What Philippe Laffont Bought in Q2 2024
Coatue Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$25.69B
Total Value
74
Holdings
7
New Buys
28
Reduced
In Q2 2024, Philippe Laffont reported 74 long equity positions worth $25.69B in their Coatue Management 13F filing, including 7 new positions (largest: GE VERNOVA INC at $571.5M) and 22 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 4182327 | $2.11B | 8.21% | -3.1% |
| 2 | AMZN | AMAZON COM INC | 10772811 | $2.08B | 8.10% | +7.0% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11393702 | $1.98B | 7.71% | +10.2% |
| 4 | NVDA | NVIDIA CORPORATION | 13754447 | $1.70B | 6.61% | 893.0% |
| 5 | MSFT | MICROSOFT CORP | 3701654 | $1.65B | 6.44% | +0.6% |
| 6 | ETN | EATON CORP PLC | 4274938 | $1.34B | 5.22% | +3.1% |
| 7 | QCOM | QUALCOMM INC | 5243140 | $1.04B | 4.07% | +43.1% |
| 8 | ADBE | ADOBE INC | 1843921 | $1.02B | 3.99% | +28.8% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 6279158 | $1.02B | 3.97% | -7.4% |
| 10 | DELL | DELL TECHNOLOGIES INC | 7311852 | $1.01B | 3.93% | +73.2% |
| 11 | CEG | CONSTELLATION ENERGY CORP | 4907885 | $982.9M | 3.83% | +139.4% |
| 12 | VRT | VERTIV HOLDINGS CO | 9042912 | $782.8M | 3.05% | -2.2% |
| 13 | NU | NU HLDGS LTD | 59142605 | $762.3M | 2.97% | -5.8% |
| 14 | GEV | GE VERNOVA INC | 3332031 | $571.5M | 2.22% | NEW |
| 15 | GOOGL | ALPHABET INC | 2764509 | $503.6M | 1.96% | -38.3% |
| 16 | CRM | SALESFORCE INC | 1907872 | $490.5M | 1.91% | -59.4% |
| 17 | LRCX | LAM RESEARCH CORP | 457443 | $487.1M | 1.90% | +2.9% |
| 18 | ISRG | Intuitive Surgical | 1027054 | $456.9M | 1.78% | -19.6% |
| 19 | AVGO | BROADCOM INC | 283436 | $455.1M | 1.77% | -31.9% |
| 20 | APH | AMPHENOL CORP NEW | 6211919 | $418.5M | 1.63% | NEW |
| 21 | NFLX | NETFLIX INC | 612323 | $413.2M | 1.61% | +-42.1% |
| 22 | PYPL | PAYPAL HLDGS INC | 6065510 | $352.0M | 1.37% | -24.6% |
| 23 | FCNCA | FIRST CTZNS BANCSHARES INC N | 208364 | $350.8M | 1.37% | -27.2% |
| 24 | VST | VISTRA CORP | 3985377 | $342.7M | 1.33% | +23.9% |
| 25 | INTU | INTUIT | 500389 | $328.9M | 1.28% | -2.9% |
| 26 | TSLA | TESLA INC | 1638353 | $324.2M | 1.26% | -36.0% |
| 27 | UBER | UBER TECHNOLOGIES INC | 4041892 | $293.8M | 1.14% | — |
| 28 | EQIX | EQUINIX INC | 357031 | $270.1M | 1.05% | -13.2% |
| 29 | SHOP | SHOPIFY INC | 3718117 | $245.6M | 0.96% | +1.8% |
| 30 | APP | APPLOVIN CORP | 2288403 | $190.4M | 0.74% | +98.4% |
| 31 | LLY | ELI LILLY & CO | 207046 | $187.5M | 0.73% | -15.2% |
| 32 | DPZ | DOMINOS PIZZA INC | 356629 | $184.1M | 0.72% | -43.9% |
| 33 | CRWD | CROWDSTRIKE HLDGS INC | 477265 | $182.9M | 0.71% | — |
| 34 | ASML | ASML HOLDING N V | 113431 | $116.0M | 0.45% | -38.7% |
| 35 | GOOG | ALPHABET INC | 616984 | $113.2M | 0.44% | +-47.4% |
| 36 | ENPH | ENPHASE ENERGY INC | 960700 | $95.8M | 0.37% | -2.9% |
| 37 | DOCU | DOCUSIGN INC | 1422245 | $76.1M | 0.30% | -68.6% |
| 38 | NEE-PS | NEXTERA ENERGY INC | 1066083 | $75.5M | 0.29% | 36.1% |
| 39 | GNRC | GENERAC HLDGS INC | 559911 | $74.0M | 0.29% | +17.4% |
| 40 | PINS | PINTEREST INC | 1678764 | $74.0M | 0.29% | +5.3% |
| 41 | UNH | UNITEDHEALTH GROUP INC | 97435 | $49.6M | 0.19% | NEW |
| 42 | SE | SEA LTD | 678308 | $48.4M | 0.19% | — |
| 43 | PDD | PDD HOLDINGS INC | 307701 | $40.9M | 0.16% | -65.9% |
| 44 | PARA | PARAMOUNT GLOBAL | 3678056 | $38.2M | 0.15% | NEW |
| 45 | Z | ZILLOW GROUP INC | 739700 | $34.3M | 0.13% | +5.3% |
| 46 | NVAX | NOVAVAX INC | 2624915 | $33.2M | 0.13% | +72.7% |
| 47 | PWR | QUANTA SVCS INC | 124075 | $31.5M | 0.12% | -36.2% |
| 48 | PATH | UIPATH INC | 2436400 | $30.9M | 0.12% | — |
| 49 | BEKE | KE HLDGS INC | 1877536 | $26.6M | 0.10% | -50.6% |
| 50 | QS | QUANTUMSCAPE CORP | 4553617 | $22.4M | 0.09% | — |
| 51 | Z | ZILLOW GROUP INC | 482271 | $21.7M | 0.08% | +5.2% |
| 52 | UPST | UPSTART HLDGS INC | 870947 | $20.5M | 0.08% | — |
| 53 | BABA | ALIBABA GROUP HLDG LTD | 272659 | $19.6M | 0.08% | -10.4% |
| 54 | HCP | HASHICORP INC | 511741 | $17.2M | 0.07% | — |
| 55 | RNG | RINGCENTRAL INC | 411351 | $11.6M | 0.05% | — |
| 56 | MPT | MEDICAL PPTYS TRUST INC | 2524429 | $10.9M | 0.04% | -36.5% |
| 57 | NVCR | NOVOCURE LTD | 608672 | $10.4M | 0.04% | — |
| 58 | PTON | PELOTON INTERACTIVE INC | 2500000 | $8.4M | 0.03% | — |
| 59 | FSLR | FIRST SOLAR INC | 34984 | $7.9M | 0.03% | NEW |
| 60 | LCID | LUCID GROUP INC | 2953931 | $7.7M | 0.03% | — |
| 61 | PLUG | PLUG POWER INC | 2606524 | $6.1M | 0.02% | -24.2% |
| 62 | NVO | NOVO-NORDISK A S | 32896 | $4.7M | 0.02% | +-89.3% |
| 63 | CHPT | CHARGEPOINT HOLDINGS INC | 3081752 | $4.7M | 0.02% | — |
| 64 | SFIX | STITCH FIX INC | 790167 | $3.3M | 0.01% | +30.9% |
| 65 | BZ | KANZHUN LIMITED | 165647 | $3.1M | 0.01% | -61.3% |
| 66 | BYND | BEYOND MEAT INC | 343393 | $2.3M | 0.01% | — |
| 67 | OLPX | OLAPLEX HLDGS INC | 1264968 | $1.9M | 0.01% | — |
| 68 | HTZWW | HERTZ GLOBAL HLDGS INC | 644294 | $1.6M | 0.01% | — |
| 69 | NKLAQ | NIKOLA CORP | 173915 | $1.4M | 0.01% | NEW |
| 70 | AMC | AMC ENTMT HLDGS INC | 228136 | $1.1M | 0.00% | — |
| 71 | SEDG | SOLAREDGE TECHNOLOGIES INC | 43500 | $1.1M | 0.00% | NEW |
| 72 | API | AGORA INC | 435510 | $923K | 0.00% | +23.3% |
| 73 | JD | JD.COM INC | 24555 | $635K | 0.00% | -94.7% |
| 74 | HTZ | HERTZ GLOBAL HLDGS INC | 106823 | $377K | 0.00% | — |