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
| AMZN - Amazon | 7.89% | Reduce −5.3% | 10,670,209 | $219.39 | $2.3B | −598,820 | +$241M |
| META - Meta Platforms · CL A | 7.27% | Reduce −0.2% | 3,686,378 | $585.51 | $2.2B | −7,881 | +$44M |
| TSM - Taiwan Semiconductor Mfg | 6.63% | Add +6.4% | 9,962,102 | $197.49 | $2B | +596,342 | +$341M |
| MSFT - Microsoft | 5.01% | Reduce −8.5% | 3,526,177 | $421.50 | $1.5B | −326,683 | −$172M |
| CEG - Constellation Energy | 5.00% | Reduce −14.1% | 6,638,618 | $223.71 | $1.5B | −1,087,490 | −$524M |
| ETN - Eaton | 4.98% | Reduce −4.1% | 4,450,018 | $331.87 | $1.5B | −188,684 | −$61M |
| NVDA - Nvidia | 4.53% | Reduce −1.3% | 10,006,488 | $134.29 | $1.3B | −131,673 | +$113M |
| GEV - GE Vernova | 4.28% | Reduce −2.0% | 3,864,541 | $328.93 | $1.3B | −78,616 | +$266M |
| RDDT - Reddit · CL A | 3.60% | New | 6,530,236 | $163.44 | $1.1B | +6,530,236 | +$1.1B |
| TSLA - Tesla | 2.95% | Reduce −2.8% | 2,171,723 | $403.84 | $877M | −62,466 | +$292M |
| TEAM - Atlassian · CL A | 2.90% | Add +612.7% | 3,535,799 | $243.38 | $861M | +3,039,668 | +$782M |
| NU · CL A | 2.78% | Add +27.0% | 79,769,230 | $10.36 | $826M | +16,968,600 | −$31M |
| AVGO - Broadcom | 2.75% | Reduce −18.4% | 3,526,331 | $231.84 | $818M | −796,695 | +$72M |
| ADBE - Adobe | 2.64% | Add +4.7% | 1,763,722 | $444.68 | $784M | +79,486 | −$88M |
| APP - Applovin · CL A | 2.51% | Add +15.3% | 2,297,938 | $323.83 | $744M | +304,342 | +$484M |
| VRT - Vertiv · CL A | 2.44% | Reduce −17.4% | 6,375,917 | $113.61 | $724M | −1,340,206 | −$43M |
| PYPL - Paypal | 2.29% | Reduce −3.4% | 7,976,880 | $85.35 | $681M | −281,048 | +$36M |
| NFLX - Netflix | 2.09% | Add +13.6% | 695,526 | $891.32 | $620M | +83,203 | +$186M |
| GOOGL - Alphabet · CL A | 2.06% | Reduce −12.1% | 3,237,591 | $189.30 | $613M | −444,638 | +$2M |
| SPOT - Spotify Technology S A | 1.91% | Add +66.8% | 1,268,324 | $447.38 | $567M | +508,075 | +$287M |
| AMD - Advanced Micro Devices | 1.73% | Hold | 4,249,190 | $120.79 | $513M | — | — |
| ISRG - Intuitive Surgical | 1.71% | Reduce −11.1% | 972,878 | $521.96 | $508M | −121,298 | −$30M |
| FCNCA - First Ctzns Bancshares · CL A | 1.56% | Add +17.9% | 218,987 | $2,113 | $463M | +33,235 | +$121M |
| DASH - Doordash · CL A | 1.47% | Add +32.4% | 2,591,995 | $167.75 | $435M | +633,662 | +$155M |
| VST - Vistra | 1.38% | Add +4.9% | 2,967,631 | $137.87 | $409M | +138,969 | +$74M |
| KKR | 1.33% | Reduce −2.1% | 2,661,938 | $147.91 | $394M | −57,317 | +$39M |
| NOW - Servicenow | 1.32% | New | 369,342 | $1,060 | $392M | +369,342 | +$392M |
| INTU - Intuit | 1.16% | Add +9.5% | 547,938 | $628.50 | $344M | +47,549 | +$34M |
| SCHW - Schwab Charles | 1.12% | New | 4,510,020 | $74.01 | $334M | +4,510,020 | +$334M |
| LRCX - Lam Research | 0.98% | New | 4,046,370 | $72.23 | $292M | +4,046,370 | +$292M |
| SHOP - Shopify · CL A | 0.91% | Hold | 2,547,675 | $106.33 | $271M | — | — |
| SMCI - Super Micro Computer | 0.91% | New | 8,866,735 | $30.48 | $270M | +8,866,735 | +$270M |
| HUBS - Hubspot | 0.88% | New | 373,280 | $696.77 | $260M | +373,280 | +$260M |
| CDNS - Cadence Design System | 0.81% | Reduce −39.6% | 801,576 | $300.46 | $241M | −524,523 | −$119M |
| QCOM - Qualcomm | 0.64% | Hold | 1,230,343 | $153.62 | $189M | — | — |
| UBER - UBER Technologies | 0.59% | Hold | 2,910,927 | $60.32 | $176M | — | — |
| LLY - Eli Lilly & | 0.56% | Reduce −13.7% | 213,984 | $772.00 | $165M | −33,966 | −$54M |
| AFRM - Affirm · CL A | 0.54% | New | 2,633,442 | $60.90 | $160M | +2,633,442 | +$160M |
| DPZ - Dominos Pizza | 0.46% | Hold | 322,621 | $419.76 | $135M | — | — |
| DOCU - Docusign | 0.41% | Reduce −5.6% | 1,343,053 | $89.94 | $121M | −79,192 | +$32M |
| OKTA - OKTA Inc · CL A | 0.33% | New | 1,254,080 | $78.80 | $99M | +1,254,080 | +$99M |
| DDOG - Datadog · CL A | 0.32% | New | 669,972 | $142.89 | $96M | +669,972 | +$96M |
| DELL - DELL Technologies · CL C | 0.30% | Hold | 767,896 | $115.24 | $88M | — | — |
| GOOG - Alphabet · CL C | 0.26% | Reduce −39.2% | 403,298 | $190.44 | $77M | −259,998 | −$34M |
| SE - SEA | 0.24% | Hold | 678,308 | $106.10 | $72M | — | — |
| MNDY - Monday | 0.23% | New | 293,474 | $235.44 | $69M | +293,474 | +$69M |
| TTAN - Servicetitan · CL A | 0.22% | New | 631,258 | $102.87 | $65M | +631,258 | +$65M |
| PWR - Quanta Svcs | 0.14% | Hold | 134,911 | $316.05 | $43M | — | — |
| PATH - Uipath · CL A | 0.10% | Hold | 2,436,400 | $12.71 | $31M | — | — |
| PARA - Paramount Global · CLASS B | 0.09% | Reduce −27.2% | 2,678,629 | $10.46 | $28M | −999,427 | −$11M |
| Z - Zillow Group · CL C | 0.09% | Reduce −50.0% | 369,850 | $74.05 | $27M | −369,850 | −$20M |
| BEKE - KE | 0.08% | Reduce −20.8% | 1,231,471 | $18.42 | $23M | −323,661 | −$8M |
| Z - Zillow Group · CL A | 0.08% | Reduce −34.0% | 318,176 | $70.85 | $23M | −164,095 | −$7M |
| UPST - Upstart | 0.07% | Reduce −59.9% | 349,060 | $61.57 | $21M | −521,887 | −$13M |
| JD · CL A | 0.07% | Reduce −92.6% | 614,424 | $34.67 | $21M | −7,633,624 | −$309M |
| NVCR - Novocure | 0.06% | Hold | 608,672 | $29.80 | $18M | — | — |
| PDD - Pinduoduo | 0.06% | Reduce −92.9% | 184,628 | $96.99 | $18M | −2,402,908 | −$331M |
| Hashicorp · CL A | 0.06% | Hold | 511,741 | $34.21 | $18M | — | — |
| BABA - Alibaba Group | 0.06% | Reduce −92.9% | 192,728 | $84.79 | $16M | −2,521,488 | −$272M |
| FUTU · CL A | 0.03% | New | 129,835 | $79.99 | $10M | +129,835 | +$10M |
| KWEB - Kraneshares Trust | 0.03% | Reduce −95.8% | 301,743 | $29.24 | $9M | −6,955,413 | −$238M |
| MRNA - Moderna | 0.03% | New | 191,074 | $41.58 | $8M | +191,074 | +$8M |
| Lexinfintech | 0.02% | New | 1,245,168 | $5.80 | $7M | +1,245,168 | +$7M |
| CPNG - Coupang · CL A | 0.01% | New | 150,936 | $21.98 | $3M | +150,936 | +$3M |
| API - Agora | 0.01% | Hold | 435,510 | $4.16 | $2M | — | — |
| QFIN - Qifu Technology | 0.01% | New | 45,447 | $38.38 | $2M | +45,447 | +$2M |
| SEDG - Solaredge Technologies | 0.00% | Hold | 43,500 | $13.60 | $592K | — | — |
Showing top 50 of 67 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LRCX - Lam Research | 1.23% | Exit | 0 | $816.08 | $330M | −404,637 | −$330M |
| CMG - Chipotle Mexican Grill | 0.98% | Exit | 0 | $57.62 | $264M | −4,575,054 | −$264M |
| Ishares Tr | 0.58% | Exit | 0 | $31.78 | $157M | −4,932,011 | −$157M |
| RMD - Resmed | 0.43% | Exit | 0 | $244.12 | $116M | −473,179 | −$116M |
| ENPH - Enphase Energy | 0.40% | Exit | 0 | $113.02 | $109M | −960,700 | −$109M |
| NEE - Nextera Energy | 0.36% | Exit | 0 | $84.53 | $96M | −1,141,600 | −$96M |
| GNRC - Generac | 0.33% | Exit | 0 | $158.88 | $89M | −559,911 | −$89M |
| PINS - Pinterest · CL A | 0.20% | Exit | 0 | $32.37 | $54M | −1,678,764 | −$54M |
| NVO - Novo-Nordisk A S | 0.14% | Exit | 0 | $119.07 | $39M | −326,363 | −$39M |
| BX - Blackstone | 0.11% | Exit | 0 | $153.13 | $30M | −195,969 | −$30M |
| NVAX - Novavax | 0.10% | Exit | 0 | $12.63 | $28M | −2,224,319 | −$28M |
| QS - Quantumscape · CL A | 0.10% | Exit | 0 | $5.75 | $26M | −4,553,617 | −$26M |
| MPT - Medical Pptys Trust | 0.05% | Exit | 0 | $5.85 | $15M | −2,524,429 | −$15M |
| RNG - Ringcentral · CL A | 0.05% | Exit | 0 | $31.63 | $13M | −411,351 | −$13M |
| PTON - Peloton Interactive · CL A | 0.04% | Exit | 0 | $4.68 | $12M | −2,500,000 | −$12M |
| LCID - Lucid Group | 0.04% | Exit | 0 | $3.53 | $10M | −2,953,931 | −$10M |
| SMCI - Super Micro Computer | 0.04% | Exit | 0 | $416.41 | $10M | −24,161 | −$10M |
| NTES - Netease | 0.03% | Exit | 0 | $93.51 | $9M | −94,336 | −$9M |
| PLUG - Plug Power | 0.02% | Exit | 0 | $2.26 | $6M | −2,606,524 | −$6M |
| TAL - Tal Education Group | 0.02% | Exit | 0 | $11.84 | $5M | −434,673 | −$5M |
| EDU | 0.02% | Exit | 0 | $75.85 | $4M | −59,316 | −$4M |
| Kanzhun | 0.02% | Exit | 0 | $17.36 | $4M | −253,957 | −$4M |
| Chargepoint · CL A | 0.02% | Exit | 0 | $1.37 | $4M | −3,081,752 | −$4M |
| Olaplex | 0.01% | Exit | 0 | $2.35 | $3M | −1,264,968 | −$3M |
| BYND - Beyond Meat | 0.01% | Exit | 0 | $6.78 | $2M | −343,393 | −$2M |
| SFIX - Stitch Fix · CL A | 0.01% | Exit | 0 | $2.82 | $2M | −790,167 | −$2M |
| AMC - Amc Entmt · CL A | — | Exit | 0 | $4.55 | $1M | −228,136 | −$1M |
| Nikola | — | Exit | 0 | $4.58 | $797K | −173,915 | −$797K |
| HTZ - Hertz Global | — | Exit | 0 | $3.30 | $353K | −106,823 | −$353K |
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