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 | 7.86% | Reduce −11.7% | 3,694,259 | $572.44 | $2.1B | −488,068 | +$6M |
| AMZN - Amazon | 7.80% | Add +4.6% | 11,269,029 | $186.33 | $2.1B | +496,218 | +$18M |
| CEG - Constellation Energy | 7.46% | Add +57.4% | 7,726,108 | $260.02 | $2B | +2,818,223 | +$1B |
| MSFT - Microsoft | 6.16% | Add +4.1% | 3,852,860 | $430.30 | $1.7B | +151,206 | +$3M |
| TSM - Taiwan Semiconductor Mfg | 6.04% | Reduce −17.8% | 9,365,760 | $173.67 | $1.6B | −2,027,942 | −$354M |
| ETN - Eaton | 5.71% | Add +8.5% | 4,638,702 | $331.44 | $1.5B | +363,764 | +$197M |
| NVDA - Nvidia | 4.57% | Reduce −26.3% | 10,138,161 | $121.44 | $1.2B | −3,616,286 | −$468M |
| GEV - GE Vernova | 3.74% | Add +18.3% | 3,943,157 | $254.98 | $1B | +611,126 | +$434M |
| ADBE - Adobe | 3.24% | Reduce −8.7% | 1,684,236 | $517.78 | $872M | −159,685 | −$152M |
| NU · CL A | 3.18% | Add +6.2% | 62,800,630 | $13.65 | $857M | +3,658,025 | +$95M |
| VRT - Vertiv · CL A | 2.85% | Reduce −14.7% | 7,716,123 | $99.49 | $768M | −1,326,789 | −$15M |
| AVGO - Broadcom | 2.77% | Add +1425.2% | 4,323,026 | $172.50 | $746M | +4,039,590 | +$291M |
| AMD - Advanced Micro Devices | 2.59% | Reduce −32.3% | 4,249,190 | $164.08 | $697M | −2,029,968 | −$321M |
| PYPL - Paypal | 2.39% | Add +36.1% | 8,257,928 | $78.03 | $644M | +2,192,418 | +$292M |
| GOOGL - Alphabet · CL A | 2.27% | Add +33.2% | 3,682,229 | $165.85 | $611M | +917,720 | +$107M |
| TSLA - Tesla | 2.17% | Add +36.4% | 2,234,189 | $261.63 | $585M | +595,836 | +$260M |
| ISRG - Intuitive Surgical | 2.00% | Add +6.5% | 1,094,176 | $491.27 | $538M | +67,122 | +$81M |
| NFLX - Netflix | 1.61% | Hold | 612,323 | $709.27 | $434M | — | — |
| CDNS - Cadence Design System | 1.34% | New | 1,326,099 | $271.03 | $359M | +1,326,099 | +$359M |
| KKR | 1.32% | New | 2,719,255 | $130.58 | $355M | +2,719,255 | +$355M |
| PDD - Pinduoduo | 1.30% | Add +740.9% | 2,587,536 | $134.81 | $349M | +2,279,835 | +$308M |
| FCNCA - First Ctzns Bancshares · CL A | 1.27% | Reduce −10.9% | 185,752 | $1,841 | $342M | −22,612 | −$9M |
| VST - Vistra | 1.25% | Reduce −29.0% | 2,828,662 | $118.54 | $335M | −1,156,715 | −$7M |
| LRCX - Lam Research | 1.23% | Reduce −11.5% | 404,637 | $816.08 | $330M | −52,806 | −$157M |
| JD · CL A | 1.23% | Add +33490.1% | 8,248,048 | $40.00 | $330M | +8,223,493 | +$329M |
| INTU - Intuit | 1.15% | Hold | 500,389 | $621.00 | $311M | — | — |
| BABA - Alibaba Group | 1.07% | Add +895.5% | 2,714,216 | $106.12 | $288M | +2,441,557 | +$268M |
| SPOT - Spotify Technology S A | 1.04% | New | 760,249 | $368.53 | $280M | +760,249 | +$280M |
| DASH - Doordash · CL A | 1.04% | New | 1,958,333 | $142.73 | $280M | +1,958,333 | +$280M |
| CMG - Chipotle Mexican Grill | 0.98% | New | 4,575,054 | $57.62 | $264M | +4,575,054 | +$264M |
| APP - Applovin · CL A | 0.97% | Reduce −12.9% | 1,993,596 | $130.55 | $260M | −294,807 | +$70M |
| KWEB - Kraneshares Trust | 0.92% | New | 7,257,156 | $34.02 | $247M | +7,257,156 | +$247M |
| LLY - Eli Lilly & | 0.82% | Add +19.8% | 247,950 | $885.94 | $220M | +40,904 | +$32M |
| UBER - UBER Technologies | 0.81% | Reduce −28.0% | 2,910,927 | $75.16 | $219M | −1,130,965 | −$75M |
| QCOM - Qualcomm | 0.78% | Reduce −76.5% | 1,230,343 | $170.05 | $209M | −4,012,797 | −$835M |
| SHOP - Shopify · CL A | 0.76% | Reduce −31.5% | 2,547,675 | $80.14 | $204M | −1,170,442 | −$41M |
| Ishares Tr | 0.58% | New | 4,932,011 | $31.78 | $157M | +4,932,011 | +$157M |
| DPZ - Dominos Pizza | 0.52% | Reduce −9.5% | 322,621 | $430.14 | $139M | −34,008 | −$45M |
| RMD - Resmed | 0.43% | New | 473,179 | $244.12 | $116M | +473,179 | +$116M |
| GOOG - Alphabet · CL C | 0.41% | Add +7.5% | 663,296 | $167.19 | $111M | +46,312 | −$2M |
| ENPH - Enphase Energy | 0.40% | Hold | 960,700 | $113.02 | $109M | — | — |
| NEE - Nextera Energy | 0.36% | Add +7.1% | 1,141,600 | $84.53 | $96M | +75,517 | +$21M |
| DELL - DELL Technologies · CL C | 0.34% | Reduce −89.5% | 767,896 | $118.54 | $91M | −6,543,956 | −$917M |
| GNRC - Generac | 0.33% | Hold | 559,911 | $158.88 | $89M | — | — |
| DOCU - Docusign | 0.33% | Hold | 1,422,245 | $62.09 | $88M | — | — |
| TEAM - Atlassian · CL A | 0.29% | New | 496,131 | $158.81 | $79M | +496,131 | +$79M |
| SE - SEA | 0.24% | Hold | 678,308 | $94.28 | $64M | — | — |
| PINS - Pinterest · CL A | 0.20% | Hold | 1,678,764 | $32.37 | $54M | — | — |
| Z - Zillow Group · CL C | 0.18% | Hold | 739,700 | $63.85 | $47M | — | — |
| PWR - Quanta Svcs | 0.15% | Add +8.7% | 134,911 | $298.15 | $40M | +10,836 | +$9M |
| PARA - Paramount Global · CLASS B | 0.15% | Hold | 3,678,056 | $10.62 | $39M | — | — |
| NVO - Novo-Nordisk A S | 0.14% | Add +892.1% | 326,363 | $119.07 | $39M | +293,467 | +$34M |
| UPST - Upstart | 0.13% | Hold | 870,947 | $40.01 | $35M | — | — |
| PATH - Uipath · CL A | 0.12% | Hold | 2,436,400 | $12.80 | $31M | — | — |
| BEKE - KE | 0.12% | Reduce −17.2% | 1,555,132 | $19.91 | $31M | −322,404 | +$4M |
| BX - Blackstone | 0.11% | New | 195,969 | $153.13 | $30M | +195,969 | +$30M |
| Z - Zillow Group · CL A | 0.11% | Hold | 482,271 | $61.93 | $30M | — | — |
| NVAX - Novavax | 0.10% | Reduce −15.3% | 2,224,319 | $12.63 | $28M | −400,596 | −$5M |
| QS - Quantumscape · CL A | 0.10% | Hold | 4,553,617 | $5.75 | $26M | — | — |
| Hashicorp · CL A | 0.06% | Hold | 511,741 | $33.86 | $17M | — | — |
| MPT - Medical Pptys Trust | 0.05% | Hold | 2,524,429 | $5.85 | $15M | — | — |
| RNG - Ringcentral · CL A | 0.05% | Hold | 411,351 | $31.63 | $13M | — | — |
| PTON - Peloton Interactive · CL A | 0.04% | Hold | 2,500,000 | $4.68 | $12M | — | — |
| LCID - Lucid Group | 0.04% | Hold | 2,953,931 | $3.53 | $10M | — | — |
| SMCI - Super Micro Computer | 0.04% | New | 24,161 | $416.40 | $10M | +24,161 | +$10M |
| NVCR - Novocure | 0.04% | Hold | 608,672 | $15.63 | $10M | — | — |
| NTES - Netease | 0.03% | New | 94,336 | $93.51 | $9M | +94,336 | +$9M |
| PLUG - Plug Power | 0.02% | Hold | 2,606,524 | $2.26 | $6M | — | — |
| TAL - Tal Education Group | 0.02% | New | 434,673 | $11.84 | $5M | +434,673 | +$5M |
| EDU | 0.02% | New | 59,316 | $75.84 | $4M | +59,316 | +$4M |
| Kanzhun | 0.02% | Add +53.3% | 253,957 | $17.36 | $4M | +88,310 | +$1M |
| Chargepoint · CL A | 0.02% | Hold | 3,081,752 | $1.37 | $4M | — | — |
| Olaplex | 0.01% | Hold | 1,264,968 | $2.35 | $3M | — | — |
| BYND - Beyond Meat | 0.01% | Hold | 343,393 | $6.78 | $2M | — | — |
| SFIX - Stitch Fix · CL A | 0.01% | Hold | 790,167 | $2.82 | $2M | — | — |
| API - Agora | 0.00% | Hold | 435,510 | $2.41 | $1M | — | — |
| AMC - Amc Entmt · CL A | 0.00% | Hold | 228,136 | $4.55 | $1M | — | — |
| SEDG - Solaredge Technologies | 0.00% | Hold | 43,500 | $22.91 | $997K | — | — |
| Nikola | 0.00% | Hold | 173,915 | $4.58 | $797K | — | — |
| HTZ - Hertz Global | 0.00% | Hold | 106,823 | $3.30 | $353K | — | — |
Showing top 50 of 80 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CRM - Salesforce | 1.91% | Exit | 0 | $257.10 | $491M | −1,907,872 | −$491M |
| APH - Amphenol · CL A | 1.63% | Exit | 0 | $67.37 | $418M | −6,211,919 | −$418M |
| EQIX - Equinix | 1.05% | Exit | 0 | $756.60 | $270M | −357,031 | −$270M |
| CRWD - Crowdstrike · CL A | 0.71% | Exit | 0 | $383.19 | $183M | −477,265 | −$183M |
| ASML | 0.45% | Exit | 0 | $1,023 | $116M | −113,431 | −$116M |
| UNH - Unitedhealth Group | 0.19% | Exit | 0 | $509.26 | $50M | −97,435 | −$50M |
| FSLR - First Solar | 0.03% | Exit | 0 | $225.45 | $8M | −34,984 | −$8M |
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