Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
53
2026-06-30
$48.63B
Positions
66
2026-06-30
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. PUT/CALL rows are option exposure and are marked separately.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BEYOND MEAT INC BYND | $225K | 0.00% | 299,885 | -43,508 | -12.67% | 0.00% | 2019-12-31 | $1 | ~$37 | -97.95% | |
| 2 | UIPATH INC PATH | $21.3M | 0.04% | 1,961,365 | -308,192 | -13.58% | 0.09% | 2021-06-30 | $11 | ~$40 | -73.04% | |
| 3 | PINTEREST INC PINS | $25.2M | 0.05% | 1,197,780 | -480,984 | -28.65% | 0.11% | 2020-09-30 | $21 | ~$32 | -34.49% | |
| 4 | ENPHASE ENERGY INC ENPH | $76.7M | 0.16% | 1,556,941 | -90,952 | -5.52% | 0.21% | 2022-03-31 | $49 | ~$109 | -55.03% | |
| 5 | DOORDASH INC DASH | $96.8M | 0.20% | 524,792 | -27,016 | -4.90% | 0.29% | 2020-12-31 | $185 | ~$203 | -9.20% | |
| 6 | SYNOPSYS INC SNPS | $141.6M | 0.29% | 317,465 | -444,295 | -58.32% | 1.04% | 2023-12-31 | $446 | ~$505 | -11.62% | |
| 7 | MASTEC INC MTZ | $215.2M | 0.44% | 517,250 | -66,347 | -11.37% | 0.65% | 2025-12-31 | $416 | ~$217 | +91.41% | |
| 8 | VERTIV HOLDINGS CO VRT | $270.1M | 0.56% | 806,594 | -175,039 | -17.83% | 0.85% | 2023-06-30 | $335 | ~$62 | +437.28% | |
| 9 | INTUITIVE SURGICAL INC ISRG | $315.6M | 0.65% | 793,704 | -61,521 | -7.19% | 1.36% | 2013-06-30 | $398 | ~$312 | +27.37% | |
| 10 | ALPHABET INC GOOG | $321.0M | 0.66% | 908,395 | -207,490 | -18.59% | 1.10% | 2015-12-31 | $353 | ~$193 | +83.07% | |
| 11 | NETFLIX INC. NFLX | $336.3M | 0.69% | 4,710,420 | -2,183,140 | -31.67% | 2.28% | 2013-06-30 | $71 | ~$67 | +7.02% | |
| 12 | ASML HLDG NV | $587.7M | 1.21% | 295,406 | -200,828 | -40.47% | 2.26% | 2022-09-30 | $1,989 | ~$1,077 | +84.77% | |
| 13 | SPOTIFY TECHNOLOGY S A | $601.8M | 1.24% | 1,310,632 | -10,282 | -0.78% | 2.20% | 2018-06-30 | $459 | ~$458 | +0.14% | |
| 14 | APPLOVIN CORP APP | $603.4M | 1.24% | 1,171,189 | -118,819 | -9.21% | 1.77% | 2022-12-31 | $515 | ~$161 | +219.69% | |
| 15 | NATERA INC NTRA | $680.0M | 1.40% | 2,505,090 | -36,752 | -1.45% | 1.75% | 2025-09-30 | $271 | ~$193 | +40.77% | |
| 16 | NVIDIA CORPORATION NVDA | $1.21B | 2.49% | 6,055,197 | -276,423 | -4.37% | 3.80% | 2016-09-30 | $200 | ~$42 | +379.10% | |
| 17 | META PLATFORMS INC META | $1.42B | 2.93% | 2,526,048 | -286,008 | -10.17% | 5.54% | 2013-09-30 | $563 | ~$230 | +145.01% | |
| 18 | GE VERNOVA INC GEV | $3.01B | 6.18% | 2,558,164 | -14,194 | -0.55% | 7.73% | 2024-06-30 | $1,175 | ~$178 | +560.11% | |
| 19 | APPLIED MATLS INC AMAT | $3.05B | 6.26% | 4,213,483 | -1,034,719 | -19.72% | 6.17% | 2014-06-30 | $723 | ~$186 | +288.29% | |
| 20 | LAM RESEARCH CORP LRCX | $4.09B | 8.41% | 9,441,603 | -601,902 | -5.99% | 7.39% | 2024-12-31 | $433 | ~$79 | +451.20% | |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC TSM | $4.26B | 8.76% | 8,914,995 | -368,552 | -3.97% | 10.80% | 2021-12-31 | $478 | ~$153 | +212.38% |