Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52

2026-03-31 $29.06B

Positions 62

Fund Profile

Stored public background and source notes.

Background

Founded 1999 by Philippe Laffont after Tiger Management. Tech-specialized from day one. Built a large private/late-stage venture business through the 2010s and 2020s, which made the firm both a major participant in the tech IPO/SPAC wave and a major casualty of the 2022 private-tech reset.

Key People

Philippe Laffont Founder
Public face of Coatue's tech-focused public/private platform.

Track Record / Style

Long-time holder/trader of Apple, Meta, Netflix, Spotify, TSMC, and Nvidia, plus a heavy participant in pre-IPO tech rounds (Snap, Instacart, Databricks). Public-book turnover is higher than long-only growth peers because Coatue runs a real long/short book around themes.

Profile Sources

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Top 10 $29.06B 62 positions total

Issuer

Value

Weight

Share Δ%

TAIWAN SEMICONDUCTOR MANUFAC TSM $3.14B 10.80% +7.58% GE VERNOVA INC GEV $2.25B 7.73% -23.67% LAM RESEARCH CORP LRCX $2.15B 7.39% +2.43% APPLIED MATLS INC AMAT $1.79B 6.17% -12.30% BROADCOM INC AVGO $1.70B 5.86% -0.12% EATON CORP PLC $1.70B 5.85% +0.58% AMAZON COM INC AMZN $1.65B 5.68% -20.15% META PLATFORMS INC META $1.61B 5.54% -25.65% CONSTELLATION ENERGY CORP CEG $1.29B 4.45% -21.58% ALPHABET INC GOOGL $1.24B 4.27% -36.95% Others (52 positions) $10.54B 36.26%

Total Disclosed Value

2013-06-30 → 2026-03-31 · $9.02B → $29.06B