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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2014-06-30 $8.03B
Positions 44
Showing 30 of 54 rows

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 APPLE INC AAPL $938.3M 11.68% 10,096,394 +9,869,204 +4344.03% 2.16% 2013-06-30 $93 ~$82 +12.90%
2 NETFLIX INC NFLX $918.2M 11.43% 2,083,910 +539,692 +34.95% 9.61% 2013-06-30 $441 ~$293 +50.17%
3 MICRON TECHNOLOGY INC MU $533.0M 6.64% 16,174,968 +4,261,603 +35.77% 4.98% 2014-03-31 $33 ~$25 +32.42%
4 AVAGO TECHNOLOGIES LTD $523.4M 6.52% 7,262,351 +4,203,853 +137.45% 3.48% 2014-03-31 $72 ~$67 +8.17%
5 CHARTER COMMUNICATIONS INC D $431.8M 5.38% 2,726,229 +1,345,818 +97.49% 3.01% 2013-06-30 $158 ~$132 +19.79%
6 FACEBOOK INC META $395.3M 4.92% 5,874,387 -442,414 -7.00% 6.73% 2013-09-30 $67 ~$50 +33.96%
7 ADOBE SYS INC ADBE $381.9M 4.76% 5,278,098 +3,946,525 +296.38% 1.55% 2014-03-31 $72 ~$68 +6.08%
8 TIME WARNER INC TWXCHF $369.4M 4.60% 5,259,018 +562,125 +11.97% 5.43% 2013-06-30 $70 ~$59 +19.25%
9 CBS CORP NEW $365.1M 4.55% 5,876,245 -882,222 -13.05% 7.39% 2013-06-30 $62 ~$49 +27.14%
10 LIBERTY GLOBAL PLC $282.0M 3.51% 6,377,257 +3,818,178 +149.20% 1.88% 2013-06-30 $44 ~$55 -19.86%
11 TWENTY FIRST CENTY FOX INC $272.3M 3.39% 7,746,513 +2,711,059 +53.84% 2.85% 2013-09-30 $35 ~$34 +4.84%
12 BAIDU INC BIDU $264.2M 3.29% 1,414,404 -1,439,359 -50.44% 7.68% 2013-06-30 $187 ~$132 +40.99%
13 LIBERTY GLOBAL PLC $259.8M 3.24% 6,140,956 +2,007,997 +48.58% 2.98% 2013-06-30 $42 ~$52 -18.47%
14 SALESFORCE COM INC CRM $211.9M 2.64% 3,647,826 +3,647,826 2014-06-30 $58 ~$58 +0.00%
15 AKAMAI TECHNOLOGIES INC AKAM $206.3M 2.57% 3,378,479 +3,378,479 2014-06-30 $61 ~$61 +0.00%
16 HAIN CELESTIAL GROUP INC HAIN $200.2M 2.49% 2,255,870 +66,625 +3.04% 3.54% 2013-06-30 $89 ~$66 +33.95%
17 APPLIED MATLS INC AMAT $195.5M 2.43% 8,667,985 +8,667,985 2014-06-30 $23 ~$23 +0.00%
18 AMERICAN TOWER CORP NEW AMT $173.2M 2.16% 1,924,388 -795,045 -29.24% 3.94% 2013-06-30 $90 ~$74 +22.39%
19 PRICELINE GRP INC $159.6M 1.99% 132,693 -18,033 -11.96% 3.18% 2013-06-30 $1,203 ~$827 +45.52%
20 YY INC YYEUR $113.3M 1.41% 1,501,048 +3,666 +0.24% 2.02% 2014-03-31 $75 ~$76 -1.12%
21 SOLARCITY CORP $99.6M 1.24% 1,410,960 +1,410,960 2014-06-30 $71 ~$71 +0.00%
22 LINKEDIN CORP $91.8M 1.14% 535,456 -946,223 -63.86% 4.85% 2013-06-30 $171 ~$187 -8.45%
23 AMAZON COM INC AMZN $83.8M 1.04% 258,027 -30,367 -10.53% 1.72% 2013-06-30 $325 ~$316 +2.82%
24 MICROSOFT CORP MSFT $81.2M 1.01% 1,947,663 +1,947,663 2014-06-30 $42 ~$42 +0.00%
25 FINISAR CORP FNSR $72.2M 0.90% 3,654,526 +3,654,526 2014-06-30 $20 ~$20 +0.00%
26 GOOGLE INC $61.6M 0.77% 105,287 -4,994 -4.53% 2.17% 2013-06-30 $585 ~$880 -33.59%
27 GOOGLE INC $59.1M 0.74% 102,674 +102,674 2014-06-30 $575 ~$575 +0.00%
28 3-D SYS CORP DEL DDD $54.1M 0.67% 903,964 +903,964 2014-06-30 $60 ~$60 +0.00%
29 SIRIUS XM HLDGS INC SIRIEUR $38.9M 0.48% 11,243,022 +0 +0.00% 0.64% 2013-12-31 $3 ~$3 -0.86%
30 EBAY INC EBAY $33.4M 0.42% 667,115 +667,115 2014-06-30 $50 ~$50 +0.00%