Philippe Laffont portfolio

Latest reported portfolio for Q2 2026, straight from the SEC information table. Not investment advice.

Follow this investor and get an email the day they file — a 13D stake, an insider trade, or a new 13F. Free, no card.

Portfolio value

$48.6B

Positions

Top 10 weight

62%

Quarter

Q2 2026

Versus Q1 2026: 9 new, 9 added, 21 trimmed, 5 sold out.

Recent SEC activity

Every filing Philippe Laffont has made, newest first, across all form types — not just the quarterly 13F. A 13D activist stake is public within days and a Form 4 insider trade within two business days, so this feed moves long before the next 13F does. It updates within minutes of a filing hitting SEC EDGAR.

13GNew passive 5% stake (13G)NEWa large but passive holder crossing 5%2026-08-147 days ago 13GNew passive 5% stake (13G)NEWa large but passive holder crossing 5%2026-08-147 days ago 13FQuarterly portfolio (13F)NEWthe quarterly snapshot, filed up to 45 days after quarter-end2026-08-147 days ago 13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1598 days ago 13FPortfolio amendment (13F/A)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1598 days ago 13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-02-17185 days ago 13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2026-02-17185 days ago 13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2026-02-17185 days ago 13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-11-14280 days ago 13GNew passive 5% stake (13G)a large but passive holder crossing 5%2025-08-14372 days ago 13GNew passive 5% stake (13G)a large but passive holder crossing 5%2025-08-14372 days ago 13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-08-14372 days ago

Holding	Value	% of book	Shares	vs prior Q
TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS · 874039100	$4.3B	8.8%	8,914,995	REDUCED -4%
LRCXLAM RESEARCH CORP COM NEW · 512807306	$4.1B	8.4%	9,441,603	REDUCED -6%
MUMICRON TECHNOLOGY INC COM · 595112103	$3.6B	7.5%	3,142,269	ADDED +1794%
SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK · 84615Q103	$3.2B	6.5%	18,561,780	NEW
AMATAPPLIED MATLS INC COM · 038222105	$3B	6.3%	4,213,483	REDUCED -20%
GEVGE VERNOVA INC COM · 36828A101	$3B	6.2%	2,558,164	REDUCED -1%
AMZNAMAZON COM INC COM · 023135106	$2.8B	5.8%	11,834,799	ADDED +49%
AVGOBROADCOM INC COM · 11135F101	$2.2B	4.5%	5,846,831	ADDED +6%
EATON CORP PLC SHS · G29183103	$2.1B	4.3%	4,968,415	ADDED +5%
GOOGLALPHABET INC CAP STK CL A · 02079K305	$1.7B	3.6%	4,856,251	ADDED +13%
INTCINTEL CORP COM · 458140100	$1.7B	3.5%	12,084,027	NEW
CBRSCEREBRAS SYSTEMS INC COM CL A · 15675D103	$1.5B	3.2%	7,011,028	NEW
METAMETA PLATFORMS INC CL A · 30303M102	$1.4B	2.9%	2,526,048	REDUCED -10%
EQIXEQUINIX INC COM · 29444U700	$1.3B	2.7%	1,273,517	ADDED +17%
NVDANVIDIA CORPORATION COM · 67066G104	$1.2B	2.5%	6,055,197	REDUCED -4%
CEGCONSTELLATION ENERGY CORP COM · 21037T109	$1.2B	2.4%	4,632,475	HELD
FPSFORGENT POWER SOLUTIONS INC COM SHS CL A · 34631F102	$1.1B	2.4%	20,501,387	NEW
HUTHUT 8 CORP COM · 44812J104	$1.1B	2.3%	9,715,476	NEW
MSFTMICROSOFT CORP COM · 594918104	$1.1B	2.2%	2,936,409	ADDED +18%
NTRANATERA INC COM · 632307104	$680M	1.4%	2,505,090	REDUCED -1%
APPAPPLOVIN CORP COM CL A · 03831W108	$603.4M	1.2%	1,171,189	REDUCED -9%
SPOTIFY TECHNOLOGY S A SHS · L8681T102	$601.8M	1.2%	1,310,632	REDUCED -1%
ASML HLDG NV N Y REGISTRY SHS · N07059210	$587.7M	1.2%	295,406	REDUCED -40%
RDDTREDDIT INC CL A · 75734B100	$484.3M	1.0%	2,789,891	HELD
NU HLDGS LTD ORD SHS CL A · G6683N103	$391.9M	0.8%	29,333,576	HELD
NFLXNETFLIX INC. COM · 64110L106	$336.3M	0.7%	4,710,420	REDUCED -32%
GOOGALPHABET INC CAP STK CL C · 02079K107	$321M	0.7%	908,395	REDUCED -19%
ISRGINTUITIVE SURGICAL INC COM NEW · 46120E602	$315.6M	0.7%	793,704	REDUCED -7%
FCNCAFIRST CTZNS BANCSHARES INC D CL A · 31946M103	$290.3M	0.6%	139,498	HELD
VRTVERTIV HOLDINGS CO COM CL A · 92537N108	$270.1M	0.6%	806,594	REDUCED -18%
QCOMQUALCOMM INC COM · 747525103	$256.4M	0.5%	1,387,312	HELD
CVNACARVANA CO CL A · 146869102	$215.8M	0.4%	3,278,865	ADDED +382%
MTZMASTEC INC COM · 576323109	$215.2M	0.4%	517,250	REDUCED -11%
CAICARIS LIFE SCIENCES INC COM · 142152107	$175M	0.4%	9,819,992	HELD
SNPSSYNOPSYS INC COM · 871607107	$141.6M	0.3%	317,465	REDUCED -58%
GNRCGENERAC HLDGS INC COM · 368736104	$114.3M	0.2%	390,513	HELD
SFMSPROUTS FMRS MKT INC COM · 85208M102	$101.8M	0.2%	1,203,773	HELD
DASHDOORDASH INC CL A · 25809K105	$96.8M	0.2%	524,792	REDUCED -5%
ENPHENPHASE ENERGY INC COM · 29355A107	$76.7M	0.2%	1,556,941	REDUCED -6%
BAHBOOZ ALLEN HAMILTON HLDG COR CL A · 099502106	$65.7M	0.1%	1,083,410	NEW

Sold out entirely last quarter

VISA INC — sold entire 718,753-share stake ($217.2M)
CHIME FINL INC — sold entire 10,071,992-share stake ($188.6M)
SOLSTICE ADVANCED MATLS INC — sold entire 1,654,589-share stake ($126M)
C H ROBINSON WORLDWIDE IN — sold entire 573,010-share stake ($95.2M)
ISHARES BITCOIN TRUST ETF — sold entire 67,226-share stake ($2.6M)

Get this in your code: free API key, then GET /v1/holdings/coatue. Full quarter-over-quarter diff, options flagged, JSON. See also insider cluster buys and the live buy radar.

View the raw 13F on SEC EDGAR → · 13F is filed up to 45 days after quarter-end, so it reflects positions as of Q2 2026, not today.