Philippe Laffont
Coatue Management · SEC CIK 1135730
Technology, media and telecom growth.
Q1 2026
Latest 13F
$29.06B
Filed US book
62
Positions
Largest holdings, as filed
Top 15 of 62 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $3.14B | 10.8% |
| GE VERNOVA INC | GEV | $2.25B | 7.7% |
| LAM RESEARCH CORP | LRCX | $2.15B | 7.4% |
| APPLIED MATLS INC | AMAT | $1.79B | 6.2% |
| BROADCOM INC | AVGO | $1.70B | 5.9% |
| EATON CORP PLC | $1.70B | 5.8% | |
| AMAZON COM INC | AMZN | $1.65B | 5.7% |
| META PLATFORMS INC | META | $1.61B | 5.5% |
| CONSTELLATION ENERGY CORP | CEG | $1.29B | 4.5% |
| ALPHABET INC | GOOGL | $1.24B | 4.3% |
| NVIDIA CORPORATION | NVDA | $1.10B | 3.8% |
| EQUINIX INC | EQIX | $1.07B | 3.7% |
| MICROSOFT CORP | MSFT | $918.03M | 3.2% |
| NETFLIX INC. | NFLX | $662.82M | 2.3% |
| ASML HLDG NV | $655.44M | 2.3% |
Inside the app: the full book for Coatue Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.