Philippe Laffont

Coatue Management LLC

as of Dec 31, 2024 · filed Feb 14, 2025 · 45-day reporting lag · historical report

Source filings

13F-HR 0000919574-25-001429

QuarterCompare any two quarters

Portfolio value$29.7B 10.3% vs. previous quarter

Positions6616 new · 29 sold

Top 531.8%largest AMZN at 7.9%

Largest moveRDDTNew · 3.6% weight

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.

22%held throughout

AMZN26

META26

TSLA26

PYPL26

NFLX26

Top 3 moves

RDDT+3.6%

TEAM+2.6%

CEG−2.5%

16 new positions and 29 sold; the largest portfolio-weight shift was RDDT entering at 3.6%.

Holdings

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

1–25 of 66, sorted by portfolio weight, high to low

Sort

Reported holdings for Q4 2024

AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	7.9%+0.1%	Reduced5.3%	10,670,209	$219.39	$2.34B
METAMETA PLATFORMS INC-CLASS ACommunication Services	7.3%-0.6%	Reduced0.2%	3,686,378	$585.51	$2.16B
TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026)	6.6%+0.6%	Increased6.4%	9,962,102	$197.49	$1.97B
MSFTMICROSOFT CORPInformation Technology	5.0%-1.2%	Reduced8.5%	3,526,177	$421.50	$1.49B
CEGCONSTELLATION ENERGYUtilities	5.0%-2.5%	Reduced14.1%	6,638,618	$223.71	$1.49B
Ticker unavailableEATON CORP PLCUnclassified	5.0%-0.7%	Reduced4.1%	4,450,018	$331.87	$1.48B
NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026)	4.5%	Reduced1.3%	10,006,488	$134.29	$1.34B
GEVGE VERNOVA INCIndustrials	4.3%+0.5%	Reduced2.0%	3,864,541	$328.93	$1.27B
RDDTNEWREDDIT INC-CL AInformation Technology	3.6%+3.6%	New	6,530,236	$163.44	$1.07B
TSLATESLA INCConsumer Discretionary	3.0%+0.8%	Reduced2.8%	2,171,723	$403.84	$877.0M
TEAMATLASSIAN CORP-CL AInformation Technology	2.9%+2.6%	Increased612.7%	3,535,799	$243.38	$860.5M
Ticker unavailableNU HLDGS LTDUnclassified	2.8%-0.4%	Increased27.0%	79,769,230	$10.36	$826.4M
AVGOBROADCOM INCInformation Technology	2.8%	Reduced18.4%	3,526,331	$231.84	$817.5M
ADBEADOBE INCInformation Technology	2.6%-0.6%	Increased4.7%	1,763,722	$444.68	$784.3M
APPAPPLOVIN CORP-CLASS ACommunication Services	2.5%+1.5%	Increased15.3%	2,297,938	$323.83	$744.1M
VRTVERTIV HOLDINGS CO-AInformation Technology	2.4%-0.4%	Reduced17.4%	6,375,917	$113.61	$724.4M
GOOGLALPHABET INCCommunication ServicesGOOGL · GOOGSupply chain (as of Q2 2026)	2.3%-0.4%	Reduced	GOOGL3,237,591GOOG403,298	GOOGL$189.30GOOG$190.44	$689.7M
PYPLPAYPAL HOLDINGS INCFinancials	2.3%-0.1%	Reduced3.4%	7,976,880	$85.35	$680.8M
NFLXNETFLIX INCCommunication Services	2.1%+0.5%	Increased13.6%	695,526	$891.32	$619.9M
Ticker unavailableSPOTIFY TECHNOLOGY S AUnclassified	1.9%+0.9%	Increased66.8%	1,268,324	$447.38	$567.4M
AMDADVANCED MICRO DEVICESInformation Technology	1.7%-0.9%	Unchanged	4,249,190	$120.79	$513.3M
ISRGINTUITIVE SURGICAL INCHealth Care	1.7%-0.3%	Reduced11.1%	972,878	$521.96	$507.8M
FCNCAFIRST CITIZENS BCSHS -CL AFinancials	1.6%+0.3%	Increased17.9%	218,987	$2113.02	$462.7M
DASHDOORDASH INC - AConsumer Discretionary	1.5%+0.4%	Increased32.4%	2,591,995	$167.75	$434.8M
VSTVISTRA CORPUtilities	1.4%+0.1%	Increased4.9%	2,967,631	$137.87	$409.1M