Quantus

SEC FORM 13F

필립 라퐁

Coatue Management

Philippe Laffont

공시 기준일
2026-03-31
표시 종목
52 / 62
13F 평가액
$29.1B

이번 분기 하이라이트 (2026-03-31 공시)

신규 매수22

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

추가 매수8

Taiwan Semiconductor Manufacturing, Lam Research, Eaton …

축소18

GE Vernova, Applied Material, Broadcom …

보유 종목

비중 높은 순

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

사실 정보이며 투자 조언이 아닙니다.