Coatue Philippe Laffont
Holdings as of the end of Q2 2026, reported in its 13F filing on Aug 14, 2026; changes vs Q1 2026. Source
Reported value
$48.6B
at quarter-end prices
Positions
66
top 10 are 62% of it
Bought · Q2 2026
12
9 new, 3 added 20%+
Sold · Q2 2026
9
5 sold out, 4 cut 20%+
Holdings 66
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8,914,995 | $4.3B | 8.8% | -4% |
| 2 | LRCX | LAM RESEARCH CORP | 9,441,603 | $4.1B | 8.4% | -6% |
| 3 | MU | MICRON TECHNOLOGY INC | 3,142,269 | $3.6B | 7.5% | +1794% |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | 18,561,780 | $3.2B | 6.5% | new |
| 5 | AMAT | APPLIED MATLS INC | 4,213,483 | $3B | 6.3% | -20% |
| 6 | GEV | GE VERNOVA INC | 2,558,164 | $3B | 6.2% | -1% |
| 7 | AMZN | AMAZON COM INC | 11,834,799 | $2.8B | 5.8% | +49% |
| 8 | AVGO | BROADCOM INC | 5,846,831 | $2.2B | 4.5% | +6% |
| 9 | ETN | EATON CORP PLC | 4,968,415 | $2.1B | 4.4% | +5% |
| 10 | GOOGL | ALPHABET INC | 4,856,251 | $1.7B | 3.6% | +13% |
| 11 | INTC | INTEL CORP | 12,084,027 | $1.7B | 3.5% | new |
| 12 | CBRS | CEREBRAS SYSTEMS INC | 7,011,028 | $1.5B | 3.2% | new |
| 13 | META | META PLATFORMS INC | 2,526,048 | $1.4B | 2.9% | -10% |
| 14 | EQIX | EQUINIX INC | 1,273,517 | $1.3B | 2.7% | +17% |
| 15 | NVDA | NVIDIA CORPORATION | 6,055,197 | $1.2B | 2.5% | -4% |
| 16 | CEG | CONSTELLATION ENERGY CORP | 4,632,475 | $1.2B | 2.4% | — |
| 17 | FPS | FORGENT POWER SOLUTIONS INC | 20,501,387 | $1.1B | 2.4% | new |
| 18 | HUT | HUT 8 CORP | 9,715,476 | $1.1B | 2.3% | new |
| 19 | MSFT | MICROSOFT CORP | 2,936,409 | $1.1B | 2.3% | +18% |
| 20 | NTRA | NATERA INC | 2,505,090 | $680M | 1.4% | -1% |
| 21 | APP | APPLOVIN CORP | 1,171,189 | $603.4M | 1.2% | -9% |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | 1,310,632 | $601.8M | 1.2% | -1% |
| 23 | — | ASML HLDG NV | 295,406 | $587.7M | 1.2% | -40% |
| 24 | RDDT | REDDIT INC | 2,789,891 | $484.3M | 1.00% | — |
| 25 | — | NU HLDGS LTD | 29,333,576 | $391.9M | 0.81% | — |
| 26 | NFLX | NETFLIX INC. | 4,710,420 | $336.3M | 0.69% | -32% |
| 27 | GOOG | ALPHABET INC | 908,395 | $321M | 0.66% | -19% |
| 28 | ISRG | INTUITIVE SURGICAL INC | 793,704 | $315.6M | 0.65% | -7% |
| 29 | FCNCA | FIRST CTZNS BANCSHARES INC D | 139,498 | $290.3M | 0.60% | — |
| 30 | VRT | VERTIV HOLDINGS CO | 806,594 | $270.1M | 0.56% | -18% |
| 31 | QCOM | QUALCOMM INC | 1,387,312 | $256.4M | 0.53% | — |
| 32 | CVNA | CARVANA CO | 3,278,865 | $215.8M | 0.44% | +381% |
| 33 | MTZ | MASTEC INC | 517,250 | $215.2M | 0.44% | -11% |
| 34 | CAI | CARIS LIFE SCIENCES INC | 9,819,992 | $175M | 0.36% | — |
| 35 | SNPS | SYNOPSYS INC | 317,465 | $141.6M | 0.29% | -58% |
| 36 | GNRC | GENERAC HLDGS INC | 390,513 | $114.3M | 0.24% | — |
| 37 | SFM | SPROUTS FMRS MKT INC | 1,203,773 | $101.8M | 0.21% | — |
| 38 | DASH | DOORDASH INC | 524,792 | $96.8M | 0.20% | -5% |
| 39 | ENPH | ENPHASE ENERGY INC | 1,556,941 | $76.7M | 0.16% | -6% |
| 40 | BAH | BOOZ ALLEN HAMILTON HLDG COR | 1,083,410 | $65.7M | 0.14% | new |
| 41 | AMD | ADVANCED MICRO DEVICES INC | 95,987 | $55.8M | 0.11% | new |
| 42 | PYPL | PAYPAL HLDGS INC | 1,243,590 | $53.7M | 0.11% | — |
| 43 | NVAX | NOVAVAX INC | 3,836,986 | $36.1M | 0.07% | — |
| 44 | FIX | COMFORT SYS USA INC | 17,793 | $35.3M | 0.07% | new |
| 45 | QS | QUANTUMSCAPE CORP | 4,294,995 | $32.5M | 0.07% | — |
| 46 | UPST | UPSTART HLDGS INC | 870,947 | $30.9M | 0.06% | — |
| 47 | AGX | ARGAN INC | 36,101 | $28.8M | 0.06% | new |
| 48 | TSLA | TESLA INC | 59,963 | $25.2M | 0.05% | +2% |
| 49 | PINS | PINTEREST INC | 1,197,780 | $25.2M | 0.05% | -29% |
| 50 | TTD | THE TRADE DESK INC | 1,387,089 | $25.1M | 0.05% | — |
| 51 | Z | ZILLOW GROUP INC | 739,700 | $23.3M | 0.05% | — |
| 52 | ABR | ARBOR REALTY TRUST INC | 4,196,885 | $22.7M | 0.05% | — |
| 53 | PATH | UIPATH INC | 1,961,365 | $21.3M | 0.04% | -14% |
| 54 | MPT | MEDICAL PROPERTIES TRUST INC | 4,525,398 | $20.9M | 0.04% | — |
| 55 | RNG | RINGCENTRAL INC | 411,351 | $16M | 0.03% | — |
| 56 | PTON | PELOTON INTERACTIVE INC | 2,500,000 | $14.8M | 0.03% | — |
| 57 | ZG | ZILLOW GROUP INC | 328,189 | $10.3M | 0.02% | — |
| 58 | PLUG | PLUG PWR INC | 2,545,243 | $6.9M | 0.01% | — |
| 59 | SFIX | STITCH FIX INC | 735,373 | $3M | 0.01% | — |
| 60 | — | OLAPLEX HLDGS INC | 1,264,968 | $2.6M | 0.01% | — |
| 61 | LCID | LUCID GROUP INC | 295,393 | $2M | 0.00% | — |
| 62 | CHPT | CHARGEPOINT HOLDINGS INC | 154,086 | $910.6K | 0.00% | — |
| 63 | HTZWW | HERTZ GLOBAL HLDGS INC | 468,814 | $511K | 0.00% | — |
| 64 | AMC | AMC ENTMT HLDGS INC | 228,136 | $433.5K | 0.00% | — |
| 65 | HTZ | HERTZ GLOBAL HLDGS INC | 106,823 | $242K | 0.00% | — |
| 66 | BYND | BEYOND MEAT INC | 299,885 | $224.9K | 0.00% | -13% |
Sold out in Q2 2026 5
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.