Фонды
Coatue Management
Филипп Лаффон
под управлением на дату подачи
48.6 млрд $
позиций
66
подана
14 августа 2026
показаны 50 крупнейших позиций из 66 — полная подача лежит на EDGAR
| Тикер | Название | Доля | Δ снимка |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.76% | — |
| LRCX | LAM RESEARCH CORP | 8.41% | — |
| MU | MICRON TECHNOLOGY INC | 7.46% | — |
| SPCX | SPACE EXPLORATION TECHN CORP | 6.52% | — |
| AMAT | APPLIED MATLS INC | 6.26% | — |
| GEV | GE VERNOVA INC | 6.18% | — |
| AMZN | AMAZON COM INC | 5.8% | — |
| AVGO | BROADCOM INC | 4.54% | — |
| ETN | EATON CORP PLC | 4.35% | — |
| GOOGL | ALPHABET INC | 3.57% | — |
| INTC | INTEL CORP | 3.47% | — |
| CBRS | CEREBRAS SYSTEMS INC | 3.19% | — |
| META | META PLATFORMS INC | 2.93% | — |
| EQIX | EQUINIX INC | 2.73% | — |
| NVDA | NVIDIA CORPORATION | 2.49% | — |
| CEG | CONSTELLATION ENERGY CORP | 2.37% | — |
| FPS | FORGENT POWER SOLUTIONS INC | 2.36% | — |
| HUT | HUT 8 CORP | 2.31% | — |
| MSFT | MICROSOFT CORP | 2.25% | — |
| NTRA | NATERA INC | 1.4% | — |
| APP | APPLOVIN CORP | 1.24% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.24% | — |
| ASML | ASML HLDG NV | 1.21% | — |
| RDDT | REDDIT INC | 1.0% | — |
| NU | NU HLDGS LTD | 0.81% | — |
| NFLX | NETFLIX INC. | 0.69% | — |
| GOOG | ALPHABET INC | 0.66% | — |
| ISRG | INTUITIVE SURGICAL INC | 0.65% | — |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.6% | — |
| VRT | VERTIV HOLDINGS CO | 0.56% | — |
| QCOM | QUALCOMM INC | 0.53% | — |
| CVNA | CARVANA CO | 0.44% | — |
| MTZ | MASTEC INC | 0.44% | — |
| CAI | CARIS LIFE SCIENCES INC | 0.36% | — |
| SNPS | SYNOPSYS INC | 0.29% | — |
| GNRC | GENERAC HLDGS INC | 0.24% | — |
| SFM | SPROUTS FMRS MKT INC | 0.21% | — |
| DASH | DOORDASH INC | 0.2% | — |
| ENPH | ENPHASE ENERGY INC | 0.16% | — |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.14% | — |
| AMD | ADVANCED MICRO DEVICES INC | 0.11% | — |
| PYPL | PAYPAL HLDGS INC | 0.11% | — |
| NVAX | NOVAVAX INC | 0.07% | — |
| FIX | COMFORT SYS USA INC | 0.07% | — |
| QS | QUANTUMSCAPE CORP | 0.07% | — |
| UPST | UPSTART HLDGS INC | 0.06% | — |
| AGX | ARGAN INC | 0.06% | — |
| TSLA | TESLA INC | 0.05% | — |
| PINS | PINTEREST INC | 0.05% | — |
| TTD | THE TRADE DESK INC | 0.05% | — |