Philippe Laffont 13F Holdings & Portfolio Activity

Review Philippe Laffont's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Philippe Laffont Top Current Holdings

Philippe Laffont's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $29.1B.

Rank	Holding	Value	Portfolio	Latest Filing
1	TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS \| 874039100	$3.1B	10.8%	2026-05-15
2	GEVGE VERNOVA INCCOM \| 36828A101	$2.2B	7.7%	2026-05-15
3	LRCXLAM RESEARCH CORPCOM NEW \| 512807306	$2.1B	7.4%	2026-05-15
4	AMATAPPLIED MATLS INCCOM \| 038222105	$1.8B	6.2%	2026-05-15
5	AVGOBROADCOM INCCOM \| 11135F101	$1.7B	5.9%	2026-05-15
6	ETNEATON CORP PLCSHS \| G29183103	$1.7B	5.8%	2026-05-15
7	AMZNAMAZON COM INCCOM \| 023135106	$1.7B	5.7%	2026-05-15
8	METAMETA PLATFORMS INCCL A \| 30303M102	$1.6B	5.5%	2026-05-15
9	CEGCONSTELLATION ENERGY CORPCOM \| 21037T109	$1.3B	4.5%	2026-05-15
10	GOOGLALPHABET INCCAP STK CL A \| 02079K305	$1.2B	4.3%	2026-05-15
11	NVDANVIDIA CORPORATIONCOM \| 67066G104	$1.1B	3.8%	2026-05-15
12	EQIXEQUINIX INCCOM \| 29444U700	$1.1B	3.7%	2026-05-15
13	MSFTMICROSOFT CORPCOM \| 594918104	$918M	3.2%	2026-05-15
14	NFLXNETFLIX INC.COM \| 64110L106	$662.8M	2.3%	2026-05-15
15	ASMLASML HLDG NVN Y REGISTRY SHS \| N07059210	$655.4M	2.3%	2026-05-15
16	SPOTSPOTIFY TECHNOLOGY S ASHS \| L8681T102	$640.5M	2.2%	2026-05-15
17	APPAPPLOVIN CORPCOM CL A \| 03831W108	$513.4M	1.8%	2026-05-15
18	NTRANATERA INCCOM \| 632307104	$508.3M	1.7%	2026-05-15
19	NUNU HLDGS LTDORD SHS CL A \| G6683N103	$421.5M	1.5%	2026-05-15
20	ISRGINTUITIVE SURGICAL INCCOM NEW \| 46120E602	$394.3M	1.4%	2026-05-15

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