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
| META - Meta Platforms · CL A | 11.36% | Add +113.6% | 8,061,803 | $211.94 | $1.7B | +4,287,205 | +$1.3B |
| NVDA - Nvidia | 9.20% | Add +7.4% | 4,980,202 | $277.77 | $1.4B | +341,570 | +$705M |
| TSLA - Tesla | 6.69% | Add +15.2% | 4,850,954 | $207.46 | $1B | +639,930 | +$488M |
| MRNA - Moderna | 6.68% | Add +2.4% | 6,546,104 | $153.58 | $1B | +152,539 | −$143M |
| NFLX - Netflix | 6.27% | Add +104.2% | 2,727,906 | $345.48 | $942M | +1,392,228 | +$549M |
| MSFT - Microsoft | 6.05% | Add +100.0% | 3,156,034 | $288.30 | $910M | +1,577,709 | +$531M |
| AMD - Advanced Micro Devices | 5.54% | Add +50.9% | 8,507,170 | $98.01 | $834M | +2,868,691 | +$469M |
| XYZ - Block · CL A | 4.51% | Add +83.9% | 9,882,541 | $68.65 | $678M | +4,509,095 | +$341M |
| ADBE - Adobe Systems | 4.00% | Add +34.3% | 1,560,162 | $385.37 | $601M | +398,328 | +$210M |
| AMZN - Amazon | 3.80% | Add +12.6% | 5,529,793 | $103.29 | $571M | +620,610 | +$159M |
| TSM - Taiwan Semiconductor Mfg | 3.65% | New | 5,900,863 | $93.02 | $549M | +5,900,863 | +$549M |
| GOOGL - Alphabet · CL A | 3.45% | Add +1286.3% | 5,003,268 | $103.73 | $519M | +4,642,368 | +$487M |
| LRCX - Lam Research | 2.92% | Add +72.2% | 827,547 | $530.12 | $439M | +346,867 | +$237M |
| DIS - Disney Walt | 1.96% | Add +1907.3% | 2,950,000 | $100.13 | $295M | +2,803,039 | +$283M |
| CHTR - Charter Communications · CL A | 1.88% | Add +376.8% | 791,742 | $357.61 | $283M | +625,688 | +$227M |
| AMAT - Applied Matls | 1.69% | Add +176.1% | 2,072,390 | $122.83 | $255M | +1,321,679 | +$181M |
| DOCU - Docusign | 1.68% | Add +57.9% | 4,329,808 | $58.30 | $252M | +1,587,843 | +$100M |
| UNH - Unitedhealth Group | 1.60% | New | 507,817 | $472.59 | $240M | +507,817 | +$240M |
| Endeavor Group · CL A | 1.47% | Reduce −34.7% | 9,244,190 | $23.93 | $221M | −4,911,741 | −$98M |
| INTU - Intuit | 1.34% | Add +19.7% | 451,266 | $445.83 | $201M | +74,234 | +$54M |
| UBER - UBER Technologies | 1.27% | Add +63.1% | 6,021,805 | $31.70 | $191M | +2,329,129 | +$100M |
| BABA - Alibaba Group | 1.03% | Reduce −69.7% | 1,516,924 | $102.18 | $155M | −3,484,479 | −$286M |
| ENPH - Enphase Energy | 1.00% | Reduce −37.3% | 714,442 | $210.28 | $150M | −424,930 | −$152M |
| CRWD - Crowdstrike · CL A | 0.88% | Add +3254.2% | 962,825 | $137.26 | $132M | +934,120 | +$129M |
| FCNCA - First Ctzns Bancshares · CL A | 0.84% | New | 129,352 | $973.10 | $126M | +129,352 | +$126M |
| GOOG - Alphabet · CL C | 0.84% | New | 1,209,581 | $104.00 | $126M | +1,209,581 | +$126M |
| NXPI - Nxp Semiconductors | 0.55% | Add +30.9% | 446,673 | $186.48 | $83M | +105,567 | +$29M |
| PDD - Pinduoduo | 0.47% | Add +42.5% | 922,084 | $75.90 | $70M | +274,943 | +$17M |
| PINS - Pinterest · CL A | 0.46% | Add +100.0% | 2,531,352 | $27.27 | $69M | +1,265,676 | +$38M |
| ON - On Semiconductor | 0.42% | New | 767,470 | $82.32 | $63M | +767,470 | +$63M |
| GNRC - Generac | 0.40% | Add +48.9% | 560,822 | $108.01 | $61M | +184,217 | +$23M |
| DASH - Doordash · CL A | 0.39% | Reduce −66.6% | 933,456 | $63.56 | $59M | −1,858,278 | −$77M |
| SE - SEA | 0.39% | Add +1030.1% | 678,308 | $86.55 | $59M | +618,288 | +$56M |
| CRM - Salesforce | 0.37% | New | 279,723 | $199.78 | $56M | +279,723 | +$56M |
| BEKE - KE | 0.35% | Add +65.5% | 2,825,761 | $18.84 | $53M | +1,117,993 | +$29M |
| Z - Zillow Group · CL C | 0.35% | Hold | 1,179,400 | $44.47 | $52M | — | — |
| PATH - Uipath · CL A | 0.34% | Add +68.3% | 2,897,402 | $17.56 | $51M | +1,175,520 | +$29M |
| AI - C3 Ai · CL A | 0.33% | New | 1,500,000 | $33.57 | $50M | +1,500,000 | +$50M |
| COIN - Coinbase Global · CL A | 0.29% | New | 637,046 | $67.57 | $43M | +637,046 | +$43M |
| RIVN - Rivian Automotive · CL A | 0.28% | Reduce −67.5% | 2,706,705 | $15.48 | $42M | −5,624,487 | −$112M |
| PTON - Peloton Interactive · CL A | 0.21% | Reduce −71.1% | 2,818,787 | $11.34 | $32M | −6,940,899 | −$46M |
| Hashicorp · CL A | 0.20% | Add +382.1% | 1,010,380 | $29.29 | $30M | +800,780 | +$24M |
| JD · CL A | 0.20% | Reduce −83.5% | 668,417 | $43.89 | $29M | −3,374,372 | −$198M |
| Gamestop · CL A | 0.19% | Add +221.5% | 1,217,228 | $23.02 | $28M | +838,647 | +$21M |
| UPST - Upstart | 0.18% | Add +100.0% | 1,664,843 | $15.89 | $26M | +832,422 | +$15M |
| PARA - Paramount Global · CLASS B | 0.16% | New | 1,056,068 | $22.31 | $24M | +1,056,068 | +$24M |
| Amc Entmt · CL A | 0.14% | Add +39.0% | 4,212,158 | $5.01 | $21M | +1,181,660 | +$9M |
| Kanzhun | 0.13% | Add +150.9% | 1,037,548 | $19.03 | $20M | +623,937 | +$11M |
| PLTR - Palantir Technologies · CL A | 0.12% | New | 2,166,246 | $8.45 | $18M | +2,166,246 | +$18M |
| APP - Applovin · CL A | 0.12% | Add +216.0% | 1,153,420 | $15.75 | $18M | +788,372 | +$14M |
| Z - Zillow Group · CL A | 0.11% | Reduce −7.5% | 387,889 | $43.70 | $17M | −31,340 | +$4M |
| RUN - Sunrun | 0.11% | Add +0.4% | 838,677 | $20.15 | $17M | +3,482 | −$3M |
| HTHT - H World Group | 0.10% | Add +85.8% | 312,833 | $48.98 | $15M | +144,458 | +$8M |
| Victorias Secret And | 0.10% | Reduce −45.0% | 446,493 | $34.15 | $15M | −365,909 | −$14M |
| MNDY - Monday | 0.10% | New | 106,414 | $142.75 | $15M | +106,414 | +$15M |
| RNG - Ringcentral · CL A | 0.08% | New | 411,351 | $30.67 | $13M | +411,351 | +$13M |
| NVAX - Novavax | 0.08% | Add +480.8% | 1,766,059 | $6.93 | $12M | +1,462,000 | +$9M |
| QS - Quantumscape · CL A | 0.08% | Add +5699.4% | 1,409,545 | $8.18 | $12M | +1,385,240 | +$11M |
| Fisker · CL A | 0.08% | New | 1,854,445 | $6.14 | $11M | +1,854,445 | +$11M |
| LCID - Lucid Group | 0.07% | New | 1,372,656 | $8.04 | $11M | +1,372,656 | +$11M |
| CVNA - Carvana · CL A | 0.07% | New | 1,115,980 | $9.79 | $11M | +1,115,980 | +$11M |
| LI - Li Auto | 0.06% | Reduce −76.2% | 336,306 | $24.95 | $8M | −1,078,776 | −$20M |
| BYND - Beyond Meat | 0.05% | New | 490,640 | $16.23 | $8M | +490,640 | +$8M |
| SFIX - Stitch Fix · CL A | 0.05% | New | 1,342,810 | $5.11 | $7M | +1,342,810 | +$7M |
| Chargepoint · CL A | 0.05% | New | 653,642 | $10.47 | $7M | +653,642 | +$7M |
| PLUG - Plug Power | 0.04% | Hold | 475,000 | $11.72 | $6M | — | — |
| LIN - Linde | 0.03% | New | 11,206 | $355.44 | $4M | +11,206 | +$4M |
| API - Agora | 0.02% | New | 896,956 | $3.62 | $3M | +896,956 | +$3M |
| Holding | 0.02% | Reduce −8.1% | 1,947,472 | $1.21 | $2M | −172,142 | −$2M |
| PYPL - Paypal | 0.01% | Reduce −98.3% | 27,168 | $75.94 | $2M | −1,577,170 | −$112M |
| Nikola | 0.01% | New | 1,517,213 | $1.21 | $2M | +1,517,213 | +$2M |
| HTZ - Hertz Global | 0.01% | New | 106,823 | $16.29 | $2M | +106,823 | +$2M |
| TCOM - Trip Group | 0.01% | Reduce −89.9% | 40,693 | $37.67 | $2M | −363,784 | −$12M |
Showing top 50 of 73 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AVGO - Broadcom | 1.99% | Exit | 0 | $559.13 | $178M | −317,584 | −$178M |
| BBWI - Bath & Body Works | 1.52% | Exit | 0 | $42.14 | $135M | −3,214,424 | −$135M |
| BNTX - Biontech Se | 1.04% | Exit | 0 | $150.22 | $93M | −618,231 | −$93M |
| GTLB - Gitlab · CLASS A | 0.82% | Exit | 0 | $45.44 | $73M | −1,610,357 | −$73M |
| EFX - Equifax | 0.64% | Exit | 0 | $194.36 | $57M | −295,362 | −$57M |
| OKTA - OKTA Inc · CL A | 0.59% | Exit | 0 | $68.33 | $53M | −771,743 | −$53M |
| MRVL - Marvell Technology | 0.45% | Exit | 0 | $37.04 | $40M | −1,071,715 | −$40M |
| SOFI - SOFI Technologies | 0.43% | Exit | 0 | $4.61 | $38M | −8,266,520 | −$38M |
| TWLO - Twilio · CL A | 0.37% | Exit | 0 | $48.96 | $33M | −679,903 | −$33M |
| SNOW - Snowflake · CL A | 0.36% | Exit | 0 | $143.54 | $32M | −223,080 | −$32M |
| SVB Financial Group | 0.29% | Exit | 0 | $230.14 | $26M | −111,447 | −$26M |
| MELI - Mercadolibre | 0.28% | Exit | 0 | $846.25 | $25M | −29,529 | −$25M |
| SYNA - Synaptics | 0.25% | Exit | 0 | $95.16 | $22M | −234,521 | −$22M |
| Confluent · CLASS A | 0.24% | Exit | 0 | $22.24 | $21M | −964,582 | −$21M |
| MLCO - Melco Resorts And Entmnt | 0.13% | Exit | 0 | $11.50 | $11M | −988,981 | −$11M |
| SNAP · CL A | 0.11% | Exit | 0 | $8.95 | $10M | −1,106,403 | −$10M |
| TAL - Tal Education Group | 0.06% | Exit | 0 | $7.05 | $5M | −703,173 | −$5M |
| EDU | 0.05% | Exit | 0 | $34.82 | $5M | −134,939 | −$5M |
| GDS | 0.02% | Exit | 0 | $20.62 | $2M | −93,764 | −$2M |
| BIDU - Baidu | 0.02% | Exit | 0 | $114.39 | $2M | −15,526 | −$2M |
| ASML | 0.01% | Exit | 0 | $546.19 | $745K | −1,364 | −$745K |
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