All superinvestorsPL
Philippe Laffont
Coatue Management·growth·Concentrated / activist
Accredited only~18% since 1999
Quarterly activity
What Philippe Laffont bought and sold each quarter.
Mar 2026vs Dec 2025
Bought (25)
$EQIXNew buy3.7%$ASMLNew buy2.3%$VNew buy0.7%$QCOMNew buy0.6%$SOLSNew buy0.4%$MUNew buy0.2%$ENPHNew buy0.2%$NVAXNew buy0.1%$ABRNew buy0.1%$PINSNew buy0.1%$RNGNew buy0.1%$TTDNew buy0.1%$PATHNew buy0.1%$UPSTNew buy0.1%$ZNew buy0.1%$LCIDNew buy0%$OLPXNew buy0%$SFIXNew buy0%$AMCNew buy0%$BYNDNew buy0%$CHPTNew buy0%$HTZWWWarrantNew buy0%$HTZNew buy0%$PTONNew buy0%$PLUGNew buy0%
Sold (25)
$INFYADRSold out$MRVLSold out$MCOSold out$NAVNSold out$SNOWSold out$ADBESold out$AMDSold out$ARMADRSold out$AXONSold out$CHAADRSold out$MPWSold out$MRNASold out$ORCLSold out$RKTSold out$SPGISold out$BULLSold out$EXPDSold out$TSLATrimmed-98.2%$DASHTrimmed-93.7%$CVNATrimmed-82.6%$SNPSTrimmed-77%$MSFTTrimmed-76%$RDDTTrimmed-74.9%$SPOTTrimmed-73.1%$GOOGTrimmed-72.1%
Dec 2025vs Sep 2025
Bought (25)
$MTZNew buy0.4%$RKTNew buy0.3%$VRTNew buy0.3%$INFYADRNew buy0.2%$AXONNew buy0.2%$MCONew buy0.1%$CHRWNew buy0.1%$SPGINew buy0.1%$SFMNew buy0.1%$EXPDNew buy0.1%$GNRCNew buy0.1%$NAVNNew buy0%$MRNANew buy0%$TSMADRAdded+113.8%$MSFTAdded+122.8%$METAAdded+87.4%$AMZNAdded+127.2%$GEVAdded+85.5%$GOOGLAdded+89.5%$CEGAdded+106.3%$AVGOAdded+91.1%$NVDAAdded+86.5%$LRCXAdded+97%$AMATAdded+257.4%$ETNAdded+96.9%
Sold (25)
$YYADRSold out$CDNSSold out$FIGSold out$HNGESold out$INTUSold out$LCIDSold out$NVAXSold out$OLPXSold out$SFIXSold out$BABAADRSold out$AMCSold out$TEAMSold out$BYNDSold out$CHPTSold out$CRWVSold out$ENPHSold out$FUTUADRSold out$HTZSold out$HTZWWWarrantSold out$KKRSold out$KLARSold out$MBLYSold out$PTONSold out$PINSSold out$PLUGSold out
Sep 2025vs Jun 2025
Bought (23)
$SNPSNew buy2.2%$AMATNew buy1.7%$GOOGNew buy1.2%$SNOWNew buy1.1%$FIGNew buy0.4%$NTRANew buy0.1%$YYADRNew buy0%$FUTUADRNew buy0%$KLARNew buy0%$METAAdded+9.6%$MSFTAdded+18.1%$GOOGLAdded+259.1%$APPAdded+24.9%$ORCLAdded+24.3%$SPOTAdded+13.3%$CVNAAdded+11.3%$DASHAdded+12.3%$BABAADRAdded+130.1%$MRVLAdded+245.1%$TTDAdded+38.8%$VSTAdded+7.7%$ENPHAdded+95.3%$IBITAdded+134.7%
Sold (19)
$GNRCSold out$LXADRSold out$PMSold out$LLYSold out$YUMCSold out$CHPTTrimmed-95%$LCIDTrimmed-90%$CRWVTrimmed-62.2%$ARMADRTrimmed-51.2%$KKRTrimmed-40.6%$CDNSTrimmed-33.3%$PYPLTrimmed-24.9%$INTUTrimmed-19.8%$AMDTrimmed-19%$TSLATrimmed-15.1%$NVDATrimmed-14.1%$AMZNTrimmed-13.9%$TEAMTrimmed-10%$LRCXTrimmed-5.3%
Jun 2025vs Mar 2025
Bought (25)
$ORCLNew buy2.3%$ARMADRNew buy2.1%$CHYMNew buy1%$CAINew buy0.8%$HNGENew buy0.7%$CHAADRNew buy0.4%$BULLNew buy0.4%$VSTNew buy0.3%$TTDNew buy0.2%$MRVLNew buy0.1%$ENPHNew buy0.1%$IBITNew buy0%$YUMCNew buy0%$CRWVAdded+23.6%$MSFTAdded+20.3%$NVDAAdded+34.4%$AVGOAdded+58.1%$LRCXAdded+28%$RDDTAdded+30.8%$INTUAdded+58.8%$TSLAAdded+24.2%$CVNAAdded+236.2%$DASHAdded+32.4%$KKRAdded+7.3%$PYPLAdded+33.1%
Sold (25)
$TTANSold out$MPWRSold out$CPNGSold out$SMCISold out$QFINSold out$NVCRSold out$TCOMADRSold out$ALABSold out$TEMSold out$JDADRSold out$SEDGSold out$BEKEADRSold out$FUTUADRSold out$APIADRTrimmed-78.5%$BABAADRTrimmed-77.2%$AMDTrimmed-52.8%$LLYTrimmed-36.1%$ZGTrimmed-31.9%$TEAMTrimmed-29.4%$HTZWWWarrantTrimmed-27.2%$CDNSTrimmed-27.1%$PMTrimmed-16.5%$APPTrimmed-13.4%$NUTrimmed-13.2%$ADBETrimmed-12%
Mar 2025vs Dec 2024
Bought (25)
$CRWVNew buy2.4%$PMNew buy1.1%$MPWRNew buy0.5%$CVNANew buy0.5%$SWKSNew buy0.4%$PINSNew buy0.2%$ALABNew buy0.2%$TEMNew buy0.2%$PTONNew buy0.1%$TCOMADRNew buy0.1%$QSNew buy0.1%$GNRCNew buy0.1%$MPWNew buy0.1%$NVAXNew buy0.1%$LCIDNew buy0%$AMCNew buy0%$CHPTNew buy0%$PLUGNew buy0%$OLPXNew buy0%$BYNDNew buy0%$SFIXNew buy0%$HTZNew buy0%$RNGNew buy0%$MBLYNew buy0%$SPOTAdded+21.6%
Sold (25)
$GOOGSold out$KWEBSold out$DOCUSold out$HUBSSold out$OKTASold out$PDDADRSold out$QCOMSold out$SCHWSold out$AFRMSold out$DDOGSold out$DELLSold out$DPZSold out$MRNASold out$MNDYSold out$PARASold out$PWRSold out$NOWSold out$SHOPSold out$UBERSold out$VRTSold out$VSTSold out$HCPSold out$JDADRTrimmed-85.7%$BEKEADRTrimmed-77.9%$LXADRTrimmed-72.6%
Dec 2024vs Sep 2024
Bought (25)
$RDDTNew buy3.6%$NOWNew buy1.3%$SCHWNew buy1.1%$HUBSNew buy0.9%$AFRMNew buy0.5%$OKTANew buy0.3%$DDOGNew buy0.3%$MNDYNew buy0.2%$TTANNew buy0.2%$QFINNew buy0%$LXADRNew buy0%$CPNGNew buy0%$FUTUADRNew buy0%$MRNANew buy0%$TSMADRAdded+6.4%$TEAMAdded+612.7%$NUAdded+27%$APPAdded+15.3%$NFLXAdded+13.6%$SPOTAdded+66.8%$FCNCAAdded+17.9%$DASHAdded+32.4%$INTUAdded+9.5%$LRCXAdded+900%$SMCIAdded+36598.5%
Sold (25)
$PTONSold out$AMCSold out$CMGSold out$RNGSold out$OLPXSold out$TALADRSold out$NKLASold out$EDUADRSold out$SFIXSold out$LCIDSold out$NVOADRSold out$ENPHSold out$MPWSold out$HTZSold out$CHPTSold out$NTESADRSold out$PINSSold out$NEESold out$QSSold out$PLUGSold out$NVAXSold out$BZADRSold out$RMDSold out$GNRCSold out$FXIETFSold out
Sep 2024vs Jun 2024
Bought (25)
$KKRNew buy1.3%$CDNSNew buy1.3%$CMGNew buy1%$DASHNew buy1%$SPOTNew buy1%$KWEBNew buy0.9%$FXIETFNew buy0.6%$RMDNew buy0.4%$TEAMNew buy0.3%$BXNew buy0.1%$TALADRNew buy0%$EDUADRNew buy0%$NTESADRNew buy0%$SMCINew buy0%$CEGAdded+57.4%$ETNAdded+8.5%$GEVAdded+18.3%$NUAdded+6.2%$AVGOAdded+1425.2%$PYPLAdded+36.1%$GOOGLAdded+33.2%$TSLAAdded+36.4%$ISRGAdded+6.5%$PDDADRAdded+740.9%$JDADRAdded+33490.1%
Sold (24)
$UNHSold out$FSLRSold out$APHSold out$ASMLSold out$CRWDSold out$EQIXSold out$CRMSold out$DELLTrimmed-89.5%$QCOMTrimmed-76.5%$AMDTrimmed-32.3%$SHOPTrimmed-31.5%$VSTTrimmed-29%$UBERTrimmed-28%$NVDATrimmed-26.3%$TSMADRTrimmed-17.8%$BEKEADRTrimmed-17.2%$NVAXTrimmed-15.3%$VRTTrimmed-14.7%$APPTrimmed-12.9%$METATrimmed-11.7%$LRCXTrimmed-11.5%$FCNCATrimmed-10.9%$DPZTrimmed-9.5%$ADBETrimmed-8.7%
Jun 2024vs Mar 2024
Bought (23)
$GEVNew buy2.2%$APHNew buy1.6%$UNHNew buy0.2%$PARANew buy0.1%$FSLRNew buy0%$SEDGNew buy0%$AMZNAdded+7%$TSMADRAdded+10.2%$NVDAAdded+893%$QCOMAdded+43.1%$ADBEAdded+28.8%$DELLAdded+73.2%$CEGAdded+139.4%$VSTAdded+23.9%$APPAdded+98.4%$GNRCAdded+17.4%$NEEAdded+36.1%$PINSAdded+5.3%$NVAXAdded+72.7%$ZAdded+5.3%$ZGAdded+5.2%$SFIXAdded+30.9%$APIADRAdded+23.3%
Sold (25)
$FXIETFSold out$CARTSold out$CROXSold out$DHRSold out$KWEBSold out$ONSold out$SQSold out$TALADRSold out$BIDUADRSold out$AISold out$DASHSold out$DKNGSold out$GMSold out$MNDYSold out$NTESADRSold out$LIADRSold out$NXPISold out$PLTRSold out$NOWSold out$TMEADRSold out$TCOMADRSold out$HTHTADRSold out$BURLSold out$NKLATrimmed-96.7%$JDADRTrimmed-94.7%
Quarter-over-quarter change in disclosed positions.
Holdings
| Stock | Move | % of portfolio | Reported px | Now | Since report |
|---|
TAIWAN SEMICONDUCTOR MANUFAC | Trimmed | | $337.95 | $436.96 | +29.3% |
GE VERNOVA INC | Trimmed | | $872.90 | $1075.26 | +23.2% |
LAM RESEARCH CORP | Trimmed | | $213.66 | $353.17 | +65.3% |
APPLIED MATLS INC | Trimmed | | $341.79 | $588.66 | +72.2% |
BROADCOM INC | Trimmed | | $309.51 | $401.11 | +29.6% |
EATON CORP PLC | Trimmed | | $357.67 | $405.83 | +13.5% |
AMAZON COM INC | Trimmed | | $208.27 | $247.04 | +18.6% |
META PLATFORMS INC | Trimmed | | $572.13 | $631.48 | +10.4% |
CONSTELLATION ENERGY CORP | Trimmed | | $279.25 | $250.74 | -10.2% |
ALPHABET INC | Trimmed | | $287.56 | $358.89 | +24.8% |
NVIDIA CORPORATION | Trimmed | | $174.40 | $202.78 | +16.3% |
EQUINIX INC | New buy | | $980.24 | $1034.87 | +5.6% |
MICROSOFT CORP | Trimmed | | $370.17 | $384.36 | +3.8% |
NETFLIX INC. | Trimmed | | $96.15 | $75.47 | -21.5% |
ASML HLDG NV | New buy | | $1320.83 | $1804.25 | +36.6% |
SPOTIFY TECHNOLOGY S A | Trimmed | | $484.91 | $485.88 | +0.2% |
APPLOVIN CORP | Trimmed | | $398.00 | $520.43 | +30.8% |
NATERA INC | Trimmed | | $199.99 | $281.85 | +40.9% |
NU HLDGS LTD | Trimmed | | $14.37 | $13.67 | -4.9% |
INTUITIVE SURGICAL INC | Trimmed | | $460.99 | $411.55 | -10.7% |
REDDIT INC | Trimmed | | $134.65 | $200.60 | +49% |
ALPHABET INC | Trimmed | | $286.86 | $356.24 | +24.2% |
SYNOPSYS INC | Trimmed | | $396.48 | $443.37 | +11.8% |
FIRST CTZNS BANCSHARES INC D | Trimmed | | $1884.66 | $2083.00 | +10.5% |
VERTIV HOLDINGS CO | Trimmed | | $250.58 | $323.92 | +29.3% |
VISA INC | New buy | | $302.24 | $348.20 | +15.2% |
CARVANA CO | Trimmed | | $314.38 | $67.12 | -78.7% |
CHIME FINL INC | Trimmed | | $18.73 | $21.31 | +13.8% |
MASTEC INC | Trimmed | | $321.74 | $384.72 | +19.6% |
QUALCOMM INC | New buy | | $128.78 | $191.11 | +48.4% |
CARIS LIFE SCIENCES INC | Trimmed | | $17.88 | $17.87 | -0.1% |
SOLSTICE ADVANCED MATLS INC | New buy | | $76.16 | $62.80 | -17.5% |
C H ROBINSON WORLDWIDE IN | Trimmed | | $166.07 | $192.76 | +16.1% |
SPROUTS FMRS MKT INC | Held | | $77.13 | $80.38 | +4.2% |
DOORDASH INC | Trimmed | | $150.15 | $192.35 | +28.1% |
GENERAC HLDGS INC | Trimmed | | $195.33 | $235.86 | +20.7% |
ENPHASE ENERGY INC | New buy | | $37.81 | $44.89 | +18.7% |
PAYPAL HLDGS INC | Trimmed | | $45.23 | $45.32 | +0.2% |
MICRON TECHNOLOGY INC | New buy | | $337.84 | $991.64 | +193.5% |
ARBOR REALTY TRUST INC | New buy | | $7.71 | $4.96 | -35.7% |
THE TRADE DESK INC | New buy | | $22.69 | $19.75 | -13% |
NOVAVAX INC | New buy | | $8.14 | $9.40 | +15.5% |
PINTEREST INC | New buy | | $18.34 | $22.69 | +23.7% |
ZILLOW GROUP INC | New buy | | $41.38 | $33.44 | -19.2% |
QUANTUMSCAPE CORP | Trimmed | | $6.38 | $6.91 | +8.3% |
UIPATH INC | New buy | | $11.10 | $11.80 | +6.3% |
UPSTART HLDGS INC | New buy | | $25.65 | $33.23 | +29.6% |
TESLA INC | Trimmed | | $371.75 | $406.55 | +9.4% |
RINGCENTRAL INC | New buy | | $37.19 | $40.94 | +10.1% |
ZILLOW GROUP INC | New buy | | $41.39 | $33.21 | -19.8% |
PELOTON INTERACTIVE INC | New buy | | $4.29 | $5.94 | +38.5% |
PLUG PWR INC | New buy | | $2.26 | $2.38 | +5.3% |
LUCID GROUP INC | New buy | | $9.53 | $5.83 | -38.8% |
ISHARES BITCOIN TRUST ETF | Trimmed | | $38.42 | $35.81 | -6.8% |
OLAPLEX HLDGS INC | New buy | | $2.03 | $2.07 | +2% |
STITCH FIX INC | New buy | | $3.31 | $3.52 | +6.3% |
HERTZ GLOBAL HLDGS INC | New buy | | $2.28 | $0.99 | -56.6% |
CHARGEPOINT HOLDINGS INC | New buy | | $4.86 | $5.78 | +18.9% |
HERTZ GLOBAL HLDGS INC | New buy | | $4.61 | $2.17 | -52.9% |
BEYOND MEAT INC | New buy | | $0.70 | $0.67 | -4.5% |
AMC ENTMT HLDGS INC | New buy | | $0.98 | $1.90 | +93.9% |
Notable sell-outs this quarter: $INFY, $MRVL, $MCO, $NAVN, $SNOW, $ADBE, $AMD, $ARM, $AXON, $CHA, $MPW, $MRNA, $ORCL, $RKT, $SPGI, $BULL, $EXPD
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.