Tracking Philippe Laffont's Coatue Management Portfolio - Q2 2026 Update

· seekingalpha.com

Coatue’s Q2 2026 13F jumps to $48.6B: top holdings and new buys in AI, semis, and energy. Read here for a detailed investment analysis.

This article is part of a series that provides an ongoing analysis of the changes made to Coatue Management's 13F stock portfolio on a quarterly basis. It is ba...


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