Coatue Management (Philippe Laffont)
What Coatue Management (Philippe Laffont) held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$48.63B
Q2 2026
Positions
66
shares, no options
Top 10
62%
of the portfolio
Changes
+18 / −26
9 new, 5 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | 8.76% | 8,914,995 | $4.26B | Reduced 4% |
| LRCXLAM RESEARCH CORP | 8.41% | 9,441,603 | $4.09B | Reduced 6% |
| MUMICRON TECHNOLOGY INC | 7.46% | 3,142,269 | $3.63B | Added 1794% |
| SPCXSPACE EXPLORATION TECHN CORP · CLASS A COM STK | 6.52% | 18,561,780 | $3.17B | New |
| AMATAPPLIED MATLS INC | 6.26% | 4,213,483 | $3.05B | Reduced 20% |
| GEVGE VERNOVA INC | 6.18% | 2,558,164 | $3.01B | Reduced 1% |
| AMZNAMAZON COM INC | 5.80% | 11,834,799 | $2.82B | Added 49% |
| AVGOBROADCOM INC | 4.54% | 5,846,831 | $2.21B | Added 6% |
| ETNEATON CORP PLC · SHS | 4.35% | 4,968,415 | $2.12B | Added 5% |
| GOOGLALPHABET INC · CAP STK CL A | 3.57% | 4,856,251 | $1.74B | Added 13% |
| INTCINTEL CORP | 3.47% | 12,084,027 | $1.69B | New |
| CBRSCEREBRAS SYSTEMS INC · COM CL A | 3.19% | 7,011,028 | $1.55B | New |
| METAMETA PLATFORMS INC · CL A | 2.93% | 2,526,048 | $1.42B | Reduced 10% |
| EQIXEQUINIX INC | 2.73% | 1,273,517 | $1.33B | Added 17% |
| NVDANVIDIA CORPORATION | 2.49% | 6,055,197 | $1.21B | Reduced 4% |
| CEGCONSTELLATION ENERGY CORP | 2.37% | 4,632,475 | $1.15B | Unchanged |
| FPSFORGENT POWER SOLUTIONS INC · COM SHS CL A | 2.35% | 20,501,387 | $1.15B | New |
| HUTHUT 8 CORP | 2.31% | 9,715,476 | $1.12B | New |
| MSFTMICROSOFT CORP | 2.25% | 2,936,409 | $1.10B | Added 18% |
| NTRANATERA INC | 1.40% | 2,505,090 | $680.01M | Reduced 1% |
| APPAPPLOVIN CORP · COM CL A | 1.24% | 1,171,189 | $603.43M | Reduced 9% |
| SPOTSPOTIFY TECHNOLOGY S A · SHS | 1.24% | 1,310,632 | $601.75M | Reduced 1% |
| ASMLASML HLDG NV · N Y REGISTRY SHS | 1.21% | 295,406 | $587.69M | Reduced 40% |
| RDDTREDDIT INC · CL A | 1.00% | 2,789,891 | $484.27M | Unchanged |
| NUNU HLDGS LTD · ORD SHS CL A | 0.81% | 29,333,576 | $391.90M | Unchanged |
| NFLXNETFLIX INC. | 0.69% | 4,710,420 | $336.32M | Reduced 32% |
| GOOGALPHABET INC · CAP STK CL C | 0.66% | 908,395 | $320.96M | Reduced 19% |
| ISRGINTUITIVE SURGICAL INC | 0.65% | 793,704 | $315.64M | Reduced 7% |
| FCNCAFIRST CTZNS BANCSHARES INC D · CL A | 0.60% | 139,498 | $290.27M | Unchanged |
| VRTVERTIV HOLDINGS CO · COM CL A | 0.56% | 806,594 | $270.06M | Reduced 18% |
| QCOMQUALCOMM INC | 0.53% | 1,387,312 | $256.36M | Unchanged |
| CVNACARVANA CO · CL A | 0.44% | 3,278,865 | $215.81M | Added 381% |
| MTZMASTEC INC | 0.44% | 517,250 | $215.21M | Reduced 11% |
| CAICARIS LIFE SCIENCES INC | 0.36% | 9,819,992 | $174.99M | Unchanged |
| SNPSSYNOPSYS INC | 0.29% | 317,465 | $141.61M | Reduced 58% |
| GNRCGENERAC HLDGS INC | 0.24% | 390,513 | $114.35M | Unchanged |
| SFMSPROUTS FMRS MKT INC | 0.21% | 1,203,773 | $101.82M | Unchanged |
| DASHDOORDASH INC · CL A | 0.20% | 524,792 | $96.84M | Reduced 5% |
| ENPHENPHASE ENERGY INC | 0.16% | 1,556,941 | $76.66M | Reduced 6% |
| BAHBOOZ ALLEN HAMILTON HLDG COR · CL A | 0.14% | 1,083,410 | $65.73M | New |
| AMDADVANCED MICRO DEVICES INC | 0.11% | 95,987 | $55.76M | New |
| PYPLPAYPAL HLDGS INC | 0.11% | 1,243,590 | $53.70M | Unchanged |
| NVAXNOVAVAX INC | 0.07% | 3,836,986 | $36.14M | Unchanged |
| FIXCOMFORT SYS USA INC | 0.07% | 17,793 | $35.26M | New |
| QSQUANTUMSCAPE CORP · COM CL A | 0.07% | 4,294,995 | $32.47M | Unchanged |
| UPSTUPSTART HLDGS INC | 0.06% | 870,947 | $30.86M | Unchanged |
| AGXARGAN INC | 0.06% | 36,101 | $28.83M | New |
| TSLATESLA INC | 0.05% | 59,963 | $25.22M | Added 2% |
| PINSPINTEREST INC · CL A | 0.05% | 1,197,780 | $25.19M | Reduced 29% |
| TTDTHE TRADE DESK INC · COM CL A | 0.05% | 1,387,089 | $25.08M | Unchanged |
| ZZILLOW GROUP INC · CL C CAP STK | 0.05% | 739,700 | $23.32M | Unchanged |
| ABRARBOR REALTY TRUST INC | 0.05% | 4,196,885 | $22.75M | Unchanged |
| PATHUIPATH INC · CL A | 0.04% | 1,961,365 | $21.32M | Reduced 14% |
| MPTMEDICAL PROPERTIES TRUST INC | 0.04% | 4,525,398 | $20.91M | Unchanged |
| RNGRINGCENTRAL INC · CL A | 0.03% | 411,351 | $16.03M | Unchanged |
| PTONPELOTON INTERACTIVE INC · CL A COM | 0.03% | 2,500,000 | $14.78M | Unchanged |
| ZGZILLOW GROUP INC · CL A | 0.02% | 328,189 | $10.30M | Unchanged |
| PLUGPLUG PWR INC | 0.01% | 2,545,243 | $6.90M | Unchanged |
| SFIXSTITCH FIX INC · COM CL A | 0.01% | 735,373 | $3.02M | Unchanged |
| OLAPLEX HLDGS INC | 0.01% | 1,264,968 | $2.59M | Unchanged |
| LCIDLUCID GROUP INC | 0.00% | 295,393 | $1.98M | Unchanged |
| CHPTCHARGEPOINT HOLDINGS INC · COM SHS | 0.00% | 154,086 | $910,648 | Unchanged |
| HTZWWHERTZ GLOBAL HLDGS INC · *W EXP 06/30/205 | 0.00% | 468,814 | $511,007 | Unchanged |
| AMCAMC ENTMT HLDGS INC · CL A NEW | 0.00% | 228,136 | $433,458 | Unchanged |
| HTZHERTZ GLOBAL HLDGS INC | 0.00% | 106,823 | $241,954 | Unchanged |
| BEYOND MEAT INC | 0.00% | 299,885 | $224,914 | Reduced 13% |
Sold out in Q2 2026
CHRWCHYMIBITSOLSV
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 66 positions | $48.63B | 2026-08-14 |
| 2026-03-31 | 62 positions | $29.06B | 2026-05-15 |
| 2025-12-31 | 52 positions | $39.96B | 2026-05-15 |
| 2025-09-30 | 74 positions | $40.79B | 2025-11-14 |
| 2025-06-30 | 70 positions | $35.90B | 2025-08-14 |
| 2025-03-31 | 70 positions | $22.68B | 2025-05-15 |
| 2024-12-31 | 68 positions | $29.68B | 2025-02-14 |
| 2024-09-30 | 81 positions | $26.92B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.