CIK 0001135730 · Philippe Laffont · Tech growth · 6 positions · Q1 2026 vs Q4 2025 · live SEC data
| Ticker | Shares | Value | % of portfolio | QoQ |
|---|---|---|---|---|
| 7,930,766 | $1.65B | 31.1% | Trim-20% | |
| 2,812,056 | $1.61B | 30.3% | Trim-26% | |
| 6,331,620 | $1.10B | 20.8% | Trim-31% | |
| 2,480,017 | $918.03M | 17.3% | Trim-52% | |
| 58,838 | $21.87M | 0.4% | Trim-96% | |
| 343,393 | $240.9K | 0.0% | New | |
| 0 | — | — | Exit |
13F-HR holdings are reported quarterly with up to a 45-day delay and cover long US equity positions only. Not financial advice.