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12/23/2024, 06:00 AM UTC

追踪Laffont的Coatue管理组合 - 2024年第三季度更新Tracking Philippe Laffont's Coatue Management Portfolio - Q3 2024 Update

1. Coatue Management的13F投资组合从256.9亿美元增长到269.2亿美元；2. 前五大持股为Meta、亚马逊、Constellation Energy、微软和台积电；3. 新增持股包括Cadence Design、KKR、Spotify、DoorDash等。

1. Coatue Management's 13F portfolio increased to $26.92B from $25.69B; 2. Top five stakes are in Meta, Amazon, Constellation Energy, Microsoft, and Taiwan Semiconductor; 3. New stakes include Cadence Design, KKR, Spotify, DoorDash, and more.

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