Coatue Management

Philippe Laffont is the founder of Coatue Management, a technology-focused investment firm followed for software, internet platforms, semiconductors, consumer technology, and AI infrastructure exposure. This Coatue Management portfolio page tracks Coatue Management holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Coatue Management owns and how disclosed positions change over time. Coatue's public portfolio is often used to study how specialist technology investors balance growth, valuation, platform durability, and exposure to emerging digital themes. Top disclosed holdings and portfolio changes shown on this page include Microsoft Corp (MSFT), Alphabet Inc (GOOGL), Meta Platforms Inc (META), Oracle Corporation (ORCL), and Tesla Inc (TSLA). Investors use Coatue Management 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.