Philippe Laffont’s Plug Power PLUG Stock Holding History

Philippe Laffont’s Portfolio PLUG Stock Details PLUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.75M	Buy	+2,545,243	New	+$5.53M	0.02%	53
2025 Q4	–	Sell	-4,098,713	Closed	-$9.55M	–	71
2025 Q3	$9.55M	Hold	4,098,713	–	–	0.02%	61
2025 Q2	$6.11M	Hold	4,098,713	–	–	0.02%	60
2025 Q1	$5.53M	Buy	+4,098,713	New	+$7.79M	0.02%	54
2024 Q4	–	Sell	-2,606,524	Closed	-$5.89M	–	88
2024 Q3	$5.89M	Hold	2,606,524	–	–	0.02%	68
2024 Q2	$6.07M	Sell	2,606,524 -833,451	-24%	-$2.39M	0.02%	61
2024 Q1	$11.8M	Buy	+3,439,975	New	+$12.8M	0.05%	71
2023 Q4	–	Sell	-2,606,524	Closed	-$19.8M	–	107
2023 Q3	$19.8M	Sell	2,606,524 -2,331,850	-47%	-$22.8M	0.1%	59
2023 Q2	$51.3M	Buy	4,938,374 +4,463,374	+940%	+$40.6M	0.25%	44
2023 Q1	$5.57M	Hold	475,000	–	–	0.04%	67
2022 Q4	$5.88M	Buy	+475,000	New	+$7.56M	0.07%	60

Other funds holding PLUG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Philippe Laffont's PLUG Position: Q1 2026 in Review

Philippe Laffont opened a new position in Plug Power (PLUG) in Q1 2026: 2,545,243 shares worth $5.75M. The stake represents 0.02% of the portfolio and ranks #53 among its holdings. This is a return to the name: Philippe Laffont previously reported a position in PLUG as recently as Q3 2025.

Philippe Laffont first reported a position in PLUG in Q4 2022 and has held it in 11 quarters since. The position peaked at $51.3M in Q2 2023. 468 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

Philippe Laffont held 2,545,243 shares of Plug Power worth $5.75M as of Q1 2026.
Plug Power was a new Philippe Laffont position in Q1 2026.
Plug Power made up 0.02% of Philippe Laffont's portfolio in Q1 2026, its #53 holding.
Philippe Laffont first reported a position in Plug Power in Q4 2022 and has held it in 11 quarters since.
Philippe Laffont's Plug Power position peaked at $51.3M in Q2 2023.
468 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

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