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Philippe Laffont
Coatue Management is the institutional manager run by Philippe Laffont. The positions below are disclosed each quarter in the fund's SEC Form 13F.
Del 13F trimestral ante la SEC del fondo: posiciones largas en acciones y opciones de EE. UU. al cierre del trimestre, publicadas hasta 45 días después. Excluye ventas en corto, efectivo y tenencias fuera de EE. UU.
Trimestral, al Jun 30, 2026
Valor total reportado en cada presentación 13F trimestral. Incluye nocional de opciones, así que refleja escala y entradas, no retorno.
Los pesos son solo de posiciones largas en equity divulgadas. T/T compara cantidades de acciones contra el trimestre anterior.
| Valor | Peso | |||
|---|---|---|---|---|
TS TSMTAIWAN SEMICONDUCTOR MANUFAC | $4.26B | 8.76% | ||
LR LRCXLAM RESEARCH CORP | $4.09B | 8.41% | ||
MU MUMICRON TECHNOLOGY INC | $3.63B | 7.46% | ||
SP SPCXSPACE EXPLORATION TECHN CORP | $3.17B | 6.52% | ||
AM AMATAPPLIED MATLS INC | $3.05B | 6.26% | ||
GE GEVGE VERNOVA INC | $3.01B | 6.18% | ||
AM AMZNAMAZON COM INC | $2.82B | 5.80% | ||
AV AVGOBROADCOM INC | $2.21B | 4.54% | ||
ET ETNEATON CORP PLC | $2.12B | 4.35% | ||
GO GOOGLALPHABET INC | $1.74B | 3.57% | ||
IN INTCINTEL CORP | $1.69B | 3.47% | ||
CB CBRSCEREBRAS SYSTEMS INC | $1.55B | 3.19% | ||
ME METAMETA PLATFORMS INC | $1.42B | 2.93% | ||
EQ EQIXEQUINIX INC | $1.33B | 2.73% | ||
NV NVDANVIDIA CORPORATION | $1.21B | 2.49% | ||
CE CEGCONSTELLATION ENERGY CORP | $1.15B | 2.37% | ||
FP FPSFORGENT POWER SOLUTIONS INC | $1.15B | 2.35% | ||
HU HUTHUT 8 CORP | $1.12B | 2.31% | ||
MS MSFTMICROSOFT CORP | $1.10B | 2.25% | ||
NT NTRANATERA INC | $680.01M | 1.40% | ||
AP APPAPPLOVIN CORP | $603.43M | 1.24% | ||
SP SPOTSPOTIFY TECHNOLOGY S A | $601.75M | 1.24% | ||
AS ASMLASML HLDG NV | $587.69M | 1.21% | ||
RD RDDTREDDIT INC | $484.27M | 1.00% | ||
NU NUNU HLDGS LTD | $391.90M | 0.81% | ||
NF NFLXNETFLIX INC. | $336.32M | 0.69% | ||
GO GOOGALPHABET INC | $320.96M | 0.66% | ||
IS ISRGINTUITIVE SURGICAL INC | $315.64M | 0.65% | ||
FC FCNCAFIRST CTZNS BANCSHARES INC D | $290.27M | 0.60% | ||
VR VRTVERTIV HOLDINGS CO | $270.06M | 0.56% | ||
QC QCOMQUALCOMM INC | $256.36M | 0.53% | ||
CV CVNACARVANA CO | $215.81M | 0.44% | ||
MT MTZMASTEC INC | $215.21M | 0.44% | ||
CA CAICARIS LIFE SCIENCES INC | $174.99M | 0.36% | ||
SN SNPSSYNOPSYS INC | $141.61M | 0.29% | ||
GN GNRCGENERAC HLDGS INC | $114.35M | 0.24% | ||
SF SFMSPROUTS FMRS MKT INC | $101.82M | 0.21% | ||
DA DASHDOORDASH INC | $96.84M | 0.20% | ||
EN ENPHENPHASE ENERGY INC | $76.66M | 0.16% | ||
BA BAHBOOZ ALLEN HAMILTON HLDG COR | $65.73M | 0.14% | ||
AM AMDADVANCED MICRO DEVICES INC | $55.76M | 0.11% | ||
PY PYPLPAYPAL HLDGS INC | $53.70M | 0.11% | ||
NV NVAXNOVAVAX INC | $36.14M | 0.07% | ||
FI FIXCOMFORT SYS USA INC | $35.26M | 0.07% | ||
QS QSQUANTUMSCAPE CORP | $32.47M | 0.07% | ||
UP UPSTUPSTART HLDGS INC | $30.86M | 0.06% | ||
AG AGXARGAN INC | $28.83M | 0.06% | ||
TS TSLATESLA INC | $25.22M | 0.05% | ||
PI PINSPINTEREST INC | $25.19M | 0.05% | ||
TT TTDTHE TRADE DESK INC | $25.08M | 0.05% | ||
Z ZZILLOW GROUP INC | $23.32M | 0.05% | ||
AB ABRARBOR REALTY TRUST INC | $22.75M | 0.05% | ||
PA PATHUIPATH INC | $21.32M | 0.04% | ||
MP MPTMEDICAL PROPERTIES TRUST INC | $20.91M | 0.04% | ||
RN RNGRINGCENTRAL INC | $16.03M | 0.03% | ||
PT PTONPELOTON INTERACTIVE INC | $14.78M | 0.03% | ||
ZG ZGZILLOW GROUP INC | $10.30M | 0.02% | ||
PL PLUGPLUG PWR INC | $6.90M | 0.01% | ||
SF SFIXSTITCH FIX INC | $3.02M | 0.01% | ||
O OLAPLEX HLDGS INC | $2.59M | 0.01% | ||
LC LCIDLUCID GROUP INC | $1.98M | 0.00% | ||
CH CHPTCHARGEPOINT HOLDINGS INC | $910.65K | 0.00% | ||
HT HTZWWHERTZ GLOBAL HLDGS INC | $511.01K | 0.00% | ||
AM AMCAMC ENTMT HLDGS INC | $433.46K | 0.00% | ||
HT HTZHERTZ GLOBAL HLDGS INC | $241.95K | 0.00% | ||
B BEYOND MEAT INC | $224.91K | 0.00% | ||
V VVISA INC | — | — | ||
CH CHYMCHIME FINL INC | — | — | ||
SO SOLSSOLSTICE ADVANCED MATLS INC | — | — | ||
CH CHRWC H ROBINSON WORLDWIDE IN | — | — | ||
IB IBITISHARES BITCOIN TRUST ETF | — | — |
Solo con fines informativos. Esto no es asesoramiento de inversión, ni una recomendación, ni está afiliado ni respaldado por ninguna persona o fondo mostrado. La actividad pasada no predice resultados futuros.