Coatue Management Llc (Philippe Laffont)
Basic Stats
Market Value
25.50B
Top 10 (%)
53.19%
Portfolio Size
91 (-17)
Avg. Holding Period
7 years
Turnover
0.47%
Industry Breakdown
Services-prepackaged Software
20.82%
Semiconductors & Related Devices
18.21%
Services-computer Programming, Data Processing, Etc.
12.16%
Retail-catalog & Mail-order Houses
7.13%
Misc Industrial & Commercial Machinery & Equipment
5.09%
Services-business Services, Nec
4.27%
Finance Services
3.03%
Electronic Components, Nec
2.96%
Electric Services
2.56%
Services-video Tape Rental
2.52%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Meta Platforms Inc | META | 2.10B | 8.22% | 4.32M | -23.33% | -1.31M | $491.35 | 0.17% |
 Amazon Com Inc | AMZN | 1.82B | 7.12% | 10.07M | 2.46% | 241.51K | $180.97 | 0.10% |
 Microsoft Corp | MSFT | 1.55B | 6.07% | 3.68M | -3.44% | -130.97K | $424.57 | 0.05% |
 Salesforce Inc | CRM | 1.42B | 5.55% | 4.70M | 119.25% | 2.56M | $302.26 | 0.48% |
 Taiwan Semiconductor Mfg Ltd | TSM | 1.41B | 5.52% | 10.34M | 3209.17% | 10.03M | $141.49 | 0.20% |
 Eaton Corp Plc | ETN | 1.30B | 5.09% | 4.15M | 4.06% | 161.94K | $312.03 | 1.04% |
 Nvidia Corporation | NVDA | 1.25B | 4.91% | 1.39M | -67.95% | -2.94M | $903.63 | 0.06% |
 Advanced Micro Devices Inc | AMD | 1.22B | 4.80% | 6.78M | -45.68% | -5.70M | $183.34 | 0.42% |
 Vertiv Holdings Co | VRT | 755.07M | 2.96% | 9.25M | -33.06% | -4.57M | $80.40 | 2.43% |
 Nu Hldgs Ltd | NU | 749.36M | 2.94% | 62.81M | -0.33% | -208.98K | $11.82 | 1.33% |
 Adobe Inc | ADBE | 722.23M | 2.83% | 1.43M | -2.99% | -44.08K | $502.09 | 0.32% |
 Alphabet Inc | GOOGL | 675.94M | 2.65% | 4.48M | 138.07% | 2.60M | $155.49 | 0.04% |
 Netflix Inc | NFLX | 641.95M | 2.52% | 1.06M | -53.66% | -1.22M | $614.31 | 0.24% |
 Qualcomm Inc | QCOM | 620.17M | 2.43% | 3.66M | New Buy | 3.66M | $171.72 | 0.33% |
 Broadcom Inc | AVGO | 551.98M | 2.17% | 416.46K | New Buy | 416.46K | $1,350.26 | 0.09% |
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