Philippe Laffont’s MasTec MTZ Stock Holding History

Philippe Laffont’s Portfolio MTZ Stock Details MTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188M	Sell	583,597 -94,312	-14%	-$25.5M	0.65%	29
2025 Q4	$147M	Buy	+677,909	New	+$142M	0.37%	34

Other funds holding MTZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philippe Laffont's MTZ Position: Q1 2026 in Review

Philippe Laffont reduced its MasTec (MTZ) stake by 14% in Q1 2026, selling an estimated $25.5M and leaving 583,597 shares worth $188M. The position accounts for 0.65% of the portfolio, ranked #29.

Philippe Laffont first reported a position in MTZ in Q4 2025 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Philippe Laffont held 583,597 shares of MasTec worth $188M as of Q1 2026.
Philippe Laffont sold 94,312 MasTec shares in Q1 2026, an estimated $25.5M.
MasTec made up 0.65% of Philippe Laffont's portfolio in Q1 2026, its #29 holding.
Philippe Laffont first reported a position in MasTec in Q4 2025 and has held it in 2 quarters since.
805 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.