Philippe Laffont
Coatue Management LLC
Filed Nov 12, 2021, 135 days after the quarter ended · 13F-HR 0000919574-21-005102, 13F-HR/A 0000919574-21-006825 — amendment group, merged into one quarter
Q2 2026 13F data is not published yet; the SEC filing deadline is August 14, 2026.
Portfolio structure
Size by reported market value, hue by sectorSector allocation
Share of portfolio value · derived from SEC SIC codes, not licensed GICS dataSegments run in GICS sector order
- Industrials3.8%
- Consumer Discretionary31.5%
- Consumer Staples0.5%
- Health Care9.2%
- Financials5.5%
- Information Technology24.4%
- Communication Services13.2%
- Real Estate0.0%
- Unclassified11.9%
88.1% of the value that can carry an issuer sector is classified · rule set sic-sector-v2
Sector Allocation Over Time
All available quarters · Share of portfolio valueClassification coverage varies across these quarters, so part of a band's movement may be a change in what could be resolved rather than in what was held.
All positions
Sorted by portfolio weight, high to lowDASHDOORDASH INC - ACUSIP 25809K105 | Consumer Discretionary | $1.72B | 6.7% | Increased |
AMZNAMAZON.COM INCCUSIP 023135106Supply-chain analysis | Consumer Discretionary | $1.49B | 5.8% | Increased |
MRNAMODERNA INCCUSIP 60770K107 | Health Care | $1.44B | 5.6% | Increased |
TSLATESLA INCCUSIP 88160R101 | Consumer Discretionary | $1.17B | 4.5% | Increased |
XYZBLOCK INCCUSIP 852234103 | Information Technology | $1.11B | 4.3% | Increased |
PYPLPAYPAL HOLDINGS INCCUSIP 70450Y103 | Financials | $1.09B | 4.2% | Increased |
SNOWSNOWFLAKE INCCUSIP 833445109 | Information Technology | $1.06B | 4.1% | Reduced |
DISWALT DISNEY CO/THECUSIP 254687106 | Communication Services | $1.03B | 4.0% | Reduced |
METAMETA PLATFORMS INC-CLASS ACUSIP 30303M102 | Communication Services | $0.99B | 3.9% | Increased |
RUNSUNRUN INCCUSIP 86771W105 | Industrials | $0.95B | 3.7% | Increased |
PATHUIPATH INC - CLASS ACUSIP 90364P105 | Information Technology | $0.77B | 3.0% | New |
NUANEURNUANCE COMMUNICATIONS INCCUSIP 67020Y100 | Unclassified | $0.73B | 2.8% | Reduced |
TWLOTWILIO INC - ACUSIP 90138F102 | Information Technology | $0.71B | 2.8% | Increased |
SESEA LTD-ADRCUSIP 81141R100 | Consumer Discretionary | $0.71B | 2.8% | Reduced |
0C3ENDEAVOR GROUP HOLD-CLASS ACUSIP 29260Y109 | Unclassified | $0.69B | 2.7% | New |
UBERUBER TECHNOLOGIES INCCUSIP 90353T100 | Consumer Discretionary | $0.67B | 2.6% | Unchanged |
SHOPSHOPIFY INC - CLASS ACUSIP 82509L107 | Information Technology | $0.61B | 2.3% | Increased |
ZZILLOW GROUP INC - CCUSIP 98954M200 | Consumer Discretionary | $0.59B | 2.3% | Reduced |
PTONPELOTON INTERACTIVE INC-ACUSIP 70614W100 | Consumer Discretionary | $0.59B | 2.3% | Increased |
RBLXROBLOX CORP -CLASS ACUSIP 771049103 | Information Technology | $0.58B | 2.2% | New |
ZMZOOM COMMUNICATIONS INCCUSIP 98980L101 | Communication Services | $0.55B | 2.1% | Increased |
NFLXNETFLIX INCCUSIP 64110L106 | Communication Services | $0.49B | 1.9% | Unchanged |
CRWDCROWDSTRIKE HOLDINGS INC - ACUSIP 22788C105 | Information Technology | $0.46B | 1.8% | Unchanged |
XPEVXPENG INC - ADRCUSIP 98422D105 | Consumer Discretionary | $0.46B | 1.8% | Reduced |
APIAGORA INC-ADRCUSIP 00851L103 | Information Technology | $0.40B | 1.6% | Unchanged |
LRCXEURLAM RESEARCH CORPCUSIP 512807108 | Unclassified | $0.38B | 1.5% | New |
GHGUARDANT HEALTH INCCUSIP 40131M109 | Health Care | $0.33B | 1.3% | Increased |
DIDIYDIDI GLOBAL INCCUSIP 23292E108 | Consumer Discretionary | $0.30B | 1.2% | New |
PINSPINTEREST INC- CLASS ACUSIP 72352L106 | Communication Services | $0.29B | 1.1% | Unchanged |
BNTXBIONTECH SE-ADRCUSIP 09075V102 | Health Care | $0.28B | 1.1% | Increased |
GPNGLOBAL PAYMENTS INCCUSIP 37940X102 | Financials | $0.24B | 0.9% | Reduced |
LBEURL BRANDS INCCUSIP 501797104 | Unclassified | $0.23B | 0.9% | Reduced |
ZGZILLOW GROUP INC - ACUSIP 98954M101 | Consumer Discretionary | $0.20B | 0.8% | Reduced |
PLANUSDANAPLAN INCCUSIP 03272L108 | Unclassified | $0.18B | 0.7% | Reduced |
Ticker unavailableNIKOLA CORPCUSIP 654110105 | Unclassified | $0.17B | 0.7% | Reduced |
NVDANVIDIA CORPCUSIP 67066G104Supply-chain analysisas of Q1 2025 | Information Technology | $0.16B | 0.6% | New |
PODDINSULET CORPCUSIP 45784P101 | Health Care | $0.16B | 0.6% | Reduced |
AVGOBROADCOM INCCUSIP 11135F101 | Information Technology | $0.15B | 0.6% | Unchanged |
OSCROSCAR HEALTH INC - CLASS ACUSIP 687793109 | Health Care | $0.14B | 0.5% | Reduced |
RLXRLX TECHNOLOGY INC-ADRCUSIP 74969N103 | Consumer Staples | $0.12B | 0.5% | Unchanged |
Ticker unavailableCHURCHILL CAPITAL CORP IVCUSIP 171439102 | Unclassified | $0.10B | 0.4% | Increased |
DDOGDATADOG INC - CLASS ACUSIP 23804L103 | Information Technology | $0.10B | 0.4% | Increased |
SFIXSTITCH FIX INC-CLASS ACUSIP 860897107 | Consumer Discretionary | $0.10B | 0.4% | Unchanged |
Ticker unavailableMARQETA INCCUSIP 57142B104 | Unclassified | $0.08B | 0.3% | New |
8QRCONFLUENT INC-CLASS ACUSIP 20717M103 | Unclassified | $0.08B | 0.3% | New |
0VVBPARAMOUNT GLOBAL-CLASS BCUSIP 92556H206 | Unclassified | $0.08B | 0.3% | Unchanged |
Ticker unavailableCHARGEPOINT HOLDINGS INCCUSIP 15961R105 | Unclassified | $0.07B | 0.3% | New |
JDJD.COM INC-ADRCUSIP 47215P106 | Consumer Discretionary | $0.07B | 0.3% | New |
Ticker unavailableSINGULAR GENOMICS SYSTEMS INCUSIP 82933R100 | Unclassified | $0.06B | 0.2% | New |
BILLBILL HOLDINGS INCCUSIP 090043100 | Information Technology | $0.05B | 0.2% | Increased |
ROOTGBPROOT INC/OH -CLASS ACUSIP 77664L108 | Unclassified | $0.05B | 0.2% | Unchanged |
AIC3.AI INC-ACUSIP 12468P104 | Information Technology | $0.05B | 0.2% | Reduced |
LILI AUTO INC - ADRCUSIP 50202M102 | Consumer Discretionary | $0.05B | 0.2% | Reduced |
LMNDLEMONADE INCCUSIP 52567D107 | Financials | $0.05B | 0.2% | Reduced |
BZKANZHUN LTD - ADRCUSIP 48553T106 | Communication Services | $0.04B | 0.2% | New |
DDD3D SYSTEMS CORPCUSIP 88554D205 | Information Technology | $0.04B | 0.1% | Unchanged |
Ticker unavailableSKILLZ INCCUSIP 83067L109 | Unclassified | $0.04B | 0.1% | New |
Ticker unavailableLUMINAR TECHNOLOGIES INCCUSIP 550424105 | Unclassified | $0.03B | 0.1% | Increased |
QSQUANTUMSCAPE CORPCUSIP 74767V109 | Industrials | $0.03B | 0.1% | Increased |
LSPDEURLIGHTSPEED COMMERCE INCCUSIP 53227R106 | Unclassified | $0.03B | 0.1% | Unchanged |
COINCOINBASE GLOBAL INC -CLASS ACUSIP 19260Q107 | Financials | $0.02B | 0.1% | New |
DXCMDEXCOM INCCUSIP 252131107 | Health Care | $0.02B | 0.1% | Increased |
MVISMICROVISION INCCUSIP 594960304 | Information Technology | $0.02B | 0.1% | New |
Ticker unavailableRIBBIT LEAP LTDCUSIP G7552B121 | Unclassified | $0.02B | 0.1% | Unchanged |
SOFISOFI TECHNOLOGIES INCCUSIP 83406F102 | Financials | $0.02B | 0.1% | New |
DOCSDOXIMITY INC-CLASS ACUSIP 26622P107 | Information Technology | $0.01B | 0.1% | New |
INTUINTUIT INCCUSIP 461202103 | Information Technology | $0.01B | 0.0% | New |
EAFEURGRAFTECH INTERNATIONAL LTDCUSIP 384313508 | Unclassified | $0.01B | 0.0% | Unchanged |
PAYOPAYONEER GLOBAL INCCUSIP 70451X104 | Consumer Discretionary | $0.01B | 0.0% | New |
SNAPSNAP INC - ACUSIP 83304A106 | Communication Services | $0.01B | 0.0% | Unchanged |
Ticker unavailableMSD ACQUISITION CORPCUSIP G5709C117 | Unclassified | $0.01B | 0.0% | Reduced |
Ticker unavailableCUREVAC N VCUSIP N2451R105 | Unclassified | $0.01B | 0.0% | New |
DDLDINGDONG CAYMAN LTD -SPN ADRCUSIP 25445D101 | Consumer Discretionary | $0.01B | 0.0% | New |
MACMACERICH CO/THECUSIP 554382101 | Real Estate | $0.00B | 0.0% | Unchanged |
Ticker unavailableSTRATASYS LTDCUSIP M85548101 | Unclassified | $0.00B | 0.0% | Unchanged |
LZLEGALZOOMCOM INCCUSIP 52466B103 | Information Technology | $0.00B | 0.0% | New |
BABOEING CO/THECUSIP 097023105 | Industrials | $0.00B | 0.0% | Unchanged |