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RiskModels / 13F Filers / Coatue Management

Coatue Management · Philippe Laffont

Latest 13F holdings with ERM3 risk decomposition — how much of the portfolio's return is market beta versus genuine stock-picking, and where the residual risk concentrates.

Reported AUM
$39.7B
Holdings
61
Top-10 weight
68%
As of
2026-06-30
Filed
2026-08-14

Return attribution — beta or stock-picking?

Sum of monthly ERM3 attribution over the trailing 12 months (2025-07-31 → 2026-06-30), modeled subset of holdings. Stock selection (residual return) detracted about 20% of the gross return over this window — the factor legs carried the book.

Gross

+22.1%

Market

+29.2%

Sector

+4.8%

Subsector

-0.9%

Stock selection

-4.5%

Top holdings

61 reported positions; top 15 shown. “Stock-specific” is the share of each position's variance not explained by market, sector, or subsector factors.

#HoldingWeightValueStock-specific
1LRCXLam Research Corporation10.3%$4.1B30%
2MUMicron Technology, Inc.9.1%$3.6B41%
3SPCXSpace Exploration Technologies Corp. Class A Common Stock8.0%$3.2B105%
4AMATApplied Materials, Inc.7.7%$3.0B33%
5GEVGE Vernova Inc.7.6%$3.0B62%
6AMZNAmazon.com, Inc.7.1%$2.8B46%
7AVGOBroadcom Inc.5.6%$2.2B50%
8GOOGLmodeled on GOOGAlphabet Inc.4.4%$1.7B60%
9INTCIntel Corporation4.2%$1.7B58%
10METAMeta Platforms Inc Class A3.6%$1.4B57%
11EQIXEquinix, Inc.3.3%$1.3B80%
12NVDANVIDIA Corporation3.0%$1.2B47%
13CEGConstellation Energy Corporation2.9%$1.2B66%
14FPSForgent Power Solutions, Inc.2.9%$1.1B100%
15HUTHut 8 Corp.2.8%$1.1B72%

96% of reported AUM is in the ERM3 model universe; attribution and risk shares cover that subset. Source: SEC Form 13F-HR, filed 2026-08-14.

How concentrated is this book?

Quarter-end concentration across 75 filings from 2007-12-31 to 2026-06-30, with the latest filing set against this manager's own median.

Effective N
17.6
median 14.6
Top 5 weight
—
no median
Top 10 weight
67.5%
median 72.2%
Weight HHI
—
no median

Effective N is inverse-Herfindahl breadth, not a holding count: it falls well below the number of positions when one name dominates, which is the case worth seeing. This book held 61 positions at 2026-06-30.

Interrogate this portfolio

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