What Philippe Laffont Bought in Q4 2024
Coatue Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$29.68B
Total Value
68
Holdings
16
New Buys
28
Reduced
In Q4 2024, Philippe Laffont reported 68 long equity positions worth $29.68B in their Coatue Management 13F filing, including 16 new positions (largest: REDDIT INC at $1.07B) and 11 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 10670209 | $2.34B | 7.89% | -5.3% |
| 2 | META | META PLATFORMS INC | 3686378 | $2.16B | 7.27% | -0.2% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9962102 | $1.97B | 6.63% | +6.4% |
| 4 | MSFT | MICROSOFT CORP | 3526177 | $1.49B | 5.01% | -8.5% |
| 5 | CEG | CONSTELLATION ENERGY CORP | 6638618 | $1.49B | 5.00% | -14.1% |
| 6 | ETN | EATON CORP PLC | 4450018 | $1.48B | 4.98% | -4.1% |
| 7 | NVDA | NVIDIA CORPORATION | 10006488 | $1.34B | 4.53% | -1.3% |
| 8 | GEV | GE VERNOVA INC | 3864541 | $1.27B | 4.28% | -2.0% |
| 9 | RDDT | REDDIT INC | 6530236 | $1.07B | 3.60% | NEW |
| 10 | TSLA | TESLA INC | 2171723 | $877.0M | 2.95% | -2.8% |
| 11 | TEAM | ATLASSIAN CORPORATION | 3535799 | $860.5M | 2.90% | 612.7% |
| 12 | NU | NU HLDGS LTD | 79769230 | $826.4M | 2.78% | +27.0% |
| 13 | AVGO | BROADCOM INC | 3526331 | $817.5M | 2.75% | -18.4% |
| 14 | ADBE | ADOBE INC | 1763722 | $784.3M | 2.64% | +4.7% |
| 15 | APP | APPLOVIN CORP | 2297938 | $744.1M | 2.51% | +15.3% |
| 16 | VRT | VERTIV HOLDINGS CO | 6375917 | $724.4M | 2.44% | -17.4% |
| 17 | PYPL | PAYPAL HLDGS INC | 7976880 | $680.8M | 2.29% | -3.4% |
| 18 | NFLX | NETFLIX INC | 695526 | $619.9M | 2.09% | +13.6% |
| 19 | GOOGL | ALPHABET INC | 3237591 | $612.9M | 2.06% | -12.1% |
| 20 | SPOT | SPOTIFY TECHNOLOGY S A | 1268324 | $567.4M | 1.91% | 66.8% |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 4249190 | $513.3M | 1.73% | — |
| 22 | ISRG | Intuitive Surgical | 972878 | $507.8M | 1.71% | +-11.1% |
| 23 | FCNCA | FIRST CTZNS BANCSHARES INC N | 218987 | $462.7M | 1.56% | +17.9% |
| 24 | DASH | DOORDASH INC | 2591995 | $434.8M | 1.47% | +32.4% |
| 25 | VST | VISTRA CORP | 2967631 | $409.1M | 1.38% | +4.9% |
| 26 | KKR | KKR & CO INC | 2661938 | $393.7M | 1.33% | -2.1% |
| 27 | NOW | SERVICENOW INC | 369342 | $391.5M | 1.32% | NEW |
| 28 | INTU | INTUIT | 547938 | $344.4M | 1.16% | +9.5% |
| 29 | SCHW | SCHWAB CHARLES CORP | 4510020 | $333.8M | 1.12% | NEW |
| 30 | LRCX | LAM RESEARCH CORP | 4046370 | $292.3M | 0.98% | NEW |
| 31 | SHOP | SHOPIFY INC | 2547675 | $270.9M | 0.91% | — |
| 32 | SMCI | SUPER MICRO COMPUTER INC | 8866735 | $270.3M | 0.91% | NEW |
| 33 | HUBS | HUBSPOT INC | 373280 | $260.1M | 0.88% | NEW |
| 34 | CDNS | CADENCE DESIGN SYSTEM INC | 801576 | $240.8M | 0.81% | +-39.6% |
| 35 | QCOM | QUALCOMM INC | 1230343 | $189.0M | 0.64% | — |
| 36 | UBER | UBER TECHNOLOGIES INC | 2910927 | $175.6M | 0.59% | — |
| 37 | LLY | ELI LILLY & CO | 213984 | $165.2M | 0.56% | -13.7% |
| 38 | AFRM | AFFIRM HLDGS INC | 2633442 | $160.4M | 0.54% | NEW |
| 39 | DPZ | DOMINOS PIZZA INC | 322621 | $135.4M | 0.46% | — |
| 40 | DOCU | DOCUSIGN INC | 1343053 | $120.8M | 0.41% | -5.6% |
| 41 | OKTA | OKTA INC | 1254080 | $98.8M | 0.33% | NEW |
| 42 | DDOG | DATADOG INC | 669972 | $95.7M | 0.32% | NEW |
| 43 | DELL | DELL TECHNOLOGIES INC | 767896 | $88.5M | 0.30% | — |
| 44 | GOOG | ALPHABET INC | 403298 | $76.8M | 0.26% | -39.2% |
| 45 | SE | SEA LTD | 678308 | $72.0M | 0.24% | — |
| 46 | MNDY | MONDAY COM LTD | 293474 | $69.1M | 0.23% | NEW |
| 47 | TTAN | SERVICETITAN INC | 631258 | $64.9M | 0.22% | NEW |
| 48 | PWR | QUANTA SVCS INC | 134911 | $42.6M | 0.14% | — |
| 49 | PATH | UIPATH INC | 2436400 | $31.0M | 0.10% | — |
| 50 | PARA | PARAMOUNT GLOBAL | 2678629 | $28.0M | 0.09% | -27.2% |
| 51 | Z | ZILLOW GROUP INC | 369850 | $27.4M | 0.09% | -50.0% |
| 52 | BEKE | KE HLDGS INC | 1231471 | $22.7M | 0.08% | -20.8% |
| 53 | Z | ZILLOW GROUP INC | 318176 | $22.5M | 0.08% | -34.0% |
| 54 | UPST | UPSTART HLDGS INC | 349060 | $21.5M | 0.07% | -59.9% |
| 55 | JD | JD.COM INC | 614424 | $21.3M | 0.07% | -92.6% |
| 56 | NVCR | NOVOCURE LTD | 608672 | $18.1M | 0.06% | — |
| 57 | PDD | PDD HOLDINGS INC | 184628 | $17.9M | 0.06% | -92.9% |
| 58 | HCP | HASHICORP INC | 511741 | $17.5M | 0.06% | — |
| 59 | BABA | ALIBABA GROUP HLDG LTD | 192728 | $16.3M | 0.06% | -92.9% |
| 60 | FUTU | FUTU HLDGS LTD | 129835 | $10.4M | 0.03% | NEW |
| 61 | KWEB | KRANESHARES TRUST | 301743 | $8.8M | 0.03% | -95.8% |
| 62 | MRNA | MODERNA INC | 191074 | $7.9M | 0.03% | NEW |
| 63 | LX | LEXINFINTECH HLDGS LTD | 1245168 | $7.2M | 0.02% | NEW |
| 64 | CPNG | COUPANG INC | 150936 | $3.3M | 0.01% | NEW |
| 65 | API | AGORA INC | 435510 | $1.8M | 0.01% | — |
| 66 | QFIN | QIFU TECHNOLOGY INC | 45447 | $1.7M | 0.01% | NEW |
| 67 | SEDG | SOLAREDGE TECHNOLOGIES INC | 43500 | $592K | 0.00% | — |
| 68 | HTZWW | HERTZ GLOBAL HLDGS INC | 175480 | $377K | 0.00% | -72.8% |