Фонды
Coatue Management
Филипп Лаффон
под управлением на дату подачи
48.6 млрд $
позиций
66
с прошлой подачи
+19.6 млрд $
подана
14 августа 2026
Купили
| Тикер | Название | Доля | Δ доли | Δ снимка |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 7.46% | +7.27 | докупили |
| SPCX | SPACE EXPLORATION TECHN CORP | 6.52% | +6.52 | новая |
| INTC | INTEL CORP | 3.47% | +3.47 | новая |
| CBRS | CEREBRAS SYSTEMS INC | 3.19% | +3.19 | новая |
| FPS | FORGENT POWER SOLUTIONS INC | 2.36% | +2.36 | новая |
| HUT | HUT 8 CORP | 2.31% | +2.31 | новая |
| LRCX | LAM RESEARCH CORP | 8.41% | +1.03 | докупили |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.14% | +0.14 | новая |
| AMZN | AMAZON COM INC | 5.8% | +0.12 | докупили |
| AMD | ADVANCED MICRO DEVICES INC | 0.11% | +0.11 | новая |
| AMAT | APPLIED MATLS INC | 6.26% | +0.09 | докупили |
| FIX | COMFORT SYS USA INC | 0.07% | +0.07 | новая |
| AGX | ARGAN INC | 0.06% | +0.06 | новая |
Продали
| Тикер | Название | Доля | Δ доли | Δ снимка |
|---|---|---|---|---|
| META | META PLATFORMS INC | 2.93% | -2.61 | продали |
| CEG | CONSTELLATION ENERGY CORP | 2.37% | -2.09 | продали |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.76% | -2.04 | продали |
| NFLX | NETFLIX INC. | 0.69% | -1.59 | продали |
| GEV | GE VERNOVA INC | 6.18% | -1.55 | продали |
| ETN | EATON CORP PLC | 4.35% | -1.49 | продали |
| AVGO | BROADCOM INC | 4.54% | -1.32 | продали |
| NVDA | NVIDIA CORPORATION | 2.49% | -1.31 | продали |
| ASML | ASML HLDG NV | 1.21% | -1.05 | продали |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.24% | -0.97 | продали |
| EQIX | EQUINIX INC | 2.73% | -0.95 | продали |
| MSFT | MICROSOFT CORP | 2.25% | -0.91 | продали |
| SNPS | SYNOPSYS INC | 0.29% | -0.75 | продали |
| V | VISA INC | 0.75% | -0.75 | закрыли |
| ISRG | INTUITIVE SURGICAL INC | 0.65% | -0.71 | продали |
| GOOGL | ALPHABET INC | 3.57% | -0.7 | продали |
| CHYM | CHIME FINL INC | 0.65% | -0.65 | закрыли |
| NU | NU HLDGS LTD | 0.81% | -0.64 | продали |
| APP | APPLOVIN CORP | 1.24% | -0.53 | продали |
| GOOG | ALPHABET INC | 0.66% | -0.44 | продали |
| SOLS | SOLSTICE ADVANCED MATLS INC | 0.43% | -0.43 | закрыли |
| NTRA | NATERA INC | 1.4% | -0.35 | продали |
| CHRW | C H ROBINSON WORLDWIDE IN | 0.33% | -0.33 | закрыли |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.6% | -0.31 | продали |
| RDDT | REDDIT INC | 1.0% | -0.3 | продали |
| CVNA | CARVANA CO | 0.44% | -0.29 | продали |
| VRT | VERTIV HOLDINGS CO | 0.56% | -0.29 | продали |
| CAI | CARIS LIFE SCIENCES INC | 0.36% | -0.24 | продали |
| MTZ | MASTEC INC | 0.44% | -0.2 | продали |
| SFM | SPROUTS FMRS MKT INC | 0.21% | -0.11 | продали |
| ABR | ARBOR REALTY TRUST INC | 0.11% | -0.11 | закрыли |
| Z | ZILLOW GROUP INC | 0.11% | -0.11 | закрыли |
| DASH | DOORDASH INC | 0.2% | -0.09 | продали |
| QCOM | QUALCOMM INC | 0.53% | -0.09 | продали |
| PATH | UIPATH INC | 0.09% | -0.09 | закрыли |
| PYPL | PAYPAL HLDGS INC | 0.11% | -0.08 | продали |
| MPT | MEDICAL PROPERTIES TRUST INC | 0.07% | -0.07 | закрыли |
| ENPH | ENPHASE ENERGY INC | 0.16% | -0.06 | продали |
| TTD | THE TRADE DESK INC | 0.05% | -0.06 | продали |
| RNG | RINGCENTRAL INC | 0.05% | -0.05 | закрыли |
| PINS | PINTEREST INC | 0.05% | -0.05 | продали |
| GNRC | GENERAC HLDGS INC | 0.24% | -0.03 | продали |
| NVAX | NOVAVAX INC | 0.07% | -0.03 | продали |
| QS | QUANTUMSCAPE CORP | 0.07% | -0.03 | продали |
| TSLA | TESLA INC | 0.05% | -0.02 | продали |
| UPST | UPSTART HLDGS INC | 0.06% | -0.01 | продали |