COATUE MANAGEMENT LLC — 13F holdings

COATUE MANAGEMENT LLC reported 211 holdings worth $48.6B in its 13F filing for Q2 2026, filed August 14, 2026.

Philippe Laffont's portfolio: holdings, buys and sells

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $4.26B (8.8%)
2. LRCX LAM RESEARCH CORP — $4.09B (8.4%)
3. MU MICRON TECHNOLOGY INC — $3.63B (7.5%)
4. SPCX SPACE EXPLORATION TECHN CORP — $3.17B (6.5%)
5. AMAT APPLIED MATLS INC — $3.05B (6.3%)
6. GEV GE VERNOVA INC — $3.01B (6.2%)
7. AMZN AMAZON COM INC — $2.82B (5.8%)
8. AVGO BROADCOM INC — $2.21B (4.5%)
9. ETN EATON CORP PLC — $2.12B (4.4%)
10. GOOGL ALPHABET INC — $1.74B (3.6%)