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 | 8.22% | Reduce −23.3% | 4,316,144 | $485.58 | $2.1B | −1,313,528 | +$103M |
| AMZN - Amazon | 7.12% | Add +2.5% | 10,070,576 | $180.38 | $1.8B | +241,514 | +$323M |
| MSFT - Microsoft | 6.07% | Reduce −3.4% | 3,680,970 | $420.72 | $1.5B | −130,965 | +$115M |
| CRM - Salesforce | 5.55% | Add +119.2% | 4,700,836 | $301.18 | $1.4B | +2,556,774 | +$852M |
| TSM - Taiwan Semiconductor Mfg | 5.52% | Add +3209.2% | 10,340,018 | $136.05 | $1.4B | +10,027,552 | +$1.4B |
| ETN - Eaton | 5.09% | Add +4.1% | 4,148,387 | $312.68 | $1.3B | +161,942 | +$337M |
| NVDA - Nvidia | 4.91% | Reduce −68.0% | 1,385,141 | $903.56 | $1.3B | −2,937,060 | −$889M |
| AMD - Advanced Micro Devices | 4.80% | Reduce −45.7% | 6,781,846 | $180.49 | $1.2B | −5,704,052 | −$616M |
| VRT - Vertiv · CL A | 2.96% | Reduce −33.1% | 9,245,342 | $81.67 | $755M | −4,566,506 | +$92M |
| NU · CL A | 2.94% | Reduce −0.3% | 62,812,967 | $11.93 | $749M | −208,980 | +$224M |
| ADBE - Adobe | 2.83% | Reduce −3.0% | 1,431,302 | $504.60 | $722M | −44,079 | −$158M |
| GOOGL - Alphabet · CL A | 2.65% | Add +138.1% | 4,478,469 | $150.93 | $676M | +2,597,338 | +$413M |
| NFLX - Netflix | 2.52% | Reduce −53.7% | 1,057,004 | $607.33 | $642M | −1,223,781 | −$469M |
| QCOM - Qualcomm | 2.43% | New | 3,663,166 | $169.30 | $620M | +3,663,166 | +$620M |
| AVGO - Broadcom | 2.17% | New | 416,460 | $1,325 | $552M | +416,460 | +$552M |
| PYPL - Paypal | 2.11% | Add +29498.5% | 8,041,327 | $66.99 | $539M | +8,014,159 | +$537M |
| ISRG - Intuitive Surgical | 2.00% | Reduce −1.8% | 1,277,580 | $399.09 | $510M | −24,015 | +$71M |
| DELL - DELL Technologies · CL C | 1.89% | New | 4,220,918 | $114.11 | $482M | +4,220,918 | +$482M |
| FCNCA - First Ctzns Bancshares · CL A | 1.84% | Reduce −16.0% | 286,393 | $1,635 | $468M | −54,721 | −$16M |
| TSLA - Tesla | 1.76% | Reduce −36.9% | 2,559,248 | $175.79 | $450M | −1,497,593 | −$558M |
| LRCX - Lam Research | 1.69% | Reduce −34.7% | 444,516 | $971.57 | $432M | −236,598 | −$102M |
| CART - Maplebear | 1.50% | Hold | 10,277,443 | $37.29 | $383M | — | — |
| CEG - Constellation Energy | 1.49% | New | 2,049,693 | $184.85 | $379M | +2,049,693 | +$379M |
| EQIX - Equinix | 1.33% | Reduce −26.7% | 411,492 | $825.33 | $340M | −150,070 | −$113M |
| INTU - Intuit | 1.31% | Reduce −33.2% | 515,578 | $650.00 | $335M | −255,761 | −$147M |
| DPZ - Dominos Pizza | 1.24% | Reduce −18.8% | 635,602 | $496.88 | $316M | −147,600 | −$7M |
| UBER - UBER Technologies | 1.22% | Hold | 4,041,892 | $76.99 | $311M | — | — |
| SHOP - Shopify · CL A | 1.11% | Reduce −37.2% | 3,651,458 | $77.17 | $282M | −2,165,743 | −$171M |
| DOCU - Docusign | 1.06% | Reduce −6.6% | 4,530,928 | $59.55 | $270M | −318,086 | −$18M |
| VST - Vistra | 0.88% | New | 3,216,578 | $69.65 | $224M | +3,216,578 | +$224M |
| XYZ - Block · CL A | 0.76% | Add +327.1% | 2,290,763 | $84.58 | $194M | +1,754,408 | +$152M |
| LLY - Eli Lilly & | 0.74% | Add +14.4% | 244,110 | $777.96 | $190M | +30,770 | +$66M |
| BURL - Burlington Stores | 0.73% | Add +101.6% | 805,892 | $232.19 | $187M | +406,183 | +$109M |
| ASML | 0.70% | New | 184,927 | $970.47 | $179M | +184,927 | +$179M |
| GOOG - Alphabet · CL C | 0.70% | Add +247.3% | 1,172,016 | $152.26 | $178M | +834,594 | +$131M |
| CRWD - Crowdstrike · CL A | 0.60% | Hold | 477,265 | $320.59 | $153M | — | — |
| NOW - Servicenow | 0.48% | Reduce −33.2% | 158,942 | $762.40 | $121M | −79,160 | −$47M |
| ENPH - Enphase Energy | 0.47% | New | 989,200 | $120.98 | $120M | +989,200 | +$120M |
| PLTR - Palantir Technologies · CL A | 0.43% | Add +39.7% | 4,816,195 | $23.01 | $111M | +1,368,832 | +$52M |
| PDD - Pinduoduo | 0.41% | Add +22.2% | 902,378 | $116.25 | $105M | +163,958 | −$3M |
| DKNG - Draftkings · CL A | 0.41% | New | 2,296,623 | $45.41 | $104M | +2,296,623 | +$104M |
| DHR - Danaher | 0.33% | Reduce −44.0% | 334,127 | $249.72 | $83M | −262,983 | −$55M |
| APP - Applovin · CL A | 0.31% | Hold | 1,153,420 | $69.22 | $80M | — | — |
| GM - General Mtrs | 0.28% | Reduce −3.1% | 1,546,994 | $45.35 | $70M | −49,007 | +$13M |
| LI - Li Auto | 0.26% | New | 2,218,425 | $30.28 | $67M | +2,218,425 | +$67M |
| KWEB - Kraneshares Trust | 0.24% | Add +40.1% | 2,332,408 | $26.25 | $61M | +667,594 | +$16M |
| GNRC - Generac | 0.24% | Add +102.2% | 477,108 | $126.14 | $60M | +241,197 | +$30M |
| AI - C3 Ai · CL A | 0.22% | Reduce −26.4% | 2,084,198 | $27.07 | $56M | −748,031 | −$25M |
| PINS - Pinterest · CL A | 0.22% | Add +10.6% | 1,594,764 | $34.67 | $55M | +153,176 | +$2M |
| PATH - Uipath · CL A | 0.22% | Add +8.0% | 2,436,400 | $22.67 | $55M | +181,389 | −$781K |
| BEKE - KE | 0.20% | Reduce −24.2% | 3,799,899 | $13.73 | $52M | −1,216,019 | −$29M |
| PWR - Quanta Svcs | 0.20% | New | 194,386 | $259.80 | $51M | +194,386 | +$51M |
| NEE - Nextera Energy | 0.20% | Add +44.9% | 783,539 | $63.91 | $50M | +242,689 | +$17M |
| Ishares Tr | 0.20% | New | 2,067,034 | $24.07 | $50M | +2,067,034 | +$50M |
| NXPI - Nxp Semiconductors | 0.18% | Add +9.7% | 188,526 | $247.77 | $47M | +16,676 | +$7M |
| DASH - Doordash · CL A | 0.16% | New | 305,376 | $137.72 | $42M | +305,376 | +$42M |
| ON - On Semiconductor | 0.16% | Add +154.3% | 560,315 | $73.55 | $41M | +340,019 | +$23M |
| NVO - Novo-Nordisk A S | 0.15% | Reduce −1.2% | 307,133 | $128.40 | $39M | −3,878 | +$7M |
| SE - SEA | 0.14% | New | 678,308 | $53.71 | $36M | +678,308 | +$36M |
| Z - Zillow Group · CL C | 0.13% | Add +19.1% | 702,200 | $48.78 | $34M | +112,500 | +$133K |
| MNDY - Monday | 0.13% | New | 142,182 | $225.87 | $32M | +142,182 | +$32M |
| QS - Quantumscape · CL A | 0.11% | Add +36.1% | 4,553,617 | $6.29 | $29M | +1,208,690 | +$5M |
| UPST - Upstart | 0.09% | Add +27.2% | 870,947 | $26.89 | $23M | +186,155 | −$5M |
| BABA - Alibaba Group | 0.09% | Add +92.9% | 304,358 | $72.36 | $22M | +146,584 | +$10M |
| Z - Zillow Group · CL A | 0.09% | Add +147.0% | 458,581 | $47.86 | $22M | +272,900 | +$11M |
| MPT - Medical Pptys Trust | 0.07% | Reduce −41.6% | 3,976,560 | $4.70 | $19M | −2,829,941 | −$15M |
| TCOM - Trip Group | 0.06% | Reduce −34.5% | 337,099 | $43.89 | $15M | −177,297 | −$4M |
| RNG - Ringcentral · CL A | 0.06% | New | 411,351 | $34.74 | $14M | +411,351 | +$14M |
| Hashicorp · CL A | 0.05% | Add +148.7% | 511,741 | $26.95 | $14M | +306,004 | +$9M |
| JD · CL A | 0.05% | Add +2701.7% | 460,351 | $27.39 | $13M | +443,920 | +$12M |
| PLUG - Plug Power | 0.05% | New | 3,439,975 | $3.44 | $12M | +3,439,975 | +$12M |
| NTES - Netease | 0.04% | Reduce −81.5% | 104,188 | $103.47 | $11M | −459,702 | −$42M |
| PTON - Peloton Interactive · CL A | 0.04% | New | 2,500,000 | $4.28 | $11M | +2,500,000 | +$11M |
| TAL - Tal Education Group | 0.04% | Reduce −20.0% | 849,164 | $11.35 | $10M | −212,550 | −$4M |
| NVCR - Novocure | 0.04% | Add +74.8% | 608,672 | $15.63 | $10M | +260,553 | +$4M |
| TME - Tencent Music Entmt Group | 0.04% | Add +372.0% | 843,262 | $11.19 | $9M | +664,592 | +$8M |
| BIDU - Baidu | 0.03% | Add +1351.5% | 80,484 | $105.28 | $8M | +74,939 | +$8M |
| LCID - Lucid Group | 0.03% | New | 2,953,931 | $2.85 | $8M | +2,953,931 | +$8M |
| Kanzhun | 0.03% | Add +5.7% | 428,019 | $17.53 | $8M | +23,173 | +$779K |
| NVAX - Novavax | 0.03% | Hold | 1,519,594 | $4.78 | $7M | — | — |
| HTHT - H World Group | 0.02% | Hold | 161,567 | $38.70 | $6M | — | — |
| Chargepoint · CL A | 0.02% | New | 3,081,752 | $1.90 | $6M | +3,081,752 | +$6M |
| Nikola | 0.02% | Add +329.5% | 5,217,586 | $1.04 | $5M | +4,002,641 | +$4M |
| BYND - Beyond Meat | 0.01% | Add +133.2% | 343,393 | $8.28 | $3M | +196,146 | +$2M |
| CROX - Crocs | 0.01% | Reduce −98.1% | 19,419 | $143.80 | $3M | −1,010,346 | −$93M |
| Olaplex | 0.01% | Add +733.1% | 1,264,968 | $1.92 | $2M | +1,113,126 | +$2M |
| SFIX - Stitch Fix · CL A | 0.01% | Add +358.8% | 603,767 | $2.64 | $2M | +472,161 | +$1M |
| API - Agora | 0.00% | Add +28.3% | 353,353 | $2.51 | $887K | +77,926 | +$163K |
Showing top 50 of 88 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AAPL - Apple | 1.97% | Exit | 0 | $192.53 | $471M | −2,444,368 | −$471M |
| MRNA - Moderna | 1.37% | Exit | 0 | $99.45 | $326M | −3,273,052 | −$326M |
| UNH - Unitedhealth Group | 1.17% | Exit | 0 | $526.47 | $279M | −530,384 | −$279M |
| DIS - Disney Walt | 1.12% | Exit | 0 | $90.29 | $266M | −2,950,000 | −$266M |
| AMAT - Applied Matls | 0.98% | Exit | 0 | $162.07 | $234M | −1,446,802 | −$234M |
| ORCL - Oracle | 0.96% | Exit | 0 | $105.43 | $229M | −2,176,533 | −$229M |
| BILL | 0.68% | Exit | 0 | $81.59 | $163M | −2,000,466 | −$163M |
| F - Ford Mtr Del | 0.63% | Exit | 0 | $12.19 | $149M | −12,235,585 | −$149M |
| Confluent · CLASS A | 0.56% | Exit | 0 | $23.40 | $134M | −5,732,133 | −$134M |
| CHTR - Charter Communications · CL A | 0.54% | Exit | 0 | $388.68 | $128M | −330,233 | −$128M |
| GTM - Zoominfo Technologies | 0.51% | Exit | 0 | $18.49 | $121M | −6,523,489 | −$121M |
| ILMN - Illumina | 0.50% | Exit | 0 | $139.24 | $119M | −856,689 | −$119M |
| ALB - Albemarle | 0.36% | Exit | 0 | $144.48 | $85M | −591,603 | −$85M |
| BE - Bloom Energy · CL A | 0.28% | Exit | 0 | $14.80 | $66M | −4,436,901 | −$66M |
| SEDG - Solaredge Technologies | 0.27% | Exit | 0 | $93.60 | $63M | −676,475 | −$63M |
| RIVN - Rivian Automotive · CL A | 0.25% | Exit | 0 | $23.46 | $61M | −2,585,322 | −$61M |
| UBS - UBS Group AG | 0.23% | Exit | 0 | $30.90 | $55M | −1,778,323 | −$55M |
| CDNS - Cadence Design System | 0.21% | Exit | 0 | $272.37 | $51M | −186,048 | −$51M |
| SNPS - Synopsys | 0.21% | Exit | 0 | $514.91 | $49M | −95,058 | −$49M |
| INTC - Intel | 0.17% | Exit | 0 | $50.25 | $41M | −817,955 | −$41M |
| ALLY - Ally Finl | 0.07% | Exit | 0 | $34.92 | $17M | −473,161 | −$17M |
| Ishares Tr | 0.07% | Exit | 0 | $405.65 | $16M | −39,497 | −$16M |
| AFRM - Affirm · CL A | 0.06% | Exit | 0 | $49.14 | $15M | −305,104 | −$15M |
| Victorias Secret And | 0.05% | Exit | 0 | $26.54 | $12M | −446,493 | −$12M |
| SYM - Symbotic · CLASS A | 0.05% | Exit | 0 | $51.33 | $11M | −216,010 | −$11M |
| EDU | 0.01% | Exit | 0 | $73.29 | $3M | −46,352 | −$3M |
| IVZ - Invesco | 0.01% | Exit | 0 | $53.35 | $3M | −47,291 | −$3M |
| FUTU · CL A | 0.01% | Exit | 0 | $54.64 | $2M | −30,161 | −$2M |
| Gamestop · CL A | 0.01% | Exit | 0 | $17.53 | $1M | −75,000 | −$1M |
| ZTO - Zto Express Cayman | — | Exit | 0 | $21.27 | $739K | −34,741 | −$739K |
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