Philippe Laffont
Coatue Management · Coatue Management LLC · 13F-HR
Tech / growth
13F 2026 Q2
CIK 0001135730
Filed 2026-08-14
Founder of Coatue. Holdings from Coatue Management LLC 13F.
Reported 13F equity/options book $48,629,053,706.00
This page shows SEC 13F holdings only. Form 13F does not include strategy memos or market outlook statements, so those are not invented here.
| Ticker | Name | Weight | Note |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.76% | — |
| LRCX | LAM RESEARCH CORP | 8.41% | — |
| MU | MICRON TECHNOLOGY INC | 7.46% | — |
| SPCX | SPACE EXPLORATION TECHN CORP | 6.52% | — |
| AMAT | APPLIED MATLS INC | 6.26% | — |
| GEV | GE VERNOVA INC | 6.18% | — |
| AMZN | AMAZON COM INC | 5.80% | — |
| AVGO | BROADCOM INC | 4.54% | — |
| G29183103 | EATON CORP PLC CUSIP | 4.35% | — |
| GOOGL | ALPHABET INC | 3.57% | — |
| INTC | INTEL CORP | 3.47% | — |
| CBRS | CEREBRAS SYSTEMS INC | 3.19% | — |
| META | META PLATFORMS INC | 2.93% | — |
| EQIX | EQUINIX INC | 2.73% | — |
| NVDA | NVIDIA CORPORATION | 2.49% | — |
| CEG | CONSTELLATION ENERGY CORP | 2.37% | — |
| FPS | FORGENT POWER SOLUTIONS INC | 2.35% | — |
| HUT | HUT 8 CORP | 2.31% | — |
| MSFT | MICROSOFT CORP | 2.25% | — |
| NTRA | NATERA INC | 1.40% | — |
| APP | APPLOVIN CORP | 1.24% | — |
| L8681T102 | SPOTIFY TECHNOLOGY S A CUSIP | 1.24% | — |
| N07059210 | ASML HLDG NV CUSIP | 1.21% | — |
| RDDT | REDDIT INC | 1.00% | — |
| G6683N103 | NU HLDGS LTD CUSIP | 0.81% | — |
| NFLX | NETFLIX INC. | 0.69% | — |
| GOOG | ALPHABET INC | 0.66% | — |
| ISRG | INTUITIVE SURGICAL INC | 0.65% | — |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.60% | — |
| VRT | VERTIV HOLDINGS CO | 0.56% | — |
| QCOM | QUALCOMM INC | 0.53% | — |
| CVNA | CARVANA CO | 0.44% | — |
| MTZ | MASTEC INC | 0.44% | — |
| CAI | CARIS LIFE SCIENCES INC | 0.36% | — |
| SNPS | SYNOPSYS INC | 0.29% | — |
| GNRC | GENERAC HLDGS INC | 0.24% | — |
| SFM | SPROUTS FMRS MKT INC | 0.21% | — |
| DASH | DOORDASH INC | 0.20% | — |
| ENPH | ENPHASE ENERGY INC | 0.16% | — |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.14% | — |