"Tracking Philippe Laffont’s Coatue Management Portfolio – Q4 2020 Update"
"Philippe Laffont’s 13F portfolio value increased $19.05B to $26.73B this quarter.Coatue Management added DoorDash and increased Uber Technologies during the quarter.The largest three positions are Walt Disney, PayPal Holdings, and Tesla and they add up to ~19% of the portfolio.Philippe Laffont’s 13F portfolio value increased ~40% from $19.05B to $26.73B this quarter. Recent 13F reports have shown a total of around 45 individual stock positions in the portfolio. The largest five stakes are Walt Disney, PayPal Holdings, Tesla, Square, and Sunrun. They add up to around ~29% 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 Q4 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 ."