Philippe Laffont
Coatue Management. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $47.05B
- Stocks
- 62
- Top 10
- 64%
- Turnover
- 7%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 9.0% | $4.26B | 9M | -4% | -15.0% | |
| 2 | 8.6% | $4.09B | 9M | -6% | -44.8% | |
| 3 | 7.6% | $3.63B | 3M | +1794% | -23.4% | |
| 4 | 6.7% | $3.17B | 19M | New | -21.2% | |
| 5 | 6.4% | $3.05B | 4M | -20% | -46.0% | |
| 6 | 6.3% | $3.01B | 3M | -1% | -27.0% | |
| 7 | 5.9% | $2.82B | 12M | +49% | +0.8% | |
| 8 | 4.7% | $2.21B | 6M | +6% | -13.7% | |
| 9 | 4.5% | $2.12B | 5M | +5% | -13.2% | |
| 10 | 3.7% | $1.74B | 5M | +13% | -21.7% | |
| 11 | 3.6% | $1.69B | 12M | New | -52.9% | |
| 12 | 3.3% | $1.55B | 7M | New | -50.6% | |
| 13 | 3.0% | $1.42B | 3M | -10% | +9.2% | |
| 14 | 2.8% | $1.33B | 1M | +17% | -2.8% | |
| 15 | 2.6% | $1.21B | 6M | -4% | +2.3% | |
| 16 | 2.4% | $1.15B | 5M | Unchanged | +5.6% | |
| 17 | 2.4% | $1.15B | 21M | New | -53.8% | |
| 18 | 2.4% | $1.12B | 10M | New | -48.5% | |
| 19 | 2.3% | $1.10B | 3M | +18% | +39.9% | |
| 20 | 1.4% | $680.01M | 3M | -1% | +52.6% | |
| 21 | 1.3% | $603.43M | 1M | -9% | -55.7% | |
| 22 | 1.0% | $484.27M | 3M | Unchanged | -47.2% | |
| 23 | 0.8% | $391.90M | 29M | Unchanged | -13.1% | |
| 24 | 0.7% | $336.32M | 5M | -32% | -13.1% | |
| 25 | googAlphabet Inc. | 0.7% | $320.96M | 1M | -19% | – |
| 26 | 0.7% | $315.64M | 1M | -7% | +8.6% | |
| 27 | 0.6% | $290.27M | 0M | Unchanged | +13.1% | |
| 28 | 0.6% | $270.06M | 1M | -18% | -30.6% | |
| 29 | 0.5% | $256.36M | 1M | Unchanged | -10.8% | |
| 30 | 0.5% | $215.81M | 3M | -4% | +3.8% | |
| 31 | 0.5% | $215.21M | 1M | -11% | -55.3% | |
| 32 | 0.4% | $174.99M | 10M | Unchanged | +92.6% | |
| 33 | 0.3% | $141.61M | 0M | -58% | +4.8% | |
| 34 | 0.2% | $114.35M | 0M | Unchanged | -32.4% | |
| 35 | 0.2% | $101.82M | 1M | Unchanged | -41.2% | |
| 36 | 0.2% | $96.84M | 1M | -5% | -3.0% | |
| 37 | 0.2% | $76.66M | 2M | -6% | -47.9% | |
| 38 | 0.1% | $65.73M | 1M | New | +45.9% | |
| 39 | 0.1% | $55.76M | 0M | New | -13.1% | |
| 40 | 0.1% | $53.70M | 1M | Unchanged | +32.0% | |
| 41 | nvaxNovavax | 0.1% | $36.14M | 4M | Unchanged | +7.0% |
| 42 | 0.1% | $35.26M | 0M | New | -37.8% | |
| 43 | 0.1% | $32.47M | 4M | Unchanged | -46.3% | |
| 44 | 0.1% | $30.86M | 1M | Unchanged | -35.0% | |
| 45 | 0.1% | $28.83M | 0M | New | -56.9% | |
| 46 | 0.1% | $25.22M | 0M | +2% | -4.9% | |
| 47 | 0.1% | $25.19M | 1M | -29% | -7.9% | |
| 48 | 0.1% | $25.08M | 1M | Unchanged | -32.0% | |
| 49 | zZillow Group, Inc. | 0.0% | $23.32M | 1M | Unchanged | – |
| 50 | 0.0% | $22.75M | 4M | Unchanged | -60.5% | |
| 51 | 0.0% | $21.32M | 2M | -14% | +26.3% | |
| 52 | 0.0% | $20.91M | 5M | Unchanged | -51.3% | |
| 53 | 0.0% | $16.03M | 0M | Unchanged | +108.9% | |
| 54 | 0.0% | $14.78M | 3M | Unchanged | -13.4% | |
| 55 | 0.0% | $10.30M | 0M | Unchanged | +1.7% | |
| 56 | 0.0% | $6.90M | 3M | Unchanged | -49.6% | |
| 57 | 0.0% | $3.02M | 1M | Unchanged | -34.3% | |
| 58 | 0.0% | $1.98M | 0M | Unchanged | -54.9% | |
| 59 | 0.0% | $910.65K | 0M | Unchanged | +61.4% | |
| 60 | htzwwHertz Global Holdings, Inc | 0.0% | $511.01K | 0M | Unchanged | – |
| 61 | 0.0% | $433.46K | 0M | Unchanged | +62.1% | |
| 62 | 0.0% | $241.95K | 0M | Unchanged | -15.2% | |
| 63 | 0.0% | $224.91K | 0M | -13% | -69.3% |