13F Notebook
← Dashboard
Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2015-03-31 $10.53B
Positions 49
Showing 30 of 63 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 $956.6M 9.09% 7,687,632 -1,205,659 -13.56% 9.30% 2013-06-30 $124 ~$83 +49.97%
2 AVAGO TECHNOLOGIES LTD $881.0M 8.37% 6,938,215 -1,589,394 -18.64% 8.13% 2014-03-31 $127 ~$69 +82.82%
3 NETFLIX INC NFLX $734.7M 6.98% 1,763,145 -30,621 -1.71% 5.81% 2013-06-30 $417 ~$293 +42.02%
4 CHARTER COMMUNICATIONS INC D $696.2M 6.61% 3,605,197 +1,149,286 +46.80% 3.88% 2013-06-30 $193 ~$153 +26.05%
5 FACEBOOK INC META $650.2M 6.18% 7,908,888 +733,267 +10.22% 5.30% 2013-09-30 $82 ~$57 +44.79%
6 BAIDU INC BIDU $628.9M 5.97% 3,017,856 +67,077 +2.27% 6.37% 2013-06-30 $208 ~$176 +18.09%
7 LINKEDIN CORP $555.4M 5.28% 2,223,015 -1,188,623 -34.84% 7.43% 2013-06-30 $250 ~$189 +32.01%
8 EQUINIX INC EQIX $458.6M 4.36% 1,969,381 +1,969,381 2015-03-31 $233 ~$233 +0.00%
9 ACTAVIS PLC $393.3M 3.74% 1,321,450 +357,295 +37.06% 2.35% 2014-12-31 $298 ~$263 +13.23%
10 ELECTRONIC ARTS INC EA $385.5M 3.66% 6,553,781 +2,844,991 +76.71% 1.65% 2014-12-31 $59 ~$50 +18.64%
11 JD COM INC JD $342.0M 3.25% 11,640,148 +3,049,658 +35.50% 1.88% 2014-12-31 $29 ~$24 +22.63%
12 AKAMAI TECHNOLOGIES INC AKAM $322.4M 3.06% 4,537,769 -176,187 -3.74% 2.81% 2014-06-30 $71 ~$61 +16.16%
13 MICRON TECHNOLOGY INC MU $320.4M 3.04% 11,811,134 -3,750,792 -24.10% 5.16% 2014-03-31 $27 ~$25 +9.03%
14 MICROSOFT CORP MSFT $291.5M 2.77% 7,170,084 -5,059,001 -41.37% 5.38% 2014-06-30 $41 ~$46 -10.87%
15 HAIN CELESTIAL GROUP INC HAIN $280.2M 2.66% 4,373,966 -313,770 -6.69% 2.59% 2013-06-30 $64 ~$34 +88.96%
16 AMERICAN TOWER CORP NEW AMT $269.6M 2.56% 2,863,229 -1,248,062 -30.36% 3.85% 2013-06-30 $94 ~$88 +7.27%
17 TIME WARNER INC TWXCHF $262.0M 2.49% 3,103,343 -249,477 -7.44% 2.71% 2013-06-30 $84 ~$59 +43.34%
18 HILTON WORLDWIDE HLDGS INC $249.2M 2.37% 8,414,643 +8,414,643 2015-03-31 $30 ~$30 +0.00%
19 LIBERTY GLOBAL PLC $242.0M 2.30% 4,702,385 +413,310 +9.64% 2.04% 2013-06-30 $51 ~$55 -6.08%
20 CBS CORP NEW $234.5M 2.23% 3,867,977 -1,526,337 -28.30% 2.83% 2013-06-30 $61 ~$49 +24.05%
21 LIBERTY GLOBAL PLC $213.5M 2.03% 4,286,679 -1,369,532 -24.21% 2.59% 2013-06-30 $50 ~$50 -0.46%
22 SIRIUS XM HLDGS INC SIRIEUR $176.3M 1.67% 46,143,808 +34,900,786 +310.42% 0.37% 2013-12-31 $4 ~$4 +5.57%
23 ACTIVISION BLIZZARD INC ATVIEUR $151.6M 1.44% 6,669,037 +2,502,384 +60.06% 0.80% 2014-12-31 $23 ~$21 +10.14%
24 ALIBABA GROUP HLDG LTD BABA $116.2M 1.10% 1,395,613 -122,090 -8.04% 1.49% 2014-09-30 $83 ~$89 -6.67%
25 AMAZON COM INC AMZN $110.2M 1.05% 296,131 +38,104 +14.77% 0.76% 2013-06-30 $372 ~$319 +16.60%
26 ZILLOW GROUP INC ZG $84.8M 0.81% 845,791 +845,791 2015-03-31 $100 ~$100 +0.00%
27 AMBARELLA INC $72.5M 0.69% 957,516 +957,516 2015-03-31 $76 ~$76 +0.00%
28 GOOGLE INC $69.2M 0.66% 124,754 +19,467 +18.49% 0.53% 2013-06-30 $555 ~$828 -32.98%
29 GOOGLE INC $54.3M 0.52% 99,110 -3,564 -3.47% 0.51% 2014-06-30 $548 ~$575 -4.74%
30 APPLIED MATLS INC AMAT $50.0M 0.48% 2,218,276 -6,503,521 -74.57% 2.06% 2014-06-30 $23 ~$22 +0.41%