"Tracking Philippe Laffont’s Coatue Management Portfolio – Q3 2020 Update"
"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 .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, :To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book ."