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JDCMF - Tracking Philippe Laffont's Coatue Management Portfolio - Q2 2022 Update

JD.com

Summary

  • Philippe Laffont’s 13F portfolio value decreased from $13.67B to $8.26B this quarter.
  • They increased Amazon.com, JD.com, Enphase Energy, Alibaba Group Holdings, and Lucid Group while reducing Rivian Automotive, Visa, Snowflake, Sea Ltd., DoorDash, Nvidia, and Roblox.
  • Their top three positions are Tesla, Moderna, and Rivian Automotive, and they add up to ~27% of the entire portfolio.

For further details see:

Tracking Philippe Laffont's Coatue Management Portfolio - Q2 2022 Update
Stock Information
Company Name: JD.com
Stock Symbol: JDCMF
Market: OTC
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