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Coatue Management (Philippe Laffont) 13F holdings — 2026-06-30
Filed by COATUE MANAGEMENT LLC on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.
66positions
$48.6Breported value
9new positions
5positions sold out
Holdings
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | 8,914,995 | $4.3B | 8.76% | Reduced 4% |
| LAM RESEARCH CORP | 9,441,603 | $4.1B | 8.41% | Reduced 6% |
| MICRON TECHNOLOGY INC | 3,142,269 | $3.6B | 7.46% | Added 1794% |
| SPACE EXPLORATION TECHN CORP | 18,561,780 | $3.2B | 6.52% | New position |
| APPLIED MATLS INC | 4,213,483 | $3.0B | 6.26% | Reduced 20% |
| GE VERNOVA INC | 2,558,164 | $3.0B | 6.18% | Reduced 1% |
| AMAZON COM INC | 11,834,799 | $2.8B | 5.8% | Added 49% |
| BROADCOM INC | 5,846,831 | $2.2B | 4.54% | Added 6% |
| EATON CORP PLC | 4,968,415 | $2.1B | 4.35% | Added 5% |
| ALPHABET INC | 4,856,251 | $1.7B | 3.57% | Added 13% |
| INTEL CORP | 12,084,027 | $1.7B | 3.47% | New position |
| CEREBRAS SYSTEMS INC | 7,011,028 | $1.5B | 3.19% | New position |
| META PLATFORMS INC | 2,526,048 | $1.4B | 2.93% | Reduced 10% |
| EQUINIX INC | 1,273,517 | $1.3B | 2.73% | Added 17% |
| NVIDIA CORPORATION | 6,055,197 | $1.2B | 2.49% | Reduced 4% |
| CONSTELLATION ENERGY CORP | 4,632,475 | $1.2B | 2.37% | No change |
| FORGENT POWER SOLUTIONS INC | 20,501,387 | $1.1B | 2.35% | New position |
| HUT 8 CORP | 9,715,476 | $1.1B | 2.31% | New position |
| MICROSOFT CORP | 2,936,409 | $1.1B | 2.25% | Added 18% |
| NATERA INC | 2,505,090 | $680.0M | 1.4% | Reduced 1% |
| APPLOVIN CORP | 1,171,189 | $603.4M | 1.24% | Reduced 9% |
| SPOTIFY TECHNOLOGY S A | 1,310,632 | $601.8M | 1.24% | Reduced 1% |
| ASML HLDG NV | 295,406 | $587.7M | 1.21% | Reduced 40% |
| REDDIT INC | 2,789,891 | $484.3M | 1.0% | No change |
| NU HLDGS LTD | 29,333,576 | $391.9M | 0.81% | No change |
| NETFLIX INC. | 4,710,420 | $336.3M | 0.69% | Reduced 32% |
| ALPHABET INC | 908,395 | $321.0M | 0.66% | Reduced 19% |
| INTUITIVE SURGICAL INC | 793,704 | $315.6M | 0.65% | Reduced 7% |
| FIRST CTZNS BANCSHARES INC D | 139,498 | $290.3M | 0.6% | No change |
| VERTIV HOLDINGS CO | 806,594 | $270.1M | 0.56% | Reduced 18% |
| QUALCOMM INC | 1,387,312 | $256.4M | 0.53% | No change |
| CARVANA CO | 3,278,865 | $215.8M | 0.44% | Added 381% |
| MASTEC INC | 517,250 | $215.2M | 0.44% | Reduced 11% |
| CARIS LIFE SCIENCES INC | 9,819,992 | $175.0M | 0.36% | No change |
| SYNOPSYS INC | 317,465 | $141.6M | 0.29% | Reduced 58% |
| GENERAC HLDGS INC | 390,513 | $114.3M | 0.24% | No change |
| SPROUTS FMRS MKT INC | 1,203,773 | $101.8M | 0.21% | No change |
| DOORDASH INC | 524,792 | $96.8M | 0.2% | Reduced 5% |
| ENPHASE ENERGY INC | 1,556,941 | $76.7M | 0.16% | Reduced 6% |
| BOOZ ALLEN HAMILTON HLDG COR | 1,083,410 | $65.7M | 0.14% | New position |
| ADVANCED MICRO DEVICES INC | 95,987 | $55.8M | 0.11% | New position |
| PAYPAL HLDGS INC | 1,243,590 | $53.7M | 0.11% | No change |
| NOVAVAX INC | 3,836,986 | $36.1M | 0.07% | No change |
| COMFORT SYS USA INC | 17,793 | $35.3M | 0.07% | New position |
| QUANTUMSCAPE CORP | 4,294,995 | $32.5M | 0.07% | No change |
| UPSTART HLDGS INC | 870,947 | $30.9M | 0.06% | No change |
| ARGAN INC | 36,101 | $28.8M | 0.06% | New position |
| TESLA INC | 59,963 | $25.2M | 0.05% | Added 2% |
| PINTEREST INC | 1,197,780 | $25.2M | 0.05% | Reduced 29% |
| THE TRADE DESK INC | 1,387,089 | $25.1M | 0.05% | No change |
| ZILLOW GROUP INC | 739,700 | $23.3M | 0.05% | No change |
| ARBOR REALTY TRUST INC | 4,196,885 | $22.7M | 0.05% | No change |
| UIPATH INC | 1,961,365 | $21.3M | 0.04% | Reduced 14% |
| MEDICAL PROPERTIES TRUST INC | 4,525,398 | $20.9M | 0.04% | No change |
| RINGCENTRAL INC | 411,351 | $16.0M | 0.03% | No change |
| PELOTON INTERACTIVE INC | 2,500,000 | $14.8M | 0.03% | No change |
| ZILLOW GROUP INC | 328,189 | $10.3M | 0.02% | No change |
| PLUG PWR INC | 2,545,243 | $6.9M | 0.01% | No change |
| STITCH FIX INC | 735,373 | $3.0M | 0.01% | No change |
| OLAPLEX HLDGS INC | 1,264,968 | $2.6M | 0.01% | No change |
| LUCID GROUP INC | 295,393 | $2.0M | 0.0% | No change |
| CHARGEPOINT HOLDINGS INC | 154,086 | $910.6K | 0.0% | No change |
| HERTZ GLOBAL HLDGS INC | 468,814 | $511.0K | 0.0% | No change |
| AMC ENTMT HLDGS INC | 228,136 | $433.5K | 0.0% | No change |
| HERTZ GLOBAL HLDGS INC | 106,823 | $242.0K | 0.0% | No change |
| BEYOND MEAT INC | 299,885 | $224.9K | 0.0% | Reduced 13% |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| C H ROBINSON WORLDWIDE IN | 573,010 | $95.2M |
| CHIME FINL INC | 10,071,992 | $188.6M |
| ISHARES BITCOIN TRUST ETF | 67,226 | $2.6M |
| SOLSTICE ADVANCED MATLS INC | 1,654,589 | $126.0M |
| VISA INC | 718,753 | $217.2M |