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
| MRNA - Moderna | 12.88% | Add +12.0% | 6,393,565 | $179.62 | $1.1B | +687,061 | +$474M |
| NVDA - Nvidia | 7.60% | Add +37.1% | 4,638,632 | $146.14 | $678M | +1,254,344 | +$267M |
| TSLA - Tesla | 5.82% | Add +18.8% | 4,211,024 | $123.18 | $519M | +664,950 | −$422M |
| META - Meta Platforms · CL A | 5.10% | Add +145.6% | 3,774,598 | $120.34 | $454M | +2,237,524 | +$246M |
| BABA - Alibaba Group | 4.94% | Add +2337.1% | 5,001,403 | $88.09 | $441M | +4,796,186 | +$424M |
| AMZN - Amazon | 4.63% | Add +51.8% | 4,909,183 | $84.00 | $412M | +1,675,940 | +$47M |
| NFLX - Netflix | 4.42% | Add +14.9% | 1,335,678 | $294.88 | $394M | +173,082 | +$120M |
| ADBE - Adobe Systems | 4.39% | Add +193.0% | 1,161,834 | $336.53 | $391M | +765,360 | +$282M |
| MSFT - Microsoft | 4.25% | Add +263.9% | 1,578,325 | $239.82 | $379M | +1,144,648 | +$278M |
| AMD - Advanced Micro Devices | 4.10% | Add +611.1% | 5,638,479 | $64.77 | $365M | +4,845,580 | +$315M |
| XYZ - Block · CL A | 3.79% | Add +7.9% | 5,373,446 | $62.84 | $338M | +393,122 | +$64M |
| Endeavor Group · CL A | 3.58% | Reduce −11.0% | 14,155,931 | $22.54 | $319M | −1,746,445 | −$3M |
| ENPH - Enphase Energy | 3.39% | Reduce −5.1% | 1,139,372 | $264.96 | $302M | −61,747 | −$31M |
| JD · CL A | 2.55% | Add +43.3% | 4,042,789 | $56.13 | $227M | +1,221,552 | +$85M |
| LRCX - Lam Research | 2.27% | Reduce −1.0% | 480,680 | $420.30 | $202M | −4,611 | +$24M |
| AVGO - Broadcom | 1.99% | Hold | 317,584 | $559.13 | $178M | — | — |
| RIVN - Rivian Automotive · CL A | 1.72% | Reduce −57.5% | 8,331,192 | $18.43 | $154M | −11,266,429 | −$491M |
| DOCU - Docusign | 1.70% | Add +216.6% | 2,741,965 | $55.42 | $152M | +1,875,921 | +$106M |
| INTU - Intuit | 1.65% | Add +188.5% | 377,032 | $389.22 | $147M | +246,332 | +$96M |
| DASH - Doordash · CL A | 1.53% | Reduce −1.0% | 2,791,734 | $48.82 | $136M | −27,865 | −$3M |
| BBWI - Bath & Body Works | 1.52% | Hold | 3,214,424 | $42.14 | $135M | — | — |
| PYPL - Paypal | 1.28% | Reduce −65.8% | 1,604,338 | $71.22 | $114M | −3,087,008 | −$290M |
| BNTX - Biontech Se | 1.04% | Add +46.6% | 618,231 | $150.22 | $93M | +196,641 | +$36M |
| UBER - UBER Technologies | 1.02% | Reduce −77.8% | 3,692,676 | $24.73 | $91M | −12,935,490 | −$349M |
| PTON - Peloton Interactive · CL A | 0.87% | Add +82.1% | 9,759,686 | $7.94 | $77M | +4,399,819 | +$40M |
| GTLB - Gitlab · CLASS A | 0.82% | Hold | 1,610,357 | $45.44 | $73M | — | — |
| AMAT - Applied Matls | 0.82% | Add +45.2% | 750,711 | $97.38 | $73M | +233,597 | +$31M |
| EFX - Equifax | 0.64% | Hold | 295,362 | $194.36 | $57M | — | — |
| CHTR - Charter Communications · CL A | 0.63% | New | 166,054 | $339.10 | $56M | +166,054 | +$56M |
| NXPI - Nxp Semiconductors | 0.60% | Hold | 341,106 | $158.03 | $54M | — | — |
| PDD - Pinduoduo | 0.59% | Add +76.9% | 647,141 | $81.55 | $53M | +281,244 | +$30M |
| OKTA - OKTA Inc · CL A | 0.59% | Add +414.5% | 771,743 | $68.33 | $53M | +621,743 | +$44M |
| MRVL - Marvell Technology | 0.45% | Hold | 1,071,715 | $37.04 | $40M | — | — |
| SOFI - SOFI Technologies | 0.43% | Hold | 8,266,520 | $4.61 | $38M | — | — |
| Z - Zillow Group · CL C | 0.43% | Reduce −50.0% | 1,179,400 | $32.21 | $38M | −1,179,400 | −$29M |
| GNRC - Generac | 0.43% | Add +139.9% | 376,605 | $100.66 | $38M | +219,600 | +$10M |
| TWLO - Twilio · CL A | 0.37% | Add +403.6% | 679,903 | $48.96 | $33M | +544,903 | +$24M |
| SNOW - Snowflake · CL A | 0.36% | Reduce −54.2% | 223,080 | $143.54 | $32M | −263,503 | −$51M |
| GOOGL - Alphabet · CL A | 0.36% | New | 360,900 | $88.23 | $32M | +360,900 | +$32M |
| PINS - Pinterest · CL A | 0.34% | Reduce −50.0% | 1,265,676 | $24.28 | $31M | −1,265,676 | −$28M |
| Victorias Secret And | 0.33% | Hold | 812,402 | $35.78 | $29M | — | — |
| LI - Li Auto | 0.32% | New | 1,415,082 | $20.40 | $29M | +1,415,082 | +$29M |
| SVB Financial Group | 0.29% | New | 111,447 | $230.14 | $26M | +111,447 | +$26M |
| MELI - Mercadolibre | 0.28% | Hold | 29,529 | $846.24 | $25M | — | — |
| BEKE - KE | 0.27% | Reduce −50.7% | 1,707,768 | $13.96 | $24M | −1,758,248 | −$37M |
| SYNA - Synaptics | 0.25% | Hold | 234,521 | $95.16 | $22M | — | — |
| PATH - Uipath · CL A | 0.25% | Reduce −56.5% | 1,721,882 | $12.71 | $22M | −2,234,489 | −$28M |
| Confluent · CLASS A | 0.24% | Reduce −29.7% | 964,582 | $22.24 | $21M | −408,191 | −$11M |
| RUN - Sunrun | 0.23% | New | 835,195 | $24.02 | $20M | +835,195 | +$20M |
| TCOM - Trip Group | 0.16% | Reduce −73.1% | 404,477 | $34.40 | $14M | −1,097,217 | −$27M |
| Z - Zillow Group · CL A | 0.15% | Reduce −39.4% | 419,229 | $31.21 | $13M | −272,656 | −$7M |
| DIS - Disney Walt | 0.14% | Reduce −95.3% | 146,961 | $86.88 | $13M | −2,950,000 | −$279M |
| Amc Entmt · CL A | 0.14% | Add +303.4% | 3,030,498 | $4.07 | $12M | +2,279,260 | +$7M |
| MLCO - Melco Resorts And Entmnt | 0.13% | Add +33.9% | 988,981 | $11.50 | $11M | +250,434 | +$6M |
| UPST - Upstart | 0.12% | Reduce −50.0% | 832,421 | $13.22 | $11M | −832,422 | −$24M |
| SNAP · CL A | 0.11% | Hold | 1,106,403 | $8.95 | $10M | — | — |
| Kanzhun | 0.09% | Reduce −28.6% | 413,611 | $20.37 | $8M | −165,918 | −$1M |
| HTHT - H World Group | 0.08% | New | 168,375 | $42.42 | $7M | +168,375 | +$7M |
| Gamestop · CL A | 0.08% | Add +73.0% | 378,581 | $18.46 | $7M | +159,793 | +$1M |
| PLUG - Plug Power | 0.07% | New | 475,000 | $12.37 | $6M | +475,000 | +$6M |
| Hashicorp · CL A | 0.06% | Add +72.6% | 209,600 | $27.34 | $6M | +88,131 | +$2M |
| TAL - Tal Education Group | 0.06% | New | 703,173 | $7.05 | $5M | +703,173 | +$5M |
| EDU | 0.05% | New | 134,939 | $34.82 | $5M | +134,939 | +$5M |
| Holding | 0.05% | Hold | 2,119,614 | $2.01 | $4M | — | — |
| APP - Applovin · CL A | 0.04% | New | 365,048 | $10.53 | $4M | +365,048 | +$4M |
| NVAX - Novavax | 0.04% | Reduce −44.5% | 304,059 | $10.28 | $3M | −243,496 | −$7M |
| SE - SEA | 0.04% | Reduce −92.7% | 60,020 | $52.03 | $3M | −762,775 | −$43M |
| CRWD - Crowdstrike · CL A | 0.03% | Reduce −95.3% | 28,705 | $105.29 | $3M | −583,145 | −$98M |
| GDS | 0.02% | New | 93,764 | $20.62 | $2M | +93,764 | +$2M |
| BIDU - Baidu | 0.02% | New | 15,526 | $114.38 | $2M | +15,526 | +$2M |
| ASML | 0.01% | Reduce −95.7% | 1,364 | $546.40 | $745K | −30,608 | −$13M |
| QS - Quantumscape · CL A | 0.00% | Reduce −99.1% | 24,305 | $5.67 | $138K | −2,822,935 | −$24M |
Showing top 50 of 72 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| V - VISA · CL A | 1.89% | Exit | 0 | $177.65 | $163M | −917,311 | −$163M |
| SHOP - Shopify · CL A | 0.77% | Exit | 0 | $26.94 | $66M | −2,465,610 | −$66M |
| ZM - Zoom Video · CL A | 0.71% | Exit | 0 | $73.59 | $61M | −826,394 | −$61M |
| ABNB - Airbnb · CL A | 0.64% | Exit | 0 | $105.04 | $55M | −526,505 | −$55M |
| MNDY - Monday | 0.62% | Exit | 0 | $113.34 | $53M | −469,309 | −$53M |
| LCID - Lucid Group | 0.60% | Exit | 0 | $13.97 | $51M | −3,675,263 | −$51M |
| WDAY - Workday · CL A | 0.57% | Exit | 0 | $152.22 | $49M | −324,285 | −$49M |
| PANW - Palo Alto Networks | 0.49% | Exit | 0 | $163.79 | $42M | −258,460 | −$42M |
| DDOG - Datadog · CL A | 0.47% | Exit | 0 | $88.78 | $41M | −459,810 | −$41M |
| PARA - Paramount Global · CLASS B | 0.36% | Exit | 0 | $19.04 | $31M | −1,616,702 | −$31M |
| DDL - Dingdong Cayman | 0.29% | Exit | 0 | $3.56 | $25M | −7,029,666 | −$25M |
| RNG - Ringcentral · CL A | 0.19% | Exit | 0 | $39.96 | $16M | −411,351 | −$16M |
| Fisker · CL A | 0.16% | Exit | 0 | $7.55 | $14M | −1,854,445 | −$14M |
| Nikola | 0.12% | Exit | 0 | $3.52 | $11M | −3,017,419 | −$11M |
| BYND - Beyond Meat | 0.08% | Exit | 0 | $14.17 | $7M | −490,640 | −$7M |
| SFIX - Stitch Fix · CL A | 0.06% | Exit | 0 | $3.95 | $5M | −1,342,810 | −$5M |
| LYFT · CL A | 0.05% | Exit | 0 | $13.17 | $4M | −320,000 | −$4M |
| CVNA - Carvana · CL A | 0.04% | Exit | 0 | $20.30 | $4M | −173,800 | −$4M |
| API - Agora | 0.04% | Exit | 0 | $3.63 | $3M | −896,956 | −$3M |
| Farfetch · CL A | 0.03% | Exit | 0 | $7.45 | $2M | −323,258 | −$2M |
| GRAB · CLASS A | 0.02% | Exit | 0 | $2.63 | $2M | −679,103 | −$2M |
| HTZ - Hertz Global | 0.02% | Exit | 0 | $16.28 | $2M | −106,823 | −$2M |
| Freshworks · CLASS A | 0.01% | Exit | 0 | $12.96 | $503K | −38,808 | −$503K |
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