Philippe Laffont - Coatue Management
Portfoliowert
$29.06 B
Positionen
198
Stichtag
2026-03-31
Quartal
Q1 2026
| AMZN | AMAZON COM INC | 4.73% | Reduce 98.45% | 6,602,594 | $208.27 | $1.38 B | $234.08 | +12.39% |
| META | META PLATFORMS INC | 4.22% | Reduce 87.04% | 2,143,061 | $572.13 | $1.23 B | $595.19 | +4.03% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | Add 5.93% | 3,453,059 | $337.95 | $1.17 B | $403.41 | +19.37% |
| GEV | GE VERNOVA INC | 3.78% | Reduce 86.51% | 1,256,825 | $872.90 | $1.10 B | $1,014.75 | +16.25% |
| LRCX | LAM RESEARCH CORP | 3.53% | Add 6.24% | 4,800,727 | $213.66 | $1.03 B | $305.21 | +42.85% |
| AVGO | BROADCOM INC | 3.28% | Reduce 47.63% | 3,080,113 | $309.51 | $953.33 M | $381.92 | +23.40% |
| MSFT | MICROSOFT CORP | 3.16% | Add 4204.24% | 2,480,017 | $370.17 | $918.03 M | $390.09 | +5.38% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.99% | Add 5.93% | 2,570,244 | $337.95 | $868.61 M | $403.41 | +19.37% |
| NVDA | NVIDIA CORPORATION | 2.60% | Add 1.77% | 4,323,460 | $174.40 | $754.01 M | $198.64 | +13.90% |
| CEG | CONSTELLATION ENERGY CORP | 2.52% | Add 216.08% | 2,625,723 | $279.25 | $733.23 M | $274.35 | -1.75% |
| AMAT | APPLIED MATLS INC | 2.47% | Reduce 17.52% | 2,095,587 | $341.79 | $716.25 M | $536.25 | +56.89% |
| ETN | EATON CORP PLC | 2.41% | Reduce 69.11% | 1,956,773 | $357.67 | $699.88 M | $404.07 | +12.97% |
| NFLX | NETFLIX INC. | 2.05% | Reduce 89.19% | 6,187,350 | $96.15 | $594.91 M | $70.50 | -26.68% |
| GOOGL | ALPHABET INC | 2.02% | Reduce 76.51% | 2,040,367 | $287.56 | $586.73 M | $326.10 | +13.40% |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.94% | Reduce 87.45% | 1,163,955 | $484.91 | $564.41 M | $482.66 | -0.46% |
| LRCX | LAM RESEARCH CORP | 1.86% | Add 6.24% | 2,531,217 | $213.66 | $540.82 M | $305.21 | +42.85% |
| AMAT | APPLIED MATLS INC | 1.84% | Reduce 17.52% | 1,567,165 | $341.79 | $535.64 M | $536.25 | +56.89% |
| GOOGL | ALPHABET INC | 1.69% | Reduce 76.51% | 1,704,310 | $287.56 | $490.09 M | $326.10 | +13.40% |
| GEV | GE VERNOVA INC | 1.65% | Reduce 86.51% | 548,413 | $872.90 | $478.71 M | $1,014.75 | +16.25% |
| EQIX | EQUINIX INC | 1.48% | Buy | 438,511 | $980.24 | $429.85 M | $1,084.24 | +10.61% |
| NU | NU HLDGS LTD | 1.45% | Add 2450.30% | 29,333,576 | $14.37 | $421.52 M | $14.09 | -1.95% |
| ETN | EATON CORP PLC | 1.31% | Reduce 69.11% | 1,064,909 | $357.67 | $380.89 M | $404.07 | +12.97% |
| RDDT | REDDIT INC | 1.29% | Add 1548.54% | 2,789,891 | $134.65 | $375.66 M | $168.70 | +25.29% |
| EQIX | EQUINIX INC | 1.23% | Buy | 364,746 | $980.24 | $357.54 M | $1,084.24 | +10.61% |
| APP | APPLOVIN CORP | 1.17% | Add 459.39% | 854,899 | $398.00 | $340.25 M | $391.98 | -1.51% |
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