What Philippe Laffont Bought in Q1 2024
Coatue Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$25.50B
Total Value
91
Holdings
0
New Buys
0
Reduced
In Q1 2024, Philippe Laffont reported 91 long equity positions worth $25.50B in their Coatue Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 4316144 | $2.10B | 8.22% | — |
| 2 | AMZN | AMAZON COM INC | 10070576 | $1.82B | 7.12% | — |
| 3 | MSFT | MICROSOFT CORP | 3680970 | $1.55B | 6.07% | — |
| 4 | CRM | SALESFORCE INC | 4700836 | $1.42B | 5.55% | — |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10340018 | $1.41B | 5.52% | — |
| 6 | ETN | EATON CORP PLC | 4148387 | $1.30B | 5.09% | — |
| 7 | NVDA | NVIDIA CORPORATION | 1385141 | $1.25B | 4.91% | — |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 6781846 | $1.22B | 4.80% | — |
| 9 | VRT | VERTIV HOLDINGS CO | 9245342 | $755.1M | 2.96% | — |
| 10 | NU | NU HLDGS LTD | 62812967 | $749.4M | 2.94% | — |
| 11 | ADBE | ADOBE INC | 1431302 | $722.2M | 2.83% | — |
| 12 | GOOGL | ALPHABET INC | 4478469 | $675.9M | 2.65% | — |
| 13 | NFLX | NETFLIX INC | 1057004 | $642.0M | 2.52% | — |
| 14 | QCOM | QUALCOMM INC | 3663166 | $620.2M | 2.43% | — |
| 15 | AVGO | BROADCOM INC | 416460 | $552.0M | 2.17% | — |
| 16 | PYPL | PAYPAL HLDGS INC | 8041327 | $538.7M | 2.11% | — |
| 17 | ISRG | Intuitive Surgical | 1277580 | $509.9M | 2.00% | — |
| 18 | DELL | DELL TECHNOLOGIES INC | 4220918 | $481.6M | 1.89% | — |
| 19 | FCNCA | FIRST CTZNS BANCSHARES INC N | 286393 | $468.3M | 1.84% | — |
| 20 | TSLA | TESLA INC | 2559248 | $449.9M | 1.76% | — |
| 21 | LRCX | LAM RESEARCH CORP | 444516 | $431.9M | 1.69% | — |
| 22 | CART | MAPLEBEAR INC | 10277443 | $383.2M | 1.50% | — |
| 23 | CEG | CONSTELLATION ENERGY CORP | 2049693 | $378.9M | 1.49% | — |
| 24 | EQIX | EQUINIX INC | 411492 | $339.6M | 1.33% | — |
| 25 | INTU | INTUIT | 515578 | $335.1M | 1.31% | — |
| 26 | DPZ | DOMINOS PIZZA INC | 635602 | $315.8M | 1.24% | — |
| 27 | UBER | UBER TECHNOLOGIES INC | 4041892 | $311.2M | 1.22% | — |
| 28 | SHOP | SHOPIFY INC | 3651458 | $281.8M | 1.11% | — |
| 29 | DOCU | DOCUSIGN INC | 4530928 | $269.8M | 1.06% | — |
| 30 | VST | VISTRA CORP | 3216578 | $224.0M | 0.88% | — |
| 31 | BSQKZ | BLOCK INC | 2290763 | $193.8M | 0.76% | — |
| 32 | LLY | ELI LILLY & CO | 244110 | $189.9M | 0.74% | — |
| 33 | BURL | BURLINGTON STORES INC | 805892 | $187.1M | 0.73% | — |
| 34 | ASML | ASML HOLDING N V | 184927 | $179.5M | 0.70% | — |
| 35 | GOOG | ALPHABET INC | 1172016 | $178.5M | 0.70% | — |
| 36 | CRWD | CROWDSTRIKE HLDGS INC | 477265 | $153.0M | 0.60% | — |
| 37 | NOW | SERVICENOW INC | 158942 | $121.2M | 0.48% | — |
| 38 | ENPH | ENPHASE ENERGY INC | 989200 | $119.7M | 0.47% | — |
| 39 | PLTR | PALANTIR TECHNOLOGIES INC | 4816195 | $110.8M | 0.43% | — |
| 40 | PDD | PDD HOLDINGS INC | 902378 | $104.9M | 0.41% | — |
| 41 | DKNG | DRAFTKINGS INC NEW | 2296623 | $104.3M | 0.41% | — |
| 42 | DHR | DANAHER CORPORATION | 334127 | $83.4M | 0.33% | — |
| 43 | APP | APPLOVIN CORP | 1153420 | $79.8M | 0.31% | — |
| 44 | GM | GENERAL MTRS CO | 1546994 | $70.2M | 0.28% | — |
| 45 | LAAOF | LI AUTO INC | 2218425 | $67.2M | 0.26% | — |
| 46 | KWEB | KRANESHARES TRUST | 2332408 | $61.2M | 0.24% | — |
| 47 | GNRC | GENERAC HLDGS INC | 477108 | $60.2M | 0.24% | — |
| 48 | AI | C3 AI INC | 2084198 | $56.4M | 0.22% | — |
| 49 | PINS | PINTEREST INC | 1594764 | $55.3M | 0.22% | — |
| 50 | PATH | UIPATH INC | 2436400 | $55.2M | 0.22% | — |
| 51 | BEKE | KE HLDGS INC | 3799899 | $52.2M | 0.20% | — |
| 52 | PWR | QUANTA SVCS INC | 194386 | $50.5M | 0.20% | — |
| 53 | NEE-PS | NEXTERA ENERGY INC | 783539 | $50.1M | 0.20% | — |
| 54 | FXI | ISHARES TR | 2067034 | $49.8M | 0.20% | — |
| 55 | NXPI | NXP SEMICONDUCTORS N V | 188526 | $46.7M | 0.18% | — |
| 56 | DASH | DOORDASH INC | 305376 | $42.1M | 0.16% | — |
| 57 | ON | ON SEMICONDUCTOR CORP | 560315 | $41.2M | 0.16% | — |
| 58 | NVO | NOVO-NORDISK A S | 307133 | $39.4M | 0.15% | — |
| 59 | SE | SEA LTD | 678308 | $36.4M | 0.14% | — |
| 60 | Z | ZILLOW GROUP INC | 702200 | $34.3M | 0.13% | — |
| 61 | MNDY | MONDAY COM LTD | 142182 | $32.1M | 0.13% | — |
| 62 | QS | QUANTUMSCAPE CORP | 4553617 | $28.6M | 0.11% | — |
| 63 | UPST | UPSTART HLDGS INC | 870947 | $23.4M | 0.09% | — |
| 64 | BABA | ALIBABA GROUP HLDG LTD | 304358 | $22.0M | 0.09% | — |
| 65 | Z | ZILLOW GROUP INC | 458581 | $21.9M | 0.09% | — |
| 66 | MPT | MEDICAL PPTYS TRUST INC | 3976560 | $18.7M | 0.07% | — |
| 67 | TRPCF | TRIP COM GROUP LTD | 337099 | $14.8M | 0.06% | — |
| 68 | RNG | RINGCENTRAL INC | 411351 | $14.3M | 0.06% | — |
| 69 | HCP | HASHICORP INC | 511741 | $13.8M | 0.05% | — |
| 70 | JD | JD.COM INC | 460351 | $12.6M | 0.05% | — |
| 71 | PLUG | PLUG POWER INC | 3439975 | $11.8M | 0.05% | — |
| 72 | NTES | NETEASE INC | 104188 | $10.8M | 0.04% | — |
| 73 | PTON | PELOTON INTERACTIVE INC | 2500000 | $10.7M | 0.04% | — |
| 74 | TAL | TAL EDUCATION GROUP | 849164 | $9.6M | 0.04% | — |
| 75 | NVCR | NOVOCURE LTD | 608672 | $9.5M | 0.04% | — |
| 76 | TME | TENCENT MUSIC ENTMT GROUP | 843262 | $9.4M | 0.04% | — |
| 77 | BIDU | BAIDU INC | 80484 | $8.5M | 0.03% | — |
| 78 | LCID | LUCID GROUP INC | 2953931 | $8.4M | 0.03% | — |
| 79 | BZ | KANZHUN LIMITED | 428019 | $7.5M | 0.03% | — |
| 80 | NVAX | NOVAVAX INC | 1519594 | $7.3M | 0.03% | — |
| 81 | HTHT | H WORLD GROUP LTD | 161567 | $6.3M | 0.02% | — |
| 82 | CHPT | CHARGEPOINT HOLDINGS INC | 3081752 | $5.9M | 0.02% | — |
| 83 | NKLA | NIKOLA CORP | 5217586 | $5.4M | 0.02% | — |
| 84 | HTZWW | HERTZ GLOBAL HLDGS INC | 644294 | $2.9M | 0.01% | — |
| 85 | BYND | BEYOND MEAT INC | 343393 | $2.8M | 0.01% | — |
| 86 | CROX | CROCS INC | 19419 | $2.8M | 0.01% | — |
| 87 | OLPX | OLAPLEX HLDGS INC | 1264968 | $2.4M | 0.01% | — |
| 88 | SFIX | STITCH FIX INC | 603767 | $1.6M | 0.01% | — |
| 89 | API | AGORA INC | 353353 | $887K | 0.00% | — |
| 90 | AMC | AMC ENTMT HLDGS INC | 228136 | $849K | 0.00% | — |
| 91 | HTZ | HERTZ GLOBAL HLDGS INC | 106823 | $836K | 0.00% | — |