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
Recent SEC filings · past 3 months
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $4.26B | 8.8% | 8,914,995 |
| 2 | LAM RESEARCH CORP | $4.09B | 8.4% | 9,441,603 |
| 3 | MICRON TECHNOLOGY INC | $3.63B | 7.5% | 3,142,269 |
| 4 | SPACE EXPLORATION TECHN CORP | $3.17B | 6.5% | 18,561,780 |
| 5 | APPLIED MATLS INC | $3.05B | 6.3% | 4,213,483 |
| 6 | GE VERNOVA INC | $3.01B | 6.2% | 2,558,164 |
| 7 | AMAZON COM INC | $2.82B | 5.8% | 11,834,799 |
| 8 | BROADCOM INC | $2.21B | 4.5% | 5,846,831 |
| 9 | EATON CORP PLC | $2.12B | 4.4% | 4,968,415 |
| 10 | ALPHABET INC | $1.74B | 3.6% | 4,856,251 |
| 11 | INTEL CORP | $1.69B | 3.5% | 12,084,027 |
| 12 | CEREBRAS SYSTEMS INC | $1.55B | 3.2% | 7,011,028 |
| 13 | META PLATFORMS INC | $1.42B | 2.9% | 2,526,048 |
| 14 | EQUINIX INC | $1.33B | 2.7% | 1,273,517 |
| 15 | NVIDIA CORPORATION | $1.21B | 2.5% | 6,055,197 |
| 16 | CONSTELLATION ENERGY CORP | $1.15B | 2.4% | 4,632,475 |
| 17 | FORGENT POWER SOLUTIONS INC | $1.15B | 2.4% | 20,501,387 |
| 18 | HUT 8 CORP | $1.12B | 2.3% | 9,715,476 |
| 19 | MICROSOFT CORP | $1.10B | 2.3% | 2,936,409 |
| 20 | NATERA INC | $680.0M | 1.4% | 2,505,090 |
| 21 | APPLOVIN CORP | $603.4M | 1.2% | 1,171,189 |
| 22 | SPOTIFY TECHNOLOGY S A | $601.8M | 1.2% | 1,310,632 |
| 23 | ASML HLDG NV | $587.7M | 1.2% | 295,406 |
| 24 | REDDIT INC | $484.3M | 1.0% | 2,789,891 |
| 25 | NU HLDGS LTD | $391.9M | 0.8% | 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
New buys (32)
- MICRON TECHNOLOGY INC$3.63B
- SPACE EXPLORATION TECHN CORP$3.17B
- INTEL CORP$1.69B
- CEREBRAS SYSTEMS INC$1.55B
- EQUINIX INC$1.33B
- FORGENT POWER SOLUTIONS INC$1.15B
- HUT 8 CORP$1.12B
- ASML HLDG NV$587.7M
- QUALCOMM INC$256.4M
- ENPHASE ENERGY INC$76.7M
- BOOZ ALLEN HAMILTON HLDG COR$65.7M
- NOVAVAX INC$36.1M
- COMFORT SYS USA INC$35.3M
- UPSTART HLDGS INC$30.9M
- ARGAN INC$28.8M
- PINTEREST INC$25.2M
- THE TRADE DESK INC$25.1M
- ZILLOW GROUP INC$23.3M
- ARBOR REALTY TRUST INC$22.7M
- UIPATH INC$21.3M
- RINGCENTRAL INC$16.0M
- PELOTON INTERACTIVE INC$14.8M
- ZILLOW GROUP INC$10.3M
- PLUG PWR INC$6.9M
- STITCH FIX INC$3.0M
- OLAPLEX HLDGS INC$2.6M
- LUCID GROUP INC$2.0M
- CHARGEPOINT HOLDINGS INC$911K
- HERTZ GLOBAL HLDGS INC$511K
- AMC ENTMT HLDGS INC$433K
+2 more
Added to (8)
- TAIWAN SEMICONDUCTOR MANUFAC$4.26B
- AMAZON COM INC$2.82B
- BROADCOM INC$2.21B
- EATON CORP PLC$2.12B
- CARVANA CO$215.8M
- GENERAC HLDGS INC$114.3M
- SPROUTS FMRS MKT INC$101.8M
- QUANTUMSCAPE CORP$32.5M
Trimmed (23)
- LAM RESEARCH CORP$4.09B
- APPLIED MATLS INC$3.05B
- GE VERNOVA INC$3.01B
- ALPHABET INC$1.74B
- META PLATFORMS INC$1.42B
- NVIDIA CORPORATION$1.21B
- CONSTELLATION ENERGY CORP$1.15B
- MICROSOFT CORP$1.10B
- NATERA INC$680.0M
- APPLOVIN CORP$603.4M
- SPOTIFY TECHNOLOGY S A$601.8M
- REDDIT INC$484.3M
- NU HLDGS LTD$391.9M
- NETFLIX INC.$336.3M
- ALPHABET INC$321.0M
- INTUITIVE SURGICAL INC$315.6M
- VERTIV HOLDINGS CO$270.1M
- MASTEC INC$215.2M
- SYNOPSYS INC$141.6M
- DOORDASH INC$96.8M
- ADVANCED MICRO DEVICES INC$55.8M
- PAYPAL HLDGS INC$53.7M
- TESLA INC$25.2M
Exited (18)
- ORACLE CORP$865.4M
- SNOWFLAKE INC$544.2M
- ADOBE INC$305.9M
- CHIME FINL INC$253.5M
- ARM HOLDINGS PLC$251.4M
- MARVELL TECHNOLOGY INC$176.7M
- ROCKET COS INC$130.6M
- AXON ENTERPRISE INC$88.2M
- INFOSYS LTD$81.5M
- C H ROBINSON WORLDWIDE IN$54.8M
- EXPEDITORS INTL WASH INC$54.5M
- CHAGEE HLDGS LTD$36.9M
- S&P GLOBAL INC$33.2M
- MOODYS CORP$32.8M
- NAVAN INC$10.2M
- MODERNA INC$5.9M
- ISHARES BITCOIN TRUST ETF$3.3M
- WEBULL CORP$578K
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.