- Philippe Laffont’s 13F portfolio value increased ~42% from $7.90B to $11.37B this quarter.
- Coatue Management added Boeing and increased Walt Disney, Zoom Video, and PayPal Holdings during the quarter.
- The largest three positions are PayPal Holdings, Walt Disney, and Zoom Video and they add up to ~25% of the portfolio.
Philippe Laffont’s 13F portfolio value increased ~42% from $7.90B
to $11.37B this quarter. Recent 13F reports have shown a total of around 45
individual stock positions in the portfolio. The largest five stakes are PayPal
Holdings, Walt Disney, Zoom Video, Netflix, and, Amazon.com. They add up to
around ~36% of the entire portfolio.
Philippe Laffont is one of the most successful among the
"tiger cubs". To know more about Julian Robertson and his legendary
Tiger Management, check out Julian Robertson: A Tiger in the Land
of Bulls and Bears.
Below is a spreadsheet that shows the changes to Philippe
Laffont's Coatue Management 13F long portfolio holdings as of Q2 2020. For a
look at how the portfolio has progressed, see our previous update:
To learn more about how to profit from a strategy of
following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning
Strategies for the Little Guy .
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