Philippe Laffont — Recent Buys
Coatue Management · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Philippe Laffont opened 9 new positions and increased 9 existing holdings in the Q2 '26 filing — a combined buy footprint of $25.41B. Largest new position: SPACE EXPLORATION TECHN CORP at $3.17B.
New positions (9)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 18561780 | $3.17B | 6.52% |
| INTC | INTEL CORP | 12084027 | $1.69B | 3.47% |
| CBRS | CEREBRAS SYSTEMS INC | 7011028 | $1.55B | 3.19% |
| FPS | FORGENT POWER SOLUTIONS INC | 20501387 | $1.15B | 2.35% |
| HUT | HUT 8 CORP | 9715476 | $1.12B | 2.31% |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 1083410 | $65.7M | 0.14% |
| AMD | ADVANCED MICRO DEVICES INC | 95987 | $55.8M | 0.11% |
| FIX | COMFORT SYS USA INC | 17793 | $35.3M | 0.07% |
| AGX | ARGAN INC | 36101 | $28.8M | 0.06% |
Increased positions (9)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 9441603 | $4.09B | 8.41% | +-6.0% |
| MU | MICRON TECHNOLOGY INC | 3142269 | $3.63B | 7.46% | +1793.7% |
| AVGO | BROADCOM INC | 5846831 | $2.21B | 4.54% | +6.2% |
| ETN | EATON CORP PLC | 4968415 | $2.12B | 4.35% | +4.6% |
| GOOGL | ALPHABET INC | 4856251 | $1.74B | 3.57% | +12.6% |
| EQIX | EQUINIX INC | 1273517 | $1.33B | 2.73% | +16.7% |
| MSFT | MICROSOFT CORP | 2936409 | $1.10B | 2.25% | +18.4% |
| GOOG | ALPHABET INC | 908395 | $321.0M | 0.66% | +-18.6% |
| TSLA | TESLA INC | 59963 | $25.2M | 0.05% | +1.9% |