Philippe Laffont runs Coatue Management LLC, a focused book of 66 reported positions worth $48.6B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn-CL A and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 9% of the reported non-option book.
Never miss a Laffont filing
Free. One email when the next 13F lands, with what changed. Quarterly at most. Unsubscribe anytime.
66 companies · Q2 2026 · click a row for its quarter-by-quarter history
| # | Stock | % of portfolio | Value | Shares | Latest change | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor-SP ADRTSM | 8.8% | $4.3B | 8.9M | ▼−4.0% Reduced · −369K sh | |
| 2 | Lam Research CorpLRCX | 8.4% | $4.1B | 9.4M | ▼−6.0% Reduced · −602K sh | |
| 3 | Micron Technology IncMU | 7.5% | $3.6B | 3.1M | ▲19× Added · +3.0M sh | |
| 4 | Space Exploration Techn-CL ASPCX | 6.5% | $3.2B | 18.6M | ▲New +18.6M sh | |
| 5 | Applied Materials IncAMAT | 6.3% | $3.0B | 4.2M | ▼−20% Reduced · −1.0M sh | |
| 6 | Ge Vernova IncGEV | 6.2% | $3.0B | 2.6M | ▼−0.6% Reduced · −14K sh | |
| 7 | Amazon.com IncAMZN | 5.8% | $2.8B | 11.8M | ▲+49% Added · +3.9M sh | |
| 8 | Broadcom IncAVGO | 4.5% | $2.2B | 5.8M | ▲+6.2% Added · +343K sh | |
| 9 | Eaton Corp PLCETN | 4.4% | $2.1B | 5.0M | ▲+4.6% Added · +220K sh | |
| 10 | Alphabet Inc-CL AGOOGL | 3.6% | $1.7B | 4.9M | ▲+13% Added · +543K sh | |
| 11 | Intel CorpINTC | 3.5% | $1.7B | 12.1M | ▲New +12.1M sh | |
| 12 | Cerebras Systems Inc - ACBRS | 3.2% | $1.5B | 7.0M | ▲New +7.0M sh | |
| 13 | Meta Platforms Inc-Class AMETA | 2.9% | $1.4B | 2.5M | ▼−10% Reduced · −286K sh | |
| 14 | Equinix IncEQIX | 2.7% | $1.3B | 1.3M | ▲+17% Added · +183K sh | |
| 15 | Nvidia CorpNVDA | 2.5% | $1.2B | 6.1M | ▼−4.4% Reduced · −276K sh | |
| 16 | Constellation EnergyCEG | 2.4% | $1.2B | 4.6M | —Held | |
| 17 | Forgent Power Solutions IncFPS | 2.4% | $1.1B | 20.5M | ▲New +20.5M sh | |
| 18 | Hut 8 CorpHUT | 2.3% | $1.1B | 9.7M | ▲New +9.7M sh | |
| 19 | Microsoft CorpMSFT | 2.3% | $1.1B | 2.9M | ▲+18% Added · +456K sh | |
| 20 | Natera IncNTRA | 1.4% | $680.0M | 2.5M | ▼−1.4% Reduced · −37K sh | |
| 21 | Applovin Corp-Class AAPP | 1.2% | $603.4M | 1.2M | ▼−9.2% Reduced · −119K sh | |
| 22 | Spotify Technology SaSPOT | 1.2% | $601.8M | 1.3M | ▼−0.8% Reduced · −10K sh | |
| 23 | ASML Holding NV-NY Reg SHSASML | 1.2% | $587.7M | 295K | ▼−40% Reduced · −201K sh | |
| 24 | Reddit Inc-CL ARDDT | 1.0% | $484.3M | 2.8M | —Held | |
| 25 | Nu Holdings Ltd/cayman Isl-ANU | 0.8% | $391.9M | 29.3M | —Held |
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Philippe Laffont
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 66 | $639.5M |
| Voyager Global Management LP | 6 / 66 | $3.3B |
| Selkirk Management LLC | 8 / 66 | $273.0M |
| M37 Management LP | 6 / 66 | $461.9M |
| Ketron Financial | 16 / 66 | $255.6M |
| Newlands Management Operations LLC | 8 / 66 | $13.0B |
| Howard Hughes Medical Institute | 16 / 66 | $349.2M |
| Oriental Harbor Investment Master Fund | 9 / 66 | $1.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Philippe Laffont: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
1 vehicle
This investor page is the Follow view. The Build view lets your agent pull the latest book, quarter-over-quarter moves, overlap with other managers, and the SEC filing behind each line, through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1135730/holdings"
Use Arkolith to show Philippe Laffont's latest 13F book, the biggest position changes this quarter, and the filing each one comes from.
Aggregated from SEC Form 13F filings (institutional reportable securities, disclosed quarterly, up to 45 days after quarter-end). Holdings are public domain, sourced to SEC EDGAR. The book totals, weighting, concentration and sectors cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those figures. No performance line is shown for this book yet. Every panel is one call to the Arkolith API & MCP server.