Philippe Laffont
Coatue Management · Technology growth Coatue is a technology-focused crossover manager.
Philippe Laffont (born 1967) is a Belgian-born hedge fund manager who founded Coatue Management in 1999, a technology-focused investment firm that invests across both public and private markets. A former analyst at Julian Robertson's Tiger Management, he is known as a "Tiger Cub" and for concentrating on technology, media, and telecommunications companies. Under his leadership Coatue has grown into one of the more prominent tech-focused investment firms.
Showing all 66 reported 13(f) positions; TradingPilot links only the 25 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- TSM8.8%
- LRCX8.4%
- MU7.5%
- SPACE EXPLORATION TECHN CORP6.5%
- AMAT6.3%
- GEV6.2%
- AMZN5.8%
- AVGO4.5%
- ETN4.4%
- GOOGL3.6%
- Others38.1%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.8% | 8,914,995 | $477.57 | $431.81 -9.6% | $4.3B | Trimmed −4% |
| 2 | LRCX | LAM RESEARCH CORP | 8.4% | 9,441,603 | $433.33 | $254.39 -41.3% | $4.1B | Trimmed −6% |
| 3 | MU | MICRON TECHNOLOGY INC | 7.5% | 3,142,269 | $1,154.29 | $934.27 -19.1% | $3.6B | Added +1794% |
| 4 | — | SPACE EXPLORATION TECHN CORP | 6.5% | 18,561,780 | $170.86 | — | $3.2B | New |
| 5 | AMAT | APPLIED MATLS INC | 6.3% | 4,213,483 | $723.00 | $421.66 -41.7% | $3.0B | Trimmed −20% |
| 6 | GEV | GE VERNOVA INC | 6.2% | 2,558,164 | $1,174.86 | $887.85 -24.4% | $3.0B | Trimmed −1% |
| 7 | AMZN | AMAZON COM INC | 5.8% | 11,834,799 | $238.34 | $243.79 +2.3% | $2.8B | Added +49% |
| 8 | AVGO | BROADCOM INC | 4.5% | 5,846,831 | $377.75 | $345.00 -8.7% | $2.2B | Added +6% |
| 9 | ETN | EATON CORP PLC | 4.4% | 4,968,415 | $426.12 | $393.72 -7.6% | $2.1B | Added +5% |
| 10 | GOOGL | ALPHABET INC | 3.6% | 4,856,251 | $357.37 | $283.82 -20.6% | $1.7B | Added +13% |
| 11 | INTC | INTEL CORP | 3.5% | 12,084,027 | $139.63 | $92.07 -34.1% | $1.7B | New |
| 12 | — | CEREBRAS SYSTEMS INC | 3.2% | 7,011,028 | $221.00 | — | $1.5B | New |
| 13 | META | META PLATFORMS INC | 2.9% | 2,526,048 | $563.29 | $624.52 +10.9% | $1.4B | Trimmed −10% |
| 14 | EQIX | EQUINIX INC | 2.7% | 1,273,517 | $1,042.39 | $1,036.67 -0.5% | $1.3B | Added +17% |
| 15 | NVDA | NVIDIA CORPORATION | 2.5% | 6,055,197 | $200.09 | $213.66 +6.8% | $1.2B | Trimmed −4% |
| 16 | CEG | CONSTELLATION ENERGY CORP | 2.4% | 4,632,475 | $248.37 | $264.58 +6.5% | $1.2B | Held +0% |
| 17 | — | FORGENT POWER SOLUTIONS INC | 2.4% | 20,501,387 | $55.86 | — | $1.1B | New |
| 18 | HUT | HUT 8 CORP | 2.3% | 9,715,476 | $115.45 | $66.44 -42.4% | $1.1B | New |
| 19 | MSFT | MICROSOFT CORP | 2.3% | 2,936,409 | $373.02 | $530.14 +42.1% | $1.1B | Added +18% |
| 20 | — | NATERA INC | 1.4% | 2,505,090 | $271.45 | — | $680.0M | Trimmed −1% |
| 21 | APP | APPLOVIN CORP | 1.2% | 1,171,189 | $515.23 | $254.91 -50.5% | $603.4M | Trimmed −9% |
| 22 | — | SPOTIFY TECHNOLOGY S A | 1.2% | 1,310,632 | $459.13 | — | $601.8M | Trimmed −1% |
| 23 | ASML | ASML HLDG NV | 1.2% | 295,406 | $1,989.44 | $1,675.70 -15.8% | $587.7M | Trimmed −40% |
| 24 | — | REDDIT INC | 1.0% | 2,789,891 | $173.58 | — | $484.3M | Held +0% |
| 25 | — | NU HLDGS LTD | 0.8% | 29,333,576 | $13.36 | — | $391.9M | Held +0% |
| 26 | NFLX | NETFLIX INC. | 0.7% | 4,710,420 | $71.40 | $62.05 -13.1% | $336.3M | Trimmed −32% |
| 27 | — | ALPHABET INC | 0.7% | 908,395 | $353.33 | — | $321.0M | Trimmed −19% |
| 28 | — | INTUITIVE SURGICAL INC | 0.6% | 793,704 | $397.68 | — | $315.6M | New |
| 29 | — | FIRST CTZNS BANCSHARES INC D | 0.6% | 139,498 | $2,080.79 | — | $290.3M | Held +0% |
| 30 | VRT | VERTIV HOLDINGS CO | 0.6% | 806,594 | $334.82 | $245.92 -26.6% | $270.1M | Trimmed −18% |
| 31 | QCOM | QUALCOMM INC | 0.5% | 1,387,312 | $184.79 | $185.41 +0.3% | $256.4M | Held +0% |
| 32 | — | CARVANA CO | 0.4% | 3,278,865 | $65.82 | — | $215.8M | Added +381% |
| 33 | — | MASTEC INC | 0.4% | 517,250 | $416.06 | — | $215.2M | New |
| 34 | — | CARIS LIFE SCIENCES INC | 0.4% | 9,819,992 | $17.82 | — | $175.0M | Held +0% |
| 35 | SNPS | SYNOPSYS INC | 0.3% | 317,465 | $446.07 | $490.19 +9.9% | $141.6M | Trimmed −58% |
| 36 | — | GENERAC HLDGS INC | 0.2% | 390,513 | $292.81 | — | $114.3M | New |
| 37 | — | SPROUTS FMRS MKT INC | 0.2% | 1,203,773 | $84.58 | — | $101.8M | Held +0% |
| 38 | — | DOORDASH INC | 0.2% | 524,792 | $184.53 | — | $96.8M | Trimmed −5% |
| 39 | — | ENPHASE ENERGY INC | 0.2% | 1,556,941 | $49.24 | — | $76.7M | New |
| 40 | — | BOOZ ALLEN HAMILTON HLDG COR | 0.1% | 1,083,410 | $60.67 | — | $65.7M | New |
| 41 | AMD | ADVANCED MICRO DEVICES INC | 0.1% | 95,987 | $580.91 | $566.42 -2.5% | $55.8M | New |
| 42 | — | PAYPAL HLDGS INC | 0.1% | 1,243,590 | $43.18 | — | $53.7M | Held +0% |
| 43 | — | NOVAVAX INC | 0.1% | 3,836,986 | $9.42 | — | $36.1M | Held +0% |
| 44 | FIX | COMFORT SYS USA INC | 0.1% | 17,793 | $1,981.95 | $1,326.23 -33.1% | $35.3M | New |
| 45 | — | QUANTUMSCAPE CORP | 0.1% | 4,294,995 | $7.56 | — | $32.5M | Held +0% |
| 46 | — | UPSTART HLDGS INC | 0.1% | 870,947 | $35.43 | — | $30.9M | Held +0% |
| 47 | — | ARGAN INC | 0.1% | 36,101 | $798.55 | — | $28.8M | New |
| 48 | TSLA | TESLA INC | 0.1% | 59,963 | $420.60 | $403.30 -4.1% | $25.2M | Added +2% |
| 49 | — | PINTEREST INC | 0.1% | 1,197,780 | $21.03 | — | $25.2M | Trimmed −29% |
| 50 | — | THE TRADE DESK INC | 0.1% | 1,387,089 | $18.08 | — | $25.1M | Held +0% |
| 51 | — | ZILLOW GROUP INC | 0.0% | 739,700 | $31.52 | — | $23.3M | Held +0% |
| 52 | — | ARBOR REALTY TRUST INC | 0.0% | 4,196,885 | $5.42 | — | $22.7M | Held +0% |
| 53 | — | UIPATH INC | 0.0% | 1,961,365 | $10.87 | — | $21.3M | Trimmed −14% |
| 54 | — | MEDICAL PROPERTIES TRUST INC | 0.0% | 4,525,398 | $4.62 | — | $20.9M | Held +0% |
| 55 | — | RINGCENTRAL INC | 0.0% | 411,351 | $38.98 | — | $16.0M | Held +0% |
| 56 | — | PELOTON INTERACTIVE INC | 0.0% | 2,500,000 | $5.91 | — | $14.8M | Held +0% |
| 57 | — | ZILLOW GROUP INC | 0.0% | 328,189 | $31.37 | — | $10.3M | Held +0% |
| 58 | — | PLUG PWR INC | 0.0% | 2,545,243 | $2.71 | — | $6.9M | Held +0% |
| 59 | — | STITCH FIX INC | 0.0% | 735,373 | $4.11 | — | $3.0M | Held +0% |
| 60 | — | OLAPLEX HLDGS INC | 0.0% | 1,264,968 | $2.05 | — | $2.6M | Held +0% |
| 61 | — | LUCID GROUP INC | 0.0% | 295,393 | $6.69 | — | $2.0M | Held +0% |
| 62 | — | CHARGEPOINT HOLDINGS INC | 0.0% | 154,086 | $5.91 | — | $910648 | Held +0% |
| 63 | — | HERTZ GLOBAL HLDGS INC | 0.0% | 468,814 | $1.09 | — | $511007 | Held +0% |
| 64 | — | AMC ENTMT HLDGS INC | 0.0% | 228,136 | $1.90 | — | $433458 | Held +0% |
| 65 | — | HERTZ GLOBAL HLDGS INC | 0.0% | 106,823 | $2.26 | — | $241954 | Held +0% |
| 66 | — | BEYOND MEAT INC | 0.0% | 299,885 | $0.75 | — | $224914 | Trimmed −13% |
| — | — | C H ROBINSON WORLDWIDE IN | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | CHIME FINL INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | ISHARES BITCOIN TRUST ETF | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | SOLSTICE ADVANCED MATLS INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | VISA INC | — | 0 | — | — | $0 | Sold-Out −100% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Philippe Laffont's reported 13F book holds 66 equity positions; the top 5 are 37% of it.
- TAIWAN SEMICONDUCTOR MANUFAC (TSM) — 8.8% of 13F
- LAM RESEARCH CORP (LRCX) — 8.4% of 13F
- MICRON TECHNOLOGY INC (MU) — 7.5% of 13F
- SPACE EXPLORATION TECHN CORP — 6.5% of 13F
- APPLIED MATLS INC (AMAT) — 6.3% of 13F
This quarter: 13 new, 9 added, 18 trimmed, 5 sold out.
- CHIME FINL INC — Sold-Out (−10,071,992 sh)
- AMAZON COM INC (AMZN) — Added (+3,904,033 sh)
- MICRON TECHNOLOGY INC (MU) — Added (+2,976,338 sh)
- CARVANA CO — Added (+2,597,865 sh)
- NETFLIX INC. (NFLX) — Trimmed (−2,183,140 sh)