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
| CRWV - Coreweave · CL A | 8.08% | Add +23.6% | 17,797,573 | $163.06 | $2.9B | +3,394,574 | +$2.4B |
| META - Meta Platforms · CL A | 7.57% | Reduce −2.0% | 3,680,627 | $738.09 | $2.7B | −76,984 | +$551M |
| AMZN - Amazon | 6.21% | Reduce −5.5% | 10,157,624 | $219.39 | $2.2B | −596,184 | +$182M |
| GEV - GE Vernova | 5.54% | Reduce −0.1% | 3,755,260 | $529.15 | $2B | −4,700 | +$839M |
| MSFT - Microsoft | 5.45% | Add +20.3% | 3,932,397 | $497.41 | $2B | +663,073 | +$729M |
| CEG - Constellation Energy | 5.33% | Reduce −4.0% | 5,924,294 | $322.76 | $1.9B | −244,420 | +$668M |
| TSM - Taiwan Semiconductor Mfg | 5.09% | Add +1.4% | 8,068,201 | $226.49 | $1.8B | +108,164 | +$506M |
| NVDA - Nvidia | 5.06% | Add +34.4% | 11,488,529 | $157.99 | $1.8B | +2,942,694 | +$889M |
| ETN - Eaton | 4.66% | Add +5.0% | 4,687,780 | $356.99 | $1.7B | +221,338 | +$459M |
| AVGO - Broadcom | 4.34% | Add +58.1% | 5,647,507 | $275.65 | $1.6B | +2,075,267 | +$959M |
| SPOT - Spotify Technology S A | 3.40% | Add +3.2% | 1,591,167 | $767.34 | $1.2B | +49,185 | +$373M |
| LRCX - Lam Research | 2.85% | Add +28.0% | 10,507,492 | $97.34 | $1B | +2,297,923 | +$426M |
| RDDT - Reddit · CL A | 2.60% | Add +30.8% | 6,208,994 | $150.57 | $935M | +1,463,094 | +$437M |
| ORCL - Oracle | 2.35% | New | 3,857,262 | $218.63 | $843M | +3,857,262 | +$843M |
| NFLX - Netflix | 2.31% | Hold | 618,735 | $1,339 | $829M | — | — |
| INTU - Intuit | 2.30% | Add +58.8% | 1,046,096 | $787.63 | $824M | +387,232 | +$419M |
| ARM | 2.09% | New | 4,633,454 | $161.74 | $749M | +4,633,454 | +$749M |
| NU · CL A | 1.85% | Reduce −13.2% | 48,442,699 | $13.72 | $665M | −7,349,298 | +$93M |
| TSLA - Tesla | 1.80% | Add +24.2% | 2,036,991 | $317.66 | $647M | +397,022 | +$222M |
| APP - Applovin · CL A | 1.77% | Reduce −13.4% | 1,815,815 | $350.08 | $636M | −280,339 | +$80M |
| CVNA - Carvana · CL A | 1.69% | Add +236.2% | 1,800,055 | $336.96 | $607M | +1,264,722 | +$495M |
| DASH - Doordash · CL A | 1.50% | Add +32.4% | 2,186,808 | $246.51 | $539M | +534,615 | +$237M |
| PYPL - Paypal | 1.44% | Add +33.1% | 6,970,822 | $74.32 | $518M | +1,732,838 | +$176M |
| KKR | 1.39% | Add +7.3% | 3,755,032 | $133.03 | $500M | +256,815 | +$95M |
| TEAM - Atlassian · CL A | 1.31% | Reduce −29.4% | 2,307,886 | $203.09 | $469M | −962,199 | −$225M |
| FCNCA - First Ctzns Bancshares · CL A | 1.15% | Reduce −4.6% | 211,007 | $1,956 | $413M | −10,212 | +$3M |
| ISRG - Intuitive Surgical | 1.12% | Add +5.7% | 737,579 | $543.41 | $401M | +39,512 | +$55M |
| CHYM - Chime Finl · CL A | 1.04% | New | 10,821,992 | $34.51 | $373M | +10,821,992 | +$373M |
| GOOGL - Alphabet · CL A | 0.99% | Hold | 2,010,681 | $176.23 | $354M | — | — |
| CAI - Caris Life Sciences | 0.75% | New | 10,142,198 | $26.72 | $271M | +10,142,198 | +$271M |
| HNGE · CL A | 0.68% | New | 4,702,208 | $51.75 | $243M | +4,702,208 | +$243M |
| PM - Philip Morris Intl | 0.66% | Reduce −16.5% | 1,298,405 | $182.13 | $236M | −257,495 | −$10M |
| ADBE - Adobe | 0.66% | Reduce −12.0% | 610,621 | $386.88 | $236M | −83,411 | −$30M |
| CDNS - Cadence Design System | 0.61% | Reduce −27.1% | 707,937 | $308.15 | $218M | −262,840 | −$29M |
| AMD - Advanced Micro Devices | 0.60% | Reduce −52.8% | 1,530,241 | $141.90 | $217M | −1,709,930 | −$116M |
| CHA - Chagee | 0.45% | New | 6,174,115 | $26.11 | $161M | +6,174,115 | +$161M |
| Webull | 0.38% | New | 11,448,149 | $11.96 | $137M | +11,448,149 | +$137M |
| SE - SEA | 0.30% | Reduce −4.4% | 666,305 | $159.94 | $107M | −30,304 | +$16M |
| BABA - Alibaba Group | 0.27% | Reduce −77.2% | 867,767 | $113.41 | $98M | −2,933,936 | −$404M |
| SWKS - Skyworks Solutions | 0.26% | Hold | 1,272,952 | $74.52 | $95M | — | — |
| VST - Vistra | 0.26% | New | 476,169 | $193.81 | $92M | +476,169 | +$92M |
| LLY - Eli Lilly & | 0.25% | Reduce −36.1% | 117,415 | $779.53 | $92M | −66,306 | −$60M |
| TTD - The Trade Desk · CL A | 0.20% | New | 998,989 | $71.99 | $72M | +998,989 | +$72M |
| PINS - Pinterest · CL A | 0.17% | Hold | 1,678,764 | $35.86 | $60M | — | — |
| UPST - Upstart | 0.16% | Hold | 870,947 | $64.68 | $56M | — | — |
| Z - Zillow Group · CL C | 0.14% | Hold | 739,700 | $70.05 | $52M | — | — |
| MRVL - Marvell Technology | 0.13% | New | 602,389 | $77.40 | $47M | +602,389 | +$47M |
| MPT - Medical Pptys Trust | 0.11% | Add +172.7% | 9,050,796 | $4.31 | $39M | +5,731,911 | +$19M |
| ENPH - Enphase Energy | 0.09% | New | 843,948 | $39.65 | $33M | +843,948 | +$33M |
| GNRC - Generac | 0.09% | Add +80.9% | 216,442 | $143.21 | $31M | +96,814 | +$16M |
| PATH - Uipath · CL A | 0.08% | Reduce −6.8% | 2,269,557 | $12.80 | $29M | −166,843 | +$4M |
| QS - Quantumscape · CL A | 0.08% | Hold | 4,294,995 | $6.72 | $29M | — | — |
| NVAX - Novavax | 0.07% | Hold | 3,836,986 | $6.30 | $24M | — | — |
| Z - Zillow Group · CL A | 0.06% | Reduce −31.9% | 328,189 | $68.49 | $22M | −154,082 | −$10M |
| PTON - Peloton Interactive · CL A | 0.05% | Hold | 2,500,000 | $6.94 | $17M | — | — |
| RNG - Ringcentral · CL A | 0.03% | Hold | 411,351 | $28.35 | $12M | — | — |
| YUMC - Yum China | 0.03% | New | 231,346 | $44.71 | $10M | +231,346 | +$10M |
| Lexinfintech | 0.03% | Add +309.2% | 1,394,026 | $7.21 | $10M | +1,053,387 | +$7M |
| LCID - Lucid Group | 0.02% | Hold | 2,953,931 | $2.11 | $6M | — | — |
| PLUG - Plug Power | 0.02% | Hold | 4,098,713 | $1.49 | $6M | — | — |
| MBLY - Mobileye Global · CLASS A | 0.01% | Hold | 226,558 | $17.98 | $4M | — | — |
| GBTC - Ishares Bitcoin Trust ETF | 0.01% | New | 56,508 | $61.21 | $3M | +56,508 | +$3M |
| SFIX - Stitch Fix · CL A | 0.01% | Hold | 790,167 | $3.70 | $3M | — | — |
| Chargepoint · CL A | 0.01% | Hold | 3,081,752 | $0.7033 | $2M | — | — |
| Olaplex | 0.00% | Hold | 1,264,968 | $1.40 | $2M | — | — |
| BYND - Beyond Meat | 0.00% | Hold | 343,393 | $3.49 | $1M | — | — |
| HTZ - Hertz Global | 0.00% | Hold | 106,823 | $6.83 | $730K | — | — |
| AMC - Amc Entmt · CL A | 0.00% | Hold | 228,136 | $3.10 | $707K | — | — |
| API - Agora | 0.00% | Reduce −78.5% | 93,700 | $3.81 | $357K | −341,810 | −$1M |
Showing top 50 of 69 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SMCI - Super Micro Computer | 1.34% | Exit | 0 | $34.24 | $304M | −8,866,735 | −$304M |
| MPWR - Monolithic Pwr Sys | 0.49% | Exit | 0 | $579.98 | $112M | −193,432 | −$112M |
| TTAN - Servicetitan · CL A | 0.26% | Exit | 0 | $95.11 | $60M | −631,258 | −$60M |
| TEM - Tempus Ai · CL A | 0.20% | Exit | 0 | $48.24 | $45M | −935,562 | −$45M |
| ALAB - Astera Labs | 0.18% | Exit | 0 | $59.67 | $40M | −676,586 | −$40M |
| TCOM - Trip Group | 0.06% | Exit | 0 | $63.58 | $14M | −222,892 | −$14M |
| NVCR - Novocure | 0.05% | Exit | 0 | $17.82 | $11M | −608,672 | −$11M |
| BEKE - KE | 0.02% | Exit | 0 | $20.09 | $5M | −272,205 | −$5M |
| FUTU · CL A | 0.02% | Exit | 0 | $102.35 | $4M | −37,421 | −$4M |
| CPNG - Coupang · CL A | 0.02% | Exit | 0 | $21.93 | $4M | −171,553 | −$4M |
| JD · CL A | 0.02% | Exit | 0 | $41.12 | $4M | −87,778 | −$4M |
| QFIN - Qifu Technology | 0.02% | Exit | 0 | $44.90 | $4M | −79,124 | −$4M |
| SEDG - Solaredge Technologies | — | Exit | 0 | $16.18 | $704K | −43,500 | −$704K |
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