PL

Philippe Laffont · 2025 Q4

Coatue Management · 历史持仓快照 · 申报于 2026-05-15
← 看最新持仓
股票占比市值
1
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.56%$2.62B
2
MSFT
MICROSOFT CORP
6.26%$2.50B
3
META
META PLATFORMS INC
6.25%$2.50B
4
AMZN
AMAZON COM INC
5.74%$2.29B
5
GEV
GE VERNOVA INC
5.51%$2.20B
6
GOOGL
ALPHABET INC
5.36%$2.14B
7
CEG
CONSTELLATION ENERGY CORP
5.22%$2.09B
8
AVGO
BROADCOM INC
4.77%$1.91B
9
NVDA
NVIDIA CORPORATION
4.30%$1.72B
10
LRCX
LAM RESEARCH CORP
4.20%$1.68B
11
AMAT
APPLIED MATLS INC
3.85%$1.54B
12

EATON CORP PLC
3.76%$1.50B
13
APP
APPLOVIN CORP
3.69%$1.47B
14

SPOTIFY TECHNOLOGY S A
3.56%$1.42B
15
RDDT
REDDIT INC
3.19%$1.28B
16
NFLX
NETFLIX INC.
2.55%$1.02B
17
DASH
DOORDASH INC
2.47%$989M
18
ORCL
ORACLE CORP
2.17%$865M
19
CVNA
CARVANA CO
2.07%$826M
20
SNPS
SYNOPSYS INC
1.95%$778M
21

NU HLDGS LTD
1.92%$766M
22
TSLA
TESLA INC
1.85%$738M
23
GOOG
ALPHABET INC
1.57%$628M
24
NTRA
NATERA INC
1.51%$603M
25
SNOW
SNOWFLAKE INC
1.36%$544M
26
ISRG
INTUITIVE SURGICAL INC
1.14%$457M
27
ADBE
ADOBE INC
0.77%$306M
28
FCNCA
FIRST CTZNS BANCSHARES INC D
0.75%$299M
29
AMD
ADVANCED MICRO DEVICES INC
0.66%$265M
30
CAI
CARIS LIFE SCIENCES INC
0.66%$265M
31
CHYM
CHIME FINL INC
0.63%$254M
32
ARM
ARM HOLDINGS PLC
0.63%$251M
33
MRVL
MARVELL TECHNOLOGY INC
0.44%$177M
34
MTZ
MASTEC INC
0.37%$147M
35
VRT
VERTIV HOLDINGS CO
0.34%$134M
36
RKT
ROCKET COS INC
0.33%$131M
37
PYPL
PAYPAL HLDGS INC
0.25%$99M
38
AXON
AXON ENTERPRISE INC
0.22%$88M
39
INFY
INFOSYS LTD
0.20%$82M
40
CHRW
C H ROBINSON WORLDWIDE IN
0.14%$55M
41
EXPD
EXPEDITORS INTL WASH INC
0.14%$55M
42
GNRC
GENERAC HLDGS INC
0.13%$50M
43
SFM
SPROUTS FMRS MKT INC
0.12%$48M
44
QS
QUANTUMSCAPE CORP
0.10%$39M
45
CHA
CHAGEE HLDGS LTD
0.09%$37M
46
SPGI
S&P GLOBAL INC
0.08%$33M
47
MCO
MOODYS CORP
0.08%$33M
48
MPT
MEDICAL PROPERTIES TRUST INC
0.06%$23M
49
NAVN
NAVAN INC
0.03%$10M
50
MRNA
MODERNA INC
0.01%$6M
51
IBIT
ISHARES BITCOIN TRUST ETF
0.01%$3M
52

WEBULL CORP
0.00%$578K