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SEC FORM 13F

Philippe Laffont

Coatue Management

As filed
2026-03-31
Shown
52 / 62
13F value
$29.1B

This quarter's moves (2026-03-31)

New buys22

Equinix REIT, ASML Holding NV ADR, Visa Class A …

Added8

Taiwan Semiconductor Manufacturing, Lam Research, Eaton …

Trimmed18

GE Vernova, Applied Material, Broadcom …

Holdings

By weight

  1. 1
    Taiwan Semiconductor Manufacturing11.5%
    TSM-US · $3.1BAdded+654,023 sh
  2. 2
    GE Vernova8.2%
    GEV-US · $2.2BTrimmed-797,816 sh
  3. 3
    Lam Research7.8%
    LRCX-US · $2.1BAdded+237,940 sh
  4. 4
    Applied Material6.6%
    AMAT-US · $1.8BTrimmed-736,130 sh
  5. 5
    Broadcom6.2%
    AVGO-US · $1.7BTrimmed-6,375 sh
  6. 6
    Eaton6.2%
    ETN-US · $1.7BAdded+27,275 sh
  7. 7
    Amazon Com6%
    AMZN-US · $1.7BTrimmed-2,001,499 sh
  8. 8
    Meta Platforms Class A5.9%
    META-US · $1.6BTrimmed-969,893 sh
  9. 9
    Constellation Energy4.7%
    CEG-US · $1.3BTrimmed-1,274,699 sh
  10. 10
    Alphabet Class A4.5%
    GOOGL-US · $1.2BTrimmed-2,528,010 sh
  11. 11
    NVIDIA4%
    NVDA-US · $1.1BTrimmed-2,871,718 sh
  12. 12
    Equinix REIT3.9%
    EQIX-US · $1.1BNew
  13. 13
    Microsoft3.4%
    MSFT-US · $918MTrimmed-2,691,959 sh
  14. 14
    Netflix2.4%
    NFLX-US · $662.8MTrimmed-3,967,795 sh
  15. 15
    ASML Holding NV ADR2.4%
    ASML-US · $655.4MNew
  16. 16
    AppLovin Class A1.9%
    APP-US · $513.4MTrimmed-895,739 sh
  17. 17
    Natera1.9%
    NTRA-US · $508.3MTrimmed-91,492 sh
  18. 18
    Intuitive Surgical1.4%
    ISRG-US · $394.3MAdded+47,991 sh
  19. 19
    Alphabet Class C1.2%
    GOOG-US · $320.1MTrimmed-884,651 sh
  20. 20
    Synopsys1.1%
    SNPS-US · $302MTrimmed-894,729 sh
  21. 21
    First Citizens Bancshares Class A1%
    FCNCA-US · $262.9MHeld
  22. 22
    Vertiv Holdings Class A0.9%
    VRT-US · $246MAdded+152,686 sh
  23. 23
    Visa Class A0.8%
    V-US · $217.2MNew
  24. 24
    Carvana Class A0.8%
    CVNA-US · $214.1MTrimmed-1,277,229 sh
  25. 25
    Chime Financial, Inc. Class A Common Stock0.7%
    CHYM-US · $188.6MHeld
  26. 26
    Mastec0.7%
    MTZ-US · $187.8MTrimmed-94,312 sh
  27. 27
    QUALCOMM0.7%
    QCOM-US · $178.7MNew
  28. 28
    Caris Life Sciences, Inc. Common Stock0.6%
    CAI-US · $175.6MHeld
  29. 29
    CH Robinson Worldwide0.3%
    CHRW-US · $95.2MAdded+231,986 sh
  30. 30
    Sprouts Farmers Market0.3%
    SFM-US · $92.8MAdded+601,887 sh
  31. 31
    Generac Holdings0.3%
    GNRC-US · $76.3MAdded+21,303 sh
  32. 32
    Enphase Energy0.2%
    ENPH-US · $62.3MNew
  33. 33
    PayPal Holdings0.2%
    PYPL-US · $56.2MTrimmed-453,915 sh
  34. 34
    Micron Technology0.2%
    MU-US · $56.1MNew
  35. 35
    Arbor Realty Trust REIT0.1%
    ABR-US · $32.4MNew
  36. 36
    Trade Desk Class A0.1%
    TTD-US · $31.5MNew
  37. 37
    Novavax0.1%
    NVAX-US · $31.2MNew
  38. 38
    Pinterest Class A0.1%
    PINS-US · $30.8MNew
  39. 39
    Zillow Group Class C0.1%
    Z-US · $30.6MNew
  40. 40
    UiPath Class A0.1%
    PATH-US · $25.2MNew
  41. 41
    Upstart Holdings0.1%
    UPST-US · $22.3MNew
  42. 42
    Tesla0.1%
    TSLA-US · $21.9MTrimmed-1,582,568 sh
  43. 43
    RingCentral Class A0.1%
    RNG-US · $15.3MNew
  44. 44
    Zillow Group Class A0%
    ZG-US · $13.6MNew
  45. 45
    Peloton Interactive Class A0%
    PTON-US · $10.7MNew
  46. 46
    Plug Power0%
    PLUG-US · $5.8MNew
  47. 47
    Lucid Group0%
    LCID-US · $2.8MNew
  48. 48
    Stitch Fix Class A0%
    SFIX-US · $2.4MNew
  49. 49
    HERTZ GLOBAL HLDGS0%
    HTZ-US · $1.6MNo prior data
  50. 50
    ChargePoint Holdings Class A0%
    CHPT-US · $748.9KNew
  51. 51
    Beyond Meat0%
    BYND-US · $240.9KNew
  52. 52
    AMC Entertainment Holdings Class A0%
    AMC-US · $223.6KNew

Factual information from reported filings; not investment advice.