What Philippe Laffont Bought in Q2 2025
Coatue Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$35.90B
Total Value
70
Holdings
13
New Buys
22
Reduced
In Q2 2025, Philippe Laffont reported 70 long equity positions worth $35.90B in their Coatue Management 13F filing, including 13 new positions (largest: ORACLE CORP at $843.3M) and 16 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE INC | 17797573 | $2.90B | 8.08% | +23.6% |
| 2 | META | META PLATFORMS INC | 3680627 | $2.72B | 7.57% | -2.0% |
| 3 | AMZN | AMAZON COM INC | 10157624 | $2.23B | 6.21% | -5.5% |
| 4 | GEV | GE VERNOVA INC | 3755260 | $1.99B | 5.54% | -0.1% |
| 5 | MSFT | MICROSOFT CORP | 3932397 | $1.96B | 5.45% | +20.3% |
| 6 | CEG | CONSTELLATION ENERGY CORP | 5924294 | $1.91B | 5.33% | -4.0% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8068201 | $1.83B | 5.09% | +1.4% |
| 8 | NVDA | NVIDIA CORPORATION | 11488529 | $1.82B | 5.06% | 34.4% |
| 9 | ETN | EATON CORP PLC | 4687780 | $1.67B | 4.66% | +5.0% |
| 10 | AVGO | BROADCOM INC | 5647507 | $1.56B | 4.34% | +58.1% |
| 11 | SPOT | SPOTIFY TECHNOLOGY S A | 1591167 | $1.22B | 3.40% | +3.2% |
| 12 | LRCX | LAM RESEARCH CORP | 10507492 | $1.02B | 2.85% | 28.0% |
| 13 | RDDT | REDDIT INC | 6208994 | $934.9M | 2.60% | +30.8% |
| 14 | ORCL | ORACLE CORP | 3857262 | $843.3M | 2.35% | NEW |
| 15 | NFLX | NETFLIX INC | 618735 | $828.6M | 2.31% | — |
| 16 | INTU | INTUIT | 1046096 | $823.9M | 2.30% | 58.8% |
| 17 | ARM | ARM HOLDINGS PLC | 4633454 | $749.4M | 2.09% | NEW |
| 18 | NU | NU HLDGS LTD | 48442699 | $664.6M | 1.85% | -13.2% |
| 19 | TSLA | TESLA INC | 2036991 | $647.1M | 1.80% | +24.2% |
| 20 | APP | APPLOVIN CORP | 1815815 | $635.7M | 1.77% | -13.4% |
| 21 | CVNA | CARVANA CO | 1800055 | $606.5M | 1.69% | 236.2% |
| 22 | DASH | DOORDASH INC | 2186808 | $539.1M | 1.50% | +32.4% |
| 23 | PYPL | PAYPAL HLDGS INC | 6970822 | $518.1M | 1.44% | +33.1% |
| 24 | KKR | KKR & CO INC | 3755032 | $499.5M | 1.39% | +7.3% |
| 25 | TEAM | ATLASSIAN CORPORATION | 2307886 | $468.7M | 1.31% | -29.4% |
| 26 | FCNCA | FIRST CTZNS BANCSHARES INC N | 211007 | $412.8M | 1.15% | -4.6% |
| 27 | ISRG | Intuitive Surgical | 737579 | $400.8M | 1.12% | +5.7% |
| 28 | CHYM | CHIME FINL INC | 10821992 | $373.5M | 1.04% | NEW |
| 29 | GOOGL | ALPHABET INC | 2010681 | $354.3M | 0.99% | — |
| 30 | CAI | CARIS LIFE SCIENCES INC | 10142198 | $271.0M | 0.75% | NEW |
| 31 | HNGE | HINGE HEALTH INC | 4702208 | $243.3M | 0.68% | NEW |
| 32 | PM | PHILIP MORRIS INTL INC | 1298405 | $236.5M | 0.66% | -16.5% |
| 33 | ADBE | ADOBE INC | 610621 | $236.2M | 0.66% | -12.0% |
| 34 | CDNS | CADENCE DESIGN SYSTEM INC | 707937 | $218.2M | 0.61% | -27.1% |
| 35 | AMD | ADVANCED MICRO DEVICES INC | 1530241 | $217.1M | 0.60% | -52.8% |
| 36 | CHA | CHAGEE HLDGS LTD | 6174115 | $161.2M | 0.45% | NEW |
| 37 | BULLW | WEBULL CORP | 11448149 | $136.9M | 0.38% | NEW |
| 38 | SE | SEA LTD | 666305 | $106.6M | 0.30% | -4.4% |
| 39 | BABA | ALIBABA GROUP HLDG LTD | 867767 | $98.4M | 0.27% | +-77.2% |
| 40 | SWKS | SKYWORKS SOLUTIONS INC | 1272952 | $94.9M | 0.26% | — |
| 41 | VST | VISTRA CORP | 476169 | $92.3M | 0.26% | NEW |
| 42 | LLY | ELI LILLY & CO | 117415 | $91.5M | 0.25% | -36.1% |
| 43 | TTD | THE TRADE DESK INC | 998989 | $71.9M | 0.20% | NEW |
| 44 | PINS | PINTEREST INC | 1678764 | $60.2M | 0.17% | — |
| 45 | UPST | UPSTART HLDGS INC | 870947 | $56.3M | 0.16% | — |
| 46 | Z | ZILLOW GROUP INC | 739700 | $51.8M | 0.14% | — |
| 47 | MRVL | MARVELL TECHNOLOGY INC | 602389 | $46.6M | 0.13% | NEW |
| 48 | MPT | MEDICAL PPTYS TRUST INC | 9050796 | $39.0M | 0.11% | +172.7% |
| 49 | ENPH | ENPHASE ENERGY INC | 843948 | $33.5M | 0.09% | NEW |
| 50 | GNRC | GENERAC HLDGS INC | 216442 | $31.0M | 0.09% | +80.9% |
| 51 | PATH | UIPATH INC | 2269557 | $29.1M | 0.08% | -6.8% |
| 52 | QS | QUANTUMSCAPE CORP | 4294995 | $28.9M | 0.08% | — |
| 53 | NVAX | NOVAVAX INC | 3836986 | $24.2M | 0.07% | — |
| 54 | Z | ZILLOW GROUP INC | 328189 | $22.5M | 0.06% | -31.9% |
| 55 | PTON | PELOTON INTERACTIVE INC | 2500000 | $17.4M | 0.05% | — |
| 56 | RNG | RINGCENTRAL INC | 411351 | $11.7M | 0.03% | — |
| 57 | YUMC | YUM CHINA HLDGS INC | 231346 | $10.3M | 0.03% | NEW |
| 58 | LX | LEXINFINTECH HLDGS LTD | 1394026 | $10.1M | 0.03% | 309.2% |
| 59 | LCID | LUCID GROUP INC | 2953931 | $6.2M | 0.02% | — |
| 60 | PLUG | PLUG POWER INC | 4098713 | $6.1M | 0.02% | — |
| 61 | MBLY | MOBILEYE GLOBAL INC | 226558 | $4.1M | 0.01% | — |
| 62 | IBIT | ISHARES BITCOIN TRUST ETF | 56508 | $3.5M | 0.01% | NEW |
| 63 | SFIX | STITCH FIX INC | 790167 | $2.9M | 0.01% | — |
| 64 | CHPT | CHARGEPOINT HOLDINGS INC | 3081752 | $2.2M | 0.01% | — |
| 65 | OLPX | OLAPLEX HLDGS INC | 1264968 | $1.8M | 0.00% | — |
| 66 | HTZWW | HERTZ GLOBAL HLDGS INC | 468814 | $1.7M | 0.00% | -27.2% |
| 67 | BYND | BEYOND MEAT INC | 343393 | $1.2M | 0.00% | — |
| 68 | HTZ | HERTZ GLOBAL HLDGS INC | 106823 | $730K | 0.00% | — |
| 69 | AMC | AMC ENTMT HLDGS INC | 228136 | $707K | 0.00% | — |
| 70 | API | AGORA INC | 93700 | $357K | 0.00% | +-78.5% |