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Philippe Laffont

Coatue Management

"실리콘밸리 커넥션" -- 테크 전문 롱숏 펀드. AI 수혜주 집중.

+283 new-90 exitSEC 13F | 2026-02-17 공시

포트폴리오 구성

Q4 25

G4766EG4766E 8%
RIORIO 6.5%
ATMUATMU 5.6%
TEVATEVA 5.5%
ECVTECVT 4.3%
BDXBDX 3.9%
ENVAENVA 3.7%
FLYWFLYW 3.4%
MRPMRP 3.4%
PCGPCG 3.2%
기타 52.5%
...
...

현재 보유 종목

#종목비중추이변동
1G4766EG4766E8%
+3.1%
2RIORIO6.5%
+1.6%
3ATMUATMU5.6%
+1.1%
4TEVATEVA5.5%
+2.0%
5ECVTECVT4.3%
+0.8%
6BDXBDX3.9%
신규
7ENVAENVA3.7%
-0.6%
8FLYWFLYW3.4%
+0.5%
9MRPMRP3.4%
-0.2%
10PCGPCG3.2%
+0.3%