PL

Philippe Laffont

Growth / Tech
Coatue Management

Founder of Coatue Management. Another Tiger Cub focused on technology, media, and telecommunications across public and private markets, known for high-conviction growth bets.

Q2 2026 13F FilingFiled August 14, 2026View on SEC EDGAR
Total positions
53
Portfolio value
$4.18B
Top-10 concentration
6.8%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation10 sectors
Financial Services38.2%
Communication Services36.1%
Technology9.4%
Industrials5.5%
Healthcare3.1%
Consumer Cyclical2.9%
Consumer Defensive2.4%
Real Estate1.0%
Utilities0.8%
Other0.6%

Q2 2026 Portfolio53 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
HUTHUT 8 CORP7
2.3%
$1.12B9.72M—
2
RDDTREDDIT INC10
1.00%
$484.3M2.79M—
3
METAMETA PLATFORMS INC17
0.82%
$396.7M704K—
4
NUNU HLDGS LTD6
0.81%
$391.9M29.33M—
5
NFLXNETFLIX INC.12
0.69%
$336.3M4.71M—
6
APPAPPLOVIN CORP7
0.46%
$224.2M435K—
7
GNRCGENERAC HLDGS INC2
0.24%
$114.3M391K—
8
SFMSPROUTS FMRS MKT INC3
0.21%
$101.8M1.20M—
9
CAICARIS LIFE SCIENCES INC2
0.17%
$80.7M4.53M—
10
ENPHENPHASE ENERGY INC2
0.16%
$76.7M1.56M—
11
SNPSSYNOPSYS INC5
0.14%
$66.2M148K—
12
AMDADVANCED MICRO DEVICES INC13
0.11%
$55.8M96K—
13
PYPLPAYPAL HLDGS INC6
0.11%
$53.7M1.24M—
14
MSFTMICROSOFT CORP15
0.10%
$50.8M136K—
15
NVAXNOVAVAX INC
0.07%
$36.1M3.84M—
16
CEGCONSTELLATION ENERGY CORP5
0.07%
$33.6M135K—
17
QSQUANTUMSCAPE CORP
0.07%
$32.5M4.29M—
18
MTZMASTEC INC6
0.06%
$31.4M76K—
19
UPSTUPSTART HLDGS INC2
0.06%
$30.9M871K—
20
AMZNAMAZON COM INC19
0.06%
$30.7M129K—
21
PINSPINTEREST INC5
0.05%
$25.2M1.20M—
22
TTDTHE TRADE DESK INC3
0.05%
$25.1M1.39M—
23
INTCINTEL CORP10
0.05%
$23.8M170K—
24
ABR-PFARBOR REALTY TRUST INC2
0.05%
$22.7M4.20M—
25
VRTVERTIV HOLDINGS CO6
0.04%
$21.8M65K—
26
PATHUIPATH INC2
0.04%
$21.3M1.96M—
27
MPTMEDICAL PROPERTIES TRUST INC
0.04%
$20.9M4.53M—
28
ETNEATON CORP PLC4
0.04%
$20.4M48K—
29
EQIXEQUINIX INC6
0.04%
$19.7M19K—
30
LRCXLAM RESEARCH CORP9
0.04%
$18.4M42K—
31
NVDANVIDIA CORPORATION15
0.04%
$17.2M86K—
32
AMATAPPLIED MATLS INC5
0.03%
$17.0M23K—
33
RNGRINGCENTRAL INC2
0.03%
$16.0M411K—
34
DASHDOORDASH INC8
0.03%
$16.0M86K—
35
AVGOBROADCOM INC13
0.03%
$15.9M42K—
36
PTONPELOTON INTERACTIVE INC
0.03%
$14.8M2.50M—
37
SPOTSPOTIFY TECHNOLOGY S A6
0.03%
$14.6M32K—
38
CVNACARVANA CO7
0.03%
$14.5M220K—
39
FPSFORGENT POWER SOLUTIONS INC3
0.03%
$14.0M251K—
40
MUMICRON TECHNOLOGY INC10
0.02%
$10.6M9K—
41
NTRANATERA INC8
0.02%
$8.9M33K—
42
FIXCOMFORT SYS USA INC7
0.02%
$8.4M4K—
43
GEVGE VERNOVA INC7
0.02%
$7.5M6K—
44
AGXARGAN INC4
0.01%
$7.1M9K—
45
PLUGPLUG PWR INC
0.01%
$6.9M2.55M—
46
TSLATESLA INC13
0.01%
$6.2M15K—
47
ISRGINTUITIVE SURGICAL INC9
0.01%
$4.9M12K—
48
SFIXSTITCH FIX INC
<0.01%
$3.0M735K—
49
CBRSCEREBRAS SYSTEMS INC5
<0.01%
$2.6M12K—
50
LCIDLUCID GROUP INC2
<0.01%
$2.0M295K—
51
CHPTCHARGEPOINT HOLDINGS INC
<0.01%
$911K154K—
52
AMCAMC ENTMT HLDGS INC
<0.01%
$433K228K—
53
BYNDBEYOND MEAT INC2
<0.01%
$225K300K—
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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.