Philippe Laffont
SFIX

Philippe Laffont’s Stitch Fix SFIX Stock Holding History

Philippe Laffont’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43M Buy
+735,373
New +$3M 0.01% 57
2025
Q4 		– Sell
-790,167
Closed -$3.44M – 75
2025
Q3 		$3.44M Hold
790,167
– – 0.01% 66
2025
Q2 		$2.92M Hold
790,167
– – 0.01% 63
2025
Q1 		$2.57M Buy
+790,167
New +$3.6M 0.01% 62
2024
Q4 		– Sell
-790,167
Closed -$2.23M – 93
2024
Q3 		$2.23M Hold
790,167
– – 0.01% 75
2024
Q2 		$3.28M Buy
790,167
+186,400
+31% +$505K 0.01% 64
2024
Q1 		$1.59M Buy
603,767
+472,161
+359% +$1.45M 0.01% 88
2023
Q4 		$470K Sell
131,606
-1,211,204
-90% -$4.27M ﹤0.01% 99
2023
Q3 		$4.63M Hold
1,342,810
– – 0.02% 78
2023
Q2 		$5.17M Hold
1,342,810
– – 0.03% 82
2023
Q1 		$6.86M Buy
+1,342,810
New +$6.29M 0.05% 64
2022
Q4 		– Sell
-1,342,810
Closed -$5.3M – 89
2022
Q3 		$5.3M Hold
1,342,810
– – 0.06% 73
2022
Q2 		$6.63M Hold
1,342,810
– – 0.08% 72
2022
Q1 		$13.5M Buy
1,342,810
+942,060
+235% +$13M 0.1% 46
2021
Q4 		$7.58M Sell
400,750
-1,222,950
-75% -$35M 0.03% 75
2021
Q3 		$64.9M Hold
1,623,700
– – 0.26% 53
2021
Q2 		$97.9M Hold
1,623,700
– – 0.38% 43
2021
Q1 		$80.4M Sell
1,623,700
-115,829
-7% -$8.16M 0.44% 36
2020
Q4 		$102M Buy
+1,739,529
New +$74.4M 0.38% 44
2020
Q3 		– Sell
-937,829
Closed -$23.4M – 97
2020
Q2 		$23.4M Buy
937,829
+2,403
+0.3% +$47.4K 0.21% 41
2020
Q1 		$11.9M Sell
935,426
-159,263
-15% -$3.45M 0.15% 41
2019
Q4 		$28.1M Buy
+1,094,689
New +$25.4M 0.22% 37
2019
Q1 		– Sell
-14,408
Closed -$246K – 137
2018
Q4 		$246K Buy
+14,408
New +$357K ﹤0.01% 98

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philippe Laffont's SFIX Position: Q1 2026 in Review

Philippe Laffont opened a new position in Stitch Fix (SFIX) in Q1 2026: 735,373 shares worth $2.43M. The stake represents 0.01% of the portfolio and ranks #57 among its holdings. This is a return to the name: Philippe Laffont previously reported a position in SFIX as recently as Q3 2025.

Philippe Laffont first reported a position in SFIX in Q4 2018 and has held it in 23 quarters since. The position peaked at $102M in Q4 2020. 191 funds tracked by Wall St. Rank hold SFIX as of Q1 2026.

  • Philippe Laffont held 735,373 shares of Stitch Fix worth $2.43M as of Q1 2026.
  • Stitch Fix was a new Philippe Laffont position in Q1 2026.
  • Stitch Fix made up 0.01% of Philippe Laffont's portfolio in Q1 2026, its #57 holding.
  • Philippe Laffont first reported a position in Stitch Fix in Q4 2018 and has held it in 23 quarters since.
  • Philippe Laffont's Stitch Fix position peaked at $102M in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2026.

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