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 | 7.27% | Add +9.6% | 4,035,717 | $734.38 | $3B | +355,090 | +$247M |
| MSFT - Microsoft | 5.90% | Add +18.1% | 4,643,050 | $517.95 | $2.4B | +710,653 | +$449M |
| TSM - Taiwan Semiconductor Mfg | 5.53% | Add +0.1% | 8,072,536 | $279.29 | $2.3B | +4,335 | +$427M |
| GEV - GE Vernova | 5.48% | Reduce −3.2% | 3,634,166 | $614.90 | $2.2B | −121,094 | +$248M |
| AMZN - Amazon | 4.71% | Reduce −13.9% | 8,743,095 | $219.57 | $1.9B | −1,414,529 | −$309M |
| AVGO - Broadcom | 4.66% | Add +2.1% | 5,767,559 | $329.91 | $1.9B | +120,052 | +$346M |
| CEG - Constellation Energy | 4.62% | Reduce −3.3% | 5,725,963 | $329.07 | $1.9B | −198,331 | −$28M |
| NVDA - Nvidia | 4.52% | Reduce −14.1% | 9,870,743 | $186.58 | $1.8B | −1,617,786 | +$27M |
| ETN - Eaton | 4.40% | Add +2.3% | 4,794,777 | $374.25 | $1.8B | +106,997 | +$121M |
| GOOGL - Alphabet · CL A | 4.30% | Add +259.1% | 7,221,115 | $243.10 | $1.8B | +5,210,434 | +$1.4B |
| APP - Applovin · CL A | 4.00% | Add +24.9% | 2,267,855 | $718.54 | $1.6B | +452,040 | +$994M |
| RDDT - Reddit · CL A | 3.33% | Reduce −5.0% | 5,897,540 | $229.99 | $1.4B | −311,454 | +$421M |
| ORCL - Oracle | 3.31% | Add +24.3% | 4,796,157 | $281.24 | $1.3B | +938,895 | +$506M |
| LRCX - Lam Research | 3.27% | Reduce −5.3% | 9,954,492 | $133.90 | $1.3B | −553,000 | +$310M |
| SPOT - Spotify Technology S A | 3.09% | Add +13.3% | 1,803,173 | $698.00 | $1.3B | +212,006 | +$38M |
| CRWV - Coreweave · CL A | 2.26% | Reduce −62.2% | 6,724,615 | $136.85 | $920M | −11,072,958 | −$2B |
| SNPS - Synopsys | 2.19% | New | 1,809,127 | $493.39 | $893M | +1,809,127 | +$893M |
| TSLA - Tesla | 1.89% | Reduce −15.1% | 1,729,211 | $444.72 | $769M | −307,780 | +$122M |
| NU · CL A | 1.86% | Reduce −2.4% | 47,298,775 | $16.01 | $757M | −1,143,924 | +$93M |
| CVNA - Carvana · CL A | 1.85% | Add +11.3% | 2,003,208 | $377.24 | $756M | +203,153 | +$149M |
| NFLX - Netflix | 1.82% | Hold | 618,735 | $1,199 | $742M | — | — |
| AMAT - Applied Matls | 1.68% | New | 3,349,048 | $204.74 | $686M | +3,349,048 | +$686M |
| DASH - Doordash · CL A | 1.64% | Add +12.3% | 2,454,877 | $271.99 | $668M | +268,069 | +$129M |
| INTU - Intuit | 1.41% | Reduce −19.8% | 839,460 | $682.91 | $573M | −206,636 | −$251M |
| GOOG - Alphabet · CL C | 1.25% | New | 2,091,574 | $243.55 | $509M | +2,091,574 | +$509M |
| SNOW - Snowflake | 1.08% | New | 1,956,448 | $225.55 | $441M | +1,956,448 | +$441M |
| FCNCA - First Ctzns Bancshares · CL A | 0.89% | Reduce −4.1% | 202,258 | $1,789 | $362M | −8,749 | −$51M |
| BABA - Alibaba Group | 0.87% | Add +130.1% | 1,996,593 | $178.73 | $357M | +1,128,826 | +$258M |
| PYPL - Paypal | 0.86% | Reduce −24.9% | 5,237,984 | $67.06 | $351M | −1,732,838 | −$167M |
| TEAM - Atlassian · CL A | 0.81% | Reduce −10.0% | 2,077,303 | $159.70 | $332M | −230,583 | −$137M |
| ARM | 0.78% | Reduce −51.2% | 2,259,826 | $141.49 | $320M | −2,373,628 | −$430M |
| ISRG - Intuitive Surgical | 0.78% | Reduce −3.7% | 710,649 | $447.23 | $318M | −26,930 | −$83M |
| CAI - Caris Life Sciences | 0.75% | Hold | 10,142,198 | $30.25 | $307M | — | — |
| KKR | 0.71% | Reduce −40.6% | 2,230,946 | $129.95 | $290M | −1,524,086 | −$210M |
| HNGE · CL A | 0.57% | Hold | 4,702,208 | $49.08 | $231M | — | — |
| CHYM - Chime Finl · CL A | 0.53% | Reduce −1.0% | 10,716,284 | $20.17 | $216M | −105,708 | −$157M |
| ADBE - Adobe | 0.53% | Hold | 610,621 | $352.75 | $215M | — | — |
| AMD - Advanced Micro Devices | 0.49% | Reduce −19.0% | 1,239,043 | $161.79 | $200M | −291,198 | −$17M |
| MRVL - Marvell Technology | 0.43% | Add +245.1% | 2,079,046 | $84.07 | $175M | +1,476,657 | +$128M |
| Webull | 0.42% | Add +0.6% | 11,522,483 | $14.79 | $170M | +74,334 | +$33M |
| FIG - Figma · CLASS A | 0.41% | New | 3,232,969 | $51.87 | $168M | +3,232,969 | +$168M |
| CDNS - Cadence Design System | 0.41% | Reduce −33.3% | 472,212 | $351.26 | $166M | −235,725 | −$52M |
| SE - SEA | 0.29% | Hold | 666,305 | $178.73 | $119M | — | — |
| CHA - Chagee | 0.25% | Hold | 6,174,115 | $16.55 | $102M | — | — |
| VST - Vistra | 0.25% | Add +7.7% | 512,811 | $195.92 | $100M | +36,642 | +$8M |
| SWKS - Skyworks Solutions | 0.24% | Hold | 1,272,952 | $76.98 | $98M | — | — |
| TTD - The Trade Desk · CL A | 0.17% | Add +38.8% | 1,387,089 | $49.01 | $68M | +388,100 | −$4M |
| ENPH - Enphase Energy | 0.14% | Add +95.3% | 1,647,893 | $35.39 | $58M | +803,945 | +$25M |
| Z - Zillow Group · CL C | 0.14% | Hold | 739,700 | $77.05 | $57M | — | — |
| PINS - Pinterest · CL A | 0.13% | Hold | 1,678,764 | $32.17 | $54M | — | — |
| QS - Quantumscape · CL A | 0.13% | Hold | 4,294,995 | $12.32 | $53M | — | — |
| MPT - Medical Pptys Trust | 0.11% | Hold | 9,050,796 | $5.07 | $46M | — | — |
| UPST - Upstart | 0.11% | Hold | 870,947 | $50.80 | $44M | — | — |
| NVAX - Novavax | 0.08% | Hold | 3,836,986 | $8.67 | $33M | — | — |
| PATH - Uipath · CL A | 0.07% | Hold | 2,269,557 | $13.38 | $30M | — | — |
| NTRA - Natera | 0.07% | New | 170,326 | $160.97 | $27M | +170,326 | +$27M |
| Z - Zillow Group · CL A | 0.06% | Hold | 328,189 | $74.44 | $24M | — | — |
| PTON - Peloton Interactive · CL A | 0.06% | Hold | 2,500,000 | $9.00 | $22M | — | — |
| KLAC - Klarna Group | 0.03% | New | 330,000 | $36.65 | $12M | +330,000 | +$12M |
| RNG - Ringcentral · CL A | 0.03% | Hold | 411,351 | $28.34 | $12M | — | — |
| PLUG - Plug Power | 0.02% | Hold | 4,098,713 | $2.33 | $10M | — | — |
| JOYY | 0.02% | New | 155,705 | $58.61 | $9M | +155,705 | +$9M |
| GBTC - Ishares Bitcoin Trust ETF | 0.02% | Add +134.7% | 132,640 | $65.00 | $9M | +76,132 | +$5M |
| LCID - Lucid Group | 0.02% | New | 295,393 | $23.79 | $7M | +295,393 | +$7M |
| FUTU · CL A | 0.01% | New | 24,105 | $173.91 | $4M | +24,105 | +$4M |
| SFIX - Stitch Fix · CL A | 0.01% | Hold | 790,167 | $4.35 | $3M | — | — |
| MBLY - Mobileye Global · CLASS A | 0.01% | Hold | 226,558 | $14.12 | $3M | — | — |
| Olaplex | 0.00% | Hold | 1,264,968 | $1.31 | $2M | — | — |
| HTZ - Hertz Global | 0.00% | Hold | 106,823 | $6.80 | $726K | — | — |
| AMC - Amc Entmt · CL A | 0.00% | Hold | 228,136 | $2.90 | $662K | — | — |
| BYND - Beyond Meat | 0.00% | Hold | 343,393 | $1.89 | $649K | — | — |
| API - Agora | 0.00% | Hold | 93,700 | $3.82 | $358K | — | — |
Showing top 50 of 72 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PM - Philip Morris Intl | 0.66% | Exit | 0 | $182.13 | $236M | −1,298,405 | −$236M |
| LLY - Eli Lilly & | 0.25% | Exit | 0 | $779.53 | $92M | −117,415 | −$92M |
| GNRC - Generac | 0.09% | Exit | 0 | $143.21 | $31M | −216,442 | −$31M |
| YUMC - Yum China | 0.03% | Exit | 0 | $44.71 | $10M | −231,346 | −$10M |
| Lexinfintech | 0.03% | Exit | 0 | $7.21 | $10M | −1,394,026 | −$10M |
| LCID - Lucid Group | 0.02% | Exit | 0 | $2.11 | $6M | −2,953,931 | −$6M |
| Chargepoint · CL A | 0.01% | Exit | 0 | $0.7032 | $2M | −3,081,752 | −$2M |
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