- Philippe Laffont’s 13F portfolio value increased $11.37B to $19.05B this quarter.
- Coatue Management increased Tesla and added Snowflake during the quarter.
- The largest three positions are PayPal Holdings, Tesla, and Walt Disney and they add up to ~20% of the portfolio.
Philippe Laffont’s 13F portfolio value increased two-thirds from $11.37B to $19.05B 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, Tesla, Walt Disney, Zoom Video, and Snowflake. They add up to around ~32% 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 Q3 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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