Philippe Laffont

Coatue

Tech crossover

Where public tech meets venture.

$48.6B

reported portfolio

positions

Jun 30, 2026

quarter ended

moves last filing

Latest moves

Share-count changes versus the prior quarter's filing.

65 listed positions · 1 without a US ticker omitted

Ticker	Company	Est. position	Weight	Since disclosed
TSM TAIWAN SEMICONDUCTOR MANUFAC	TAIWAN SEMICONDUCTOR MANUFAC	$4.3B	8.8%	−9.0%
LRCX LAM RESEARCH CORP	LAM RESEARCH CORP	$4.1B	8.4%	−33.5%
MU MICRON TECHNOLOGY INC	MICRON TECHNOLOGY INC	$3.6B	7.5%	−12.0%
SPCX SPACE EXPLORATION TECHN CORP	SPACE EXPLORATION TECHN CORP	$3.2B	6.5%	−10.6%
AMAT APPLIED MATLS INC	APPLIED MATLS INC	$3.0B	6.3%	−38.5%
GEV GE VERNOVA INC	GE VERNOVA INC	$3.0B	6.2%	−20.0%
AMZN AMAZON COM INC	AMAZON COM INC	$2.8B	5.8%	+6.4%
AVGO BROADCOM INC	BROADCOM INC	$2.2B	4.5%	−5.3%
ETN EATON CORP PLC	EATON CORP PLC	$2.1B	4.4%	−0.3%
GOOGL ALPHABET INC	ALPHABET INC	$1.7B	3.6%	−2.2%

Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.

Source: SEC Form 13F-HR · filings on EDGAR ↗

last 60 days