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 | 10.92% | Add +151.7% | 3,546,074 | $265.25 | $941M | +2,136,982 | −$8M |
| MRNA - Moderna | 7.83% | Add 0.0% | 5,706,504 | $118.25 | $675M | +173 | −$140M |
| RIVN - Rivian Automotive · CL A | 7.49% | Add +3.8% | 19,597,621 | $32.91 | $645M | +719,284 | +$159M |
| UBER - UBER Technologies | 5.12% | Add +63.3% | 16,628,166 | $26.50 | $441M | +6,444,266 | +$232M |
| NVDA - Nvidia | 4.77% | Add +6749.0% | 3,384,288 | $121.39 | $411M | +3,334,875 | +$403M |
| PYPL - Paypal | 4.69% | Add +284.3% | 4,691,346 | $86.07 | $404M | +3,470,726 | +$319M |
| AMZN - Amazon | 4.24% | Reduce −21.5% | 3,233,243 | $113.00 | $365M | −885,337 | −$72M |
| ENPH - Enphase Energy | 3.87% | Reduce −12.1% | 1,201,119 | $277.47 | $333M | −165,474 | +$66M |
| Endeavor Group · CL A | 3.74% | Reduce −6.3% | 15,902,376 | $20.26 | $322M | −1,070,824 | −$27M |
| DIS - Disney Walt | 3.39% | Hold | 3,096,961 | $94.33 | $292M | — | — |
| XYZ - Block · CL A | 3.18% | Add +3.4% | 4,980,324 | $54.99 | $274M | +162,870 | −$22M |
| NFLX - Netflix | 3.18% | Reduce −6.1% | 1,162,596 | $235.44 | $274M | −75,827 | +$57M |
| META - Meta Platforms · CL A | 2.42% | Reduce −27.9% | 1,537,074 | $135.68 | $209M | −595,499 | −$135M |
| LRCX - Lam Research | 2.06% | New | 485,291 | $366.00 | $178M | +485,291 | +$178M |
| V - VISA · CL A | 1.89% | Add +45.1% | 917,311 | $177.65 | $163M | +284,987 | +$38M |
| JD · CL A | 1.65% | Reduce −55.8% | 2,821,237 | $50.30 | $142M | −3,558,967 | −$268M |
| AVGO - Broadcom | 1.64% | Hold | 317,584 | $444.01 | $141M | — | — |
| DASH - Doordash · CL A | 1.62% | Add +201.5% | 2,819,599 | $49.45 | $139M | +1,884,438 | +$79M |
| ADBE - Adobe Systems | 1.27% | New | 396,474 | $275.20 | $109M | +396,474 | +$109M |
| BBWI - Bath & Body Works | 1.22% | Hold | 3,214,424 | $32.60 | $105M | — | — |
| MSFT - Microsoft | 1.17% | Reduce −65.2% | 433,677 | $232.90 | $101M | −811,390 | −$219M |
| CRWD - Crowdstrike · CL A | 1.17% | Hold | 611,850 | $164.81 | $101M | — | — |
| SNOW - Snowflake · CL A | 0.96% | Reduce −40.4% | 486,583 | $169.96 | $83M | −329,298 | −$31M |
| GTLB - Gitlab · CLASS A | 0.96% | Hold | 1,610,357 | $51.22 | $82M | — | — |
| Z - Zillow Group · CL C | 0.78% | Hold | 2,358,800 | $28.61 | $67M | — | — |
| SHOP - Shopify · CL A | 0.77% | Add +673.2% | 2,465,610 | $26.94 | $66M | +2,146,710 | +$56M |
| ZM - Zoom Video · CL A | 0.71% | Add +3878.8% | 826,394 | $73.59 | $61M | +805,624 | +$59M |
| BEKE - KE | 0.71% | Reduce −31.3% | 3,466,016 | $17.52 | $61M | −1,582,045 | −$30M |
| PINS - Pinterest · CL A | 0.68% | Reduce −19.8% | 2,531,352 | $23.30 | $59M | −625,000 | +$2M |
| BNTX - Biontech Se | 0.66% | Hold | 421,590 | $134.88 | $57M | — | — |
| ABNB - Airbnb · CL A | 0.64% | New | 526,505 | $105.04 | $55M | +526,505 | +$55M |
| MNDY - Monday | 0.62% | Hold | 469,309 | $113.34 | $53M | — | — |
| LCID - Lucid Group | 0.60% | Reduce −50.6% | 3,675,263 | $13.97 | $51M | −3,762,398 | −$76M |
| EFX - Equifax | 0.59% | Hold | 295,362 | $171.43 | $51M | — | — |
| INTU - Intuit | 0.59% | New | 130,700 | $387.32 | $51M | +130,700 | +$51M |
| NXPI - Nxp Semiconductors | 0.58% | New | 341,106 | $147.51 | $50M | +341,106 | +$50M |
| AMD - Advanced Micro Devices | 0.58% | New | 792,899 | $63.36 | $50M | +792,899 | +$50M |
| PATH - Uipath · CL A | 0.58% | Reduce −6.6% | 3,956,371 | $12.61 | $50M | −279,023 | −$27M |
| WDAY - Workday · CL A | 0.57% | Add +301.8% | 324,285 | $152.22 | $49M | +243,571 | +$38M |
| DOCU - Docusign | 0.54% | Add +72.5% | 866,044 | $53.47 | $46M | +363,909 | +$17M |
| SE - SEA | 0.54% | Reduce −11.1% | 822,795 | $56.05 | $46M | −102,337 | −$16M |
| MRVL - Marvell Technology | 0.53% | New | 1,071,715 | $42.91 | $46M | +1,071,715 | +$46M |
| AMAT - Applied Matls | 0.49% | New | 517,114 | $81.93 | $42M | +517,114 | +$42M |
| PANW - Palo Alto Networks | 0.49% | Add +170.2% | 258,460 | $163.79 | $42M | +162,820 | −$5M |
| TCOM - Trip Group | 0.48% | Add +69.1% | 1,501,694 | $27.31 | $41M | +613,492 | +$17M |
| DDOG - Datadog · CL A | 0.47% | Reduce −45.3% | 459,810 | $88.78 | $41M | −380,259 | −$39M |
| SOFI - SOFI Technologies | 0.47% | Reduce −43.1% | 8,266,520 | $4.88 | $40M | −6,263,437 | −$36M |
| PTON - Peloton Interactive · CL A | 0.43% | Add +90.4% | 5,359,867 | $6.93 | $37M | +2,544,220 | +$11M |
| UPST - Upstart | 0.40% | Reduce −29.5% | 1,664,843 | $20.79 | $35M | −697,447 | −$40M |
| Confluent · CLASS A | 0.38% | Add +60.5% | 1,372,773 | $23.77 | $33M | +517,458 | +$13M |
| PARA - Paramount Global · CLASS B | 0.36% | Reduce −25.9% | 1,616,702 | $19.04 | $31M | −564,009 | −$23M |
| GNRC - Generac | 0.32% | New | 157,005 | $178.14 | $28M | +157,005 | +$28M |
| DDL - Dingdong Cayman | 0.29% | Hold | 7,029,666 | $3.56 | $25M | — | — |
| MELI - Mercadolibre | 0.28% | Hold | 29,529 | $827.80 | $24M | — | — |
| QS - Quantumscape · CL A | 0.28% | Reduce −8.6% | 2,847,240 | $8.41 | $24M | −266,483 | −$3M |
| Victorias Secret And | 0.27% | Reduce −24.2% | 812,402 | $29.12 | $24M | −259,070 | −$6M |
| SYNA - Synaptics | 0.27% | Hold | 234,521 | $99.01 | $23M | — | — |
| PDD - Pinduoduo | 0.27% | Add +998.2% | 365,897 | $62.58 | $23M | +332,580 | +$21M |
| Z - Zillow Group · CL A | 0.23% | Hold | 691,885 | $28.63 | $20M | — | — |
| RNG - Ringcentral · CL A | 0.19% | Hold | 411,351 | $39.96 | $16M | — | — |
| BABA - Alibaba Group | 0.19% | Reduce −87.6% | 205,217 | $79.99 | $16M | −1,448,446 | −$172M |
| Fisker · CL A | 0.16% | Reduce −17.7% | 1,854,445 | $7.55 | $14M | −398,120 | −$5M |
| ASML | 0.15% | New | 31,972 | $415.36 | $13M | +31,972 | +$13M |
| SNAP · CL A | 0.13% | Reduce −45.5% | 1,106,403 | $9.82 | $11M | −924,043 | −$16M |
| Nikola | 0.12% | Reduce −59.2% | 3,017,419 | $3.52 | $11M | −4,374,030 | −$25M |
| NVAX - Novavax | 0.12% | Reduce −55.9% | 547,555 | $18.20 | $10M | −694,161 | −$54M |
| Kanzhun | 0.11% | Add +268.7% | 579,529 | $16.88 | $10M | +422,338 | +$6M |
| TWLO - Twilio · CL A | 0.11% | New | 135,000 | $69.14 | $9M | +135,000 | +$9M |
| OKTA - OKTA Inc · CL A | 0.10% | New | 150,000 | $56.87 | $9M | +150,000 | +$9M |
| BYND - Beyond Meat | 0.08% | Hold | 490,640 | $14.17 | $7M | — | — |
| Gamestop · CL A | 0.06% | Add +300.0% | 218,788 | $25.13 | $5M | +164,091 | −$1M |
| SFIX - Stitch Fix · CL A | 0.06% | Hold | 1,342,810 | $3.95 | $5M | — | — |
| Holding | 0.06% | Hold | 2,119,614 | $2.50 | $5M | — | — |
| Amc Entmt · CL A | 0.06% | Reduce −47.5% | 751,238 | $6.97 | $5M | −679,430 | −$14M |
| MLCO - Melco Resorts And Entmnt | 0.06% | New | 738,547 | $6.63 | $5M | +738,547 | +$5M |
| LYFT · CL A | 0.05% | New | 320,000 | $13.17 | $4M | +320,000 | +$4M |
| Hashicorp · CL A | 0.05% | Reduce −85.1% | 121,469 | $32.19 | $4M | −694,255 | −$20M |
| CVNA - Carvana · CL A | 0.04% | Hold | 173,800 | $20.30 | $4M | — | — |
| API - Agora | 0.04% | Reduce −55.0% | 896,956 | $3.63 | $3M | −1,095,612 | −$10M |
| Farfetch · CL A | 0.03% | New | 323,258 | $7.45 | $2M | +323,258 | +$2M |
| GRAB · CLASS A | 0.02% | Add +69.8% | 679,103 | $2.63 | $2M | +279,103 | +$774K |
| HTZ - Hertz Global | 0.02% | Hold | 106,823 | $16.28 | $2M | — | — |
| Freshworks · CLASS A | 0.01% | New | 38,808 | $12.96 | $503K | +38,808 | +$503K |
Showing top 50 of 83 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VEEV - Veeva Sys · CL A | 0.96% | Exit | 0 | $198.04 | $79M | −400,521 | −$79M |
| Xpeng | 0.87% | Exit | 0 | $31.74 | $72M | −2,265,669 | −$72M |
| WSM - Williams Sonoma | 0.42% | Exit | 0 | $110.95 | $35M | −315,147 | −$35M |
| LI - Li Auto | 0.41% | Exit | 0 | $38.31 | $34M | −887,794 | −$34M |
| Ginkgo Bioworks · CL A | 0.23% | Exit | 0 | $2.38 | $19M | −7,937,724 | −$19M |
| Ribbit Leap | 0.22% | Exit | 0 | $9.98 | $18M | −1,830,000 | −$18M |
| GDS | 0.18% | Exit | 0 | $33.39 | $15M | −439,039 | −$15M |
| CRM - Salesforce | 0.14% | Exit | 0 | $165.04 | $11M | −68,948 | −$11M |
| RUN - Sunrun | 0.12% | Exit | 0 | $23.36 | $10M | −435,335 | −$10M |
| HTHT - Huazhu Group | 0.12% | Exit | 0 | $38.10 | $10M | −260,017 | −$10M |
| RBLX - Roblox · CL A | 0.07% | Exit | 0 | $32.86 | $6M | −173,102 | −$6M |
| LVS - Las Vegas Sands | 0.04% | Exit | 0 | $33.59 | $3M | −100,000 | −$3M |
| DXCM - Dexcom | 0.03% | Exit | 0 | $74.53 | $3M | −38,052 | −$3M |
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