Philippe Laffont - Coatue Management

Portfolio

$48.63 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


TAIWAN SEMICONDUCTOR MANUFAC	8.76%	Reduce 33.65%	8,914,995	$4.26 B
LAM RESEARCH CORP	8.41%	Reduce 53.30%	9,441,603	$4.09 B
MICRON TECHNOLOGY INC	7.46%	Reduce 94.46%	3,142,269	$3.63 B
SPACE EXPLORATION TECHN CORP	6.52%	Buy	18,547,755	$3.17 B
APPLIED MATLS INC	6.26%	Reduce 59.80%	4,213,483	$3.05 B
GE VERNOVA INC	6.18%	Reduce 22.01%	2,558,164	$3.01 B
AMAZON COM INC	5.80%	Add 11500.72%	11,834,799	$2.82 B
BROADCOM INC	4.54%	Add 108.47%	5,846,831	$2.21 B
EATON CORP PLC	4.35%	Add 27.39%	4,968,415	$2.12 B
ALPHABET INC	3.57%	Add 81.07%	4,856,251	$1.74 B
INTEL CORP	3.47%	Buy	12,084,027	$1.69 B
CEREBRAS SYSTEMS INC	3.17%	Buy	6,984,203	$1.54 B
META PLATFORMS INC	2.93%	Add 13421.60%	2,526,048	$1.42 B
EQUINIX INC	2.73%	Add 32.80%	1,273,517	$1.33 B
NVIDIA CORPORATION	2.49%	Reduce 7.05%	6,055,197	$1.21 B
CONSTELLATION ENERGY CORP	2.37%		4,632,475	$1.15 B
FORGENT POWER SOLUTIONS INC	2.35%	Buy	20,501,387	$1.15 B
HUT 8 CORP	2.31%	Buy	9,715,476	$1.12 B
MICROSOFT CORP	2.25%	Reduce 94.51%	2,936,409	$1.10 B
NATERA INC	1.40%	Add 23.85%	2,505,090	$680.01 M
APPLOVIN CORP	1.24%		1,171,189	$603.43 M
SPOTIFY TECHNOLOGY S A	1.24%	Add 901.99%	1,310,632	$601.75 M
ASML HLDG NV	1.21%	Reduce 52.81%	295,406	$587.69 M
REDDIT INC	1.00%		2,789,891	$484.27 M
NU HLDGS LTD	0.81%		29,333,576	$391.90 M

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