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SEC FORM 13F

Philippe Laffont

Coatue Management

As filed
2026-06-30
Shown
60 / 66
13F value
$48.6B

This quarter's moves (2026-06-30)

New positions7

Intel Corporation, Forgent Power Solutions, Inc., Hut 8 Mining …

Added9

Micron Technology, Amazon Com, Broadcom …

Trimmed21

Taiwan Semiconductor Manufacturing, Lam Research, Applied Material …

Holdings

By weight

  1. 1
    Taiwan Semiconductor Manufacturing9.8%
    TSM-US · $4.3BTrimmed-368,552 sh
  2. 2
    Lam Research9.4%
    LRCX-US · $4.1BTrimmed-601,902 sh
  3. 3
    Micron Technology8.4%
    MU-US · $3.6BAdded+2,976,338 sh
  4. 4
    Applied Material7%
    AMAT-US · $3BTrimmed-1,034,719 sh
  5. 5
    GE Vernova6.9%
    GEV-US · $3BTrimmed-14,194 sh
  6. 6
    Amazon Com6.5%
    AMZN-US · $2.8BAdded+3,904,033 sh
  7. 7
    Broadcom5.1%
    AVGO-US · $2.2BAdded+342,979 sh
  8. 8
    Eaton4.9%
    ETN-US · $2.1BAdded+219,917 sh
  9. 9
    Alphabet Class A4%
    GOOGL-US · $1.7BAdded+542,825 sh
  10. 10
    Intel Corporation3.9%
    INTC-US · $1.7BNew
  11. 11
    Meta Platforms Class A3.3%
    META-US · $1.4BTrimmed-286,008 sh
  12. 12
    Equinix REIT3.1%
    EQIX-US · $1.3BAdded+182,631 sh
  13. 13
    NVIDIA2.8%
    NVDA-US · $1.2BTrimmed-276,423 sh
  14. 14
    Constellation Energy2.7%
    CEG-US · $1.2BHeld
  15. 15
    Forgent Power Solutions, Inc.2.6%
    FPS-US · $1.1BNew
  16. 16
    Hut 8 Mining2.6%
    HUT-US · $1.1BNew
  17. 17
    Microsoft2.5%
    MSFT-US · $1.1BAdded+456,392 sh
  18. 18
    Natera1.6%
    NTRA-US · $680MTrimmed-36,752 sh
  19. 19
    AppLovin Class A1.4%
    APP-US · $603.4MTrimmed-118,819 sh
  20. 20
    Spotify Technology1.4%
    SPOT-US · $601.8MTrimmed-10,282 sh
  21. 21
    ASML Holding NV ADR1.4%
    ASML-US · $587.7MTrimmed-200,828 sh
  22. 22
    Nu Holdings Class A0.9%
    NU-US · $391.9MHeld
  23. 23
    Netflix0.8%
    NFLX-US · $336.3MTrimmed-2,183,140 sh
  24. 24
    Alphabet Class C0.7%
    GOOG-US · $321MTrimmed-207,490 sh
  25. 25
    Intuitive Surgical0.7%
    ISRG-US · $315.6MTrimmed-61,521 sh
  26. 26
    First Citizens Bancshares Class A0.7%
    FCNCA-US · $290.3MHeld
  27. 27
    Vertiv Holdings Class A0.6%
    VRT-US · $270.1MTrimmed-175,039 sh
  28. 28
    QUALCOMM0.6%
    QCOM-US · $256.4MHeld
  29. 29
    Carvana Class A0.5%
    CVNA-US · $215.8MAdded+2,597,865 sh
  30. 30
    Mastec0.5%
    MTZ-US · $215.2MTrimmed-66,347 sh
  31. 31
    Caris Life Sciences, Inc. Common Stock0.4%
    CAI-US · $175MHeld
  32. 32
    Synopsys0.3%
    SNPS-US · $141.6MTrimmed-444,295 sh
  33. 33
    Generac Holdings0.3%
    GNRC-US · $114.3MHeld
  34. 34
    Sprouts Farmers Market0.2%
    SFM-US · $101.8MHeld
  35. 35
    DoorDash Class A0.2%
    DASH-US · $96.8MTrimmed-27,016 sh
  36. 36
    Enphase Energy0.2%
    ENPH-US · $76.7MTrimmed-90,952 sh
  37. 37
    Booz Allen Hamilton Holding Class A0.2%
    BAH-US · $65.7MNew
  38. 38
    Advanced Micro Devices0.1%
    AMD-US · $55.8MNew
  39. 39
    PayPal Holdings0.1%
    PYPL-US · $53.7MHeld
  40. 40
    Novavax0.1%
    NVAX-US · $36.1MHeld
  41. 41
    Comfort Systems USA0.1%
    FIX-US · $35.3MNew
  42. 42
    QuantumScape Class A0.1%
    QS-US · $32.5MHeld
  43. 43
    Upstart Holdings0.1%
    UPST-US · $30.9MHeld
  44. 44
    Argan0.1%
    AGX-US · $28.8MNew
  45. 45
    Tesla0.1%
    TSLA-US · $25.2MAdded+1,125 sh
  46. 46
    Pinterest Class A0.1%
    PINS-US · $25.2MTrimmed-480,984 sh
  47. 47
    Trade Desk Class A0.1%
    TTD-US · $25.1MHeld
  48. 48
    Zillow Group Class C0.1%
    Z-US · $23.3MHeld
  49. 49
    Arbor Realty Trust REIT0.1%
    ABR-US · $22.7MHeld
  50. 50
    UiPath Class A0%
    PATH-US · $21.3MTrimmed-308,192 sh
  51. 51
    RingCentral Class A0%
    RNG-US · $16MHeld
  52. 52
    Peloton Interactive Class A0%
    PTON-US · $14.8MHeld
  53. 53
    Zillow Group Class A0%
    ZG-US · $10.3MHeld
  54. 54
    Plug Power0%
    PLUG-US · $6.9MHeld
  55. 55
    Stitch Fix Class A0%
    SFIX-US · $3MHeld
  56. 56
    Lucid Group0%
    LCID-US · $2MHeld
  57. 57
    ChargePoint Holdings Class A0%
    CHPT-US · $910.6KHeld
  58. 58
    HERTZ GLOBAL HLDGS0%
    HTZ-US · $753KNo prior data
  59. 59
    AMC Entertainment Holdings Class A0%
    AMC-US · $433.5KHeld
  60. 60
    Beyond Meat0%
    BYND-US · $224.9KTrimmed-43,508 sh

What it takes to mirror this

Top 10 · 65.9% of the reported portfolio · from $9,408

  1. TSMTaiwan Semiconductor Manufacturing14.9%
  2. LRCXLam Research14.3%
  3. MUMicron Technology12.7%
  4. AMATApplied Material10.7%
  5. GEVGE Vernova10.5%
  6. AMZNAmazon Com9.9%
  7. AVGOBroadcom7.7%
  8. ETNEaton7.4%
  9. GOOGLAlphabet Class A6.1%
  10. INTCIntel Corporation5.9%

13F reports holdings as of quarter-end, filed up to 45 days later; trades made since are not included. U.S.-listed stocks only. Not investment advice.

Factual information from reported filings; not investment advice.

Q