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Philippe Laffont
Coatue Management (United States)
French-born founder of Coatue, a TMT-focused hedge fund and prolific venture investor.
Portfolio value
$21.6B
Top holding
META
Positions tracked
15
Top 5 holdings
Allocation by sector
Technology
26.6%Communication
26.3%Consumer Discretionary
14.2%—
7.8%Full portfolio holdings
Loading live prices…| Ticker | Company | Sector | Weight | Price | Change |
|---|---|---|---|---|---|
| META | Meta Platforms Facebook, Instagram, WhatsApp, Reality Labs. | Communication | 11.2% | — | — |
| NVDA | Nvidia Leader in AI accelerators and GPUs. | Technology | 9.6% | — | — |
| AMZN | Amazon E-commerce, AWS cloud, advertising. | Consumer Discretionary | 7.8% | — | — |
| MSFT | Microsoft Windows, Azure cloud, and OpenAI partner. | Technology | 6.4% | — | — |
| GOOGL | Alphabet Parent of Google, YouTube, and Waymo. | Communication | 5.9% | — | — |
| NFLX | Netflix Global streaming entertainment leader. | Communication | 5.1% | — | — |
| TSM | Taiwan Semiconductor World's largest contract chip fab. | Technology | 4.6% | — | — |
| SPOT | Spotify Audio streaming leader. | Communication | 4.1% | — | — |
| UBER | Uber Rideshare and delivery. | Consumer Discretionary | 3.8% | — | — |
| CRWD | CRWD Publicly traded security. | — | 3.4% | — | — |
| SHOP | Shopify E-commerce platform. | Technology | 3.1% | — | — |
| NOW | ServiceNow Workflow automation platform. | Technology | 2.9% | — | — |
| MELI | MercadoLibre LatAm e-commerce. | Consumer Discretionary | 2.6% | — | — |
| HUBS | HUBS Publicly traded security. | — | 2.3% | — | — |
| DASH | DASH Publicly traded security. | — | 2.1% | — | — |
Latest buys
Holdings sourced from publicly disclosed filings and refreshed every 10 minutes. Prices delayed. Illustrative — not investment advice.