Coatue (Philippe Laffont)

A technology fund from the Tiger Management tradition.

What Philippe Laffont held at Q2 2026: 66 positions, the largest TSM +8.8 %, LRCX +8.4 %, MU +7.5 %, SPCX +6.5 %, AMAT +6.3 %. Changes against the quarter before.

• TSM – +8.8 %
• LRCX – +8.4 %
• MU – +7.5 %
• SPCX – +6.5 %
• AMAT – +6.3 %
• GEV – +6.2 %
• AMZN – +5.8 %
• AVGO – +4.5 %
• ETN – +4.4 %
• GOOGL – +3.6 %
• INTC – +3.5 %
• CBRS – +3.2 %
• META – +2.9 %
• EQIX – +2.7 %
• NVDA – +2.5 %
• CEG – +2.4 %
• FPS – +2.4 %
• HUT – +2.3 %
• MSFT – +2.3 %
• NTRA – +1.4 %
• APP – +1.2 %
• SPOT – +1.2 %
• ASML – +1.2 %
• RDDT – +1.0 %
• NU – +0.8 %
• NFLX – +0.7 %
• GOOG – +0.7 %
• ISRG – +0.6 %
• FCNCA – +0.6 %
• VRT – +0.6 %
• QCOM – +0.5 %
• CVNA – +0.4 %
• MTZ – +0.4 %
• CAI – +0.4 %
• SNPS – +0.3 %
• GNRC – +0.2 %
• SFM – +0.2 %
• DASH – +0.2 %
• ENPH – +0.2 %
• BAH – +0.1 %