Philippe Laffont
Coatue Management LLC
·
CIK
1135730
Founder and portfolio manager of Coatue Management, known for his expertise in technology investing and his focus on identifying disruptive companies with strong growth potential.
14 8月 2024
最終更新
AUM
$25.69B保有銘柄
97ROI %
42.15%QoQ%
-2.54%平均保有期間
1y
セクター別内訳
トップ投資
パフォーマンス
保有銘柄
S&P 500
株式
97
オプション
0
銘柄
名前
株式
株式価値
% ポートフォリオ
変化
変動 %
履歴
平均買付価格
現在の価格
報告日
META
Meta Platforms Inc.
4.18M
$2.11B
8.21%
-133.82K
-3.10%
$192.4(162.07%)
$504.22
30 Jun 2024
AMZN
Amazon.com Inc
10.77M
$2.08B
8.10%
702.24K
6.97%
$125.78(53.64%)
$193.25
30 Jun 2024
TSM
Taiwan Semiconductor Manufacturing
11.39M
$1.98B
7.71%
1.05M
10.19%
$138.48(25.51%)
$173.81
30 Jun 2024
NVDA
NVIDIA Corporation
13.75M
$1.7B
6.61%
-96.96K
-0.70%
$13.93(786.86%)
$123.54
30 Jun 2024
MSFT
Microsoft Corporation
3.7M
$1.65B
6.44%
20.68K
0.56%
$297.56(50.21%)
$446.95
30 Jun 2024
ETN
Eaton Corporation PLC
4.27M
$1.34B
5.22%
126.55K
3.05%
$216.21(45.02%)
$313.55
30 Jun 2024
QCOM
Qualcomm Incorporated
5.24M
$1.04B
4.07%
1.58M
43.13%
$110.35(80.50%)
$199.18
30 Jun 2024
ADBE
Adobe Systems Incorporated
1.84M
$1.02B
3.99%
412.62K
28.83%
$438.55(26.68%)
$555.54
30 Jun 2024
AMD
Advanced Micro Devices Inc
6.28M
$1.02B
3.97%
-502.69K
-7.41%
$91.7(76.89%)
$162.21
30 Jun 2024
DELL
Dell Technologies Inc
7.31M
$1.01B
3.93%
3.09M
73.23%
$124.17(11.07%)
$137.91
30 Jun 2024
CEG
Constellation Energy Corp
4.91M
$982.9M
3.83%
2.86M
139.44%
$188.86(6.04%)
$200.27
30 Jun 2024
VRT
Vertiv Holdings Co
9.04M
$782.84M
3.05%
-202.43K
-2.19%
$34.84(148.48%)
$86.57
30 Jun 2024
NU
Nu Holdings Ltd
59.14M
$762.35M
2.97%
-3.67M
-5.84%
$7.44(73.25%)
$12.89
30 Jun 2024
GEV
GE Vernova LLC
3.33M
$571.48M
2.22%
3.33M
New
$171.51(0.00%)
$171.51
30 Jun 2024
GOOGL
Alphabet Inc Class A
2.76M
$503.56M
1.96%
-1.71M
-38.27%
$130.75(39.31%)
$182.15
30 Jun 2024
CRM
Salesforce.com Inc
1.91M
$490.51M
1.91%
-2.79M
-59.41%
$279.22(-7.92%)
$257.1
30 Jun 2024
LRCX
Lam Research Corp
457.44K
$487.11M
1.90%
12.93K
2.91%
$529.07(101.27%)
$1.06K
30 Jun 2024
ISRG
Intuitive Surgical Inc
1.03M
$456.88M
1.78%
-250.53K
-19.61%
$285.71(55.70%)
$444.85
30 Jun 2024
AVGO
Broadcom Inc
2.83M
$455.07M
1.77%
-1.33M
-31.94%
$47.59(237.36%)
$160.55
30 Jun 2024
APH
Amphenol Corporation
6.21M
$418.5M
1.63%
6.21M
New
$67.37(0.00%)
$67.37
30 Jun 2024
NFLX
Netflix Inc
612.32K
$413.24M
1.61%
-444.68K
-42.07%
$309.7(117.91%)
$674.88
30 Jun 2024
PYPL
PayPal Holdings Inc
6.07M
$351.98M
1.37%
-1.98M
-24.57%
$67.11(-13.53%)
$58.03
30 Jun 2024
