Philippe Laffont Portfolio — Coatue Management SEC 13F Live | 필립 라퐁 포트폴리오 실시간 추적
Updated for the Q2 2026 SEC 13F filing. | 필립 라퐁 2026년 2분기 13F 공시가 반영된 최신 포트폴리오입니다.
Track Coatue Management's tech-heavy SEC 13F portfolio — big tech and AI infrastructure.
Tiger Cub 필립 라퐁의 코튜 포트폴리오. 빅테크·AI 인프라 중심 SEC 13F 보유 종목.
About Philippe Laffont | 필립 라퐁 소개
A Tiger Cub who founded Coatue in 1999, investing heavily in big tech and AI infrastructure.
Tiger Cub 출신으로 1999년 코튜를 창립. 빅테크와 AI 인프라에 집중 투자합니다.
Philippe Laffont's Top 15 Holdings — Q2 2026 | 필립 라퐁 2026년 2분기 Top 보유 종목
Based on the Q2 2026 SEC 13F filing (as of 2026-06-30), Philippe Laffont holds a total of 66 stocks through Coatue Management.
2026년 2분기 SEC 13F 공시 (2026-06-30 기준) 기준, Coatue Management를 통해 총 66개 종목을 보유하고 있습니다.
- TSM — 8.76% of portfolio
- LRCX — 8.41% of portfolio
- MU — 7.46% of portfolio
- SPCX — 6.52% of portfolio
- AMAT — 6.26% of portfolio
- GEV — 6.18% of portfolio
- AMZN — 5.8% of portfolio
- AVGO — 4.54% of portfolio
- ETN — 4.35% of portfolio
- GOOGL — 3.57% of portfolio
- INTC — 3.47% of portfolio
- CBRS — 3.19% of portfolio
- META — 2.93% of portfolio
- EQIX — 2.73% of portfolio
- NVDA — 2.49% of portfolio
What You Can Track on This Page | 필립 라퐁 페이지 상세 정보
- Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
- Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
- Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
- Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
- Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교
Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목
- 알파벳 (GOOGL) — 28 legendary investors hold this stock
- 메타 (META) — 26 legendary investors hold this stock
- 아마존 (AMZN) — 25 legendary investors hold this stock
- 마이크로소프트 (MSFT) — 23 legendary investors hold this stock
- TSMC (TSM) — 23 legendary investors hold this stock
- 알파벳C (GOOG) — 22 legendary investors hold this stock
- 비자 (V) — 20 legendary investors hold this stock
- 애플 (AAPL) — 17 legendary investors hold this stock
- 캐피털원 (COF) — 17 legendary investors hold this stock
- 엔비디아 (NVDA) — 17 legendary investors hold this stock
- AMD (AMD) — 15 legendary investors hold this stock
- 브로드컴 (AVGO) — 15 legendary investors hold this stock
- 마스터카드 (MA) — 15 legendary investors hold this stock
- 스노우플레이크 (SNOW) — 15 legendary investors hold this stock
- 스페이스X (SPCX) — 15 legendary investors hold this stock
- S&P 글로벌 (SPGI) — 15 legendary investors hold this stock
- 우버 (UBER) — 15 legendary investors hold this stock
- ASML HOLDING N V (ASML) — 14 legendary investors hold this stock
- 버크셔 해서웨이 (BRK-B) — 14 legendary investors hold this stock
- 마이크론 (MU) — 14 legendary investors hold this stock