The veteran fund manager owns $TSLA $RIVN and $LCID. Combined, the three companies make up 23.92% of Laffont's 13F portfolio.

Tesla is Coatue's largest position with a 12.04% allocation, while Rivian comes in second with a 11.33% allocation. Out of 58 total positions, Lucid comes in 30th. Laffont purchased all 2.96 million shares of Lucid during Q1.

Quick Stats:

13F AUM: $13.67 billion

Top Ten Holdings Concentration: 63.56%

Avg. Holding Period: 7.38 quarters

Avg. Holding Period for a Top 10 Position: 2 quarters