13F Whale · profile

Philippe Laffont.

Coatue Management

Positions
198
as of Mar 31, 2026
New / Adds
1
vs prior quarter
Trims / Exits
4
vs prior quarter
Book value
$29.06B
reported on 13F-HR

Tech-focused long/short. 13F-HR holdings.

Current positions

Top holdings · by 13F position size

SymbolLast actionLast priceChg %Veridion Score
TSMTaiwan Semiconductor Manufacturing Company Ltd.HOLD$412.01+1.85%69
AVGOBroadcom Inc. Common StockHOLD$422.51+2.02%62
AMZNAmazon.Com IncHOLD$262.43-1.46%69
METAMeta Platforms, Inc. Class A Common StockHOLD$609.57-0.11%70
GOOGLAlphabet Inc. Class A Common StockHOLD$386.33+0.88%70
NVDANvidia CorpHOLD$213.22-0.98%63
MSFTMicrosoft CorpHOLD$413.54-1.20%67
NFLXNetFlix IncHOLD$87.78-0.93%47
Quarter-over-quarter

Top moves · Mar 31, 2026 filing

TickerActionChange
MSFTTRIM$1.58B
NEW+$1.07B
TRIM$959.4M
TRIM$905.8M
GOOGLTRIM$901.0M

Source: SEC EDGAR · View raw filing →

Data · STOCK Act · SEC Form 4 · SEC 13F-HR · Veridion Score (proprietary)Join Veridion →