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
| NVDA - Nvidia | 9.63% | Reduce −6.7% | 4,644,970 | $423.02 | $2B | −335,232 | +$582M |
| MSFT - Microsoft | 8.83% | Add +67.7% | 5,291,784 | $340.54 | $1.8B | +2,135,750 | +$892M |
| META - Meta Platforms · CL A | 7.98% | Reduce −29.6% | 5,675,793 | $286.98 | $1.6B | −2,386,010 | −$80M |
| AMZN - Amazon | 7.95% | Add +125.1% | 12,448,010 | $130.36 | $1.6B | +6,918,217 | +$1.1B |
| AMD - Advanced Micro Devices | 7.80% | Add +64.3% | 13,974,624 | $113.91 | $1.6B | +5,467,454 | +$758M |
| TSLA - Tesla | 5.99% | Reduce −3.8% | 4,668,841 | $261.77 | $1.2B | −182,113 | +$216M |
| NFLX - Netflix | 4.31% | Reduce −26.7% | 1,999,401 | $440.49 | $881M | −728,505 | −$62M |
| MRNA - Moderna | 3.90% | Hold | 6,546,104 | $121.50 | $795M | — | — |
| TSM - Taiwan Semiconductor Mfg | 3.34% | Add +14.5% | 6,758,691 | $100.92 | $682M | +857,828 | +$133M |
| GOOGL - Alphabet · CL A | 3.25% | Add +10.9% | 5,548,338 | $119.70 | $664M | +545,070 | +$145M |
| XYZ - Block · CL A | 2.77% | Reduce −14.1% | 8,491,001 | $66.57 | $565M | −1,391,540 | −$113M |
| ORCL - Oracle | 2.55% | New | 4,363,761 | $119.09 | $520M | +4,363,761 | +$520M |
| LRCX - Lam Research | 2.52% | Reduce −3.4% | 799,269 | $642.86 | $514M | −28,278 | +$75M |
| ADBE - Adobe Systems | 2.39% | Reduce −36.0% | 997,724 | $488.99 | $488M | −562,438 | −$113M |
| FCNCA - First Ctzns Bancshares · CL A | 2.02% | Add +148.6% | 321,575 | $1,283 | $413M | +192,223 | +$287M |
| EQIX - Equinix | 1.88% | New | 490,646 | $783.94 | $385M | +490,646 | +$385M |
| ETN - Eaton | 1.75% | New | 1,778,533 | $201.10 | $358M | +1,778,533 | +$358M |
| AMAT - Applied Matls | 1.53% | Add +4.4% | 2,162,584 | $144.54 | $313M | +90,194 | +$58M |
| UNH - Unitedhealth Group | 1.49% | Add +25.0% | 634,947 | $480.64 | $305M | +127,130 | +$65M |
| UBER - UBER Technologies | 1.46% | Add +14.7% | 6,909,419 | $43.17 | $298M | +887,614 | +$107M |
| DIS - Disney Walt | 1.29% | Hold | 2,950,000 | $89.28 | $263M | — | — |
| INTU - Intuit | 1.27% | Add +25.1% | 564,322 | $458.19 | $259M | +113,056 | +$57M |
| ULTA - Ulta Beauty | 1.06% | New | 459,983 | $470.59 | $216M | +459,983 | +$216M |
| CHTR - Charter Communications · CL A | 0.94% | Reduce −33.8% | 524,128 | $367.37 | $193M | −267,614 | −$91M |
| Endeavor Group · CL A | 0.78% | Reduce −28.3% | 6,628,602 | $23.92 | $159M | −2,615,588 | −$63M |
| DHR - Danaher | 0.77% | New | 654,515 | $240.00 | $157M | +654,515 | +$157M |
| ALB - Albemarle | 0.76% | New | 691,853 | $223.09 | $154M | +691,853 | +$154M |
| CRWD - Crowdstrike · CL A | 0.69% | Hold | 962,825 | $146.87 | $141M | — | — |
| VRT - Vertiv · CL A | 0.56% | New | 4,588,462 | $24.77 | $114M | +4,588,462 | +$114M |
| ENPH - Enphase Energy | 0.50% | Reduce −14.3% | 612,351 | $167.48 | $103M | −102,091 | −$48M |
| GNRC - Generac | 0.41% | Hold | 560,822 | $149.13 | $84M | — | — |
| LLY - Lilly Eli & | 0.40% | New | 173,916 | $468.98 | $82M | +173,916 | +$82M |
| PARA - Paramount Global · CLASS B | 0.38% | Add +363.6% | 4,895,917 | $15.91 | $78M | +3,839,849 | +$54M |
| DASH - Doordash · CL A | 0.35% | Hold | 933,456 | $76.42 | $71M | — | — |
| PINS - Pinterest · CL A | 0.34% | Hold | 2,531,352 | $27.34 | $69M | — | — |
| BE - Bloom Energy · CL A | 0.33% | New | 4,097,271 | $16.35 | $67M | +4,097,271 | +$67M |
| UPST - Upstart | 0.29% | Hold | 1,664,843 | $35.81 | $60M | — | — |
| Z - Zillow Group · CL C | 0.29% | Hold | 1,179,400 | $50.26 | $59M | — | — |
| PATH - Uipath · CL A | 0.28% | Add +19.8% | 3,469,943 | $16.57 | $57M | +572,541 | +$7M |
| PDD - Pinduoduo | 0.27% | Reduce −12.0% | 811,523 | $69.14 | $56M | −110,561 | −$14M |
| DOCU - Docusign | 0.27% | Reduce −74.7% | 1,096,316 | $51.09 | $56M | −3,233,492 | −$196M |
| RIVN - Rivian Automotive · CL A | 0.27% | Add +22.8% | 3,322,534 | $16.66 | $55M | +615,829 | +$13M |
| AI - C3 Ai · CL A | 0.26% | Reduce −1.7% | 1,474,430 | $36.43 | $54M | −25,570 | +$3M |
| PLUG - Plug Power | 0.25% | Add +939.7% | 4,938,374 | $10.39 | $51M | +4,463,374 | +$46M |
| LCID - Lucid Group | 0.22% | Add +378.5% | 6,567,592 | $6.89 | $45M | +5,194,936 | +$34M |
| Chargepoint · CL A | 0.21% | Add +628.5% | 4,761,822 | $8.79 | $42M | +4,108,180 | +$35M |
| NU · CL A | 0.20% | New | 5,076,055 | $7.89 | $40M | +5,076,055 | +$40M |
| SE - SEA | 0.19% | Hold | 678,308 | $58.04 | $39M | — | — |
| NVCR - Novocure | 0.18% | New | 885,675 | $41.50 | $37M | +885,675 | +$37M |
| GAP | 0.18% | New | 4,097,135 | $8.93 | $37M | +4,097,135 | +$37M |
| SEDG - Solaredge Technologies | 0.17% | New | 127,384 | $269.05 | $34M | +127,384 | +$34M |
| APP - Applovin · CL A | 0.15% | Hold | 1,153,420 | $25.73 | $30M | — | — |
| ROKU - ROKU Inc · CL A | 0.13% | New | 428,806 | $63.96 | $27M | +428,806 | +$27M |
| Hashicorp · CL A | 0.13% | Hold | 1,010,380 | $26.18 | $26M | — | — |
| ON - On Semiconductor | 0.13% | Reduce −63.9% | 276,764 | $94.58 | $26M | −490,706 | −$37M |
| QS - Quantumscape · CL A | 0.12% | Add +117.5% | 3,065,753 | $7.99 | $24M | +1,656,208 | +$13M |
| CEG - Constellation Energy | 0.12% | New | 261,358 | $91.55 | $24M | +261,358 | +$24M |
| Z - Zillow Group · CL A | 0.12% | Add +24.3% | 482,271 | $49.20 | $24M | +94,382 | +$7M |
| RCI - Rogers Communications · CL B | 0.11% | New | 481,319 | $45.64 | $22M | +481,319 | +$22M |
| NVO - Novo-Nordisk A S | 0.11% | New | 135,314 | $161.83 | $22M | +135,314 | +$22M |
| PTON - Peloton Interactive · CL A | 0.09% | Reduce −11.3% | 2,500,000 | $7.69 | $19M | −318,787 | −$13M |
| NXPI - Nxp Semiconductors | 0.09% | Reduce −80.1% | 89,049 | $204.68 | $18M | −357,624 | −$65M |
| Amc Entmt · CL A | 0.07% | Reduce −21.7% | 3,297,756 | $4.40 | $15M | −914,402 | −$7M |
| RNG - Ringcentral · CL A | 0.07% | Hold | 411,351 | $32.73 | $13M | — | — |
| Fisker · CL A | 0.07% | Add +28.4% | 2,380,754 | $5.64 | $13M | +526,309 | +$2M |
| CVNA - Carvana · CL A | 0.06% | Reduce −55.2% | 500,000 | $25.92 | $13M | −615,980 | +$2M |
| BABA - Alibaba Group | 0.05% | Reduce −91.2% | 133,003 | $83.35 | $11M | −1,383,921 | −$144M |
| RUN - Sunrun | 0.05% | Reduce −27.8% | 605,688 | $17.86 | $11M | −232,989 | −$6M |
| JD · CL A | 0.05% | Reduce −56.8% | 288,663 | $34.13 | $10M | −379,754 | −$19M |
| BEKE - KE | 0.05% | Reduce −77.3% | 640,830 | $14.85 | $10M | −2,184,931 | −$44M |
| HTHT - H World Group | 0.04% | Reduce −34.8% | 203,961 | $38.78 | $8M | −108,872 | −$7M |
| Olaplex | 0.04% | New | 2,123,510 | $3.72 | $8M | +2,123,510 | +$8M |
| Victorias Secret And | 0.04% | Hold | 446,493 | $17.43 | $8M | — | — |
| NVAX - Novavax | 0.04% | Reduce −41.2% | 1,039,123 | $7.43 | $8M | −726,936 | −$5M |
| Nikola | 0.04% | Add +246.4% | 5,255,539 | $1.38 | $7M | +3,738,326 | +$5M |
| Kanzhun | 0.03% | Reduce −56.8% | 448,316 | $15.05 | $7M | −589,232 | −$13M |
| ZTO - Zto Express Cayman | 0.03% | New | 262,184 | $25.08 | $7M | +262,184 | +$7M |
| CROX - Crocs | 0.03% | New | 58,049 | $112.44 | $7M | +58,049 | +$7M |
| BYND - Beyond Meat | 0.03% | Hold | 490,640 | $12.98 | $6M | — | — |
| BIDU - Baidu | 0.03% | New | 40,105 | $136.91 | $5M | +40,105 | +$5M |
| SFIX - Stitch Fix · CL A | 0.03% | Hold | 1,342,810 | $3.85 | $5M | — | — |
| BTDR - Bitdeer Technologies Group · CL A | 0.02% | New | 446,579 | $11.20 | $5M | +446,579 | +$5M |
| LI - Li Auto | 0.02% | Reduce −60.5% | 132,835 | $35.10 | $5M | −203,471 | −$4M |
| LIN - Linde | 0.02% | Hold | 11,206 | $381.08 | $4M | — | — |
| TCOM - Trip Group | 0.02% | Add +143.6% | 99,142 | $35.00 | $3M | +58,449 | +$2M |
| API - Agora | 0.01% | Hold | 896,956 | $3.13 | $3M | — | — |
| HTZ - Hertz Global | 0.01% | Hold | 106,823 | $18.39 | $2M | — | — |
| PYPL - Paypal | 0.01% | Hold | 27,168 | $66.73 | $2M | — | — |
| GDS | 0.01% | New | 140,044 | $10.99 | $2M | +140,044 | +$2M |
| Holding | 0.01% | Reduce −13.8% | 1,679,372 | $0.8300 | $1M | −268,100 | −$963K |
Showing top 50 of 90 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOG - Alphabet · CL C | 0.84% | Exit | 0 | $104.00 | $126M | −1,209,581 | −$126M |
| CRM - Salesforce | 0.37% | Exit | 0 | $199.78 | $56M | −279,723 | −$56M |
| COIN - Coinbase Global · CL A | 0.29% | Exit | 0 | $67.57 | $43M | −637,046 | −$43M |
| Gamestop · CL A | 0.19% | Exit | 0 | $23.02 | $28M | −1,217,228 | −$28M |
| PLTR - Palantir Technologies · CL A | 0.12% | Exit | 0 | $8.45 | $18M | −2,166,246 | −$18M |
| MNDY - Monday | 0.10% | Exit | 0 | $142.75 | $15M | −106,414 | −$15M |
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