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Philippe LaffontPortfolio & 13F holdings

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Copy Philippe Laffont's portfolio.

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$48.6B
reported portfolio
66
positions
Q2 2026
quarter ended Jun 30
44
moves last filing

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Philippe Laffont tracker · $100,000 copied
$100,000$109,924
+$9,924 (+9.9%)since Nov 5, 2024
Nov 5, 2024Nov 5, 2026
Copy · $109,924

Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 5, 2024 to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.

Latest moves

Bought or added · 18
Added$MU+1794%Added$CVNA+381%New$SPCXNew$INTCNew$CBRSNew$FPS
Show all 18
New$HUTNew$BAHNew$AMDNew$FIXNew$AGXAdded$AMZN+49%Added$MSFT+18%Added$EQIX+17%Added$GOOGL+13%Added$AVGO+6%Added$ETN+5%Added$TSLA+2%
Sold or trimmed · 26
Exited$VExited$CHYMExited$SOLSExited$CHRWExited$IBITTrimmed$SNPS−58%
Show all 26
Trimmed$ASML−40%Trimmed$NFLX−32%Trimmed$PINS−29%Trimmed$AMAT−20%Trimmed$GOOG−19%Trimmed$VRT−18%Trimmed$PATH−14%Trimmed$BYND−13%Trimmed$MTZ−11%Trimmed$META−10%Trimmed$APP−9%Trimmed$ISRG−7%Trimmed$LRCX−6%Trimmed$ENPH−6%Trimmed$DASH−5%Trimmed$NVDA−4%Trimmed$TSM−4%Trimmed$NTRA−1%Trimmed$SPOT−1%Trimmed$GEV−1%

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

What Philippe holds

64 listed positions · 2 without a US ticker omitted
PositionSince disclosed
  • $MSFT
    MICROSOFT CORP
    +43.7%
    $1.1B · 2%
  • $NTRA
    NATERA INC
    +34.0%
    $680.0M · 1%
  • $SPOT
    SPOTIFY TECHNOLOGY S A
    +33.8%
    $601.8M · 1%
  • $AMZN
    AMAZON COM INC
    +9.2%
    $2.8B · 6%
  • $META
    META PLATFORMS INC
    +7.4%
    $1.4B · 3%
  • $CEG
    CONSTELLATION ENERGY CORP
    −3.5%
    $1.2B · 2%
  • $EQIX
    EQUINIX INC
    −4.3%
    $1.3B · 3%
  • $NVDA
    NVIDIA CORPORATION
    −9.2%
    $1.2B · 2%
  • $NU
    NU HLDGS LTD
    −12.1%
    $391.9M · 1%
  • $GOOGL
    ALPHABET INC
    −20.9%
    $1.7B · 4%

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 ↗

Copy Philippe's portfolio

The reported positions in their reported weights, from the filing for the quarter ended Jun 30, 2026. $9.99/mo.

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In the news

last 60 days

Sources

SEC filings on EDGAR ↗