What Philippe Laffont Bought in Q1 2025
Coatue Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$22.68B
Total Value
70
Holdings
24
New Buys
16
Reduced
In Q1 2025, Philippe Laffont reported 70 long equity positions worth $22.68B in their Coatue Management 13F filing, including 24 new positions (largest: COREWEAVE INC at $534.1M) and 24 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 3757611 | $2.17B | 9.55% | +1.9% |
| 2 | AMZN | AMAZON COM INC | 10753808 | $2.05B | 9.02% | +0.8% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7960037 | $1.32B | 5.83% | -20.1% |
| 4 | CEG | CONSTELLATION ENERGY CORP | 6168714 | $1.24B | 5.48% | -7.1% |
| 5 | MSFT | MICROSOFT CORP | 3269324 | $1.23B | 5.41% | -7.3% |
| 6 | ETN | EATON CORP PLC | 4466442 | $1.21B | 5.35% | +0.4% |
| 7 | GEV | GE VERNOVA INC | 3759960 | $1.15B | 5.06% | -2.7% |
| 8 | NVDA | NVIDIA CORPORATION | 8545835 | $926.2M | 4.08% | +-14.6% |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | 1541982 | $848.1M | 3.74% | +21.6% |
| 10 | TEAM | ATLASSIAN CORPORATION | 3270085 | $693.9M | 3.06% | -7.5% |
| 11 | AVGO | BROADCOM INC | 3572240 | $598.1M | 2.64% | +1.3% |
| 12 | LRCX | LAM RESEARCH CORP | 8209569 | $596.8M | 2.63% | +102.9% |
| 13 | NFLX | NETFLIX INC | 618735 | $577.0M | 2.54% | -11.0% |
| 14 | NU | NU HLDGS LTD | 55791997 | $571.3M | 2.52% | -30.1% |
| 15 | APP | APPLOVIN CORP | 2096154 | $555.4M | 2.45% | -8.8% |
| 16 | CRWV | COREWEAVE INC | 14402999 | $534.1M | 2.35% | NEW |
| 17 | BABA | ALIBABA GROUP HLDG LTD | 3801703 | $502.7M | 2.22% | +1872.6% |
| 18 | RDDT | REDDIT INC | 4745900 | $497.8M | 2.19% | -27.3% |
| 19 | TSLA | TESLA INC | 1639969 | $425.0M | 1.87% | -24.5% |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC N | 221219 | $410.2M | 1.81% | +1.0% |
| 21 | INTU | INTUIT | 658864 | $404.5M | 1.78% | +20.2% |
| 22 | KKR | KKR & CO INC | 3498217 | $404.4M | 1.78% | +31.4% |
| 23 | ISRG | Intuitive Surgical | 698067 | $345.7M | 1.52% | -28.2% |
| 24 | PYPL | PAYPAL HLDGS INC | 5237984 | $341.8M | 1.51% | -34.3% |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 3240171 | $332.9M | 1.47% | -23.7% |
| 26 | GOOGL | ALPHABET INC | 2010681 | $310.9M | 1.37% | -37.9% |
| 27 | SMCI | SUPER MICRO COMPUTER INC | 8866735 | $303.6M | 1.34% | — |
| 28 | DASH | DOORDASH INC | 1652193 | $302.0M | 1.33% | -36.3% |
| 29 | ADBE | ADOBE INC | 694032 | $266.2M | 1.17% | +-60.6% |
| 30 | PM | PHILIP MORRIS INTL INC | 1555900 | $247.0M | 1.09% | NEW |
| 31 | CDNS | CADENCE DESIGN SYSTEM INC | 970777 | $246.9M | 1.09% | +21.1% |
| 32 | LLY | ELI LILLY & CO | 183721 | $151.7M | 0.67% | -14.1% |
| 33 | MPWR | MONOLITHIC PWR SYS INC | 193432 | $112.2M | 0.49% | NEW |
| 34 | CVNA | CARVANA CO | 535333 | $111.9M | 0.49% | NEW |
| 35 | SE | SEA LTD | 696609 | $90.9M | 0.40% | +2.7% |
| 36 | SWKS | SKYWORKS SOLUTIONS INC | 1272952 | $82.3M | 0.36% | NEW |
| 37 | TTAN | SERVICETITAN INC | 631258 | $60.0M | 0.26% | — |
| 38 | PINS | PINTEREST INC | 1678764 | $52.0M | 0.23% | NEW |
| 39 | Z | ZILLOW GROUP INC | 739700 | $50.7M | 0.22% | +100.0% |
| 40 | TEM | TEMPUS AI INC | 935562 | $45.1M | 0.20% | NEW |
| 41 | ALAB | ASTERA LABS INC | 676586 | $40.4M | 0.18% | NEW |
| 42 | UPST | UPSTART HLDGS INC | 870947 | $40.1M | 0.18% | +149.5% |
| 43 | Z | ZILLOW GROUP INC | 482271 | $32.2M | 0.14% | +51.6% |
| 44 | PATH | UIPATH INC | 2436400 | $25.1M | 0.11% | — |
| 45 | NVAX | NOVAVAX INC | 3836986 | $24.6M | 0.11% | NEW |
| 46 | MPT | MEDICAL PPTYS TRUST INC | 3318885 | $20.0M | 0.09% | NEW |
| 47 | QS | QUANTUMSCAPE CORP | 4294995 | $17.9M | 0.08% | NEW |
| 48 | PTON | PELOTON INTERACTIVE INC | 2500000 | $15.8M | 0.07% | NEW |
| 49 | GNRC | GENERAC HLDGS INC | 119628 | $15.2M | 0.07% | NEW |
| 50 | TRPCF | TRIP COM GROUP LTD | 222892 | $14.2M | 0.06% | NEW |
| 51 | NVCR | NOVOCURE LTD | 608672 | $10.8M | 0.05% | — |
| 52 | RNG | RINGCENTRAL INC | 411351 | $10.2M | 0.04% | NEW |
| 53 | LCID | LUCID GROUP INC | 2953931 | $7.1M | 0.03% | NEW |
| 54 | PLUG | PLUG POWER INC | 4098713 | $5.5M | 0.02% | NEW |
| 55 | BEKE | KE HLDGS INC | 272205 | $5.5M | 0.02% | +-77.9% |
| 56 | FUTU | FUTU HLDGS LTD | 37421 | $3.8M | 0.02% | +-71.2% |
| 57 | CPNG | COUPANG INC | 171553 | $3.8M | 0.02% | +13.7% |
| 58 | JD | JD.COM INC | 87778 | $3.6M | 0.02% | +-85.7% |
| 59 | QFIN | QIFU TECHNOLOGY INC | 79124 | $3.6M | 0.02% | +74.1% |
| 60 | LX | LEXINFINTECH HLDGS LTD | 340639 | $3.4M | 0.02% | +-72.6% |
| 61 | MBLY | MOBILEYE GLOBAL INC | 226558 | $3.3M | 0.01% | NEW |
| 62 | SFIX | STITCH FIX INC | 790167 | $2.6M | 0.01% | NEW |
| 63 | CHPT | CHARGEPOINT HOLDINGS INC | 3081752 | $1.9M | 0.01% | NEW |
| 64 | API | AGORA INC | 435510 | $1.8M | 0.01% | — |
| 65 | OLPX | OLAPLEX HLDGS INC | 1264968 | $1.6M | 0.01% | NEW |
| 66 | HTZWW | HERTZ GLOBAL HLDGS INC | 644294 | $1.5M | 0.01% | +267.2% |
| 67 | BYND | BEYOND MEAT INC | 343393 | $1.0M | 0.00% | NEW |
| 68 | SEDG | SOLAREDGE TECHNOLOGIES INC | 43500 | $704K | 0.00% | — |
| 69 | AMC | AMC ENTMT HLDGS INC | 228136 | $655K | 0.00% | NEW |
| 70 | HTZ | HERTZ GLOBAL HLDGS INC | 106823 | $421K | 0.00% | NEW |