Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Philippe Laffont
Coatue Management LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $48,6 Mrd.
Größte Position Taiwan Semiconductor Mfg Ltd
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +86,71 %
Gesamtrendite · 3 Jahre +457,50 %
Gesamtrendite · 5 Jahre +460,43 %
66 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 TSMTaiwan Semiconductor Mfg Ltd | 8,76% | $4.257.534.162 | 8.914.995 | SOLD Q2 · 2026-4,0% · 369 Tsd. Stk. | ← | $434,67 | |
 LRCXLam Research Corp | 8,41% | $4.091.329.827 | 9.441.603 | SOLD Q2 · 2026-6,0% · 602 Tsd. Stk. | ← | $288,11 | |
 MUMicron Technology Inc | 7,46% | $3.627.089.685 | 3.142.269 | BUY Q2 · 2026+1.793,7% · 3,0 Mio. Stk. | ← | $1.015,80 | |
 SPCXSpace Exploration Techn Corp | 6,52% | $3.171.465.731 | 18.561.780 | NEW Q2 · 202618,6 Mio. Stk. | – | $152,71 | |
 AMATApplied Matls Inc | 6,26% | $3.046.348.209 | 4.213.483 | SOLD Q2 · 2026-19,7% · 1,0 Mio. Stk. | ← | $444,57 | |
 GEVGe Vernova Inc | 6,18% | $3.005.484.557 | 2.558.164 | SOLD Q2 · 2026-0,6% · 14 Tsd. Stk. | ← | $940,33 | |
 AMZNAmazon Com Inc | 5,80% | $2.820.705.995 | 11.834.799 | BUY Q2 · 2026+49,2% · 3,9 Mio. Stk. | ← | $253,71 | |
 AVGOBroadcom Inc | 4,54% | $2.208.640.410 | 5.846.831 | BUY Q2 · 2026+6,2% · 343 Tsd. Stk. | ← | $357,61 | |
 ETNEaton Corp Plc | 4,35% | $2.117.140.999 | 4.968.415 | BUY Q2 · 2026+4,6% · 220 Tsd. Stk. | ← | $424,77 | |
 GOOGLAlphabet Inc | 3,57% | $1.735.478.421 | 4.856.251 | BUY Q2 · 2026+12,6% · 543 Tsd. Stk. | ← | $349,54 | |
 INTCIntel Corp | 3,47% | $1.687.292.689 | 12.084.027 | NEW Q2 · 202612,1 Mio. Stk. | ← | $108,60 | |
 CBRSCerebras Systems Inc | 3,19% | $1.549.437.188 | 7.011.028 | NEW Q2 · 20267,0 Mio. Stk. | – | $198,37 | |
 METAMeta Platforms Inc | 2,93% | $1.422.897.577 | 2.526.048 | SOLD Q2 · 2026-10,2% · 286 Tsd. Stk. | ← | $665,75 | |
 EQIXEquinix Inc | 2,73% | $1.327.501.387 | 1.273.517 | BUY Q2 · 2026+16,7% · 183 Tsd. Stk. | ← | $1.021,34 | |
 NVDANvidia Corporation | 2,49% | $1.211.584.367 | 6.055.197 | SOLD Q2 · 2026-4,4% · 276 Tsd. Stk. | ← | $222,27 | |
 CEGConstellation Energy Corp | 2,37% | $1.150.567.816 | 4.632.475 | – | SOLD Q1 · 2026-21,6% · 1,3 Mio. Stk. | $254,71 | |
 FPSForgent Power Solutions Inc | 2,35% | $1.145.207.477 | 20.501.387 | NEW Q2 · 202620,5 Mio. Stk. | – | $39,44 | |
 HUTHut 8 Corp | 2,31% | $1.121.603.127 | 9.715.476 | NEW Q2 · 20269,7 Mio. Stk. | – | $98,74 | |
 MSFTMicrosoft Corp | 2,25% | $1.095.339.285 | 2.936.409 | BUY Q2 · 2026+18,4% · 456 Tsd. Stk. | ← | $493,78 | |
 NTRANatera Inc | 1,40% | $680.006.681 | 2.505.090 | SOLD Q2 · 2026-1,4% · 37 Tsd. Stk. | ← | $369,39 | |
 APPApplovin Corp | 1,24% | $603.431.708 | 1.171.189 | SOLD Q2 · 2026-9,2% · 119 Tsd. Stk. | ← | $308,06 | |
 SPOTSpotify Technology S A | 1,24% | $601.750.470 | 1.310.632 | SOLD Q2 · 2026-0,8% · 10 Tsd. Stk. | ← | $509,45 | |
 ASMLAsml Hldg Nv | 1,21% | $587.692.513 | 295.406 | SOLD Q2 · 2026-40,5% · 201 Tsd. Stk. | ← | $1.679,92 | |
 RDDTReddit Inc | 1,00% | $484.269.280 | 2.789.891 | – | SOLD Q1 · 2026-49,7% · 2,8 Mio. Stk. | $150,85 | |
 NUNu Hldgs Ltd | 0,81% | $391.896.575 | 29.333.576 | – | SOLD Q1 · 2026-35,9% · 16,4 Mio. Stk. | $13,65 | |
 NFLXNetflix Inc. | 0,69% | $336.323.988 | 4.710.420 | SOLD Q2 · 2026-31,7% · 2,2 Mio. Stk. | ← | $71,79 | |
 GOOGAlphabet Inc | 0,66% | $320.963.205 | 908.395 | SOLD Q2 · 2026-18,6% · 207 Tsd. Stk. | ← | $344,41 | |
 ISRGIntuitive Surgical Inc | 0,65% | $315.640.206 | 793.704 | SOLD Q2 · 2026-7,2% · 62 Tsd. Stk. | ← | $393,33 | |
 FCNCAFirst Ctzns Bancshares Inc D | 0,60% | $290.266.043 | 139.498 | – | SOLD Q4 · 2025-31,0% · 63 Tsd. Stk. | $2.111,89 | |
 VRTVertiv Holdings Co | 0,56% | $270.063.803 | 806.594 | SOLD Q2 · 2026-17,8% · 175 Tsd. Stk. | ← | $249,39 | |
 QCOMQualcomm Inc | 0,53% | $256.361.384 | 1.387.312 | – | BUY Q1 · 2026– · 1,4 Mio. Stk. | $177,72 | |
 CVNACarvana Co | 0,44% | $215.814.895 | 3.278.865 | BUY Q2 · 2026+381,5% · 2,6 Mio. Stk. | ← | $65,11 | |
 MTZMastec Inc | 0,44% | $215.207.036 | 517.250 | SOLD Q2 · 2026-11,4% · 66 Tsd. Stk. | ← | $214,38 | |
N/A CAICaris Life Sciences Inc | 0,36% | $174.992.258 | 9.819.992 | – | SOLD Q4 · 2025-3,2% · 322 Tsd. Stk. | $29,98 | |
 SNPSSynopsys Inc | 0,29% | $141.611.612 | 317.465 | SOLD Q2 · 2026-58,3% · 444 Tsd. Stk. | ← | $384,97 | |
 GNRCGenerac Hldgs Inc | 0,24% | $114.346.112 | 390.513 | – | BUY Q1 · 2026+5,8% · 21 Tsd. Stk. | $207,44 | |
 SFMSprouts Fmrs Mkt Inc | 0,21% | $101.815.120 | 1.203.773 | – | BUY Q1 · 2026+100,0% · 602 Tsd. Stk. | $70,79 | |
 DASHDoordash Inc | 0,20% | $96.839.868 | 524.792 | SOLD Q2 · 2026-4,9% · 27 Tsd. Stk. | ← | $192,94 | |
 ENPHEnphase Energy Inc | 0,16% | $76.663.775 | 1.556.941 | SOLD Q2 · 2026-5,5% · 91 Tsd. Stk. | ← | $34,64 | |
 BAHBooz Allen Hamilton Hldg Cor | 0,14% | $65.730.485 | 1.083.410 | NEW Q2 · 20261,1 Mio. Stk. | – | $77,07 | |
 AMDAdvanced Micro Devices Inc | 0,11% | $55.759.808 | 95.987 | NEW Q2 · 202696 Tsd. Stk. | ← | $559,82 | |
 PYPLPaypal Hldgs Inc | 0,11% | $53.698.216 | 1.243.590 | – | SOLD Q1 · 2026-26,7% · 454 Tsd. Stk. | $52,41 | |
 FIXComfort Sys Usa Inc | 0,07% | $35.264.836 | 17.793 | NEW Q2 · 202618 Tsd. Stk. | – | $1.651,37 | |
 NVAXNovavax Inc | 0,07% | $36.144.408 | 3.836.986 | – | BUY Q1 · 2026– · 3,8 Mio. Stk. | $10,11 | |
 QSQuantumscape Corp | 0,07% | $32.470.162 | 4.294.995 | – | BUY Q1 · 2026+16,2% · 600 Tsd. Stk. | $5,03 | |
N/A AGXArgan Inc | 0,06% | $28.828.454 | 36.101 | NEW Q2 · 202636 Tsd. Stk. | – | $389,85 | |
 UPSTUpstart Hldgs Inc | 0,06% | $30.857.652 | 870.947 | – | BUY Q1 · 2026– · 871 Tsd. Stk. | $25,00 | |
 ABRArbor Realty Trust Inc | 0,05% | $22.747.117 | 4.196.885 | – | – | $4,28 | |
 PINSPinterest Inc | 0,05% | $25.189.313 | 1.197.780 | SOLD Q2 · 2026-28,7% · 481 Tsd. Stk. | ← | $18,60 | |
 TSLATesla Inc | 0,05% | $25.220.437 | 59.963 | BUY Q2 · 2026+1,9% · 1 Tsd. Stk. | ← | $364,27 |
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