sec filings
Coatue Management
Philippe Laffont · period Tue 30 Jun 2026 · filed Fri 14 Aug 2026 · $48.63B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 8.8% | Trimmed -4% | $4.26B | 8,914,995 |
| LRCX LAM RESEARCH CORP | 8.4% | Trimmed -6% | $4.09B | 9,441,603 |
| MU MICRON TECHNOLOGY INC | 7.5% | Added +1794% | $3.63B | 3,142,269 |
| SPCX SPACE EXPLORATION TECHN CORP | 6.5% | New | $3.17B | 18,561,780 |
| AMAT APPLIED MATLS INC | 6.3% | Trimmed -20% | $3.05B | 4,213,483 |
| GEV GE VERNOVA INC | 6.2% | Trimmed -1% | $3.01B | 2,558,164 |
| AMZN AMAZON COM INC | 5.8% | Added +49% | $2.82B | 11,834,799 |
| AVGO BROADCOM INC | 4.5% | Added +6% | $2.21B | 5,846,831 |
| ETN EATON CORP PLC | 4.4% | Added +5% | $2.12B | 4,968,415 |
| GOOGL ALPHABET INC | 3.6% | Added +13% | $1.74B | 4,856,251 |
| INTC INTEL CORP | 3.5% | New | $1.69B | 12,084,027 |
| CBRS CEREBRAS SYSTEMS INC | 3.2% | New | $1.55B | 7,011,028 |
| META META PLATFORMS INC | 2.9% | Trimmed -10% | $1.42B | 2,526,048 |
| EQIX EQUINIX INC | 2.7% | Added +17% | $1.33B | 1,273,517 |
| NVDA NVIDIA CORPORATION | 2.5% | Trimmed -4% | $1.21B | 6,055,197 |
| CEG CONSTELLATION ENERGY CORP | 2.4% | Same | $1.15B | 4,632,475 |
| FPS FORGENT POWER SOLUTIONS INC | 2.4% | New | $1.15B | 20,501,387 |
| HUT HUT 8 CORP | 2.3% | New | $1.12B | 9,715,476 |
| MSFT MICROSOFT CORP | 2.3% | Added +18% | $1.10B | 2,936,409 |
| NTRA NATERA INC | 1.4% | Trimmed -1% | $680.01M | 2,505,090 |
| APP APPLOVIN CORP | 1.2% | Trimmed -9% | $603.43M | 1,171,189 |
| SPOT SPOTIFY TECHNOLOGY S A | 1.2% | Trimmed -1% | $601.75M | 1,310,632 |
| ASML ASML HLDG NV | 1.2% | Trimmed -40% | $587.69M | 295,406 |
| RDDT REDDIT INC | 1.0% | Same | $484.27M | 2,789,891 |
| NU NU HLDGS LTD | 0.8% | Same | $391.90M | 29,333,576 |
| NFLX NETFLIX INC. | 0.7% | Trimmed -32% | $336.32M | 4,710,420 |
| GOOG ALPHABET INC | 0.7% | Trimmed -19% | $320.96M | 908,395 |
| ISRG INTUITIVE SURGICAL INC | 0.6% | Trimmed -7% | $315.64M | 793,704 |
| FCNCA FIRST CTZNS BANCSHARES INC D | 0.6% | Same | $290.27M | 139,498 |
| VRT VERTIV HOLDINGS CO | 0.6% | Trimmed -18% | $270.06M | 806,594 |
| QCOM QUALCOMM INC | 0.5% | Same | $256.36M | 1,387,312 |
| CVNA CARVANA CO | 0.4% | Added +381% | $215.81M | 3,278,865 |
| MTZ MASTEC INC | 0.4% | Trimmed -11% | $215.21M | 517,250 |
| CAI CARIS LIFE SCIENCES INC | 0.4% | Same | $174.99M | 9,819,992 |
| SNPS SYNOPSYS INC | 0.3% | Trimmed -58% | $141.61M | 317,465 |
| GNRC GENERAC HLDGS INC | 0.2% | Same | $114.35M | 390,513 |
| SFM SPROUTS FMRS MKT INC | 0.2% | Same | $101.82M | 1,203,773 |
| DASH DOORDASH INC | 0.2% | Trimmed -5% | $96.84M | 524,792 |
| ENPH ENPHASE ENERGY INC | 0.2% | Trimmed -6% | $76.66M | 1,556,941 |
| BAH BOOZ ALLEN HAMILTON HLDG COR | 0.1% | New | $65.73M | 1,083,410 |
| AMD ADVANCED MICRO DEVICES INC | 0.1% | New | $55.76M | 95,987 |
| PYPL PAYPAL HLDGS INC | 0.1% | Same | $53.70M | 1,243,590 |
| NVAX NOVAVAX INC | 0.1% | Same | $36.14M | 3,836,986 |
| FIX COMFORT SYS USA INC | 0.1% | New | $35.26M | 17,793 |
| QS QUANTUMSCAPE CORP | 0.1% | Same | $32.47M | 4,294,995 |
| UPST UPSTART HLDGS INC | 0.1% | Same | $30.86M | 870,947 |
| AGX ARGAN INC | 0.1% | New | $28.83M | 36,101 |
| TSLA TESLA INC | 0.1% | Added +2% | $25.22M | 59,963 |
| PINS PINTEREST INC | 0.1% | Trimmed -29% | $25.19M | 1,197,780 |
| TTD THE TRADE DESK INC | 0.1% | Same | $25.08M | 1,387,089 |
| Z ZILLOW GROUP INC | 0.0% | Same | $23.32M | 739,700 |
| ABR ARBOR REALTY TRUST INC | 0.0% | Same | $22.75M | 4,196,885 |
| PATH UIPATH INC | 0.0% | Trimmed -14% | $21.32M | 1,961,365 |
| MPT MEDICAL PROPERTIES TRUST INC | 0.0% | Same | $20.91M | 4,525,398 |
| RNG RINGCENTRAL INC | 0.0% | Same | $16.03M | 411,351 |
| PTON PELOTON INTERACTIVE INC | 0.0% | Same | $14.78M | 2,500,000 |
| ZG ZILLOW GROUP INC | 0.0% | Same | $10.30M | 328,189 |
| PLUG PLUG PWR INC | 0.0% | Same | $6.90M | 2,545,243 |
| SFIX STITCH FIX INC | 0.0% | Same | $3.02M | 735,373 |
| OLAPLEX HLDGS INC | 0.0% | Same | $2.59M | 1,264,968 |
| LCID LUCID GROUP INC | 0.0% | Same | $1.98M | 295,393 |
| CHPT CHARGEPOINT HOLDINGS INC | 0.0% | Same | $910,648 | 154,086 |
| HTZWW HERTZ GLOBAL HLDGS INC | 0.0% | Same | $511,007 | 468,814 |
| AMC AMC ENTMT HLDGS INC | 0.0% | Same | $433,458 | 228,136 |
| HTZ HERTZ GLOBAL HLDGS INC | 0.0% | Same | $241,954 | 106,823 |
| BEYOND MEAT INC | 0.0% | Trimmed -13% | $224,914 | 299,885 |