★ Coatue Management

Philippe Laffont · Preseason

Portfolio from the 13F for the quarter 2026-06, filed on 2026-08-14. Only long S&P 500 and Nasdaq-100 positions we have prices for; coverage shows what share of its declared portfolio they represent. The 13F is published up to 45 days after the quarter. If the fund files a new one during the season, its portfolio changes at the next close, like an order.

LRCXLam Research11.9 %
MUMicron Technology10.5 %
AMATApplied Materials8.8 %
GEVGE Vernova8.7 %
AMZNAmazon8.2 %

+ 25 more positions with Pro.

See its full portfolio in Big funds →