Coatue Philippe Laffont
Holdings as of the end of Q2 2025, reported in its 13F filing on Aug 14, 2025; changes vs Q1 2025. Source
Reported value
$35.9B
at quarter-end prices
Positions
70
top 10 are 57% of it
Bought · Q2 2025
27
13 new, 14 added 20%+
Sold · Q2 2025
21
13 sold out, 8 cut 20%+
Holdings 70
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q1 2025 |
|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE INC | 17,797,573 | $2.9B | 8.1% | +24% |
| 2 | META | META PLATFORMS INC | 3,680,627 | $2.7B | 7.6% | -2% |
| 3 | AMZN | AMAZON COM INC | 10,157,624 | $2.2B | 6.2% | -6% |
| 4 | GEV | GE VERNOVA INC | 3,755,260 | $2B | 5.5% | — |
| 5 | MSFT | MICROSOFT CORP | 3,932,397 | $2B | 5.4% | +20% |
| 6 | CEG | CONSTELLATION ENERGY CORP | 5,924,294 | $1.9B | 5.3% | -4% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8,068,201 | $1.8B | 5.1% | +1% |
| 8 | NVDA | NVIDIA CORPORATION | 11,488,529 | $1.8B | 5.1% | +34% |
| 9 | ETN | EATON CORP PLC | 4,687,780 | $1.7B | 4.7% | +5% |
| 10 | AVGO | BROADCOM INC | 5,647,507 | $1.6B | 4.3% | +58% |
| 11 | SPOT | SPOTIFY TECHNOLOGY S A | 1,591,167 | $1.2B | 3.4% | +3% |
| 12 | LRCX | LAM RESEARCH CORP | 10,507,492 | $1B | 2.8% | +28% |
| 13 | RDDT | REDDIT INC | 6,208,994 | $934.9M | 2.6% | +31% |
| 14 | ORCL | ORACLE CORP | 3,857,262 | $843.3M | 2.3% | new |
| 15 | NFLX | NETFLIX INC | 618,735 | $828.6M | 2.3% | — |
| 16 | INTU | INTUIT | 1,046,096 | $823.9M | 2.3% | +59% |
| 17 | ARM | ARM HOLDINGS PLC | 4,633,454 | $749.4M | 2.1% | new |
| 18 | — | NU HLDGS LTD | 48,442,699 | $664.6M | 1.9% | -13% |
| 19 | TSLA | TESLA INC | 2,036,991 | $647.1M | 1.8% | +24% |
| 20 | APP | APPLOVIN CORP | 1,815,815 | $635.7M | 1.8% | -13% |
| 21 | CVNA | CARVANA CO | 1,800,055 | $606.5M | 1.7% | +236% |
| 22 | DASH | DOORDASH INC | 2,186,808 | $539.1M | 1.5% | +32% |
| 23 | PYPL | PAYPAL HLDGS INC | 6,970,822 | $518.1M | 1.4% | +33% |
| 24 | KKR | KKR & CO INC | 3,755,032 | $499.5M | 1.4% | +7% |
| 25 | TEAM | ATLASSIAN CORPORATION | 2,307,886 | $468.7M | 1.3% | -29% |
| 26 | FCNCA | FIRST CTZNS BANCSHARES INC N | 211,007 | $412.8M | 1.1% | -5% |
| 27 | ISRG | INTUITIVE SURGICAL INC | 737,579 | $400.8M | 1.1% | +6% |
| 28 | CHYM | CHIME FINL INC | 10,821,992 | $373.5M | 1.0% | new |
| 29 | GOOGL | ALPHABET INC | 2,010,681 | $354.3M | 0.99% | — |
| 30 | CAI | CARIS LIFE SCIENCES INC | 10,142,198 | $271M | 0.75% | new |
| 31 | HNGE | HINGE HEALTH INC | 4,702,208 | $243.3M | 0.68% | new |
| 32 | PM | PHILIP MORRIS INTL INC | 1,298,405 | $236.5M | 0.66% | -17% |
| 33 | ADBE | ADOBE INC | 610,621 | $236.2M | 0.66% | -12% |
| 34 | CDNS | CADENCE DESIGN SYSTEM INC | 707,937 | $218.2M | 0.61% | -27% |
| 35 | AMD | ADVANCED MICRO DEVICES INC | 1,530,241 | $217.1M | 0.60% | -53% |
| 36 | CHA | CHAGEE HLDGS LTD | 6,174,115 | $161.2M | 0.45% | new |
| 37 | — | WEBULL CORP | 11,448,149 | $136.9M | 0.38% | new |
| 38 | SE | SEA LTD | 666,305 | $106.6M | 0.30% | -4% |
| 39 | BABA | ALIBABA GROUP HLDG LTD | 867,767 | $98.4M | 0.27% | -77% |
| 40 | SWKS | SKYWORKS SOLUTIONS INC | 1,272,952 | $94.9M | 0.26% | — |
| 41 | VST | VISTRA CORP | 476,169 | $92.3M | 0.26% | new |
| 42 | LLY | ELI LILLY & CO | 117,415 | $91.5M | 0.25% | -36% |
| 43 | TTD | THE TRADE DESK INC | 998,989 | $71.9M | 0.20% | new |
| 44 | PINS | PINTEREST INC | 1,678,764 | $60.2M | 0.17% | — |
| 45 | UPST | UPSTART HLDGS INC | 870,947 | $56.3M | 0.16% | — |
| 46 | Z | ZILLOW GROUP INC | 739,700 | $51.8M | 0.14% | — |
| 47 | MRVL | MARVELL TECHNOLOGY INC | 602,389 | $46.6M | 0.13% | new |
| 48 | MPT | MEDICAL PPTYS TRUST INC | 9,050,796 | $39M | 0.11% | +173% |
| 49 | ENPH | ENPHASE ENERGY INC | 843,948 | $33.5M | 0.09% | new |
| 50 | GNRC | GENERAC HLDGS INC | 216,442 | $31M | 0.09% | +81% |
| 51 | PATH | UIPATH INC | 2,269,557 | $29.1M | 0.08% | -7% |
| 52 | QS | QUANTUMSCAPE CORP | 4,294,995 | $28.9M | 0.08% | — |
| 53 | NVAX | NOVAVAX INC | 3,836,986 | $24.2M | 0.07% | — |
| 54 | ZG | ZILLOW GROUP INC | 328,189 | $22.5M | 0.06% | -32% |
| 55 | PTON | PELOTON INTERACTIVE INC | 2,500,000 | $17.4M | 0.05% | — |
| 56 | RNG | RINGCENTRAL INC | 411,351 | $11.7M | 0.03% | — |
| 57 | YUMC | YUM CHINA HLDGS INC | 231,346 | $10.3M | 0.03% | new |
| 58 | LX | LEXINFINTECH HLDGS LTD | 1,394,026 | $10.1M | 0.03% | +309% |
| 59 | LCID | LUCID GROUP INC | 2,953,931 | $6.2M | 0.02% | — |
| 60 | PLUG | PLUG POWER INC | 4,098,713 | $6.1M | 0.02% | — |
| 61 | MBLY | MOBILEYE GLOBAL INC | 226,558 | $4.1M | 0.01% | — |
| 62 | IBIT | ISHARES BITCOIN TRUST ETF | 56,508 | $3.5M | 0.01% | new |
| 63 | SFIX | STITCH FIX INC | 790,167 | $2.9M | 0.01% | — |
| 64 | CHPT | CHARGEPOINT HOLDINGS INC | 3,081,752 | $2.2M | 0.01% | — |
| 65 | — | OLAPLEX HLDGS INC | 1,264,968 | $1.8M | 0.00% | — |
| 66 | HTZWW | HERTZ GLOBAL HLDGS INC | 468,814 | $1.7M | 0.00% | -27% |
| 67 | BYND | BEYOND MEAT INC | 343,393 | $1.2M | 0.00% | — |
| 68 | HTZ | HERTZ GLOBAL HLDGS INC | 106,823 | $729.6K | 0.00% | — |
| 69 | AMC | AMC ENTMT HLDGS INC | 228,136 | $707.2K | 0.00% | — |
| 70 | API | AGORA INC | 93,700 | $357K | 0.00% | -78% |
Sold out in Q2 2025 13
| Stock | Company | Shares held in Q1 2025 | Value then | Of portfolio then |
|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC | 8,866,735 | $303.6M | 1.3% |
| MPWR | MONOLITHIC PWR SYS INC | 193,432 | $112.2M | 0.49% |
| TTAN | SERVICETITAN INC | 631,258 | $60M | 0.26% |
| TEM | TEMPUS AI INC | 935,562 | $45.1M | 0.20% |
| ALAB | ASTERA LABS INC | 676,586 | $40.4M | 0.18% |
| TCOM | TRIP COM GROUP LTD | 222,892 | $14.2M | 0.06% |
| NVCR | NOVOCURE LTD | 608,672 | $10.8M | 0.05% |
| BEKE | KE HLDGS INC | 272,205 | $5.5M | 0.02% |
| FUTU | FUTU HLDGS LTD | 37,421 | $3.8M | 0.02% |
| CPNG | COUPANG INC | 171,553 | $3.8M | 0.02% |
| JD | JD.COM INC | 87,778 | $3.6M | 0.02% |
| QFIN | QIFU TECHNOLOGY INC | 79,124 | $3.6M | 0.02% |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 43,500 | $703.8K | 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.