Hedge fund tracker
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Philippe Laffont

Positions

65

Disclosed value

$48.6B

New last quarter

9

Exits last quarter

5

From Coatue Management's latest 13F filing (Jun 2026 quarter). 13F filings disclose long US-listed positions only — not cash, shorts, or private assets. TickerTalksAI is not affiliated with Philippe Laffont or Coatue Management.

Top holdings

TSM

TSM

8.8% of portfolio

Trimmed

$4.3B

LRCX

LRCX

8.4% of portfolio

Trimmed

$4.1B

MU

MU

7.5% of portfolio

Added

$3.6B

SPCX

SPCX

6.5% of portfolio

New

$3.2B

AMAT

AMAT

6.3% of portfolio

Trimmed

$3.0B

Full Coatue Management analysis