SEC FORM 13F
필립 라퐁
Coatue Management
Philippe Laffont
- 공시 기준일
- 2026-03-31
- 표시 종목
- 37 / 62
- 13F 평가액
- $29.1B
이번 분기 하이라이트 (2026-03-31 공시)
신규 매수16
Visa Class A, QUALCOMM, Enphase Energy …
추가 매수4
Lam Research, Eaton, Intuitive Surgical …
축소16
GE Vernova, Broadcom, Amazon Com …
보유 종목
비중 높은 순
- 1GE Vernova11.4%GEV-US · $2.2B축소-797,816주
- 2Lam Research10.9%LRCX-US · $2.1B추가+237,940주
- 3Broadcom8.7%AVGO-US · $1.7B축소-6,375주
- 4Eaton8.6%ETN-US · $1.7B추가+27,275주
- 5Amazon Com8.4%AMZN-US · $1.7B축소-2,001,499주
- 6Meta Platforms Class A8.2%META-US · $1.6B축소-969,893주
- 7Constellation Energy6.6%CEG-US · $1.3B축소-1,274,699주
- 8Alphabet Class A6.3%GOOGL-US · $1.2B축소-2,528,010주
- 9NVIDIA5.6%NVDA-US · $1.1B축소-2,871,718주
- 10Microsoft4.7%MSFT-US · $918M축소-2,691,959주
- 11Netflix3.4%NFLX-US · $662.8M축소-3,967,795주
- 12AppLovin Class A2.6%APP-US · $513.4M축소-895,739주
- 13Natera2.6%NTRA-US · $508.3M축소-91,492주
- 14Intuitive Surgical2%ISRG-US · $394.3M추가+47,991주
- 15Alphabet Class C1.6%GOOG-US · $320.1M축소-884,651주
- 16Synopsys1.5%SNPS-US · $302M축소-894,729주
- 17Vertiv Holdings Class A1.2%VRT-US · $246M추가+152,686주
- 18Visa Class A1.1%V-US · $217.2M신규
- 19Carvana Class A1.1%CVNA-US · $214.1M축소-1,277,229주
- 20Mastec1%MTZ-US · $187.8M축소-94,312주
- 21QUALCOMM0.9%QCOM-US · $178.7M신규
- 22Enphase Energy0.3%ENPH-US · $62.3M신규
- 23Micron Technology0.3%MU-US · $56.1M신규
- 24Trade Desk Class A0.2%TTD-US · $31.5M신규
- 25Novavax0.2%NVAX-US · $31.2M신규
- 26Pinterest Class A0.2%PINS-US · $30.8M신규
- 27Zillow Group Class C0.2%Z-US · $30.6M신규
- 28UiPath Class A0.1%PATH-US · $25.2M신규
- 29Tesla0.1%TSLA-US · $21.9M축소-1,582,568주
- 30RingCentral Class A0.1%RNG-US · $15.3M신규
- 31Zillow Group Class A0.1%ZG-US · $13.6M신규
- 32Peloton Interactive Class A0.1%PTON-US · $10.7M신규
- 33Lucid Group0%LCID-US · $2.8M신규
- 34Stitch Fix Class A0%SFIX-US · $2.4M신규
- 35HERTZ GLOBAL HLDGS0%HTZ-US · $1.6M비교 자료 없음
- 36ChargePoint Holdings Class A0%CHPT-US · $748.9K신규
- 37Beyond Meat0%BYND-US · $240.9K신규
사실 정보이며 투자 조언이 아닙니다.