PL

Philippe Laffont

Coatue Management LLC

Tiger Cub / Tech & Growth

Portfolio Value

$39.96B

Total Holdings

52

Report Period

Dec 2025

Top 10 Holdings

TSM
6.6%
MSFT
6.3%
META
6.2%
AMZN
5.7%
GEV
5.5%
GOOGL
5.4%
CEG
5.2%
AVGO
4.8%
NVDA
4.3%
LRCX
4.2%
Others
45.8%
Showing top 10 of 86 total holdings

Holdings (86)

Latest 13F positions

TS
TAIWAN SEMICONDUCTOR MFG LTD
8.63M$2.62B6.6%
+7%
MS
MICROSOFT CORP
5.17M$2.50B6.3%
+11%
ME
META PLATFORMS INC
3.78M$2.50B6.2%
-6%
AM
AMAZON COM INC
9.93M$2.29B5.7%
+14%
GE
GE VERNOVA INC
3.37M$2.20B5.5%
-7%
6.84M$2.14B5.4%
-5%
CE
CONSTELLATION ENERGY CORP
5.91M$2.09B5.2%
+3%
AV
5.51M$1.91B4.8%
-4%
NV
NVIDIA CORPORATION
9.20M$1.72B4.3%
-7%
LR
LAM RESEARCH CORP
9.81M$1.68B4.2%
-1%
AM
APPLIED MATLS INC
5.98M$1.54B3.8%
+79%
ET
EATON CORP PLC
4.72M$1.50B3.8%
-2%
AP
2.19M$1.47B3.7%
-4%
SP
SPOTIFY TECHNOLOGY S A
2.45M$1.42B3.6%
+36%
5.55M$1.28B3.2%
-6%
10.86M$1.02B2.5%
+1655%
DA
4.37M$988.67M2.5%
+78%
4.44M$865.40M2.2%
-7%
1.96M$826.41M2.1%
-2%
SN
1.66M$778.09M1.9%
-8%