Philippe Laffont

Coatue Management LLC

as of Mar 31, 2021 · filed May 14, 2021 · 44-day reporting lag · historical report

Source filings

13F-HR 0000919574-21-003475

QuarterCompare any two quarters

Portfolio value$18.2B -31.8% vs. previous quarter

Positions6520 new · 29 sold

Top 531.0%largest DASH at 6.7%

Largest moveSNOWIncreased · +2.3% weight shift

Concentration

How much of the portfolio the biggest positions add up to. Hover the curve, or focus it and use the arrow keys, to inspect each rank.

Longest held

One block per imported quarter, oldest at the left. A full row means held in all of them, not that the position began there.

20%held throughout

TSLA26

AMZN26

PYPL26

META26

NFLX26

Top 3 moves

SNOW+2.3%

PYPL−2.1%

DASH+2.0%

20 new positions and 29 sold; the largest portfolio-weight shift was SNOW gaining 2.3% of portfolio weight.

Holdings

Reported price is value divided by shares, the manager’s quarter-end mark rather than a traded price.

1–25 of 65, sorted by portfolio weight, high to low

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Reported holdings for Q1 2021

DASHDOORDASH INC - AConsumer Discretionary	6.7%+2.0%	Increased5.8%	9,258,184	$131.13	$1.21B
SNOWSNOWFLAKE INCInformation Technology	6.6%+2.3%	Increased28.9%	5,242,776	$229.28	$1.20B
DISWALT DISNEY CO/THECommunication Services	6.2%-1.3%	Reduced45.0%	6,082,125	$184.52	$1.12B
TSLATESLA INCConsumer Discretionary	6.0%+0.3%	Reduced24.4%	1,625,925	$667.93	$1.09B
RUNSUNRUN INCIndustrials	5.6%+0.8%	Reduced9.0%	17,013,861	$60.48	$1.03B
XYZBLOCK INCInformation Technology	4.8%-0.2%	Reduced36.8%	3,880,031	$227.05	$881.0M
ZZILLOW GROUP INCConsumer DiscretionaryZ · ZG	4.7%+1.2%	Reduced	Z4,975,368ZG1,621,042	Z$129.64ZG$131.38	$858.0M
AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	4.5%+2.0%	Increased26.9%	265,455	$3094.08	$821.3M
UBERUBER TECHNOLOGIES INCConsumer Discretionary	4.0%	Reduced36.9%	13,349,119	$54.51	$727.7M
SESEA LTD-ADRConsumer Discretionary	3.9%+1.6%	Increased1.9%	3,205,370	$223.23	$715.5M
PYPLPAYPAL HOLDINGS INCFinancials	3.9%-2.1%	Reduced57.1%	2,936,119	$242.84	$713.0M
METAMETA PLATFORMS INC-CLASS ACommunication Services	3.4%+1.2%	Reduced1.5%	2,132,571	$294.53	$628.1M
NUANEURNUANCE COMMUNICATIONS INCUnclassified	3.4%+0.7%	Reduced14.3%	14,244,774	$43.64	$621.6M
XPEVXPENG INC - ADRConsumer Discretionary	3.3%+1.6%	Increased57.4%	16,339,595	$36.51	$596.6M
NFLXNETFLIX INCCommunication Services	2.7%-0.2%	Reduced35.0%	932,694	$521.66	$486.5M
APIAGORA INC-ADRInformation Technology	2.6%+1.1%	Reduced5.0%	9,562,594	$50.27	$480.7M
ZMZOOM COMMUNICATIONS INCCommunication Services	2.1%-1.1%	Reduced53.2%	1,176,814	$321.29	$378.1M
CRWDCROWDSTRIKE HOLDINGS INC - AInformation Technology	1.8%-1.3%	Reduced53.5%	1,845,197	$182.51	$336.8M
LILI AUTO INC - ADRConsumer Discretionary	1.8%+1.6%	Increased766.9%	12,787,010	$25.00	$319.7M
GHGUARDANT HEALTH INCHealth Care	1.7%+1.1%	Increased80.5%	2,018,453	$152.65	$308.1M
PLANUSDANAPLAN INCUnclassified	1.6%-0.6%	Reduced34.8%	5,511,412	$53.85	$296.8M
SHOPSHOPIFY INC - CLASS AInformation Technology	1.6%-0.3%	Reduced41.1%	257,998	$1106.50	$285.5M
LBEURL BRANDS INCUnclassified	1.5%+0.7%	Reduced28.1%	4,550,433	$61.86	$281.5M
GPNGLOBAL PAYMENTS INCFinancials	1.5%-1.2%	Reduced59.7%	1,375,454	$201.58	$277.3M
PINSPINTEREST INC- CLASS ACommunication Services	1.5%+0.5%	Reduced12.5%	3,723,441	$74.03	$275.6M