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Philippe Laffont Portfolio: Coatue Management 13F Holdings
Review Coatue Management's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Philippe Laffont.
Philippe Laffont portfolio Top Holdings
Philippe Laffont portfolio and Coatue Management 13F holdings indexed by Finoriq. Latest filing 2026-08-14.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.3B | 2026-08-14 |
| 2 | LRCXLAM RESEARCH CORP | $4.1B | 2026-08-14 |
| 3 | MUMICRON TECHNOLOGY INC | $3.6B | 2026-08-14 |
| 4 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | $3.2B | 2026-08-14 |
| 5 | AMATAPPLIED MATERIALS INC /DE | $3B | 2026-08-14 |
| 6 | GEVGE Vernova Inc. | $3B | 2026-08-14 |
| 7 | AMZNAMAZON COM INC | $2.8B | 2026-08-14 |
| 8 | AVGOBroadcom Inc. | $2.2B | 2026-08-14 |
| 9 | GOOGLAlphabet Inc. | $1.7B | 2026-08-14 |
| 10 | INTCINTEL CORP | $1.7B | 2026-08-14 |
| 11 | CBRSCerebras Systems Inc. | $1.5B | 2026-08-14 |
| 12 | METAMeta Platforms, Inc. | $1.4B | 2026-08-14 |
| 13 | EQIXEQUINIX INC | $1.3B | 2026-08-14 |
| 14 | NVDANVIDIA CORP | $1.2B | 2026-08-14 |
| 15 | CEGConstellation Energy Corp | $1.2B | 2026-08-14 |
| 16 | FPSForgent Power Solutions, Inc. | $1.1B | 2026-08-14 |
| 17 | HUTHut 8 Corp. | $1.1B | 2026-08-14 |
| 18 | MSFTMICROSOFT CORP | $1.1B | 2026-08-14 |
| 19 | NTRANatera, Inc. | $680M | 2026-08-14 |
| 20 | APPAppLovin Corp | $603.4M | 2026-08-14 |
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