Philippe Laffont

Philippe Laffont Coatue Management

AUM $29.1B
1-Year Est. Return 96.54%
 

Philippe Laffont is the founder of Coatue Management, a technology-focused hedge fund that has grown into one of the most prominent investors in the sector. A protégé of Julian Robertson, he is one of the so-called “Tiger Cubs” who launched their own funds after working at Tiger Management. Laffont’s investment approach centers on deep research into technology, media, and telecommunications companies, spanning both public markets and private venture investments. He is known for backing innovative, high-growth businesses and for his early conviction in transformative technology trends.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+96.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.91B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$425M
2 +$184M
3 +$181M
4
AGN
Allergan plc
AGN
+$172M
5
KHC icon
Kraft Heinz
KHC
+$142M

Top Sells

1 +$203M
2 +$165M
3 +$159M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$143M
5
BABA icon
Alibaba
BABA
+$115M

Sector Composition

1 Communication Services 36.89%
2 Technology 31.3%
3 Consumer Discretionary 13.84%
4 Real Estate 6.75%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$751M 8.43%
27,249,956
-6,938,988
2
$675M 7.57%
7,504,314
-1,229,487
3
$615M 6.91%
59,599,600
+39,538,650
4
$542M 6.09%
43,383,380
-1,954,980
5
$460M 5.16%
2,615,023
-26,500
6
$429M 4.82%
16,467,357
+1,570,021
7
$369M 4.14%
1,350,670
+10,532
8
$362M 4.06%
3,074,660
+1,571,144
9
$343M 3.85%
4,175,553
+2,266,567
10
$334M 3.75%
7,551,189
-927,343
11
$332M 3.72%
12,955,400
-2,259,040
12
$315M 3.54%
4,655,623
-1,091,054
13
$312M 3.5%
1,147,785
+560,621
14
$274M 3.08%
8,871,189
+2,456,275
15
$232M 2.61%
2,642,113
+13,144
16
$213M 2.39%
3,103,343
17
$209M 2.34%
4,048,833
+17,371
18
$186M 2.09%
4,961,386
-279,152
19
$181M 2.03%
5,799,240
+31,680
20
$174M 1.96%
2,523,637
-841,865
21
$165M 1.86%
4,642,613
-661,035
22
$154M 1.73%
3,867,977
23
$133M 1.49%
+1,878,656
24
$93.1M 1.05%
1,810,747
-2,780,200
25
$88.2M 0.99%
641,723
-140,288