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
| TSM - Taiwan Semiconductor Mfg | 6.56% | Add +6.9% | 8,629,524 | $303.89 | $2.6B | +556,988 | +$368M |
| MSFT - Microsoft | 6.26% | Add +11.4% | 5,171,976 | $483.62 | $2.5B | +528,926 | +$96M |
| META - Meta Platforms · CL A | 6.25% | Reduce −6.3% | 3,781,949 | $660.09 | $2.5B | −253,768 | −$467M |
| AMZN - Amazon | 5.74% | Add +13.6% | 9,932,265 | $230.82 | $2.3B | +1,189,170 | +$373M |
| GEV - GE Vernova | 5.51% | Reduce −7.3% | 3,370,174 | $653.57 | $2.2B | −263,992 | −$32M |
| GOOGL - Alphabet · CL A | 5.36% | Reduce −5.3% | 6,841,436 | $313.00 | $2.1B | −379,679 | +$386M |
| CEG - Constellation Energy | 5.22% | Add +3.2% | 5,907,174 | $353.27 | $2.1B | +181,211 | +$203M |
| AVGO - Broadcom | 4.77% | Reduce −4.5% | 5,510,227 | $346.10 | $1.9B | −257,332 | +$4M |
| NVDA - Nvidia | 4.30% | Reduce −6.8% | 9,203,338 | $186.50 | $1.7B | −667,405 | −$125M |
| LRCX - Lam Research | 4.20% | Reduce −1.5% | 9,805,565 | $171.18 | $1.7B | −148,927 | +$346M |
| AMAT - Applied Matls | 3.85% | Add +78.7% | 5,984,332 | $256.99 | $1.5B | +2,635,284 | +$852M |
| ETN - Eaton | 3.76% | Reduce −1.5% | 4,721,223 | $318.51 | $1.5B | −73,554 | −$291M |
| APP - Applovin · CL A | 3.69% | Reduce −3.6% | 2,185,747 | $673.82 | $1.5B | −82,108 | −$157M |
| SPOT - Spotify Technology S A | 3.56% | Add +35.9% | 2,450,881 | $580.71 | $1.4B | +647,708 | +$165M |
| RDDT - Reddit · CL A | 3.19% | Reduce −5.9% | 5,550,241 | $229.87 | $1.3B | −347,299 | −$81M |
| NFLX - Netflix | 2.55% | Add +1655.4% | 10,861,355 | $93.76 | $1B | +10,242,620 | +$277M |
| DASH - Doordash · CL A | 2.47% | Add +77.8% | 4,365,365 | $226.48 | $989M | +1,910,488 | +$321M |
| ORCL - Oracle | 2.17% | Reduce −7.4% | 4,440,008 | $194.91 | $865M | −356,149 | −$483M |
| CVNA - Carvana · CL A | 2.07% | Reduce −2.2% | 1,958,229 | $422.02 | $826M | −44,979 | +$71M |
| SNPS - Synopsys | 1.95% | Reduce −8.4% | 1,656,489 | $469.72 | $778M | −152,638 | −$115M |
| NU · CL A | 1.92% | Reduce −3.3% | 45,750,363 | $16.74 | $766M | −1,548,412 | +$9M |
| TSLA - Tesla | 1.85% | Reduce −5.1% | 1,641,406 | $449.72 | $738M | −87,805 | −$31M |
| GOOG - Alphabet · CL C | 1.57% | Reduce −4.4% | 2,000,536 | $313.80 | $628M | −91,038 | +$118M |
| NTRA - Natera | 1.51% | Add +1446.1% | 2,633,334 | $229.09 | $603M | +2,463,008 | +$576M |
| SNOW - Snowflake | 1.36% | Add +26.8% | 2,480,963 | $219.36 | $544M | +524,515 | +$103M |
| ISRG - Intuitive Surgical | 1.14% | Add +13.6% | 807,234 | $566.36 | $457M | +96,585 | +$139M |
| ADBE - Adobe | 0.77% | Add +43.2% | 874,150 | $349.99 | $306M | +263,529 | +$91M |
| FCNCA - First Ctzns Bancshares · CL A | 0.75% | Reduce −31.0% | 139,498 | $2,146 | $299M | −62,760 | −$62M |
| AMD - Advanced Micro Devices | 0.66% | Hold | 1,239,043 | $214.16 | $265M | — | — |
| CAI - Caris Life Sciences | 0.66% | Reduce −3.2% | 9,819,992 | $26.98 | $265M | −322,206 | −$42M |
| CHYM - Chime Finl · CL A | 0.63% | Reduce −6.0% | 10,071,992 | $25.17 | $254M | −644,292 | +$37M |
| ARM | 0.63% | Add +1.8% | 2,300,000 | $109.31 | $251M | +40,174 | −$68M |
| MRVL - Marvell Technology | 0.44% | Hold | 2,079,046 | $84.98 | $177M | — | — |
| MTZ - Mastec | 0.37% | New | 677,909 | $217.37 | $147M | +677,909 | +$147M |
| VRT - Vertiv · CL A | 0.34% | New | 828,947 | $162.01 | $134M | +828,947 | +$134M |
| RKT - Rocket Cos · CL A | 0.33% | New | 6,747,052 | $19.36 | $131M | +6,747,052 | +$131M |
| PYPL - Paypal | 0.25% | Reduce −67.6% | 1,697,505 | $58.38 | $99M | −3,540,479 | −$252M |
| AXON - Axon Enterprise | 0.22% | New | 155,387 | $567.93 | $88M | +155,387 | +$88M |
| INFY - Infosys | 0.20% | New | 4,574,706 | $17.82 | $82M | +4,574,706 | +$82M |
| CHRW - C H Robinson Worldwide | 0.14% | New | 341,024 | $160.76 | $55M | +341,024 | +$55M |
| EXPD - Expeditors Intl Wash | 0.14% | New | 365,987 | $149.01 | $55M | +365,987 | +$55M |
| GNRC - Generac | 0.13% | New | 369,210 | $136.37 | $50M | +369,210 | +$50M |
| SFM - Sprouts Fmrs Mkt | 0.12% | New | 601,886 | $79.67 | $48M | +601,886 | +$48M |
| QS - Quantumscape · CL A | 0.10% | Reduce −14.0% | 3,694,995 | $10.42 | $39M | −600,000 | −$14M |
| CHA - Chagee | 0.09% | Reduce −48.6% | 3,174,115 | $11.63 | $37M | −3,000,000 | −$65M |
| SPGI - S&P Global | 0.08% | New | 63,451 | $522.59 | $33M | +63,451 | +$33M |
| MCO - Moodys | 0.08% | New | 64,260 | $510.85 | $33M | +64,260 | +$33M |
| MPT - Medical Pptys Trust | 0.06% | Reduce −50.0% | 4,525,398 | $5.00 | $23M | −4,525,398 | −$23M |
| Navan · CL A | 0.03% | New | 599,280 | $17.08 | $10M | +599,280 | +$10M |
| MRNA - Moderna | 0.01% | New | 200,000 | $29.49 | $6M | +200,000 | +$6M |
| GBTC - Ishares Bitcoin Trust ETF | 0.01% | Reduce −49.3% | 67,226 | $49.65 | $3M | −65,414 | −$5M |
| Webull | 0.00% | Reduce −99.4% | 74,334 | $7.77 | $578K | −11,448,149 | −$170M |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CRWV - Coreweave · CL A | 2.26% | Exit | 0 | $136.85 | $920M | −6,724,615 | −$920M |
| INTU - Intuit | 1.41% | Exit | 0 | $682.91 | $573M | −839,460 | −$573M |
| BABA - Alibaba Group | 0.87% | Exit | 0 | $178.73 | $357M | −1,996,593 | −$357M |
| TEAM - Atlassian · CL A | 0.81% | Exit | 0 | $159.70 | $332M | −2,077,303 | −$332M |
| KKR | 0.71% | Exit | 0 | $129.95 | $290M | −2,230,946 | −$290M |
| HNGE · CL A | 0.57% | Exit | 0 | $49.08 | $231M | −4,702,208 | −$231M |
| FIG - Figma · CLASS A | 0.41% | Exit | 0 | $51.87 | $168M | −3,232,969 | −$168M |
| CDNS - Cadence Design System | 0.41% | Exit | 0 | $351.26 | $166M | −472,212 | −$166M |
| SE - SEA | 0.29% | Exit | 0 | $178.73 | $119M | −666,305 | −$119M |
| VST - Vistra | 0.25% | Exit | 0 | $195.92 | $100M | −512,811 | −$100M |
| SWKS - Skyworks Solutions | 0.24% | Exit | 0 | $76.98 | $98M | −1,272,952 | −$98M |
| TTD - The Trade Desk · CL A | 0.17% | Exit | 0 | $49.01 | $68M | −1,387,089 | −$68M |
| ENPH - Enphase Energy | 0.14% | Exit | 0 | $35.39 | $58M | −1,647,893 | −$58M |
| Z - Zillow Group · CL C | 0.14% | Exit | 0 | $77.05 | $57M | −739,700 | −$57M |
| PINS - Pinterest · CL A | 0.13% | Exit | 0 | $32.17 | $54M | −1,678,764 | −$54M |
| UPST - Upstart | 0.11% | Exit | 0 | $50.80 | $44M | −870,947 | −$44M |
| NVAX - Novavax | 0.08% | Exit | 0 | $8.67 | $33M | −3,836,986 | −$33M |
| PATH - Uipath · CL A | 0.07% | Exit | 0 | $13.38 | $30M | −2,269,557 | −$30M |
| Z - Zillow Group · CL A | 0.06% | Exit | 0 | $74.44 | $24M | −328,189 | −$24M |
| PTON - Peloton Interactive · CL A | 0.06% | Exit | 0 | $9.00 | $22M | −2,500,000 | −$22M |
| KLAC - Klarna Group | 0.03% | Exit | 0 | $36.65 | $12M | −330,000 | −$12M |
| RNG - Ringcentral · CL A | 0.03% | Exit | 0 | $28.34 | $12M | −411,351 | −$12M |
| PLUG - Plug Power | 0.02% | Exit | 0 | $2.33 | $10M | −4,098,713 | −$10M |
| JOYY | 0.02% | Exit | 0 | $58.61 | $9M | −155,705 | −$9M |
| LCID - Lucid Group | 0.02% | Exit | 0 | $23.79 | $7M | −295,393 | −$7M |
| FUTU · CL A | 0.01% | Exit | 0 | $173.91 | $4M | −24,105 | −$4M |
| SFIX - Stitch Fix · CL A | 0.01% | Exit | 0 | $4.35 | $3M | −790,167 | −$3M |
| MBLY - Mobileye Global · CLASS A | 0.01% | Exit | 0 | $14.12 | $3M | −226,558 | −$3M |
| CHPT - Chargepoint | — | Exit | 0 | $10.92 | $2M | −154,086 | −$2M |
| Olaplex | — | Exit | 0 | $1.31 | $2M | −1,264,968 | −$2M |
| HTZ - Hertz Global | — | Exit | 0 | $6.80 | $726K | −106,823 | −$726K |
| AMC - Amc Entmt · CL A | — | Exit | 0 | $2.90 | $662K | −228,136 | −$662K |
| BYND - Beyond Meat | — | Exit | 0 | $1.89 | $649K | −343,393 | −$649K |
| API - Agora | — | Exit | 0 | $3.82 | $358K | −93,700 | −$358K |
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