13F Whale · profile

Philippe Laffont.

Coatue Management

Card
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$435.80-0.27%71
AVGOBroadcom Inc. Common StockHOLD$400.39-0.18%67
AMZNAmazon.Com IncHOLD$245.70-0.54%70
METAMeta Platforms, Inc. Class A Common StockHOLD$668.02+5.79%72
GOOGLAlphabet Inc. Class A Common StockHOLD$357.17-0.48%60
NVDANvidia CorpHOLD$210.58+3.85%73
MSFTMicrosoft CorpHOLD$385.38+0.27%64
NFLXNetFlix IncHOLD$73.40-2.74%52
Quarter-over-quarter

Top moves · filing Mar 31, 2026

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 ScoreJoin Veridion →
Weekly Veridion brief

Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.