Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2026-03-31
$29.06B
Positions
62
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TESLA INC TSLA | $21.9M | 0.08% | 58,838 | -1,582,568 | -96.42% | 1.85% | 2013-06-30 | $372 | ~$193 | +92.18% | |
| 2 | PAYPAL HLDGS INC PYPL | $56.2M | 0.19% | 1,243,590 | -453,915 | -26.74% | 0.25% | 2016-03-31 | $45 | ~$66 | -31.89% | |
| 3 | DOORDASH INC DASH | $82.9M | 0.29% | 551,808 | -3,813,557 | -87.36% | 2.47% | 2020-12-31 | $150 | ~$203 | -26.12% | |
| 4 | MASTEC INC MTZ | $187.8M | 0.65% | 583,597 | -94,312 | -13.91% | 0.37% | 2025-12-31 | $322 | ~$217 | +48.01% | |
| 5 | CARVANA CO CVNA | $214.1M | 0.74% | 681,000 | -1,277,229 | -65.22% | 2.07% | 2019-12-31 | $63 | ~$216 | +45.46% | |
| 6 | SYNOPSYS INC SNPS | $302.0M | 1.04% | 761,760 | -894,729 | -54.01% | 1.95% | 2023-12-31 | $396 | ~$505 | -21.44% | |
| 7 | ALPHABET INC GOOG | $320.1M | 1.10% | 1,115,885 | -884,651 | -44.22% | 1.57% | 2015-12-31 | $287 | ~$198 | +44.54% | |
| 8 | REDDIT INC RDDT | $375.7M | 1.29% | 2,789,891 | -2,760,350 | -49.73% | 3.19% | 2024-12-31 | $135 | ~$155 | -13.14% | |
| 9 | NU HLDGS LTD | $421.5M | 1.45% | 29,333,576 | -16,416,787 | -35.88% | 1.92% | 2023-06-30 | $14 | ~$9 | +63.03% | |
| 10 | NATERA INC NTRA | $508.3M | 1.75% | 2,541,842 | -91,492 | -3.47% | 1.51% | 2025-09-30 | $200 | ~$193 | +3.71% | |
| 11 | APPLOVIN CORP APP | $513.4M | 1.77% | 1,290,008 | -895,739 | -40.98% | 3.69% | 2022-12-31 | $398 | ~$161 | +146.95% | |
| 12 | SPOTIFY TECHNOLOGY S A | $640.5M | 2.20% | 1,320,914 | -1,129,967 | -46.10% | 3.56% | 2018-06-30 | $485 | ~$458 | +5.76% | |
| 13 | NETFLIX INC. NFLX | $662.8M | 2.28% | 6,893,560 | -3,967,795 | -36.53% | 2.55% | 2013-06-30 | $96 | ~$67 | +44.11% | |
| 14 | MICROSOFT CORP MSFT | $918.0M | 3.16% | 2,480,017 | -2,691,959 | -52.05% | 6.26% | 2014-06-30 | $370 | ~$356 | +3.93% | |
| 15 | NVIDIA CORPORATION NVDA | $1.10B | 3.80% | 6,331,620 | -2,871,718 | -31.20% | 4.30% | 2016-09-30 | $174 | ~$45 | +290.72% | |
| 16 | ALPHABET INC GOOGL | $1.24B | 4.27% | 4,313,426 | -2,528,010 | -36.95% | 5.36% | 2015-12-31 | $288 | ~$189 | +51.87% | |
| 17 | CONSTELLATION ENERGY CORP CEG | $1.29B | 4.45% | 4,632,475 | -1,274,699 | -21.58% | 5.22% | 2023-06-30 | $279 | ~$195 | +43.28% | |
| 18 | META PLATFORMS INC META | $1.61B | 5.54% | 2,812,056 | -969,893 | -25.65% | 6.25% | 2013-09-30 | $572 | ~$228 | +151.00% | |
| 19 | AMAZON COM INC AMZN | $1.65B | 5.68% | 7,930,766 | -2,001,499 | -20.15% | 5.74% | 2013-06-30 | $208 | ~$137 | +52.26% | |
| 20 | BROADCOM INC AVGO | $1.70B | 5.86% | 5,503,852 | -6,375 | -0.12% | 4.77% | 2018-06-30 | $310 | ~$140 | +121.32% | |
| 21 | APPLIED MATLS INC AMAT | $1.79B | 6.17% | 5,248,202 | -736,130 | -12.30% | 3.85% | 2014-06-30 | $342 | ~$186 | +83.56% | |
| 22 | GE VERNOVA INC GEV | $2.25B | 7.73% | 2,572,358 | -797,816 | -23.67% | 5.51% | 2024-06-30 | $873 | ~$178 | +390.45% |