Coatue Philippe Laffont
Holdings as of the end of Q1 2025, reported in its 13F filing on May 15, 2025. Source
Reported value
$22.7B
at quarter-end prices
Positions
70
top 10 are 57% of it
Holdings 70
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs before |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 3,757,611 | $2.2B | 9.5% | — |
| 2 | AMZN | AMAZON COM INC | 10,753,808 | $2B | 9.0% | — |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7,960,037 | $1.3B | 5.8% | — |
| 4 | CEG | CONSTELLATION ENERGY CORP | 6,168,714 | $1.2B | 5.5% | — |
| 5 | MSFT | MICROSOFT CORP | 3,269,324 | $1.2B | 5.4% | — |
| 6 | ETN | EATON CORP PLC | 4,466,442 | $1.2B | 5.4% | — |
| 7 | GEV | GE VERNOVA INC | 3,759,960 | $1.1B | 5.1% | — |
| 8 | NVDA | NVIDIA CORPORATION | 8,545,835 | $926.2M | 4.1% | — |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | 1,541,982 | $848.1M | 3.7% | — |
| 10 | TEAM | ATLASSIAN CORPORATION | 3,270,085 | $693.9M | 3.1% | — |
| 11 | AVGO | BROADCOM INC | 3,572,240 | $598.1M | 2.6% | — |
| 12 | LRCX | LAM RESEARCH CORP | 8,209,569 | $596.8M | 2.6% | — |
| 13 | NFLX | NETFLIX INC | 618,735 | $577M | 2.5% | — |
| 14 | — | NU HLDGS LTD | 55,791,997 | $571.3M | 2.5% | — |
| 15 | APP | APPLOVIN CORP | 2,096,154 | $555.4M | 2.4% | — |
| 16 | CRWV | COREWEAVE INC | 14,402,999 | $534.1M | 2.4% | — |
| 17 | BABA | ALIBABA GROUP HLDG LTD | 3,801,703 | $502.7M | 2.2% | — |
| 18 | RDDT | REDDIT INC | 4,745,900 | $497.8M | 2.2% | — |
| 19 | TSLA | TESLA INC | 1,639,969 | $425M | 1.9% | — |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC N | 221,219 | $410.2M | 1.8% | — |
| 21 | INTU | INTUIT | 658,864 | $404.5M | 1.8% | — |
| 22 | KKR | KKR & CO INC | 3,498,217 | $404.4M | 1.8% | — |
| 23 | ISRG | INTUITIVE SURGICAL INC | 698,067 | $345.7M | 1.5% | — |
| 24 | PYPL | PAYPAL HLDGS INC | 5,237,984 | $341.8M | 1.5% | — |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 3,240,171 | $332.9M | 1.5% | — |
| 26 | GOOGL | ALPHABET INC | 2,010,681 | $310.9M | 1.4% | — |
| 27 | SMCI | SUPER MICRO COMPUTER INC | 8,866,735 | $303.6M | 1.3% | — |
| 28 | DASH | DOORDASH INC | 1,652,193 | $302M | 1.3% | — |
| 29 | ADBE | ADOBE INC | 694,032 | $266.2M | 1.2% | — |
| 30 | PM | PHILIP MORRIS INTL INC | 1,555,900 | $247M | 1.1% | — |
| 31 | CDNS | CADENCE DESIGN SYSTEM INC | 970,777 | $246.9M | 1.1% | — |
| 32 | LLY | ELI LILLY & CO | 183,721 | $151.7M | 0.67% | — |
| 33 | MPWR | MONOLITHIC PWR SYS INC | 193,432 | $112.2M | 0.49% | — |
| 34 | CVNA | CARVANA CO | 535,333 | $111.9M | 0.49% | — |
| 35 | SE | SEA LTD | 696,609 | $90.9M | 0.40% | — |
| 36 | SWKS | SKYWORKS SOLUTIONS INC | 1,272,952 | $82.3M | 0.36% | — |
| 37 | TTAN | SERVICETITAN INC | 631,258 | $60M | 0.26% | — |
| 38 | PINS | PINTEREST INC | 1,678,764 | $52M | 0.23% | — |
| 39 | Z | ZILLOW GROUP INC | 739,700 | $50.7M | 0.22% | — |
| 40 | TEM | TEMPUS AI INC | 935,562 | $45.1M | 0.20% | — |
| 41 | ALAB | ASTERA LABS INC | 676,586 | $40.4M | 0.18% | — |
| 42 | UPST | UPSTART HLDGS INC | 870,947 | $40.1M | 0.18% | — |
| 43 | ZG | ZILLOW GROUP INC | 482,271 | $32.2M | 0.14% | — |
| 44 | PATH | UIPATH INC | 2,436,400 | $25.1M | 0.11% | — |
| 45 | NVAX | NOVAVAX INC | 3,836,986 | $24.6M | 0.11% | — |
| 46 | MPT | MEDICAL PPTYS TRUST INC | 3,318,885 | $20M | 0.09% | — |
| 47 | QS | QUANTUMSCAPE CORP | 4,294,995 | $17.9M | 0.08% | — |
| 48 | PTON | PELOTON INTERACTIVE INC | 2,500,000 | $15.8M | 0.07% | — |
| 49 | GNRC | GENERAC HLDGS INC | 119,628 | $15.2M | 0.07% | — |
| 50 | TCOM | TRIP COM GROUP LTD | 222,892 | $14.2M | 0.06% | — |
| 51 | NVCR | NOVOCURE LTD | 608,672 | $10.8M | 0.05% | — |
| 52 | RNG | RINGCENTRAL INC | 411,351 | $10.2M | 0.04% | — |
| 53 | LCID | LUCID GROUP INC | 2,953,931 | $7.1M | 0.03% | — |
| 54 | PLUG | PLUG POWER INC | 4,098,713 | $5.5M | 0.02% | — |
| 55 | BEKE | KE HLDGS INC | 272,205 | $5.5M | 0.02% | — |
| 56 | FUTU | FUTU HLDGS LTD | 37,421 | $3.8M | 0.02% | — |
| 57 | CPNG | COUPANG INC | 171,553 | $3.8M | 0.02% | — |
| 58 | JD | JD.COM INC | 87,778 | $3.6M | 0.02% | — |
| 59 | QFIN | QIFU TECHNOLOGY INC | 79,124 | $3.6M | 0.02% | — |
| 60 | LX | LEXINFINTECH HLDGS LTD | 340,639 | $3.4M | 0.02% | — |
| 61 | MBLY | MOBILEYE GLOBAL INC | 226,558 | $3.3M | 0.01% | — |
| 62 | SFIX | STITCH FIX INC | 790,167 | $2.6M | 0.01% | — |
| 63 | CHPT | CHARGEPOINT HOLDINGS INC | 3,081,752 | $1.9M | 0.01% | — |
| 64 | API | AGORA INC | 435,510 | $1.8M | 0.01% | — |
| 65 | — | OLAPLEX HLDGS INC | 1,264,968 | $1.6M | 0.01% | — |
| 66 | HTZWW | HERTZ GLOBAL HLDGS INC | 644,294 | $1.5M | 0.01% | — |
| 67 | BYND | BEYOND MEAT INC | 343,393 | $1M | 0.00% | — |
| 68 | SEDG | SOLAREDGE TECHNOLOGIES INC | 43,500 | $703.8K | 0.00% | — |
| 69 | AMC | AMC ENTMT HLDGS INC | 228,136 | $654.8K | 0.00% | — |
| 70 | HTZ | HERTZ GLOBAL HLDGS INC | 106,823 | $420.9K | 0.00% | — |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.