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 | 8.21% | Reduce −3.1% | 4,182,327 | $504.22 | $2.1B | −133,817 | +$13M |
| AMZN - Amazon | 8.10% | Add +7.0% | 10,772,811 | $193.25 | $2.1B | +702,235 | +$265M |
| TSM - Taiwan Semiconductor Mfg | 7.71% | Add +10.2% | 11,393,702 | $173.81 | $2B | +1,053,684 | +$574M |
| NVDA - Nvidia | 6.61% | Add +893.0% | 13,754,447 | $123.54 | $1.7B | +12,369,306 | +$448M |
| MSFT - Microsoft | 6.44% | Add +0.6% | 3,701,654 | $446.95 | $1.7B | +20,684 | +$106M |
| ETN - Eaton | 5.22% | Add +3.1% | 4,274,938 | $313.55 | $1.3B | +126,551 | +$43M |
| QCOM - Qualcomm | 4.07% | Add +43.1% | 5,243,140 | $199.18 | $1B | +1,579,974 | +$424M |
| ADBE - Adobe | 3.99% | Add +28.8% | 1,843,921 | $555.54 | $1B | +412,619 | +$302M |
| AMD - Advanced Micro Devices | 3.97% | Reduce −7.4% | 6,279,158 | $162.21 | $1B | −502,688 | −$206M |
| DELL - DELL Technologies · CL C | 3.93% | Add +73.2% | 7,311,852 | $137.91 | $1B | +3,090,934 | +$527M |
| CEG - Constellation Energy | 3.83% | Add +139.4% | 4,907,885 | $200.27 | $983M | +2,858,192 | +$604M |
| VRT - Vertiv · CL A | 3.05% | Reduce −2.2% | 9,042,912 | $86.57 | $783M | −202,430 | +$28M |
| NU · CL A | 2.97% | Reduce −5.8% | 59,142,605 | $12.89 | $762M | −3,670,362 | +$13M |
| GEV - GE Vernova | 2.22% | New | 3,332,031 | $171.51 | $571M | +3,332,031 | +$571M |
| GOOGL - Alphabet · CL A | 1.96% | Reduce −38.3% | 2,764,509 | $182.15 | $504M | −1,713,960 | −$172M |
| CRM - Salesforce | 1.91% | Reduce −59.4% | 1,907,872 | $257.10 | $491M | −2,792,964 | −$925M |
| LRCX - Lam Research | 1.90% | Add +2.9% | 457,443 | $1,065 | $487M | +12,927 | +$55M |
| ISRG - Intuitive Surgical | 1.78% | Reduce −19.6% | 1,027,054 | $444.85 | $457M | −250,526 | −$53M |
| AVGO - Broadcom | 1.77% | Reduce −31.9% | 283,436 | $1,606 | $455M | −133,024 | −$97M |
| APH - Amphenol · CL A | 1.63% | New | 6,211,919 | $67.37 | $418M | +6,211,919 | +$418M |
| NFLX - Netflix | 1.61% | Reduce −42.1% | 612,323 | $674.88 | $413M | −444,681 | −$229M |
| PYPL - Paypal | 1.37% | Reduce −24.6% | 6,065,510 | $58.03 | $352M | −1,975,817 | −$187M |
| FCNCA - First Ctzns Bancshares · CL A | 1.37% | Reduce −27.2% | 208,364 | $1,684 | $351M | −78,029 | −$117M |
| VST - Vistra | 1.33% | Add +23.9% | 3,985,377 | $85.98 | $343M | +768,799 | +$119M |
| INTU - Intuit | 1.28% | Reduce −2.9% | 500,389 | $657.21 | $329M | −15,189 | −$6M |
| TSLA - Tesla | 1.26% | Reduce −36.0% | 1,638,353 | $197.88 | $324M | −920,895 | −$126M |
| UBER - UBER Technologies | 1.14% | Hold | 4,041,892 | $72.68 | $294M | — | — |
| EQIX - Equinix | 1.05% | Reduce −13.2% | 357,031 | $756.60 | $270M | −54,461 | −$69M |
| SHOP - Shopify · CL A | 0.96% | Add +1.8% | 3,718,117 | $66.05 | $246M | +66,659 | −$36M |
| APP - Applovin · CL A | 0.74% | Add +98.4% | 2,288,403 | $83.22 | $190M | +1,134,983 | +$111M |
| LLY - Eli Lilly & | 0.73% | Reduce −15.2% | 207,046 | $905.38 | $187M | −37,064 | −$2M |
| DPZ - Dominos Pizza | 0.72% | Reduce −43.9% | 356,629 | $516.33 | $184M | −278,973 | −$132M |
| CRWD - Crowdstrike · CL A | 0.71% | Hold | 477,265 | $383.19 | $183M | — | — |
| ASML | 0.45% | Reduce −38.7% | 113,431 | $1,023 | $116M | −71,496 | −$63M |
| GOOG - Alphabet · CL C | 0.44% | Reduce −47.4% | 616,984 | $183.42 | $113M | −555,032 | −$65M |
| ENPH - Enphase Energy | 0.37% | Reduce −2.9% | 960,700 | $99.71 | $96M | −28,500 | −$24M |
| DOCU - Docusign | 0.30% | Reduce −68.6% | 1,422,245 | $53.50 | $76M | −3,108,683 | −$194M |
| NEE - Nextera Energy | 0.29% | Add +36.1% | 1,066,083 | $70.81 | $75M | +282,544 | +$25M |
| GNRC - Generac | 0.29% | Add +17.4% | 559,911 | $132.22 | $74M | +82,803 | +$14M |
| PINS - Pinterest · CL A | 0.29% | Add +5.3% | 1,678,764 | $44.07 | $74M | +84,000 | +$19M |
| UNH - Unitedhealth Group | 0.19% | New | 97,435 | $509.26 | $50M | +97,435 | +$50M |
| SE - SEA | 0.19% | Hold | 678,308 | $71.42 | $48M | — | — |
| PDD - Pinduoduo | 0.16% | Reduce −65.9% | 307,701 | $132.95 | $41M | −594,677 | −$64M |
| PARA - Paramount Global · CLASS B | 0.15% | New | 3,678,056 | $10.39 | $38M | +3,678,056 | +$38M |
| Z - Zillow Group · CL C | 0.13% | Add +5.3% | 739,700 | $46.39 | $34M | +37,500 | +$61K |
| NVAX - Novavax | 0.13% | Add +72.7% | 2,624,915 | $12.66 | $33M | +1,105,321 | +$26M |
| PWR - Quanta Svcs | 0.12% | Reduce −36.2% | 124,075 | $254.09 | $32M | −70,311 | −$19M |
| PATH - Uipath · CL A | 0.12% | Hold | 2,436,400 | $12.68 | $31M | — | — |
| BEKE - KE | 0.10% | Reduce −50.6% | 1,877,536 | $14.15 | $27M | −1,922,363 | −$26M |
| QS - Quantumscape · CL A | 0.09% | Hold | 4,553,617 | $4.92 | $22M | — | — |
| Z - Zillow Group · CL A | 0.08% | Add +5.2% | 482,271 | $45.04 | $22M | +23,690 | −$226K |
| UPST - Upstart | 0.08% | Hold | 870,947 | $23.59 | $21M | — | — |
| BABA - Alibaba Group | 0.08% | Reduce −10.4% | 272,659 | $72.00 | $20M | −31,699 | −$2M |
| Hashicorp · CL A | 0.07% | Hold | 511,741 | $33.69 | $17M | — | — |
| RNG - Ringcentral · CL A | 0.05% | Hold | 411,351 | $28.20 | $12M | — | — |
| MPT - Medical Pptys Trust | 0.04% | Reduce −36.5% | 2,524,429 | $4.31 | $11M | −1,452,131 | −$8M |
| NVCR - Novocure | 0.04% | Hold | 608,672 | $17.13 | $10M | — | — |
| PTON - Peloton Interactive · CL A | 0.03% | Hold | 2,500,000 | $3.38 | $8M | — | — |
| FSLR - First Solar | 0.03% | New | 34,984 | $225.46 | $8M | +34,984 | +$8M |
| LCID - Lucid Group | 0.03% | Hold | 2,953,931 | $2.61 | $8M | — | — |
| PLUG - Plug Power | 0.02% | Reduce −24.2% | 2,606,524 | $2.33 | $6M | −833,451 | −$6M |
| NVO - Novo-Nordisk A S | 0.02% | Reduce −89.3% | 32,896 | $142.74 | $5M | −274,237 | −$35M |
| Chargepoint · CL A | 0.02% | Hold | 3,081,752 | $1.51 | $5M | — | — |
| SFIX - Stitch Fix · CL A | 0.01% | Add +30.9% | 790,167 | $4.15 | $3M | +186,400 | +$2M |
| Kanzhun | 0.01% | Reduce −61.3% | 165,647 | $18.81 | $3M | −262,372 | −$4M |
| BYND - Beyond Meat | 0.01% | Hold | 343,393 | $6.71 | $2M | — | — |
| Olaplex | 0.01% | Hold | 1,264,968 | $1.54 | $2M | — | — |
| Nikola | 0.01% | New | 173,915 | $8.19 | $1M | +173,915 | +$1M |
| AMC - Amc Entmt · CL A | 0.00% | Hold | 228,136 | $4.98 | $1M | — | — |
| API - Agora | 0.00% | Add +23.3% | 435,510 | $2.12 | $923K | +82,157 | +$36K |
| JD · CL A | 0.00% | Reduce −94.7% | 24,555 | $25.84 | $635K | −435,796 | −$12M |
| HTZ - Hertz Global | 0.00% | Hold | 106,823 | $3.53 | $377K | — | — |
Showing top 50 of 72 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CART - Maplebear | 1.50% | Exit | 0 | $37.29 | $383M | −10,277,443 | −$383M |
| XYZ - Block · CL A | 0.76% | Exit | 0 | $84.58 | $194M | −2,290,763 | −$194M |
| BURL - Burlington Stores | 0.73% | Exit | 0 | $232.19 | $187M | −805,892 | −$187M |
| NOW - Servicenow | 0.48% | Exit | 0 | $762.40 | $121M | −158,942 | −$121M |
| PLTR - Palantir Technologies · CL A | 0.43% | Exit | 0 | $23.01 | $111M | −4,816,195 | −$111M |
| DKNG - Draftkings · CL A | 0.41% | Exit | 0 | $45.41 | $104M | −2,296,623 | −$104M |
| DHR - Danaher | 0.33% | Exit | 0 | $249.72 | $83M | −334,127 | −$83M |
| GM - General Mtrs | 0.28% | Exit | 0 | $45.35 | $70M | −1,546,994 | −$70M |
| LI - Li Auto | 0.26% | Exit | 0 | $30.28 | $67M | −2,218,425 | −$67M |
| KWEB - Kraneshares Trust | 0.24% | Exit | 0 | $26.25 | $61M | −2,332,408 | −$61M |
| AI - C3 Ai · CL A | 0.22% | Exit | 0 | $27.07 | $56M | −2,084,198 | −$56M |
| Ishares Tr | 0.20% | Exit | 0 | $24.07 | $50M | −2,067,034 | −$50M |
| NXPI - Nxp Semiconductors | 0.18% | Exit | 0 | $247.77 | $47M | −188,526 | −$47M |
| DASH - Doordash · CL A | 0.16% | Exit | 0 | $137.72 | $42M | −305,376 | −$42M |
| ON - On Semiconductor | 0.16% | Exit | 0 | $73.55 | $41M | −560,315 | −$41M |
| MNDY - Monday | 0.13% | Exit | 0 | $225.87 | $32M | −142,182 | −$32M |
| TCOM - Trip Group | 0.06% | Exit | 0 | $43.89 | $15M | −337,099 | −$15M |
| NTES - Netease | 0.04% | Exit | 0 | $103.47 | $11M | −104,188 | −$11M |
| TAL - Tal Education Group | 0.04% | Exit | 0 | $11.35 | $10M | −849,164 | −$10M |
| TME - Tencent Music Entmt Group | 0.04% | Exit | 0 | $11.19 | $9M | −843,262 | −$9M |
| BIDU - Baidu | 0.03% | Exit | 0 | $105.28 | $8M | −80,484 | −$8M |
| HTHT - H World Group | 0.02% | Exit | 0 | $38.70 | $6M | −161,567 | −$6M |
| Nikola | 0.02% | Exit | 0 | $1.04 | $5M | −5,217,586 | −$5M |
| CROX - Crocs | 0.01% | Exit | 0 | $143.78 | $3M | −19,419 | −$3M |
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