What Philippe Laffont last reported owning
Coatue Management
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $48.63B across 66 positions · view on SEC EDGAR
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $4.26B | 8,914,995 | |
| 2 | LAM RESEARCH CORP | $4.09B | 9,441,603 | |
| 3 | MICRON TECHNOLOGY INC | $3.63B | 3,142,269 | |
| 4 | SPACE EXPLORATION TECHN CORP | $3.17B | 18,561,780 | |
| 5 | APPLIED MATLS INC | $3.05B | 4,213,483 | |
| 6 | GE VERNOVA INC | $3.01B | 2,558,164 | |
| 7 | AMAZON COM INC | $2.82B | 11,834,799 | |
| 8 | BROADCOM INC | $2.21B | 5,846,831 | |
| 9 | EATON CORP PLC | $2.12B | 4,968,415 | |
| 10 | ALPHABET INC | $1.74B | 4,856,251 | |
| 11 | INTEL CORP | $1.69B | 12,084,027 | |
| 12 | CEREBRAS SYSTEMS INC | $1.55B | 7,011,028 | |
| 13 | META PLATFORMS INC | $1.42B | 2,526,048 | |
| 14 | EQUINIX INC | $1.33B | 1,273,517 | |
| 15 | NVIDIA CORPORATION | $1.21B | 6,055,197 | |
| 16 | CONSTELLATION ENERGY CORP | $1.15B | 4,632,475 | |
| 17 | FORGENT POWER SOLUTIONS INC | $1.15B | 20,501,387 | |
| 18 | HUT 8 CORP | $1.12B | 9,715,476 | |
| 19 | MICROSOFT CORP | $1.10B | 2,936,409 | |
| 20 | NATERA INC | $680.0M | 2,505,090 | |
| 21 | APPLOVIN CORP | $603.4M | 1,171,189 | |
| 22 | SPOTIFY TECHNOLOGY S A | $601.8M | 1,310,632 | |
| 23 | ASML HLDG NV | $587.7M | 295,406 | |
| 24 | REDDIT INC | $484.3M | 2,789,891 | |
| 25 | NU HLDGS LTD | $391.9M | 29,333,576 |
Showing top 25 of 66 reported positions. Put/Call tags mark options positions.
Latest-quarter moves
From the most recent 13F vs. the prior quarter
- SPACE EXPLORATION TECHN CORP$3.17B
- INTEL CORP$1.69B
- CEREBRAS SYSTEMS INC$1.55B
- FORGENT POWER SOLUTIONS INC$1.15B
- HUT 8 CORP$1.12B
- BOOZ ALLEN HAMILTON HLDG COR$65.7M
- ADVANCED MICRO DEVICES INC$55.8M
- COMFORT SYS USA INC$35.3M
- ARGAN INC$28.8M
- MICRON TECHNOLOGY INC$3.63B
- AMAZON COM INC$2.82B
- BROADCOM INC$2.21B
- EATON CORP PLC$2.12B
- ALPHABET INC$1.74B
- EQUINIX INC$1.33B
- MICROSOFT CORP$1.10B
- TESLA INC$25.2M
- TAIWAN SEMICONDUCTOR MANUFAC$4.26B
- LAM RESEARCH CORP$4.09B
- APPLIED MATLS INC$3.05B
- GE VERNOVA INC$3.01B
- META PLATFORMS INC$1.42B
- NVIDIA CORPORATION$1.21B
- NATERA INC$680.0M
- APPLOVIN CORP$603.4M
- SPOTIFY TECHNOLOGY S A$601.8M
- ASML HLDG NV$587.7M
- NETFLIX INC.$336.3M
- ALPHABET INC$321.0M
- VISA INC$217.2M
- CHIME FINL INC$188.6M
- SOLSTICE ADVANCED MATLS INC$126.0M
- C H ROBINSON WORLDWIDE IN$95.2M
- ISHARES BITCOIN TRUST ETF$2.6M
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Questions people ask
What did Philippe Laffont's Coatue Management own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 66 positions worth $48.63B. The largest was TAIWAN SEMICONDUCTOR MANUFAC at $4.26B, 8.8% of the reported portfolio.
When did Coatue Management last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Philippe Laffont's Coatue Management buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 9 new positions, 8 positions added to, 22 trimmed and 5 sold out entirely. Each is listed above with its size.
Does this page show everything Coatue Management owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.