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Philippe Laffont
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
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 | — | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.
Coatue Management is the institutional manager run by Philippe Laffont. The positions below are disclosed each quarter in the fund's SEC Form 13F.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.