Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2019-06-30
$11.82B
Positions
164
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 | LIBERTY BROADBAND CORP LBRDK | $838.4M | 7.09% | 8,044,273 | +0 | +0.00% | 8.17% | 2016-06-30 | $104 | ~$60 | +73.66% | |
| 2 | SERVICENOW INC NOW | $753.3M | 6.37% | 2,743,722 | +25,617 | +0.94% | 7.42% | 2017-06-30 | $275 | ~$159 | +72.51% | |
| 3 | FACEBOOK INC META | $707.9M | 5.99% | 3,668,030 | -132,557 | -3.49% | 7.01% | 2013-09-30 | $193 | ~$108 | +79.17% | |
| 4 | MICROSOFT CORP MSFT | $701.2M | 5.93% | 5,234,529 | +1,157,826 | +28.40% | 5.32% | 2014-06-30 | $134 | ~$78 | +71.41% | |
| 5 | NETFLIX INC NFLX | $620.9M | 5.25% | 1,690,391 | +0 | +0.00% | 6.67% | 2013-06-30 | $367 | ~$84 | +337.03% | |
| 6 | ANAPLAN INC PLANUSD | $611.2M | 5.17% | 12,110,110 | +3,053,613 | +33.72% | 3.95% | 2018-12-31 | $50 | ~$31 | +61.90% | |
| 7 | ADOBE INC ADBE | $607.6M | 5.14% | 2,062,126 | -23,394 | -1.12% | 6.15% | 2014-03-31 | $295 | ~$222 | +32.59% | |
| 8 | MASTERCARD INC MA | $558.4M | 4.72% | 2,110,825 | +0 | +0.00% | 5.50% | 2014-12-31 | $265 | ~$174 | +51.69% | |
| 9 | ALIBABA GROUP HLDG LTD BABA | $534.6M | 4.52% | 3,155,011 | +41,603 | +1.34% | 6.29% | 2014-09-30 | $169 | ~$127 | +33.44% | |
| 10 | AMAZON COM INC AMZN | $513.3M | 4.34% | 271,083 | -84,913 | -23.85% | 7.02% | 2013-06-30 | $1,894 | ~$1,096 | +72.76% | |
| 11 | UBER TECHNOLOGIES INC UBER | $485.1M | 4.10% | 10,459,110 | +10,459,110 | 2019-06-30 | $46 | ~$46 | +0.00% | |||
| 12 | VISA INC V | $435.6M | 3.68% | 2,509,981 | +63,325 | +2.59% | 4.23% | 2014-12-31 | $174 | ~$137 | +26.98% | |
| 13 | PAYPAL HLDGS INC PYPL | $376.1M | 3.18% | 3,285,462 | +20,960 | +0.64% | 3.75% | 2016-03-31 | $114 | ~$53 | +114.01% | |
| 14 | INTUIT INTU | $334.5M | 2.83% | 1,280,083 | +160,500 | +14.34% | 3.24% | 2018-12-31 | $261 | ~$228 | +14.63% | |
| 15 | SQUARE INC XYZ | $319.4M | 2.70% | 4,403,521 | +4,403,521 | 2016-03-31 | $73 | ~$39 | +86.64% | |||
| 16 | INTUITIVE SURGICAL INC ISRG | $302.5M | 2.56% | 576,652 | +576,652 | 2013-06-30 | $525 | ~$163 | +221.87% | |||
| 17 | GLOBAL PMTS INC GPN | $297.1M | 2.51% | 1,855,215 | +1,855,215 | 2019-06-30 | $160 | ~$160 | +0.00% | |||
| 18 | MOTOROLA SOLUTIONS INC MSI | $285.5M | 2.41% | 1,712,277 | +1,559,377 | +1019.87% | 0.24% | 2018-09-30 | $167 | ~$151 | +10.07% | |
| 19 | ACTIVISION BLIZZARD INC ATVIEUR | $278.8M | 2.36% | 5,906,786 | -428,296 | -6.76% | 3.19% | 2014-12-31 | $47 | ~$36 | +30.17% | |
| 20 | SALESFORCE COM INC CRM | $273.6M | 2.31% | 1,803,504 | -114,161 | -5.95% | 3.36% | 2014-06-30 | $152 | ~$142 | +6.78% | |
| 21 | TWILIO INC TWLO | $222.6M | 1.88% | 1,632,823 | +296,335 | +22.17% | 1.91% | 2016-06-30 | $136 | ~$67 | +102.96% | |
| 22 | NETEASE INC NTES | $209.5M | 1.77% | 819,287 | +819,287 | 2017-12-31 | $256 | ~$320 | -20.03% | |||
| 23 | BROADCOM INC AVGO | $206.0M | 1.74% | 715,496 | +0 | +0.00% | 2.38% | 2018-06-30 | $288 | ~$243 | +18.64% | |
| 24 | ELECTRONIC ARTS INC EA | $167.3M | 1.42% | 1,652,453 | -79,457 | -4.59% | 1.95% | 2014-12-31 | $101 | ~$80 | +26.91% | |
| 25 | SHOPIFY INC SHOP | $162.7M | 1.38% | 542,185 | +0 | +0.00% | 1.24% | 2017-06-30 | $300 | ~$101 | +198.48% | |
| 26 | OKTA INC OKTA | $125.3M | 1.06% | 1,014,699 | +711,032 | +234.15% | 0.28% | 2019-03-31 | $124 | ~$97 | +27.31% | |
| 27 | ZOOM VIDEO COMMUNICATIONS IN ZM | $109.7M | 0.93% | 1,235,238 | +1,235,238 | 2019-06-30 | $89 | ~$89 | +0.00% | |||
| 28 | GUARDANT HEALTH INC GH | $103.3M | 0.87% | 1,195,996 | +1,195,996 | 2019-06-30 | $86 | ~$86 | +0.00% | |||
| 29 | SMARTSHEET INC SMARGBP | $99.4M | 0.84% | 2,053,385 | +2,053,385 | 2019-06-30 | $48 | ~$48 | +0.00% | |||
| 30 | TABLEAU SOFTWARE INC DATA | $67.5M | 0.57% | 406,300 | -2,062,649 | -83.54% | 3.48% | 2016-03-31 | $166 | ~$88 | +89.12% |