Cost Basis
Coatue Management
Philippe Laffont
13 holdings with price data
Est. portfolio value: $29.1BReport date: 2026-03-31Avg ROI: +17.8%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| AMAT APPLIED MATERIALS INC | $325.97 | $518.21 | +58.97% |
| LRCX LAM RESEARCH CORP | $210.33 | $294.61 | +40.07% |
| GEV GE VERNOVA INC | $773.10 | $1,006.76 | +30.22% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| AVGO Broadcom Inc | $324.01 | $392.23 | +21.05% |
| GOOGL Alphabet Inc | $308.60 | $373.51 | +21.04% |
| EQIX EQUINIX INC | $874.29 | $1,031.44 | +17.98% |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $345.81 | $406.11 | +17.44% |
| MSFT Microsoft Corp | $420.19 | $487.65 | +16.05% |
| NVDA NVIDIA Corp | $180.36 | $206.64 | +14.57% |
| META Meta Platforms Inc | $632.01 | $590.24 | -6.61% |
| CEG CONSTELLATION ENERGY | $306.65 | $273.71 | -10.74% |
| NFLX NETFLIX INC | $87.51 | $73.33 | -16.21% |