Coatue
Fund · from public filings
Philippe Laffont's technology fund.
Reported
$49B
Filed
Aug 14, 2026
A filing shows what was held on Jun 30, 2026, not when it was bought or at what price. Changes are measured from the day the filing became public. See the filing
What changed
MICRON TECHNOLOGY INC
7.5% of the portfolio · 166K → 3.1M shares · made public Aug 14, 2026 · $971.66 that day
SPACE EXPLORATION TECHN-CL A
6.5% of the portfolio · made public Aug 14, 2026 · $140.00 that day
AMAZON.COM INC
5.8% of the portfolio · 7.9M → 11.8M shares · made public Aug 14, 2026 · $262.65 that day
INTEL CORP
3.5% of the portfolio · made public Aug 14, 2026 · $102.50 that day
CEREBRAS SYSTEMS INC - A
3.2% of the portfolio · made public Aug 14, 2026 · $218.98 that day
FORGENT POWER SOLUTIONS-CL A
2.4% of the portfolio · made public Aug 14, 2026 · $39.66 that day
HUT 8 CORP
2.3% of the portfolio · made public Aug 14, 2026 · $85.44 that day
VISA INC-CLASS A SHARES
0.8% of the portfolio · made public Aug 14, 2026 · $364.15 that day
NETFLIX INC
0.7% of the portfolio · 6.9M → 4.7M shares · made public Aug 14, 2026 · $78.16 that day
CHIME FINANCIAL INC-CL A
0.7% of the portfolio · made public Aug 14, 2026 · $32.02 that day
SYNOPSYS INC
0.3% of the portfolio · 762K → 317K shares · made public Aug 14, 2026 · $421.50 that day
Largest holdings
TAIWAN SEMICONDUCTOR-SP ADR
8.8%
$4.3B · 8.9M sh
LAM RESEARCH CORP
8.4%
$4.1B · 9.4M sh
MICRON TECHNOLOGY INC
7.5%
$3.6B · 3.1M sh
SPACE EXPLORATION TECHN-CL A
6.5%
$3.2B · 18.6M sh
APPLIED MATERIALS INC
6.3%
$3B · 4.2M sh
GE VERNOVA INC
6.2%
$3B · 2.6M sh
AMAZON.COM INC
5.8%
$2.8B · 11.8M sh
BROADCOM INC
4.5%
$2.2B · 5.8M sh
ALPHABET INC-CL A
3.6%
$1.7B · 4.9M sh
INTEL CORP
3.5%
$1.7B · 12.1M sh
CEREBRAS SYSTEMS INC - A
3.2%
$1.5B · 7.0M sh
META PLATFORMS INC-CLASS A
2.9%
$1.4B · 2.5M sh
EQUINIX INC
2.7%
$1.3B · 1.3M sh
NVIDIA CORP
2.5%
$1.2B · 6.1M sh
CONSTELLATION ENERGY
2.4%
$1.2B · 4.6M sh
FORGENT POWER SOLUTIONS-CL A
2.4%
$1.1B · 20.5M sh
HUT 8 CORP
2.3%
$1.1B · 9.7M sh
MICROSOFT CORP
2.3%
$1.1B · 2.9M sh
NATERA INC
1.4%
$680M · 2.5M sh
APPLOVIN CORP-CLASS A
1.2%
$603M · 1.2M sh
REDDIT INC-CL A
1.0%
$484M · 2.8M sh
NETFLIX INC
0.7%
$336M · 4.7M sh
ALPHABET INC-CL C
0.7%
$321M · 908K sh
INTUITIVE SURGICAL INC
0.7%
$316M · 794K sh
FIRST CITIZENS BCSHS -CL A
0.6%
$290M · 139K sh
VERTIV HOLDINGS CO-A
0.6%
$270M · 807K sh
Opinions shared on SoFo are not investment advice. From filings with the US Securities and Exchange Commission and the Clerk of the US House of Representatives. Filings arrive weeks after the trades they report.