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 | 10.02% | Reduce −2.2% | 4,541,040 | $434.99 | $2B | −103,930 | +$10M |
| META - Meta Platforms · CL A | 9.40% | Add +8.7% | 6,172,071 | $300.21 | $1.9B | +496,278 | +$224M |
| AMZN - Amazon | 6.84% | Reduce −14.8% | 10,605,668 | $127.12 | $1.3B | −1,842,342 | −$275M |
| AMD - Advanced Micro Devices | 6.50% | Reduce −10.8% | 12,462,515 | $102.82 | $1.3B | −1,512,109 | −$310M |
| MSFT - Microsoft | 6.14% | Reduce −27.6% | 3,833,204 | $315.75 | $1.2B | −1,458,580 | −$592M |
| TSLA - Tesla | 5.11% | Reduce −13.8% | 4,025,494 | $250.22 | $1B | −643,347 | −$215M |
| ETN - Eaton | 4.10% | Add +113.1% | 3,790,636 | $213.28 | $808M | +2,012,103 | +$451M |
| INTU - Intuit | 3.89% | Add +166.0% | 1,501,205 | $510.94 | $767M | +936,883 | +$508M |
| NFLX - Netflix | 3.83% | Reduce −0.1% | 1,996,887 | $377.60 | $754M | −2,514 | −$127M |
| GOOGL - Alphabet · CL A | 3.44% | Reduce −6.6% | 5,183,473 | $130.86 | $678M | −364,865 | +$14M |
| ADBE - Adobe | 3.19% | Add +23.5% | 1,232,163 | $509.90 | $628M | +234,439 | +$140M |
| MRNA - Moderna | 2.57% | Reduce −25.0% | 4,909,578 | $103.29 | $507M | −1,636,526 | −$288M |
| FCNCA - First Ctzns Bancshares · CL A | 2.39% | Add +6.0% | 340,844 | $1,380 | $470M | +19,269 | +$58M |
| EQIX - Equinix | 2.32% | Add +28.3% | 629,487 | $726.26 | $457M | +138,841 | +$73M |
| LRCX - Lam Research | 2.26% | Reduce −11.0% | 711,661 | $626.77 | $446M | −87,608 | −$68M |
| VRT - Vertiv · CL A | 2.18% | Add +152.0% | 11,562,495 | $37.20 | $430M | +6,974,033 | +$316M |
| NU · CL A | 2.03% | Add +986.2% | 55,135,409 | $7.25 | $400M | +50,059,354 | +$360M |
| UNH - Unitedhealth Group | 1.63% | Add +0.3% | 636,966 | $504.19 | $321M | +2,019 | +$16M |
| UBER - UBER Technologies | 1.61% | Hold | 6,909,419 | $45.99 | $318M | — | — |
| SHOP - Shopify · CL A | 1.55% | New | 5,616,241 | $54.57 | $306M | +5,616,241 | +$306M |
| CART - Maplebear | 1.55% | New | 10,277,443 | $29.69 | $305M | +10,277,443 | +$305M |
| DIS - Disney Walt | 1.21% | Hold | 2,950,000 | $81.05 | $239M | — | — |
| ORCL - Oracle | 1.20% | Reduce −48.8% | 2,236,145 | $105.92 | $237M | −2,127,616 | −$283M |
| ISRG - Intuitive Surgical | 1.16% | New | 785,541 | $292.29 | $230M | +785,541 | +$230M |
| TSM - Taiwan Semiconductor Mfg | 1.05% | Reduce −64.9% | 2,371,563 | $86.90 | $206M | −4,387,128 | −$476M |
| AMAT - Applied Matls | 1.03% | Reduce −32.1% | 1,468,915 | $138.45 | $203M | −693,669 | −$109M |
| LLY - Eli Lilly & | 0.95% | Add +101.0% | 349,650 | $537.13 | $188M | +175,734 | +$106M |
| CHTR - Charter Communications · CL A | 0.95% | Reduce −18.8% | 425,434 | $439.82 | $187M | −98,694 | −$5M |
| GOOG - Alphabet · CL C | 0.87% | New | 1,294,258 | $131.85 | $171M | +1,294,258 | +$171M |
| DHR - Danaher | 0.83% | Add +0.2% | 656,004 | $248.10 | $163M | +1,489 | +$6M |
| ALB - Albemarle | 0.51% | Reduce −14.5% | 591,603 | $170.04 | $101M | −100,250 | −$54M |
| SEDG - Solaredge Technologies | 0.44% | Add +431.1% | 676,475 | $129.51 | $88M | +549,091 | +$53M |
| PDD - Pinduoduo | 0.44% | Add +8.0% | 876,210 | $98.07 | $86M | +64,687 | +$30M |
| CRWD - Crowdstrike · CL A | 0.41% | Reduce −50.4% | 477,265 | $167.38 | $80M | −485,560 | −$62M |
| RIVN - Rivian Automotive · CL A | 0.38% | Reduce −7.5% | 3,073,203 | $24.28 | $75M | −249,331 | +$19M |
| PINS - Pinterest · CL A | 0.35% | Hold | 2,531,352 | $27.03 | $68M | — | — |
| PARA - Paramount Global · CLASS B | 0.32% | Reduce 0.0% | 4,894,992 | $12.90 | $63M | −925 | −$15M |
| GNRC - Generac | 0.31% | Hold | 560,822 | $108.96 | $61M | — | — |
| PATH - Uipath · CL A | 0.30% | Hold | 3,469,943 | $17.11 | $59M | — | — |
| AI - C3 Ai · CL A | 0.29% | Add +53.5% | 2,263,860 | $25.52 | $58M | +789,430 | +$4M |
| Z - Zillow Group · CL C | 0.28% | Hold | 1,179,400 | $46.16 | $54M | — | — |
| UPST - Upstart | 0.24% | Hold | 1,664,843 | $28.54 | $48M | — | — |
| APP - Applovin · CL A | 0.23% | Hold | 1,153,420 | $39.96 | $46M | — | — |
| BE - Bloom Energy · CL A | 0.23% | Reduce −15.6% | 3,458,848 | $13.26 | $46M | −638,423 | −$21M |
| KWEB - Kraneshares Tr | 0.23% | New | 1,659,177 | $27.37 | $45M | +1,659,177 | +$45M |
| NVO - Novo-Nordisk A S | 0.23% | Add +262.6% | 490,716 | $90.94 | $45M | +355,402 | +$23M |
| GAP | 0.22% | Reduce −2.1% | 4,011,859 | $10.63 | $43M | −85,276 | +$6M |
| QS - Quantumscape · CL A | 0.20% | Add +95.3% | 5,986,675 | $6.69 | $40M | +2,920,922 | +$16M |
| XYZ - Block · CL A | 0.19% | Reduce −90.2% | 833,354 | $44.26 | $37M | −7,657,647 | −$528M |
| MPT - Medical Pptys Trust | 0.16% | New | 5,745,671 | $5.45 | $31M | +5,745,671 | +$31M |
| BABA - Alibaba Group | 0.16% | Add +171.3% | 360,854 | $86.74 | $31M | +227,851 | +$20M |
| NXPI - Nxp Semiconductors | 0.16% | Add +73.9% | 154,818 | $199.92 | $31M | +65,769 | +$13M |
| SE - SEA | 0.15% | Hold | 678,308 | $43.95 | $30M | — | — |
| BEKE - KE | 0.15% | Add +190.2% | 1,859,923 | $15.52 | $29M | +1,219,093 | +$19M |
| ON - On Semiconductor | 0.12% | Reduce −5.8% | 260,786 | $92.95 | $24M | −15,978 | −$2M |
| Chargepoint · CL A | 0.12% | Add +2.2% | 4,866,418 | $4.97 | $24M | +104,596 | −$18M |
| Z - Zillow Group · CL A | 0.11% | Hold | 482,271 | $44.79 | $22M | — | — |
| LCID - Lucid Group | 0.11% | Reduce −41.9% | 3,814,959 | $5.59 | $21M | −2,752,633 | −$24M |
| PLUG - Plug Power | 0.10% | Reduce −47.2% | 2,606,524 | $7.60 | $20M | −2,331,850 | −$32M |
| EDU | 0.09% | New | 288,126 | $58.55 | $17M | +288,126 | +$17M |
| Hashicorp · CL A | 0.08% | Reduce −29.0% | 717,478 | $22.83 | $16M | −292,902 | −$10M |
| NVCR - Novocure | 0.07% | Hold | 885,675 | $16.15 | $14M | — | — |
| PLTR - Palantir Technologies · CL A | 0.07% | New | 893,931 | $16.00 | $14M | +893,931 | +$14M |
| PTON - Peloton Interactive · CL A | 0.06% | Hold | 2,500,000 | $5.05 | $13M | — | — |
| Fisker · CL A | 0.06% | Reduce −20.1% | 1,901,861 | $6.42 | $12M | −478,893 | −$1M |
| RNG - Ringcentral · CL A | 0.06% | Hold | 411,351 | $29.63 | $12M | — | — |
| HTHT - H World Group | 0.06% | Add +50.4% | 306,819 | $39.43 | $12M | +102,858 | +$4M |
| RCI - Rogers Communications · CL B | 0.06% | Reduce −36.9% | 303,876 | $38.39 | $12M | −177,443 | −$10M |
| CROX - Crocs | 0.05% | Add +89.4% | 109,930 | $88.23 | $10M | +51,881 | +$3M |
| Nikola | 0.04% | Reduce −0.7% | 5,217,586 | $1.57 | $8M | −37,953 | +$939K |
| Victorias Secret And | 0.04% | Hold | 446,493 | $16.68 | $7M | — | — |
| JD · CL A | 0.04% | Reduce −12.6% | 252,186 | $29.13 | $7M | −36,477 | −$3M |
| Kanzhun | 0.03% | Reduce −0.4% | 446,483 | $15.17 | $7M | −1,833 | +$26K |
| ZTO - Zto Express Cayman | 0.03% | Reduce −2.3% | 256,171 | $24.17 | $6M | −6,013 | −$384K |
| PSA - Public Storage | 0.03% | New | 22,606 | $263.52 | $6M | +22,606 | +$6M |
| BYND - Beyond Meat | 0.02% | Hold | 490,640 | $9.62 | $5M | — | — |
| SFIX - Stitch Fix · CL A | 0.02% | Hold | 1,342,810 | $3.45 | $5M | — | — |
| TCOM - Trip Group | 0.02% | Add +25.9% | 124,839 | $34.97 | $4M | +25,697 | +$896K |
| BTDR - Bitdeer Technologies Group · CL A | 0.02% | Hold | 446,579 | $9.64 | $4M | — | — |
| Olaplex | 0.01% | Reduce −33.3% | 1,416,810 | $1.95 | $3M | −706,700 | −$5M |
| API - Agora | 0.01% | Hold | 896,956 | $2.53 | $2M | — | — |
| RUN - Sunrun | 0.01% | Reduce −72.7% | 165,576 | $12.56 | $2M | −440,112 | −$9M |
| AMC - Amc Entmt · CL A | 0.01% | New | 228,136 | $7.99 | $2M | +228,136 | +$2M |
| PYPL - Paypal | 0.01% | Hold | 27,168 | $58.46 | $2M | — | — |
| HTZ - Hertz Global | 0.01% | Hold | 106,823 | $12.25 | $1M | — | — |
Showing top 50 of 85 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ULTA - Ulta Beauty | 1.06% | Exit | 0 | $470.60 | $216M | −459,983 | −$216M |
| Endeavor Group · CL A | 0.78% | Exit | 0 | $23.92 | $159M | −6,628,602 | −$159M |
| ENPH - Enphase Energy | 0.50% | Exit | 0 | $167.48 | $103M | −612,351 | −$103M |
| DASH - Doordash · CL A | 0.35% | Exit | 0 | $76.42 | $71M | −933,456 | −$71M |
| DOCU - Docusign | 0.27% | Exit | 0 | $51.09 | $56M | −1,096,316 | −$56M |
| ROKU - ROKU Inc · CL A | 0.13% | Exit | 0 | $63.96 | $27M | −428,806 | −$27M |
| CEG - Constellation Energy | 0.12% | Exit | 0 | $91.55 | $24M | −261,358 | −$24M |
| Amc Entmt · CL A | 0.07% | Exit | 0 | $4.40 | $15M | −3,297,756 | −$15M |
| CVNA - Carvana · CL A | 0.06% | Exit | 0 | $25.92 | $13M | −500,000 | −$13M |
| NVAX - Novavax | 0.04% | Exit | 0 | $7.43 | $8M | −1,039,123 | −$8M |
| BIDU - Baidu | 0.03% | Exit | 0 | $136.92 | $5M | −40,105 | −$5M |
| LI - Li Auto | 0.02% | Exit | 0 | $35.10 | $5M | −132,835 | −$5M |
| LIN - Linde | 0.02% | Exit | 0 | $381.05 | $4M | −11,206 | −$4M |
| GDS | 0.01% | Exit | 0 | $10.99 | $2M | −140,044 | −$2M |
| Holding | 0.01% | Exit | 0 | $0.8301 | $1M | −1,679,372 | −$1M |
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