Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2018-03-31
$12.11B
Positions
125
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 | TWITTER INC TWTRUSD | $1.02B | 8.40% | 35,069,644 | +10,715,422 | +44.00% | 4.58% | 2017-09-30 | $29 | ~$21 | +34.96% | |
| 2 | FACEBOOK INC META | $910.4M | 7.52% | 5,697,285 | +803,824 | +16.43% | 6.76% | 2013-09-30 | $160 | ~$96 | +66.97% | |
| 3 | SHOPIFY INC SHOP | $873.1M | 7.21% | 7,007,405 | +792 | +0.01% | 5.54% | 2017-06-30 | $125 | ~$101 | +23.90% | |
| 4 | ELECTRONIC ARTS INC EA | $811.2M | 6.70% | 6,690,941 | +2,378,708 | +55.16% | 3.55% | 2014-12-31 | $121 | ~$75 | +62.52% | |
| 5 | BROADCOM LTD | $765.1M | 6.32% | 3,246,682 | -489,275 | -13.10% | 7.51% | 2016-03-31 | $236 | ~$187 | +26.26% | |
| 6 | MICRON TECHNOLOGY INC MU | $754.9M | 6.23% | 14,479,032 | +14,479,032 | 2014-03-31 | $52 | ~$33 | +58.27% | |||
| 7 | ALIBABA GROUP HLDG LTD BABA | $748.8M | 6.18% | 4,079,780 | -476,439 | -10.46% | 6.15% | 2014-09-30 | $184 | ~$105 | +73.99% | |
| 8 | LIBERTY BROADBAND CORP LBRDK | $741.6M | 6.12% | 8,654,352 | +0 | +0.00% | 5.77% | 2016-06-30 | $86 | ~$60 | +42.79% | |
| 9 | AMAZON COM INC AMZN | $719.9M | 5.95% | 497,378 | -4,218 | -0.84% | 4.59% | 2013-06-30 | $1,447 | ~$629 | +130.24% | |
| 10 | NETFLIX INC NFLX | $688.9M | 5.69% | 2,332,508 | -590,966 | -20.21% | 4.39% | 2013-06-30 | $295 | ~$83 | +256.32% | |
| 11 | ACTIVISION BLIZZARD INC ATVIEUR | $640.0M | 5.29% | 9,487,061 | -11,779 | -0.12% | 4.71% | 2014-12-31 | $67 | ~$28 | +141.55% | |
| 12 | JD COM INC JD | $511.8M | 4.23% | 12,640,721 | +0 | +0.00% | 4.10% | 2014-12-31 | $40 | ~$27 | +50.94% | |
| 13 | MICROSOFT CORP MSFT | $414.8M | 3.43% | 4,544,433 | -36,469 | -0.80% | 3.07% | 2014-06-30 | $91 | ~$47 | +93.45% | |
| 14 | NVIDIA CORP NVDA | $325.5M | 2.69% | 1,405,373 | -2,688,572 | -65.67% | 6.20% | 2016-09-30 | $232 | ~$79 | +194.04% | |
| 15 | SNAP INC SNAP | $323.1M | 2.67% | 20,358,919 | -7,031,700 | -25.67% | 3.13% | 2017-03-31 | $16 | ~$21 | -24.25% | |
| 16 | APPLE INC AAPL | $314.1M | 2.59% | 1,871,909 | -2,442,980 | -56.62% | 5.71% | 2013-06-30 | $168 | ~$124 | +35.28% | |
| 17 | PAYPAL HLDGS INC PYPL | $310.4M | 2.56% | 4,091,076 | -1,066,753 | -20.68% | 2.97% | 2016-03-31 | $76 | ~$38 | +98.77% | |
| 18 | LIBERTY MEDIA CORP DELAWARE FWONKUSD | $185.1M | 1.53% | 6,000,000 | +0 | +0.00% | 1.60% | 2017-03-31 | $31 | ~$33 | -5.90% | |
| 19 | TAL ED GROUP TAL | $169.0M | 1.40% | 4,556,735 | +4,556,735 | 2018-03-31 | $37 | ~$37 | +0.00% | |||
| 20 | ADOBE SYS INC ADBE | $122.3M | 1.01% | 566,149 | +0 | +0.00% | 0.78% | 2014-03-31 | $216 | ~$78 | +178.70% | |
| 21 | RED HAT INC RHT1EUR | $113.8M | 0.94% | 760,826 | +760,826 | 2013-06-30 | $150 | ~$48 | +212.65% | |||
| 22 | TERADYNE INC TER | $113.3M | 0.94% | 2,479,769 | +0 | +0.00% | 0.81% | 2017-06-30 | $46 | ~$32 | +44.01% | |
| 23 | WESTERN DIGITAL CORP WDC | $110.5M | 0.91% | 1,197,599 | +1,197,599 | 2018-03-31 | $92 | ~$92 | +0.00% | |||
| 24 | COGNEX CORP CGNX | $105.6M | 0.87% | 2,031,260 | +0 | +0.00% | 0.97% | 2017-06-30 | $52 | ~$42 | +22.47% | |
| 25 | LAM RESEARCH CORP LRCXEUR | $100.8M | 0.83% | 496,241 | +496,241 | 2018-03-31 | $203 | ~$203 | +0.00% | |||
| 26 | ZILLOW GROUP INC Z | $64.4M | 0.53% | 1,196,425 | +859,001 | +254.58% | 0.11% | 2015-09-30 | $54 | ~$42 | +29.27% | |
| 27 | VMWARE INC VMWEUR | $58.0M | 0.48% | 478,368 | -771,104 | -61.71% | 1.23% | 2017-12-31 | $121 | ~$125 | -3.23% | |
| 28 | FITBIT INC FITEUR | $16.3M | 0.13% | 3,191,009 | -1,286,944 | -28.74% | 0.20% | 2015-12-31 | $5 | ~$14 | -64.18% | |
| 29 | QUDIAN INC HTT | $15.4M | 0.13% | 1,318,512 | -881,747 | -40.07% | 0.22% | 2017-12-31 | $12 | ~$13 | -6.70% | |
| 30 | 3-D SYS CORP DEL DDD | $11.1M | 0.09% | 961,067 | +670,179 | +230.39% | 0.02% | 2014-06-30 | $12 | ~$15 | -25.19% |