📊 Laffont 13F — COATUE MANAGEMENT LLC: $48.6B portfolio, 66 positions (Q2 2026)

1. TSM — $4.3B (8.8%) 2. LRCX — $4.1B (8.4%) 3. MU — $3.6B (7.5%) 4. SPCX — $3.2B (6.5%) 5. AMAT — $3.0B (6.3%) 6. GEV — $3.0B (6.2%) 7. AMZN — $2.8B (5.8%) 8. AVGO — $2.2B (4.5%) 9. EATON CORP PLC — $2.1B (4.4%) 10. GOOGL — $1.7B (3.6%) 11. INTC — $1.7B (3.5%) 12. CBRS — $1.5B (3.2%) 13. META — $1.4B (2.9%) 14. EQIX — $1.3B (2.7%) 15. NVDA — $1.2B (2.5%) 16. CEG — $1.2B (2.4%) 17. FPS — $1.1B (2.4%) 18. HUT — $1.1B (2.3%) 19. MSFT — $1.1B (2.3%) 20. NTRA — $680M (1.4%) … (+46 more)

1. TSM — $4.3B (8.8%)