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SEC FORM 13F

Philippe Laffont

Coatue Management

As filed
2026-03-31
Shown
37 / 62
13F value
$29.1B

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

New buys16

Visa Class A, QUALCOMM, Enphase Energy …

Added4

Lam Research, Eaton, Intuitive Surgical …

Trimmed16

GE Vernova, Broadcom, Amazon Com …

Holdings

By weight

  1. 1
    GE Vernova11.4%
    GEV-US · $2.2BTrimmed-797,816 sh
  2. 2
    Lam Research10.9%
    LRCX-US · $2.1BAdded+237,940 sh
  3. 3
    Broadcom8.7%
    AVGO-US · $1.7BTrimmed-6,375 sh
  4. 4
    Eaton8.6%
    ETN-US · $1.7BAdded+27,275 sh
  5. 5
    Amazon Com8.4%
    AMZN-US · $1.7BTrimmed-2,001,499 sh
  6. 6
    Meta Platforms Class A8.2%
    META-US · $1.6BTrimmed-969,893 sh
  7. 7
    Constellation Energy6.6%
    CEG-US · $1.3BTrimmed-1,274,699 sh
  8. 8
    Alphabet Class A6.3%
    GOOGL-US · $1.2BTrimmed-2,528,010 sh
  9. 9
    NVIDIA5.6%
    NVDA-US · $1.1BTrimmed-2,871,718 sh
  10. 10
    Microsoft4.7%
    MSFT-US · $918MTrimmed-2,691,959 sh
  11. 11
    Netflix3.4%
    NFLX-US · $662.8MTrimmed-3,967,795 sh
  12. 12
    AppLovin Class A2.6%
    APP-US · $513.4MTrimmed-895,739 sh
  13. 13
    Natera2.6%
    NTRA-US · $508.3MTrimmed-91,492 sh
  14. 14
    Intuitive Surgical2%
    ISRG-US · $394.3MAdded+47,991 sh
  15. 15
    Alphabet Class C1.6%
    GOOG-US · $320.1MTrimmed-884,651 sh
  16. 16
    Synopsys1.5%
    SNPS-US · $302MTrimmed-894,729 sh
  17. 17
    Vertiv Holdings Class A1.2%
    VRT-US · $246MAdded+152,686 sh
  18. 18
    Visa Class A1.1%
    V-US · $217.2MNew
  19. 19
    Carvana Class A1.1%
    CVNA-US · $214.1MTrimmed-1,277,229 sh
  20. 20
    Mastec1%
    MTZ-US · $187.8MTrimmed-94,312 sh
  21. 21
    QUALCOMM0.9%
    QCOM-US · $178.7MNew
  22. 22
    Enphase Energy0.3%
    ENPH-US · $62.3MNew
  23. 23
    Micron Technology0.3%
    MU-US · $56.1MNew
  24. 24
    Trade Desk Class A0.2%
    TTD-US · $31.5MNew
  25. 25
    Novavax0.2%
    NVAX-US · $31.2MNew
  26. 26
    Pinterest Class A0.2%
    PINS-US · $30.8MNew
  27. 27
    Zillow Group Class C0.2%
    Z-US · $30.6MNew
  28. 28
    UiPath Class A0.1%
    PATH-US · $25.2MNew
  29. 29
    Tesla0.1%
    TSLA-US · $21.9MTrimmed-1,582,568 sh
  30. 30
    RingCentral Class A0.1%
    RNG-US · $15.3MNew
  31. 31
    Zillow Group Class A0.1%
    ZG-US · $13.6MNew
  32. 32
    Peloton Interactive Class A0.1%
    PTON-US · $10.7MNew
  33. 33
    Lucid Group0%
    LCID-US · $2.8MNew
  34. 34
    Stitch Fix Class A0%
    SFIX-US · $2.4MNew
  35. 35
    HERTZ GLOBAL HLDGS0%
    HTZ-US · $1.6MNo prior data
  36. 36
    ChargePoint Holdings Class A0%
    CHPT-US · $748.9KNew
  37. 37
    Beyond Meat0%
    BYND-US · $240.9KNew

Factual information from reported filings; not investment advice.