"Tracking Philippe Laffont’s Coatue Management Portfolio – Q2 2020 Update"
"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 .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, :To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book ."