M | |
| VSXY, Victorias Secret And | Reduce −24.2% | 812,402 | $29.12 | $24M | −259,070 | −$6.3M | |
| SYNA, Synaptics | Hold | 234,521 | $99.01 | $23M | — | — | |
| PDD, PDD Holdings | Add +998.2% | 365,897 | $62.58 | $23M | +332,580 | +$21M | |
| Z, Zillow Class A | Hold | 691,885 | $28.63 | $20M | — | — | |
| RNG, Ringcentral | Hold | 411,351 | $39.96 | $16M | — | — | |
| BABA, Alibaba | Reduce −87.6% | 205,217 | $79.99 | $16M | −1,448,446 | −$172M | |
| Fisker | Reduce −17.7% | 1,854,445 | $7.55 | $14M | −398,120 | −$5.3M | |
| ASML | New | 31,972 | $415.36 | $13M | +31,972 | +$13M | |
| SNAP | Reduce −45.5% | 1,106,403 | $9.82 | $11M | −924,043 | −$16M | |
| Nikola | Reduce −59.2% | 3,017,419 | $3.52 | $11M | −4,374,030 | −$25M | |
| NVAX, Novavax | Reduce −55.9% | 547,555 | $18.20 | $10M | −694,161 | −$54M | |
| Kanzhun | Add +268.7% | 579,529 | $16.88 | $9.8M | +422,338 | +$5.7M | |
| TWLO, Twilio | New | 135,000 | $69.14 | $9.3M | +135,000 | +$9.3M | |
| OKTA, OKTA Inc | New | 150,000 | $56.87 | $8.5M | +150,000 | +$8.5M | |
| BYND, Beyond Meat | Hold | 490,640 | $14.17 | $7M | — | — | |
| Gamestop | Add +300.0% | 218,788 | $25.13 | $5.5M | +164,091 | −$1.2M | |
| SFIX, Stitch Fix | Hold | 1,342,810 | $3.95 | $5.3M | — | — | |
| Holding | Hold | 2,119,614 | $2.50 | $5.3M | — | — | |
| AMC Entertainment | Reduce −47.5% | 751,238 | $6.97 | $5.2M | −679,430 | −$14M | |
| MLCO, Melco Resorts And Entmnt | New | 738,547 | $6.63 | $4.9M | +738,547 | +$4.9M | |
| LYFT | New | 320,000 | $13.17 | $4.2M | +320,000 | +$4.2M | |
| Hashicorp | Reduce −85.1% | 121,469 | $32.19 | $3.9M | −694,255 | −$20M | |
| CVNA, Carvana | Hold | 173,800 | $20.30 | $3.5M | — | — | |
| API, Agora | Reduce −55.0% | 896,956 | $3.63 | $3.3M | −1,095,612 | −$9.8M | |
| Farfetch | New | 323,258 | $7.45 | $2.4M | +323,258 | +$2.4M | |
| Grab | Add +69.8% | 679,103 | $2.63 | $1.8M | +279,103 | +$774K | |
| HTZ, Hertz Global | Hold | 106,823 | $16.28 | $1.7M | — | — | |
| Freshworks | New | 38,808 | $12.96 | $503K | +38,808 | +$503K |
Showing top 50 of 83 by value
Exits / last held
Gone since 2022 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VEEV, Veeva Systems | Exit | 0 | $198.04 | $79M | −400,521 | −$79M | |
| Xpeng | Exit | 0 | $31.74 | $72M | −2,265,669 | −$72M | |
| WSM, Williams Sonoma | Exit | 0 | $110.95 | $35M | −315,147 | −$35M | |
| LI, Li Auto | Exit | 0 | $38.31 | $34M | −887,794 | −$34M | |
| Ginkgo Bioworks | Exit | 0 | $2.38 | $19M | −7,937,724 | −$19M | |
| Ribbit Leap | Exit | 0 | $9.98 | $18M | −1,830,000 | −$18M | |
| GDS, GDS Holdings | Exit | 0 | $33.39 | $15M | −439,039 | −$15M | |
| CRM, Salesforce | Exit | 0 | $165.04 | $11M | −68,948 | −$11M | |
| RUN, Sunrun | Exit | 0 | $23.36 | $10M | −435,335 | −$10M | |
| HTHT, Huazhu Group | Exit | 0 | $38.10 | $9.9M | −260,017 | −$9.9M | |
| RBLX, Roblox | Exit | 0 | $32.86 | $5.7M | −173,102 | −$5.7M | |
| LVS, Las Vegas Sands | Exit | 0 | $33.59 | $3.4M | −100,000 | −$3.4M | |
| DXCM, DexCom | Exit | 0 | $74.53 | $2.8M | −38,052 | −$2.8M |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2