Philippe Laffont

Coatue Management LLC

as of Jun 30, 2021 · filed Nov 12, 2021 · 135-day reporting lag · historical report

Source filings

13F-HR 0000919574-21-005102

13F-HR/A 0000919574-21-006825

Amendment group, merged into one quarter

QuarterCompare any two quarters

Portfolio value$25.8B 41.6% vs. previous quarter

Positions7622 new · 11 sold

Top 526.9%largest DASH at 6.7%

Largest moveMRNAIncreased · +4.7% 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

AMZN26

TSLA26

PYPL26

META26

NFLX26

Top 3 moves

MRNA+4.7%

PATH+3.0%

0C3+2.7%

22 new positions and 11 sold; the largest portfolio-weight shift was MRNA gaining 4.7% 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 76, sorted by portfolio weight, high to low

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Reported holdings for Q2 2021

DASHDOORDASH INC - AConsumer Discretionary	6.7%	Increased4.3%	9,659,319	$178.33	$1.72B
AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	5.8%+1.3%	Increased63.6%	434,399	$3440.16	$1.49B
MRNAMODERNA INCHealth Care	5.6%+4.7%	Increased388.3%	6,140,904	$234.98	$1.44B
TSLATESLA INCConsumer Discretionary	4.5%-1.4%	Increased5.6%	1,717,477	$679.70	$1.17B
XYZBLOCK INCInformation Technology	4.3%-0.5%	Increased17.5%	4,559,178	$243.80	$1.11B
PYPLPAYPAL HOLDINGS INCFinancials	4.2%+0.3%	Increased26.9%	3,725,996	$291.48	$1.09B
SNOWSNOWFLAKE INCInformation Technology	4.1%-2.5%	Reduced16.5%	4,378,996	$241.80	$1.06B
DISWALT DISNEY CO/THECommunication Services	4.0%-2.2%	Reduced3.5%	5,868,174	$175.77	$1.03B
METAMETA PLATFORMS INC-CLASS ACommunication Services	3.9%+0.4%	Increased34.1%	2,859,130	$347.71	$994.1M
RUNSUNRUN INCIndustrials	3.7%-2.0%	Increased0.4%	17,087,510	$55.78	$953.1M
ZZILLOW GROUP INCConsumer DiscretionaryZ · ZG	3.1%-1.6%	Reduced	Z4,846,413ZG1,604,905	Z$122.22ZG$122.53	$789.0M
PATHNEWUIPATH INC - CLASS AInformation Technology	3.0%+3.0%	New	11,332,361	$67.93	$769.8M
NUANEURNUANCE COMMUNICATIONS INCUnclassified	2.8%-0.6%	Reduced5.6%	13,452,563	$54.44	$732.4M
TWLOTWILIO INC - AInformation Technology	2.8%+2.0%	Increased345.6%	1,811,133	$394.16	$713.9M
SESEA LTD-ADRConsumer Discretionary	2.8%-1.2%	Reduced19.2%	2,590,851	$274.60	$711.4M
0C3NEWENDEAVOR GROUP HOLD-CLASS AUnclassified	2.7%+2.7%	New	24,999,999	$27.71	$692.7M
UBERUBER TECHNOLOGIES INCConsumer Discretionary	2.6%-1.4%	Unchanged	13,349,119	$50.12	$669.1M
SHOPSHOPIFY INC - CLASS AInformation Technology	2.3%+0.8%	Increased60.8%	414,822	$1460.98	$606.0M
PTONPELOTON INTERACTIVE INC-AConsumer Discretionary	2.3%+1.3%	Increased201.7%	4,729,785	$124.02	$586.6M
RBLXNEWROBLOX CORP -CLASS AInformation Technology	2.2%+2.2%	New	6,454,820	$89.98	$580.8M
ZMZOOM COMMUNICATIONS INCCommunication Services	2.1%+0.1%	Increased21.6%	1,431,480	$387.03	$554.0M
NFLXNETFLIX INCCommunication Services	1.9%-0.8%	Unchanged	932,694	$528.21	$492.7M
CRWDCROWDSTRIKE HOLDINGS INC - AInformation Technology	1.8%-0.1%	Unchanged	1,845,197	$251.31	$463.7M
XPEVXPENG INC - ADRConsumer Discretionary	1.8%-1.5%	Reduced36.5%	10,379,425	$44.42	$461.1M
APIAGORA INC-ADRInformation Technology	1.6%-1.1%	Unchanged	9,562,594	$41.96	$401.2M