holdwiseInvestor holdings
MenuStocksInvestorsMovesMethodologyNewsletter
Coatue Management

Philippe Laffont

Publicly disclosed long equity holdings.

20 / 20 quarters verified
Disclosed long shares$40.79B
Positions74
Top 10 concentration51.4%
New11
Increased17
Valuation basis

Value covers disclosed long shares only; options and principal amounts are excluded. Values flagged by cross-filer unit reconciliation are estimates.

Portfolio holdings

↓ CSV

↔ Scroll table

FiledInvestorStockChangeShares ΔWeightSource
2025-11-14Coatue ManagementMETAMETA PLATFORMS INCCL AIncreased+9.6%7.27% -0.3 ppSEC filing
2025-11-14Coatue ManagementMSFTMICROSOFT CORPCOMIncreased+18.1%5.90% +0.4 ppSEC filing
2025-11-14Coatue ManagementTSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADSUnchanged+0.1%5.53% +0.4 ppSEC filing
2025-11-14Coatue ManagementGEVGE VERNOVA INCCOMDecreased-3.2%5.48% -0.1 ppSEC filing
2025-11-14Coatue ManagementAMZNAMAZON COM INCCOMDecreased-13.9%4.71% -1.5 ppSEC filing
2025-11-14Coatue ManagementAVGOBROADCOM INCCOMIncreased+2.1%4.66% +0.3 ppSEC filing
2025-11-14Coatue ManagementCEGCONSTELLATION ENERGY CORPCOMDecreased-3.3%4.62% -0.7 ppSEC filing
2025-11-14Coatue ManagementNVDANVIDIA CORPORATIONCOMDecreased-14.1%4.52% -0.5 ppSEC filing
2025-11-14Coatue ManagementETNEATON CORP PLCSHSIncreased+2.3%4.40% -0.3 ppSEC filing
2025-11-14Coatue ManagementGOOGLALPHABET INCCAP STK CL AIncreased+259.1%4.30% +3.3 ppSEC filing
2025-11-14Coatue ManagementAPPAPPLOVIN CORPCOM CL AIncreased+24.9%4.00% +2.2 ppSEC filing
2025-11-14Coatue ManagementRDDTReddit IncCL ADecreased-5.0%3.33% +0.7 ppSEC filing
2025-11-14Coatue ManagementORACLE CORPORACLE CORPCOMIncreased+24.3%3.31% +1.0 ppSEC filing
2025-11-14Coatue ManagementLRCXLAM RESEARCH CORPCOM NEWDecreased-5.3%3.27% +0.4 ppSEC filing
2025-11-14Coatue ManagementSPOTSPOTIFY TECHNOLOGY S ASHSIncreased+13.3%3.09% -0.3 ppSEC filing
2025-11-14Coatue ManagementCRWVCOREWEAVE INCCOM CL ADecreased-62.2%2.26% -5.8 ppSEC filing
2025-11-14Coatue ManagementSNPSSYNOPSYS INCCOMNew—2.19% +2.2 ppSEC filing
2025-11-14Coatue ManagementTSLATESLA INCCOMDecreased-15.1%1.89% +0.1 ppSEC filing
2025-11-14Coatue ManagementNUNU HLDGS LTDORD SHS CL ADecreased-2.4%1.86% +0.0 ppSEC filing
2025-11-14Coatue ManagementCVNACarvana CoCL AIncreased+11.3%1.85% +0.2 ppSEC filing
2025-11-14Coatue ManagementNFLXNETFLIX INC.COMUnchanged0.0%1.82% -0.5 ppSEC filing
2025-11-14Coatue ManagementAMATAPPLIED MATLS INCCOMNew—1.68% +1.7 ppSEC filing
2025-11-14Coatue ManagementDASHDOORDASH INCCL AIncreased+12.3%1.64% +0.1 ppSEC filing
2025-11-14Coatue ManagementINTUITINTUITCOMDecreased-19.8%1.41% -0.9 ppSEC filing
2025-11-14Coatue ManagementGOOGALPHABET INCCAP STK CL CNew—1.25% +1.2 ppSEC filing
2025-11-14Coatue ManagementSNOWSNOWFLAKE INCCOM SHSNew—1.08% +1.1 ppSEC filing
2025-11-14Coatue ManagementFIRST CTZNS BANCSHARES INC DFIRST CTZNS BANCSHARES INC DCL ADecreased-4.1%0.89% -0.3 ppSEC filing
2025-11-14Coatue ManagementBABAALIBABA GROUP HLDG LTDSPONSORED ADSIncreased+130.1%0.87% +0.6 ppSEC filing
2025-11-14Coatue ManagementPAYPAL HLDGS INCPAYPAL HLDGS INCCOMDecreased-24.9%0.86% -0.6 ppSEC filing
2025-11-14Coatue ManagementATLASSIAN CORPORATIONATLASSIAN CORPORATIONCL ADecreased-10.0%0.81% -0.5 ppSEC filing
2025-11-14Coatue ManagementArm Holdings PlcArm Holdings PlcSPONSORED ADSDecreased-51.2%0.78% -1.3 ppSEC filing
2025-11-14Coatue ManagementINTUITIVE SURGICAL INCINTUITIVE SURGICAL INCCOM NEWDecreased-3.7%0.78% -0.3 ppSEC filing
2025-11-14Coatue ManagementCAICaris Life Sciences IncCOMUnchanged0.0%0.75% -0.0 ppSEC filing
2025-11-14Coatue ManagementKKRKKR & CO L P DELCOM UNITSDecreased-40.6%0.71% -0.7 ppSEC filing
2025-11-14Coatue ManagementHINGE HEALTH INCHINGE HEALTH INCCL AUnchanged0.0%0.57% -0.1 ppSEC filing
2025-11-14Coatue ManagementCHIME FINL INCCHIME FINL INCCOM SHS CL ADecreased-1.0%0.53% -0.5 ppSEC filing
2025-11-14Coatue ManagementADOBE INCADOBE INCCOMUnchanged0.0%0.53% -0.1 ppSEC filing
2025-11-14Coatue ManagementAMDADVANCED MICRO DEVICES INCCOMDecreased-19.0%0.49% -0.1 ppSEC filing
2025-11-14Coatue ManagementMARVELL TECHNOLOGY INCMARVELL TECHNOLOGY INCCOMIncreased+245.1%0.43% +0.3 ppSEC filing
2025-11-14Coatue ManagementWEBULL CORPWEBULL CORPORD SHSIncreased+0.6%0.42% +0.0 ppSEC filing
2025-11-14Coatue ManagementFIGMA INCFIGMA INCCLASS A COM STKNew—0.41% +0.4 ppSEC filing
2025-11-14Coatue ManagementCADENCE DESIGN SYSTEM INCCADENCE DESIGN SYSTEM INCCOMDecreased-33.3%0.41% -0.2 ppSEC filing
2025-11-14Coatue ManagementSESea LtdSPONSORD ADSUnchanged0.0%0.29% -0.0 ppSEC filing
2025-11-14Coatue ManagementCHAGEE HLDGS LTDCHAGEE HLDGS LTDSPONSORED ADSUnchanged0.0%0.25% -0.2 ppSEC filing
2025-11-14Coatue ManagementVSTVISTRA CORPCOMIncreased+7.7%0.25% -0.0 ppSEC filing
2025-11-14Coatue ManagementSKYWORKS SOLUTIONS INCSKYWORKS SOLUTIONS INCCOMUnchanged0.0%0.24% -0.0 ppSEC filing
2025-11-14Coatue ManagementTHE TRADE DESK INCTHE TRADE DESK INCCOM CL AIncreased+38.8%0.17% -0.0 ppSEC filing
2025-11-14Coatue ManagementENPHASE ENERGY INCENPHASE ENERGY INCCOMIncreased+95.3%0.14% +0.0 ppSEC filing
2025-11-14Coatue ManagementZILLOW GROUP INCZILLOW GROUP INCCL C CAP STKUnchanged0.0%0.14% -0.0 ppSEC filing
2025-11-14Coatue ManagementPINSPINTEREST INCCL AUnchanged0.0%0.13% -0.0 ppSEC filing
2025-11-14Coatue ManagementQUANTUMSCAPE CORPQUANTUMSCAPE CORPCOM CL AUnchanged0.0%0.13% +0.0 ppSEC filing
2025-11-14Coatue ManagementMEDICAL PROPERTIES TRUST INCMEDICAL PROPERTIES TRUST INCCOMUnchanged0.0%0.11% +0.0 ppSEC filing
2025-11-14Coatue ManagementUPSTART HLDGS INCUPSTART HLDGS INCCOMUnchanged0.0%0.11% -0.0 ppSEC filing
2025-11-14Coatue ManagementNOVAVAX INCNOVAVAX INCCOM NEWUnchanged0.0%0.08% +0.0 ppSEC filing
2025-11-14Coatue ManagementUIPATH INCUIPATH INCCL AUnchanged0.0%0.07% -0.0 ppSEC filing
2025-11-14Coatue ManagementNTRANatera IncCOMNew—0.07% +0.1 ppSEC filing
2025-11-14Coatue ManagementZILLOW GROUP INCZILLOW GROUP INCCL AUnchanged0.0%0.06% -0.0 ppSEC filing
2025-11-14Coatue ManagementPELOTON INTERACTIVE INCPELOTON INTERACTIVE INCCL A COMUnchanged0.0%0.06% +0.0 ppSEC filing
2025-11-14Coatue ManagementKLARNA GROUP PLCKLARNA GROUP PLCSHSNew—0.03% +0.0 ppSEC filing
2025-11-14Coatue ManagementRINGCENTRAL INCRINGCENTRAL INCCL AUnchanged0.0%0.03% -0.0 ppSEC filing
2025-11-14Coatue ManagementPLUG PWR INCPLUG PWR INCCOM NEWUnchanged0.0%0.02% +0.0 ppSEC filing
2025-11-14Coatue ManagementJOYY INCJOYY INCADS REPSTG COM ANew—0.02% +0.0 ppSEC filing
2025-11-14Coatue ManagementISHARES BITCOIN TRUST ETFISHARES BITCOIN TRUST ETFSHS BEN INTIncreased+134.7%0.02% +0.0 ppSEC filing
2025-11-14Coatue ManagementLCIDLUCID GROUP INCCOM NEWNew—0.02% +0.0 ppSEC filing
2025-11-14Coatue ManagementFUTU HLDGS LTDFUTU HLDGS LTDSPON ADS CL ANew—0.01% +0.0 ppSEC filing
2025-11-14Coatue ManagementSTITCH FIX INCSTITCH FIX INCCOM CL AUnchanged0.0%0.01% +0.0 ppSEC filing
2025-11-14Coatue ManagementMOBILEYE GLOBAL INCMOBILEYE GLOBAL INCCOMMON CLASS AUnchanged0.0%0.01% -0.0 ppSEC filing
2025-11-14Coatue ManagementHTZWWHERTZ GLOBAL HLDGS INC*W EXP 06/30/205Unchanged0.0%0.00% -0.0 ppSEC filing
2025-11-14Coatue ManagementCHARGEPOINT HOLDINGS INCCHARGEPOINT HOLDINGS INCCOM SHSNew—0.00% +0.0 ppSEC filing
2025-11-14Coatue ManagementOLAPLEX HLDGS INCOLAPLEX HLDGS INCCOMUnchanged0.0%0.00% -0.0 ppSEC filing
2025-11-14Coatue ManagementHTZHERTZ GLOBAL HLDGS INCCOM NEWUnchanged0.0%0.00% -0.0 ppSEC filing
2025-11-14Coatue ManagementAMC ENTMT HLDGS INCAMC ENTMT HLDGS INCCL A NEWUnchanged0.0%0.00% -0.0 ppSEC filing
2025-11-14Coatue ManagementBEYOND MEAT INCBEYOND MEAT INCCOMUnchanged0.0%0.00% -0.0 ppSEC filing
2025-11-14Coatue ManagementAGORA INCAGORA INCADSUnchanged0.0%0.00% -0.0 ppSEC filing

Latest changes

↔ Scroll table

FiledInvestorStockChangeShares ΔWeightSource
2025-11-14Coatue ManagementCRWVCOREWEAVE INCCOM CL ADecreased-62.2%2.26% -5.8 ppSEC filing
2025-11-14Coatue ManagementMETAMETA PLATFORMS INCCL AIncreased+9.6%7.27% -0.3 ppSEC filing
2025-11-14Coatue ManagementAMZNAMAZON COM INCCOMDecreased-13.9%4.71% -1.5 ppSEC filing
2025-11-14Coatue ManagementMSFTMICROSOFT CORPCOMIncreased+18.1%5.90% +0.4 ppSEC filing
2025-11-14Coatue ManagementGEVGE VERNOVA INCCOMDecreased-3.2%5.48% -0.1 ppSEC filing
2025-11-14Coatue ManagementCEGCONSTELLATION ENERGY CORPCOMDecreased-3.3%4.62% -0.7 ppSEC filing
2025-11-14Coatue ManagementNVDANVIDIA CORPORATIONCOMDecreased-14.1%4.52% -0.5 ppSEC filing
2025-11-14Coatue ManagementAVGOBROADCOM INCCOMIncreased+2.1%4.66% +0.3 ppSEC filing
2025-11-14Coatue ManagementETNEATON CORP PLCSHSIncreased+2.3%4.40% -0.3 ppSEC filing
2025-11-14Coatue ManagementGOOGLALPHABET INCCAP STK CL AIncreased+259.1%4.30% +3.3 ppSEC filing
2025-11-14Coatue ManagementAPPAPPLOVIN CORPCOM CL AIncreased+24.9%4.00% +2.2 ppSEC filing
2025-11-14Coatue ManagementSPOTSPOTIFY TECHNOLOGY S ASHSIncreased+13.3%3.09% -0.3 ppSEC filing

Portfolio history

Download full history CSV ↓
QuarterPositionsDisclosed long share value
2026 Q266$48.63B
2026 Q162$29.06B
2025 Q452$39.96B
2025 Q374$40.79B
2025 Q270$35.90B
2025 Q170$22.68B
2024 Q468$29.68B
2024 Q381$26.92B
2024 Q274$25.69B
2024 Q191$25.50B
2023 Q4100$23.84B
2023 Q386$19.71B
2023 Q291$20.41B
2023 Q174$15.04B
2022 Q472$8.92B
2022 Q384$8.61B
2022 Q281$8.26B
2022 Q158$13.67B
2021 Q481$22.55B
2021 Q377$24.58B

Sources & reporting managers

COATUE MANAGEMENT LLC · SEC

Original filings & information tables

0000919574-25-006976

0000919574-25-006976

HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.