Price Gap
Coatue Management
Philippe Laffont
13 holdings with price data
Est. portfolio value: $29.1BReport date: 2026-03-31Days since filing: 82d
View full 13F →| Ticker | At filing | Now | Change | vs filing |
|---|---|---|---|---|
| NFLX NETFLIX INC | $92.97 | $73.33 | -21.13% | Below filing price |
| CEG CONSTELLATION ENERGY | $298.61 | $273.71 | -8.34% | Below filing price |
| EQIX EQUINIX INC | $964.05 | $1031.44 | +6.99% | Above filing price |
| META Meta Platforms Inc | $536.38 | $590.24 | +10.04% | Above filing price |
| GEV GE VERNOVA INC | $817.35 | $1006.76 | +23.17% | Above filing price |
| NVDA NVIDIA Corp | $165.17 | $206.64 | +25.11% | Above filing price |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $316.50 | $406.11 | +28.31% | Above filing price |
| AVGO Broadcom Inc | $293.41 | $392.23 | +33.68% | Above filing price |
| MSFT Microsoft Corp | $358.96 | $487.65 | +35.85% | Above filing price |
| GOOGL Alphabet Inc | $273.50 | $373.51 | +36.57% | Above filing price |
| AMZN Amazon.com Inc | $200.95 | $284.02 | +41.34% | Above filing price |
| LRCX LAM RESEARCH CORP | $199.93 | $294.61 | +47.36% | Above filing price |
| AMAT APPLIED MATERIALS INC | $323.12 | $518.21 | +60.38% | Above filing price |
Approx. 82 days since 13F filing (45-day disclosure lag).