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 | 8.98% | Reduce −4.8% | 4,322,201 | $495.22 | $2.1B | −218,839 | +$165M |
| META - Meta Platforms · CL A | 8.36% | Reduce −8.8% | 5,629,672 | $353.96 | $2B | −542,399 | +$140M |
| AMD - Advanced Micro Devices | 7.72% | Add +0.2% | 12,485,898 | $147.41 | $1.8B | +23,383 | +$559M |
| AMZN - Amazon | 6.26% | Reduce −7.3% | 9,829,062 | $151.94 | $1.5B | −776,606 | +$145M |
| MSFT - Microsoft | 6.01% | Reduce −0.6% | 3,811,935 | $376.04 | $1.4B | −21,269 | +$223M |
| NFLX - Netflix | 4.66% | Add +14.2% | 2,280,785 | $486.88 | $1.1B | +283,898 | +$356M |
| TSLA - Tesla | 4.23% | Add +0.8% | 4,056,841 | $248.48 | $1B | +31,347 | +$785K |
| ETN - Eaton | 4.03% | Add +5.2% | 3,986,445 | $240.82 | $960M | +195,809 | +$152M |
| ADBE - Adobe | 3.69% | Add +19.7% | 1,475,381 | $596.60 | $880M | +243,218 | +$252M |
| VRT - Vertiv · CL A | 2.78% | Add +19.5% | 13,811,848 | $48.03 | $663M | +2,249,353 | +$233M |
| CRM - Salesforce | 2.37% | New | 2,144,062 | $263.14 | $564M | +2,144,062 | +$564M |
| LRCX - Lam Research | 2.24% | Reduce −4.3% | 681,114 | $783.26 | $533M | −30,547 | +$87M |
| NU · CL A | 2.20% | Add +14.3% | 63,021,947 | $8.33 | $525M | +7,886,538 | +$125M |
| FCNCA - First Ctzns Bancshares · CL A | 2.03% | Add +0.1% | 341,114 | $1,419 | $484M | +270 | +$14M |
| INTU - Intuit | 2.02% | Reduce −48.6% | 771,339 | $625.03 | $482M | −729,866 | −$285M |
| AAPL - Apple | 1.97% | New | 2,444,368 | $192.53 | $471M | +2,444,368 | +$471M |
| SHOP - Shopify · CL A | 1.90% | Add +3.6% | 5,817,201 | $77.90 | $453M | +200,960 | +$147M |
| EQIX - Equinix | 1.90% | Reduce −10.8% | 561,562 | $805.39 | $452M | −67,925 | −$5M |
| ISRG - Intuitive Surgical | 1.84% | Add +65.7% | 1,301,595 | $337.36 | $439M | +516,054 | +$210M |
| MRNA - Moderna | 1.37% | Reduce −33.3% | 3,273,052 | $99.45 | $326M | −1,636,526 | −$182M |
| DPZ - Dominos Pizza | 1.35% | New | 783,202 | $412.23 | $323M | +783,202 | +$323M |
| DOCU - Docusign | 1.21% | New | 4,849,014 | $59.45 | $288M | +4,849,014 | +$288M |
| UNH - Unitedhealth Group | 1.17% | Reduce −16.7% | 530,384 | $526.47 | $279M | −106,582 | −$42M |
| DIS - Disney Walt | 1.12% | Hold | 2,950,000 | $90.29 | $266M | — | — |
| GOOGL - Alphabet · CL A | 1.10% | Reduce −63.7% | 1,881,131 | $139.69 | $263M | −3,302,342 | −$416M |
| UBER - UBER Technologies | 1.04% | Reduce −41.5% | 4,041,892 | $61.57 | $249M | −2,867,527 | −$69M |
| CART - Maplebear | 1.01% | Hold | 10,277,443 | $23.47 | $241M | — | — |
| AMAT - Applied Matls | 0.98% | Reduce −1.5% | 1,446,802 | $162.07 | $234M | −22,113 | +$31M |
| ORCL - Oracle | 0.96% | Reduce −2.7% | 2,176,533 | $105.43 | $229M | −59,612 | −$7M |
| NOW - Servicenow | 0.71% | New | 238,102 | $706.49 | $168M | +238,102 | +$168M |
| BILL | 0.68% | New | 2,000,466 | $81.59 | $163M | +2,000,466 | +$163M |
| F - Ford Mtr Del | 0.63% | New | 12,235,585 | $12.19 | $149M | +12,235,585 | +$149M |
| DHR - Danaher | 0.58% | Reduce −9.0% | 597,110 | $231.34 | $138M | −58,894 | −$25M |
| Confluent · CLASS A | 0.56% | New | 5,732,133 | $23.40 | $134M | +5,732,133 | +$134M |
| CHTR - Charter Communications · CL A | 0.54% | Reduce −22.4% | 330,233 | $388.68 | $128M | −95,201 | −$59M |
| LLY - Eli Lilly & | 0.52% | Reduce −39.0% | 213,340 | $582.92 | $124M | −136,310 | −$63M |
| CRWD - Crowdstrike · CL A | 0.51% | Hold | 477,265 | $255.32 | $122M | — | — |
| GTM - Zoominfo Technologies | 0.51% | New | 6,523,489 | $18.49 | $121M | +6,523,489 | +$121M |
| ILMN - Illumina | 0.50% | New | 856,689 | $139.24 | $119M | +856,689 | +$119M |
| PDD - Pinduoduo | 0.45% | Reduce −15.7% | 738,420 | $146.31 | $108M | −137,790 | +$22M |
| CROX - Crocs | 0.40% | Add +836.7% | 1,029,765 | $93.41 | $96M | +919,835 | +$86M |
| ALB - Albemarle | 0.36% | Hold | 591,603 | $144.48 | $85M | — | — |
| AI - C3 Ai · CL A | 0.34% | Add +25.1% | 2,832,229 | $28.71 | $81M | +568,369 | +$24M |
| BEKE - KE | 0.34% | Add +169.7% | 5,015,918 | $16.21 | $81M | +3,155,995 | +$52M |
| BURL - Burlington Stores | 0.33% | New | 399,709 | $194.48 | $78M | +399,709 | +$78M |
| BE - Bloom Energy · CL A | 0.28% | Add +28.3% | 4,436,901 | $14.80 | $66M | +978,053 | +$20M |
| SEDG - Solaredge Technologies | 0.27% | Hold | 676,475 | $93.60 | $63M | — | — |
| RIVN - Rivian Automotive · CL A | 0.25% | Reduce −15.9% | 2,585,322 | $23.46 | $61M | −487,881 | −$14M |
| PLTR - Palantir Technologies · CL A | 0.25% | Add +285.6% | 3,447,363 | $17.17 | $59M | +2,553,432 | +$45M |
| GM - General Mtrs | 0.24% | New | 1,596,001 | $35.92 | $57M | +1,596,001 | +$57M |
| PATH - Uipath · CL A | 0.23% | Reduce −35.0% | 2,255,011 | $24.84 | $56M | −1,214,932 | −$3M |
| UBS - UBS Group AG | 0.23% | New | 1,778,323 | $30.90 | $55M | +1,778,323 | +$55M |
| PINS - Pinterest · CL A | 0.22% | Reduce −43.1% | 1,441,588 | $37.04 | $53M | −1,089,764 | −$15M |
| NTES - Netease | 0.22% | New | 563,890 | $93.16 | $53M | +563,890 | +$53M |
| CDNS - Cadence Design System | 0.21% | New | 186,048 | $272.37 | $51M | +186,048 | +$51M |
| SNPS - Synopsys | 0.21% | New | 95,058 | $514.91 | $49M | +95,058 | +$49M |
| GOOG - Alphabet · CL C | 0.20% | Reduce −73.9% | 337,422 | $140.93 | $48M | −956,836 | −$123M |
| APP - Applovin · CL A | 0.19% | Hold | 1,153,420 | $39.85 | $46M | — | — |
| KWEB - Kraneshares Tr | 0.19% | Add +0.3% | 1,664,814 | $27.00 | $45M | +5,637 | −$462K |
| XYZ - Block · CL A | 0.17% | Reduce −35.6% | 536,355 | $77.35 | $41M | −296,999 | +$5M |
| INTC - Intel | 0.17% | New | 817,955 | $50.25 | $41M | +817,955 | +$41M |
| NXPI - Nxp Semiconductors | 0.17% | Add +11.0% | 171,850 | $229.68 | $39M | +17,032 | +$9M |
| Z - Zillow Group · CL C | 0.14% | Reduce −50.0% | 589,700 | $57.86 | $34M | −589,700 | −$20M |
| MPT - Medical Pptys Trust | 0.14% | Add +18.5% | 6,806,501 | $4.91 | $33M | +1,060,830 | +$2M |
| NEE - Nextera Energy | 0.14% | New | 540,850 | $60.74 | $33M | +540,850 | +$33M |
| TSM - Taiwan Semiconductor Mfg | 0.14% | Reduce −86.8% | 312,466 | $104.00 | $32M | −2,059,097 | −$174M |
| NVO - Novo-Nordisk A S | 0.13% | Reduce −36.6% | 311,011 | $103.45 | $32M | −179,705 | −$12M |
| GNRC - Generac | 0.13% | Reduce −57.9% | 235,911 | $129.24 | $30M | −324,911 | −$31M |
| UPST - Upstart | 0.12% | Reduce −58.9% | 684,792 | $40.86 | $28M | −980,051 | −$20M |
| QS - Quantumscape · CL A | 0.10% | Reduce −44.1% | 3,344,927 | $6.95 | $23M | −2,641,748 | −$17M |
| TCOM - Trip Group | 0.08% | Add +312.0% | 514,396 | $36.01 | $19M | +389,557 | +$14M |
| ON - On Semiconductor | 0.08% | Reduce −15.5% | 220,296 | $83.53 | $18M | −40,490 | −$6M |
| ALLY - Ally Finl | 0.07% | New | 473,161 | $34.92 | $17M | +473,161 | +$17M |
| Ishares Tr | 0.07% | New | 39,497 | $405.64 | $16M | +39,497 | +$16M |
| AFRM - Affirm · CL A | 0.06% | New | 305,104 | $49.14 | $15M | +305,104 | +$15M |
| TAL - Tal Education Group | 0.06% | New | 1,061,714 | $12.63 | $13M | +1,061,714 | +$13M |
| BABA - Alibaba Group | 0.05% | Reduce −56.3% | 157,774 | $77.51 | $12M | −203,080 | −$19M |
| Victorias Secret And | 0.05% | Hold | 446,493 | $26.54 | $12M | — | — |
| SYM - Symbotic · CLASS A | 0.05% | New | 216,010 | $51.33 | $11M | +216,010 | +$11M |
| Z - Zillow Group · CL A | 0.04% | Reduce −61.5% | 185,681 | $56.72 | $11M | −296,590 | −$11M |
| NVAX - Novavax | 0.03% | New | 1,519,594 | $4.80 | $7M | +1,519,594 | +$7M |
| Kanzhun | 0.03% | Reduce −9.3% | 404,846 | $16.61 | $7M | −41,637 | −$49K |
| HTHT - H World Group | 0.02% | Reduce −47.3% | 161,567 | $33.44 | $5M | −145,252 | −$7M |
| NVCR - Novocure | 0.02% | Reduce −60.7% | 348,119 | $14.93 | $5M | −537,556 | −$9M |
| Hashicorp · CL A | 0.02% | Reduce −71.3% | 205,737 | $23.64 | $5M | −511,741 | −$12M |
| EDU | 0.01% | Reduce −83.9% | 46,352 | $73.28 | $3M | −241,774 | −$13M |
| IVZ - Invesco | 0.01% | New | 47,291 | $53.35 | $3M | +47,291 | +$3M |
| PYPL - Paypal | 0.01% | Hold | 27,168 | $61.41 | $2M | — | — |
| FUTU · CL A | 0.01% | New | 30,161 | $54.63 | $2M | +30,161 | +$2M |
| TME - Tencent Music Entmt Group | 0.01% | New | 178,670 | $9.01 | $2M | +178,670 | +$2M |
| Gamestop · CL A | 0.01% | New | 75,000 | $17.53 | $1M | +75,000 | +$1M |
| BYND - Beyond Meat | 0.01% | Reduce −70.0% | 147,247 | $8.90 | $1M | −343,393 | −$3M |
| Nikola | 0.00% | Reduce −76.7% | 1,214,945 | $0.8748 | $1M | −4,002,641 | −$7M |
| ZTO - Zto Express Cayman | 0.00% | Reduce −86.4% | 34,741 | $21.28 | $739K | −221,430 | −$5M |
| API - Agora | 0.00% | Reduce −69.3% | 275,427 | $2.63 | $724K | −621,529 | −$2M |
| JD · CL A | 0.00% | Reduce −93.5% | 16,431 | $28.89 | $475K | −235,755 | −$7M |
| SFIX - Stitch Fix · CL A | 0.00% | Reduce −90.2% | 131,606 | $3.57 | $470K | −1,211,204 | −$4M |
| Olaplex | 0.00% | Reduce −89.3% | 151,842 | $2.54 | $386K | −1,264,968 | −$2M |
Showing top 50 of 98 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PARA - Paramount Global · CLASS B | 0.32% | Exit | 0 | $12.90 | $63M | −4,894,992 | −$63M |
| GAP | 0.22% | Exit | 0 | $10.63 | $43M | −4,011,859 | −$43M |
| SE - SEA | 0.15% | Exit | 0 | $43.95 | $30M | −678,308 | −$30M |
| Chargepoint · CL A | 0.12% | Exit | 0 | $4.97 | $24M | −4,866,418 | −$24M |
| LCID - Lucid Group | 0.11% | Exit | 0 | $5.59 | $21M | −3,814,959 | −$21M |
| PLUG - Plug Power | 0.10% | Exit | 0 | $7.60 | $20M | −2,606,524 | −$20M |
| PTON - Peloton Interactive · CL A | 0.06% | Exit | 0 | $5.05 | $13M | −2,500,000 | −$13M |
| Fisker · CL A | 0.06% | Exit | 0 | $6.42 | $12M | −1,901,861 | −$12M |
| RNG - Ringcentral · CL A | 0.06% | Exit | 0 | $29.63 | $12M | −411,351 | −$12M |
| RCI - Rogers Communications · CL B | 0.06% | Exit | 0 | $38.39 | $12M | −303,876 | −$12M |
| PSA - Public Storage | 0.03% | Exit | 0 | $263.51 | $6M | −22,606 | −$6M |
| BTDR - Bitdeer Technologies Group · CL A | 0.02% | Exit | 0 | $9.64 | $4M | −446,579 | −$4M |
| RUN - Sunrun | 0.01% | Exit | 0 | $12.56 | $2M | −165,576 | −$2M |
| AMC - Amc Entmt · CL A | 0.01% | Exit | 0 | $7.99 | $2M | −228,136 | −$2M |
| HTZ - Hertz Global | 0.01% | Exit | 0 | $12.25 | $1M | −106,823 | −$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