Philippe Laffont
Coatue 创始人，科技、AI 和 crossover growth 风向标
Coatue Management 是科技成长股和 public/private crossover 投资的重要样本，Philippe Laffont 的 Tiger 背景和 CTEK 研究材料让机构观点更容易被追踪。最值得看的是 AI 基础设施、平台公司、半导体、云软件和私募估值周期如何传导到公开市场持仓。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
TSM
|
9,283,547 | $3.1B | 10.8% |
GEV
|
2,572,358 | $2.2B | 7.7% |
LRCX
|
10,043,505 | $2.1B | 7.4% |
AMAT
|
5,248,202 | $1.8B | 6.2% |
AVGO
|
5,503,852 | $1.7B | 5.9% |
ETN
|
4,748,498 | $1.7B | 5.8% |
AMZN
|
7,930,766 | $1.7B | 5.7% |
META
|
2,812,056 | $1.6B | 5.5% |
CEG
|
4,632,475 | $1.3B | 4.5% |
GOOGL
|
4,313,426 | $1.2B | 4.3% |
NVDA
|
6,331,620 | $1.1B | 3.8% |
EQIX
|
1,090,886 | $1.1B | 3.7% |
MSFT
|
2,480,017 | $918.0M | 3.2% |
NFLX
|
6,893,560 | $662.8M | 2.3% |
ASML
|
496,234 | $655.4M | 2.3% |
SPOT
|
1,320,914 | $640.5M | 2.2% |
APP
|
1,290,008 | $513.4M | 1.8% |
NTRA
|
2,541,842 | $508.3M | 1.7% |
NU
|
29,333,576 | $421.5M | 1.5% |
ISRG
|
855,225 | $394.3M | 1.4% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
MSFT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,480,017 | 5,171,976 | -52.0% | -$1.6B |
|
EQIX
|
新增 | 2026-03-31 披露 2026-05-15 | 1,090,886 | 0 | - | +$1.1B |
|
APP
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,290,008 | 2,185,747 | -41.0% | -$959.4M |
DASH
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 551,808 | 4,365,365 | -87.4% | -$905.8M |
|
GOOGL
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 4,313,426 | 6,841,436 | -37.0% | -$901.0M |
RDDT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,789,891 | 5,550,241 | -49.7% | -$900.2M |
|
META
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,812,056 | 3,781,949 | -25.6% | -$887.6M |
ORCL
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 4,440,008 | -100.0% | -$865.4M |
|
CEG
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 4,632,475 | 5,907,174 | -21.6% | -$793.2M |
|
SPOT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,320,914 | 2,450,881 | -46.1% | -$782.7M |
TSLA
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 58,838 | 1,641,406 | -96.4% | -$716.3M |
|
ASML
|
新增 | 2026-03-31 披露 2026-05-15 | 496,234 | 0 | - | +$655.4M |
|
AMZN
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 7,930,766 | 9,932,265 | -20.2% | -$640.8M |
CVNA
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 681,000 | 1,958,229 | -65.2% | -$612.3M |
|
NVDA
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 6,331,620 | 9,203,338 | -31.2% | -$612.2M |
SNOW
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 2,480,963 | -100.0% | -$544.2M |
|
TSM
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 9,283,547 | 8,629,524 | 7.6% | +$514.9M |
SNPS
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 761,760 | 1,656,489 | -54.0% | -$476.1M |
|
LRCX
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 10,043,505 | 9,805,565 | 2.4% | +$467.4M |
|
NFLX
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 6,893,560 | 10,861,355 | -36.5% | -$355.5M |
|
NU
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 29,333,576 | 45,750,363 | -35.9% | -$344.3M |
GOOG
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,115,885 | 2,000,536 | -44.2% | -$307.7M |
ADBE
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 874,150 | -100.0% | -$305.9M |
AMD
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,239,043 | -100.0% | -$265.4M |
|
AMAT
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 5,248,202 | 5,984,332 | -12.3% | +$255.9M |
ARM
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 2,300,000 | -100.0% | -$251.4M |
V
|
新增 | 2026-03-31 披露 2026-05-15 | 718,753 | 0 | - | +$217.2M |
|
AVGO
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 5,503,852 | 5,510,227 | -0.1% | -$203.6M |
|
ETN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 4,748,498 | 4,721,223 | 0.6% | +$194.6M |
QCOM
|
新增 | 2026-03-31 披露 2026-05-15 | 1,387,312 | 0 | - | +$178.7M |
MRVL
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 2,079,046 | -100.0% | -$176.7M |
RKT
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 6,747,052 | -100.0% | -$130.6M |
SOLS
|
新增 | 2026-03-31 披露 2026-05-15 | 1,654,589 | 0 | - | +$126.0M |
VRT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 981,633 | 828,947 | 18.4% | +$111.7M |
|
NTRA
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,541,842 | 2,633,334 | -3.5% | -$94.9M |
AXON
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 155,387 | -100.0% | -$88.2M |
INFY
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 4,574,706 | -100.0% | -$81.5M |
|
ISRG
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 855,225 | 807,234 | 5.9% | -$62.9M |
ENPH
|
新增 | 2026-03-31 披露 2026-05-15 | 1,647,893 | 0 | - | +$62.3M |
MU
|
新增 | 2026-03-31 披露 2026-05-15 | 165,931 | 0 | - | +$56.1M |
EXPD
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 365,987 | -100.0% | -$54.5M |
SFM
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,203,773 | 601,886 | 100.0% | +$44.9M |
PYPL
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,243,590 | 1,697,505 | -26.7% | -$42.9M |
|
GEV
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,572,358 | 3,370,174 | -23.7% | +$42.8M |
MTZ
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 583,597 | 677,909 | -13.9% | +$40.4M |
CHRW
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 573,010 | 341,024 | 68.0% | +$40.3M |
ABR
|
新增 | 2026-03-31 披露 2026-05-15 | 4,196,885 | 0 | - | +$32.4M |
TTD
|
新增 | 2026-03-31 披露 2026-05-15 | 1,387,089 | 0 | - | +$31.5M |
NVAX
|
新增 | 2026-03-31 披露 2026-05-15 | 3,836,986 | 0 | - | +$31.2M |
PINS
|
新增 | 2026-03-31 披露 2026-05-15 | 1,678,764 | 0 | - | +$30.8M |
Z
|
新增 | 2026-03-31 披露 2026-05-15 | 739,700 | 0 | - | +$30.6M |
GNRC
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 390,513 | 369,210 | 5.8% | +$25.9M |
CRWV
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 6,724,615 | -100.0% | -$920.3M |
|
AMAT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 5,984,332 | 3,349,048 | 78.7% | +$852.2M |
|
NTRA
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,633,334 | 170,326 | 1446.1% | +$575.9M |
INTU
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 839,460 | -100.0% | -$573.3M |
|
ORCL
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 4,440,008 | 4,796,157 | -7.4% | -$483.5M |
|
META
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 3,781,949 | 4,035,717 | -6.3% | -$467.3M |
|
GOOGL
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 6,841,436 | 7,221,115 | -5.3% | +$385.9M |
|
AMZN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 9,932,265 | 8,743,095 | 13.6% | +$372.8M |
|
TSM
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 8,629,524 | 8,072,536 | 6.9% | +$367.8M |
BABA
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,996,593 | -100.0% | -$356.9M |
|
LRCX
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 9,805,565 | 9,954,492 | -1.5% | +$345.6M |
TEAM
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 2,077,303 | -100.0% | -$331.7M |
|
DASH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 4,365,365 | 2,454,877 | 77.8% | +$321.0M |
|
ETN
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 4,721,223 | 4,794,777 | -1.5% | -$290.7M |
KKR
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 2,230,946 | -100.0% | -$289.9M |
|
NFLX
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 10,861,355 | 618,735 | 1655.4% | +$276.5M |
|
PYPL
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,697,505 | 5,237,984 | -67.6% | -$252.2M |
HNGE
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 4,702,208 | -100.0% | -$230.8M |
|
CEG
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 5,907,174 | 5,725,963 | 3.2% | +$202.6M |
BULL
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 74,334 | 11,522,483 | -99.4% | -$169.8M |
FIG
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 3,232,969 | -100.0% | -$167.7M |
CDNS
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 472,212 | -100.0% | -$165.9M |
|
SPOT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,450,881 | 1,803,173 | 35.9% | +$164.6M |
|
APP
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,185,747 | 2,267,855 | -3.6% | -$156.7M |
|
MTZ
|
新增 | 2025-12-31 披露 2026-02-17 | 677,909 | 0 | - | +$147.4M |
|
ISRG
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 807,234 | 710,649 | 13.6% | +$139.4M |
|
VRT
|
新增 | 2025-12-31 披露 2026-02-17 | 828,947 | 0 | - | +$134.3M |
|
RKT
|
新增 | 2025-12-31 披露 2026-02-17 | 6,747,052 | 0 | - | +$130.6M |
|
NVDA
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 9,203,338 | 9,870,743 | -6.8% | -$125.3M |
SE
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 666,305 | -100.0% | -$119.1M |
|
GOOG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,000,536 | 2,091,574 | -4.4% | +$118.4M |
|
SNPS
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,656,489 | 1,809,127 | -8.4% | -$114.5M |
|
SNOW
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,480,963 | 1,956,448 | 26.8% | +$102.9M |
VST
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 512,811 | -100.0% | -$100.5M |
SWKS
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,272,952 | -100.0% | -$98.0M |
|
MSFT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 5,171,976 | 4,643,050 | 11.4% | +$96.4M |
|
ADBE
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 874,150 | 610,621 | 43.2% | +$90.5M |
|
AXON
|
新增 | 2025-12-31 披露 2026-02-17 | 155,387 | 0 | - | +$88.2M |
|
INFY
|
新增 | 2025-12-31 披露 2026-02-17 | 4,574,706 | 0 | - | +$81.5M |
|
RDDT
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 5,550,241 | 5,897,540 | -5.9% | -$80.5M |
|
CVNA
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,958,229 | 2,003,208 | -2.2% | +$70.7M |
|
ARM
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,300,000 | 2,259,826 | 1.8% | -$68.3M |
|
TTD
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,387,089 | -100.0% | -$68.0M |
CHA
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 3,174,115 | 6,174,115 | -48.6% | -$65.3M |
FCNCA
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 139,498 | 202,258 | -31.0% | -$62.5M |
|
ENPH
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,647,893 | -100.0% | -$58.3M |
|
Z
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 739,700 | -100.0% | -$57.0M |
|
CHRW
|
新增 | 2025-12-31 披露 2026-02-17 | 341,024 | 0 | - | +$54.8M |
|
EXPD
|
新增 | 2025-12-31 披露 2026-02-17 | 365,987 | 0 | - | +$54.5M |
|
PINS
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,678,764 | -100.0% | -$54.0M |
|
GNRC
|
新增 | 2025-12-31 披露 2026-02-17 | 369,210 | 0 | - | +$50.3M |
|
SFM
|
新增 | 2025-12-31 披露 2026-02-17 | 601,886 | 0 | - | +$48.0M |
UPST
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 870,947 | -100.0% | -$44.2M |
CAI
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 9,819,992 | 10,142,198 | -3.2% | -$41.9M |
CHYM
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 10,071,992 | 10,716,284 | -6.0% | +$37.4M |
|
GEV
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 3,370,174 | 3,634,166 | -7.3% | -$32.0M |
|
TSLA
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,641,406 | 1,729,211 | -5.1% | -$30.8M |
MPT
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 4,525,398 | 9,050,796 | -50.0% | -$23.3M |
QS
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 3,694,995 | 4,294,995 | -14.0% | -$14.4M |
|
NU
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 45,750,363 | 47,298,775 | -3.3% | +$8.6M |
|
AVGO
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 5,510,227 | 5,767,559 | -4.5% | +$4.3M |
|
CRWV
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 6,724,615 | 17,797,573 | -62.2% | -$2.0B |
|
GOOGL
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 7,221,115 | 2,010,681 | 259.1% | +$1.4B |
|
APP
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 2,267,855 | 1,815,815 | 24.9% | +$993.9M |
|
SNPS
|
新增 | 2025-09-30 披露 2025-11-14 | 1,809,127 | 0 | - | +$892.6M |
|
AMAT
|
新增 | 2025-09-30 披露 2025-11-14 | 3,349,048 | 0 | - | +$685.7M |
|
GOOG
|
新增 | 2025-09-30 披露 2025-11-14 | 2,091,574 | 0 | - | +$509.4M |
|
ORCL
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 4,796,157 | 3,857,262 | 24.3% | +$505.6M |
|
MSFT
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 4,643,050 | 3,932,397 | 18.1% | +$448.9M |
|
SNOW
|
新增 | 2025-09-30 披露 2025-11-14 | 1,956,448 | 0 | - | +$441.3M |
|
ARM
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 2,259,826 | 4,633,454 | -51.2% | -$429.7M |
|
TSM
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 8,072,536 | 8,068,201 | 0.1% | +$427.2M |
|
RDDT
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 5,897,540 | 6,208,994 | -5.0% | +$421.5M |
|
AVGO
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 5,767,559 | 5,647,507 | 2.1% | +$346.0M |
|
LRCX
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 9,954,492 | 10,507,492 | -5.3% | +$310.1M |
|
AMZN
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 8,743,095 | 10,157,624 | -13.9% | -$308.8M |
|
BABA
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 1,996,593 | 867,767 | 130.1% | +$258.4M |
|
INTU
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 839,460 | 1,046,096 | -19.8% | -$250.7M |
|
GEV
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 3,634,166 | 3,755,260 | -3.2% | +$247.6M |
|
META
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 4,035,717 | 3,680,627 | 9.6% | +$247.1M |
PM
|
清仓 | 2025-09-30 披露 2025-11-14 | 0 | 1,298,405 | -100.0% | -$236.5M |
|
KKR
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 2,230,946 | 3,755,032 | -40.6% | -$209.6M |
|
FIG
|
新增 | 2025-09-30 披露 2025-11-14 | 3,232,969 | 0 | - | +$167.7M |
|
PYPL
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 5,237,984 | 6,970,822 | -24.9% | -$166.8M |
|
CHYM
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 10,716,284 | 10,821,992 | -1.0% | -$157.3M |
|
CVNA
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 2,003,208 | 1,800,055 | 11.3% | +$149.1M |
|
TEAM
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 2,077,303 | 2,307,886 | -10.0% | -$137.0M |
|
DASH
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 2,454,877 | 2,186,808 | 12.3% | +$128.6M |
|
MRVL
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 2,079,046 | 602,389 | 245.1% | +$128.2M |
|
TSLA
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 1,729,211 | 2,036,991 | -15.1% | +$121.9M |
|
ETN
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 4,794,777 | 4,687,780 | 2.3% | +$121.0M |
|
NU
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 47,298,775 | 48,442,699 | -2.4% | +$92.6M |
LLY
|
清仓 | 2025-09-30 披露 2025-11-14 | 0 | 117,415 | -100.0% | -$91.5M |
|
ISRG
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 710,649 | 737,579 | -3.7% | -$83.0M |
|
CDNS
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 472,212 | 707,937 | -33.3% | -$52.3M |
|
FCNCA
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 202,258 | 211,007 | -4.1% | -$51.0M |
|
SPOT
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 1,803,173 | 1,591,167 | 13.3% | +$37.6M |
|
BULL
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 11,522,483 | 11,448,149 | 0.6% | +$33.5M |
|
CEG
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 5,725,963 | 5,924,294 | -3.3% | -$27.9M |
|
NVDA
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 9,870,743 | 11,488,529 | -14.1% | +$26.6M |
|
ENPH
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 1,647,893 | 843,948 | 95.3% | +$24.9M |
|
AMD
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 1,239,043 | 1,530,241 | -19.0% | -$16.7M |
|
VST
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 512,811 | 476,169 | 7.7% | +$8.2M |
|
TTD
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 1,387,089 | 998,989 | 38.8% | -$3.9M |
|
CRWV
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 17,797,573 | 14,402,999 | 23.6% | +$2.4B |
|
AVGO
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 5,647,507 | 3,572,240 | 58.1% | +$958.6M |
|
NVDA
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 11,488,529 | 8,545,835 | 34.4% | +$888.9M |
|
ORCL
|
新增 | 2025-06-30 披露 2025-08-14 | 3,857,262 | 0 | - | +$843.3M |
|
GEV
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 3,755,260 | 3,759,960 | -0.1% | +$839.3M |
|
ARM
|
新增 | 2025-06-30 披露 2025-08-14 | 4,633,454 | 0 | - | +$749.4M |
|
MSFT
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 3,932,397 | 3,269,324 | 20.3% | +$728.7M |
|
CEG
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 5,924,294 | 6,168,714 | -4.0% | +$668.3M |
|
META
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 3,680,627 | 3,757,611 | -2.0% | +$550.9M |
|
TSM
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 8,068,201 | 7,960,037 | 1.4% | +$506.0M |
|
CVNA
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 1,800,055 | 535,333 | 236.2% | +$494.6M |
|
ETN
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 4,687,780 | 4,466,442 | 5.0% | +$459.4M |
|
RDDT
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 6,208,994 | 4,745,900 | 30.8% | +$437.0M |
|
LRCX
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 10,507,492 | 8,209,569 | 28.0% | +$426.0M |
|
INTU
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 1,046,096 | 658,864 | 58.8% | +$419.4M |
|
BABA
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 867,767 | 3,801,703 | -77.2% | -$404.3M |
|
CHYM
|
新增 | 2025-06-30 披露 2025-08-14 | 10,821,992 | 0 | - | +$373.5M |
|
SPOT
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 1,591,167 | 1,541,982 | 3.2% | +$372.8M |
SMCI
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 8,866,735 | -100.0% | -$303.6M |
|
CAI
|
新增 | 2025-06-30 披露 2025-08-14 | 10,142,198 | 0 | - | +$271.0M |
|
HNGE
|
新增 | 2025-06-30 披露 2025-08-14 | 4,702,208 | 0 | - | +$243.3M |
|
DASH
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 2,186,808 | 1,652,193 | 32.4% | +$237.1M |
|
TEAM
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 2,307,886 | 3,270,085 | -29.4% | -$225.2M |
|
TSLA
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 2,036,991 | 1,639,969 | 24.2% | +$222.1M |
|
AMZN
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 10,157,624 | 10,753,808 | -5.5% | +$182.5M |
|
PYPL
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 6,970,822 | 5,237,984 | 33.1% | +$176.3M |
|
CHA
|
新增 | 2025-06-30 披露 2025-08-14 | 6,174,115 | 0 | - | +$161.2M |
|
BULL
|
新增 | 2025-06-30 披露 2025-08-14 | 11,448,149 | 0 | - | +$136.9M |
|
AMD
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 1,530,241 | 3,240,171 | -52.8% | -$115.8M |
MPWR
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 193,432 | -100.0% | -$112.2M |
|
KKR
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 3,755,032 | 3,498,217 | 7.3% | +$95.1M |
|
NU
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 48,442,699 | 55,791,997 | -13.2% | +$93.3M |
|
VST
|
新增 | 2025-06-30 披露 2025-08-14 | 476,169 | 0 | - | +$92.3M |
|
APP
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 1,815,815 | 2,096,154 | -13.4% | +$80.3M |
|
TTD
|
新增 | 2025-06-30 披露 2025-08-14 | 998,989 | 0 | - | +$71.9M |
|
LLY
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 117,415 | 183,721 | -36.1% | -$60.2M |
TTAN
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 631,258 | -100.0% | -$60.0M |
|
ISRG
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 737,579 | 698,067 | 5.7% | +$55.1M |
|
MRVL
|
新增 | 2025-06-30 披露 2025-08-14 | 602,389 | 0 | - | +$46.6M |
TEM
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 935,562 | -100.0% | -$45.1M |
ALAB
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 676,586 | -100.0% | -$40.4M |
|
ADBE
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 610,621 | 694,032 | -12.0% | -$29.9M |
|
CDNS
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 707,937 | 970,777 | -27.1% | -$28.7M |
|
MPT
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 9,050,796 | 3,318,885 | 172.7% | +$19.0M |
|
SE
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 666,305 | 696,609 | -4.4% | +$15.7M |
|
PM
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 1,298,405 | 1,555,900 | -16.5% | -$10.5M |
ZG
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 328,189 | 482,271 | -31.9% | -$9.8M |
PATH
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 2,269,557 | 2,436,400 | -6.8% | +$4.0M |
|
FCNCA
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 211,007 | 221,219 | -4.6% | +$2.7M |
Coatue 的 CTEK 资料集中展示其对 AI 基础设施、应用层、软件和技术扩散的公开框架，是理解 Coatue 技术成长风格的官方资料。
Laffont 在 Invest Like the Best 长访谈中谈 Coatue 的研究组织、技术公司判断、私募和公开市场之间的学习循环。