Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2020-03-31
$7.89B
Positions
150
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 | NETFLIX INC NFLX | $667.9M | 8.46% | 1,778,663 | +1,252 | +0.07% | 4.58% | 2013-06-30 | $376 | ~$112 | +234.84% | |
| 2 | LIBERTY BROADBAND CORP LBRDK | $534.8M | 6.78% | 4,830,223 | -3,214,050 | -39.95% | 8.05% | 2016-06-30 | $111 | ~$60 | +84.49% | |
| 3 | AMAZON COM INC AMZN | $526.4M | 6.67% | 269,981 | +6,001 | +2.27% | 3.88% | 2013-06-30 | $1,950 | ~$1,114 | +75.03% | |
| 4 | ALIBABA GROUP HLDG LTD BABA | $489.8M | 6.20% | 2,518,340 | -1,483,051 | -37.06% | 6.75% | 2014-09-30 | $194 | ~$136 | +42.76% | |
| 5 | FACEBOOK INC META | $413.2M | 5.23% | 2,477,234 | -1,036,586 | -29.50% | 5.74% | 2013-09-30 | $167 | ~$108 | +54.78% | |
| 6 | MICROSOFT CORP MSFT | $407.4M | 5.16% | 2,583,518 | -1,565,329 | -37.73% | 5.21% | 2014-06-30 | $158 | ~$81 | +95.74% | |
| 7 | JD COM INC JD | $395.0M | 5.00% | 9,752,558 | +9,752,558 | 2014-12-31 | $40 | ~$34 | +18.60% | |||
| 8 | PAYPAL HLDGS INC PYPL | $366.7M | 4.65% | 3,830,062 | +760,282 | +24.77% | 2.64% | 2016-03-31 | $96 | ~$63 | +51.72% | |
| 9 | ANAPLAN INC PLANUSD | $336.2M | 4.26% | 11,111,659 | +2,004,245 | +22.01% | 3.80% | 2018-12-31 | $30 | ~$34 | -10.46% | |
| 10 | TESLA INC TSLA | $280.2M | 3.55% | 534,770 | +534,770 | 2013-06-30 | $524 | ~$349 | +49.94% | |||
| 11 | DYNATRACE INC DT | $273.7M | 3.47% | 11,480,076 | +1,444,742 | +14.40% | 2.02% | 2019-09-30 | $24 | ~$22 | +7.64% | |
| 12 | GLOBAL PMTS INC GPN | $270.5M | 3.43% | 1,875,175 | -609,198 | -24.52% | 3.61% | 2019-06-30 | $144 | ~$160 | -9.76% | |
| 13 | INSULET CORP PODD | $238.0M | 3.02% | 1,436,634 | -167,751 | -10.46% | 2.19% | 2019-09-30 | $166 | ~$167 | -0.60% | |
| 14 | NVIDIA CORP NVDA | $236.5M | 3.00% | 897,254 | -793,293 | -46.93% | 3.16% | 2016-09-30 | $264 | ~$195 | +35.31% | |
| 15 | SMARTSHEET INC SMARGBP | $230.2M | 2.92% | 5,544,884 | +116,384 | +2.14% | 1.94% | 2019-06-30 | $42 | ~$42 | -0.15% | |
| 16 | SEA LTD SE | $206.9M | 2.62% | 4,669,795 | -1,189,122 | -20.30% | 1.87% | 2019-06-30 | $44 | ~$33 | +34.82% | |
| 17 | CROWDSTRIKE HLDGS INC CRWD | $177.0M | 2.24% | 3,178,656 | +3,178,656 | 2020-03-31 | $56 | ~$56 | +0.00% | |||
| 18 | SQUARE INC XYZ | $173.0M | 2.19% | 3,303,698 | +428,825 | +14.92% | 1.43% | 2016-03-31 | $52 | ~$48 | +9.50% | |
| 19 | CREE INC | $170.8M | 2.16% | 4,816,339 | +4,816,339 | 2020-03-31 | $35 | ~$35 | +0.00% | |||
| 20 | TWITTER INC TWTRUSD | $163.1M | 2.07% | 6,641,811 | -12,829,331 | -65.89% | 4.96% | 2017-09-30 | $25 | ~$34 | -27.99% | |
| 21 | GUARDANT HEALTH INC GH | $159.5M | 2.02% | 2,292,227 | +340,347 | +17.44% | 1.21% | 2019-06-30 | $70 | ~$77 | -9.28% | |
| 22 | LAM RESEARCH CORP LRCXEUR | $120.7M | 1.53% | 502,721 | +502,721 | 2018-03-31 | $240 | ~$203 | +17.99% | |||
| 23 | DATADOG INC DDOG | $117.5M | 1.49% | 3,264,583 | +2,762,682 | +550.44% | 0.15% | 2019-09-30 | $36 | ~$36 | -1.22% | |
| 24 | NIKE INC NKE | $114.2M | 1.45% | 1,380,668 | +1,376,323 | +31676.02% | 0.00% | 2018-09-30 | $83 | ~$92 | -10.05% | |
| 25 | RINGCENTRAL INC RNG | $110.7M | 1.40% | 522,555 | -1,611,831 | -75.52% | 2.86% | 2019-09-30 | $212 | ~$143 | +48.49% | |
| 26 | PELOTON INTERACTIVE INC PTON | $90.8M | 1.15% | 3,419,671 | +3,020,128 | +755.90% | 0.09% | 2019-12-31 | $27 | ~$28 | -3.74% | |
| 27 | ZOOM VIDEO COMMUNICATIONS IN ZM | $87.1M | 1.10% | 595,925 | +595,925 | 2019-06-30 | $146 | ~$89 | +64.57% | |||
| 28 | BROADCOM INC AVGO | $75.3M | 0.95% | 317,584 | -370,802 | -53.87% | 1.73% | 2018-06-30 | $237 | ~$244 | -2.88% | |
| 29 | SNAP INC SNAP | $44.2M | 0.56% | 3,714,333 | -9,956,660 | -72.83% | 1.78% | 2017-03-31 | $12 | ~$20 | -40.02% | |
| 30 | MICRON TECHNOLOGY INC MU | $42.3M | 0.54% | 1,005,000 | +995,874 | +10912.49% | 0.00% | 2014-03-31 | $42 | ~$48 | -12.06% |