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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2016-09-30 $8.15B
Positions 50
Showing 30 of 66 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 FACEBOOK INC META $806.6M 9.89% 6,288,025 +2,059,139 +48.69% 6.89% 2013-09-30 $128 ~$80 +61.08%
2 APPLE INC AAPL $735.0M 9.01% 6,501,974 +6,501,974 2013-06-30 $113 ~$87 +29.66%
3 LIBERTY BROADBAND CORP LBRDK $618.2M 7.58% 8,648,889 -243,161 -2.73% 7.60% 2016-06-30 $71 ~$60 +19.13%
4 ACTIVISION BLIZZARD INC ATVIEUR $513.9M 6.30% 11,599,662 -2,291,735 -16.50% 7.85% 2014-12-31 $44 ~$27 +61.28%
5 NETFLIX INC NFLX $467.6M 5.74% 4,745,210 -215,645 -4.35% 6.47% 2013-06-30 $99 ~$82 +20.73%
6 ALPHABET INC GOOG $455.3M 5.58% 585,709 +58,474 +11.09% 5.20% 2015-12-31 $777 ~$756 +2.75%
7 ELECTRONIC ARTS INC EA $394.3M 4.84% 4,616,947 -111,902 -2.37% 5.11% 2014-12-31 $85 ~$53 +60.11%
8 BROADCOM LTD $334.9M 4.11% 1,941,059 -126,547 -6.12% 4.58% 2016-03-31 $173 ~$154 +11.66%
9 EQUINIX INC EQIX $321.2M 3.94% 891,645 -34,546 -3.73% 5.12% 2015-03-31 $360 ~$240 +50.30%
10 JD COM INC JD $315.9M 3.87% 12,109,919 -7,586,057 -38.52% 5.96% 2014-12-31 $26 ~$27 -2.67%
11 ALIBABA GROUP HLDG LTD BABA $294.6M 3.61% 2,784,346 +2,784,346 2014-09-30 $106 ~$92 +15.49%
12 LIBERTY GLOBAL PLC $254.4M 3.12% 7,700,758 +1,157,544 +17.69% 2.67% 2013-06-30 $33 ~$42 -21.82%
13 LIBERTY GLOBAL PLC $254.1M 3.12% 7,433,382 +1,047,502 +16.40% 2.64% 2013-06-30 $34 ~$46 -25.60%
14 PAYPAL HLDGS INC PYPL $253.6M 3.11% 6,190,092 -2,793,164 -31.09% 4.67% 2016-03-31 $41 ~$38 +7.65%
15 AMAZON COM INC AMZN $248.8M 3.05% 297,090 -11,044 -3.58% 3.14% 2013-06-30 $837 ~$370 +126.05%
16 TIME WARNER INC TWXCHF $235.2M 2.88% 2,954,705 +2,954,705 2013-06-30 $80 ~$59 +35.14%
17 AMERICAN TOWER CORP NEW AMT $178.4M 2.19% 1,574,562 -339,581 -17.74% 3.10% 2013-06-30 $113 ~$88 +29.11%
18 INTEL CORP INTC $165.1M 2.02% 4,373,888 +4,373,888 2016-09-30 $38 ~$38 +0.00%
19 NVIDIA CORP NVDA $136.9M 1.68% 1,997,453 +1,997,453 2016-09-30 $69 ~$69 +0.00%
20 ALPHABET INC GOOGL $124.0M 1.52% 154,231 -2,344 -1.50% 1.57% 2015-12-31 $804 ~$777 +3.48%
21 F5 NETWORKS INC FFIV $102.3M 1.25% 820,915 -122,933 -13.02% 1.53% 2016-03-31 $125 ~$106 +17.75%
22 ILLUMINA INC ILMN $100.3M 1.23% 552,226 -20,397 -3.56% 1.15% 2014-12-31 $182 ~$192 -5.37%
23 THERMO FISHER SCIENTIFIC INC TMO $78.0M 0.96% 490,605 +490,605 2016-09-30 $159 ~$159 +0.00%
24 HAIN CELESTIAL GROUP INC HAIN $76.4M 0.94% 2,148,585 +1,112,108 +107.30% 0.73% 2013-06-30 $36 ~$39 -7.60%
25 ZAYO GROUP HLDGS INC ZAYOEUR $64.8M 0.79% 2,180,081 +2,180,081 2016-09-30 $30 ~$30 +0.00%
26 SPLUNK INC SPLKCHF $64.7M 0.79% 1,101,790 -174,896 -13.70% 0.99% 2016-03-31 $59 ~$49 +19.93%
27 AMBARELLA INC $59.4M 0.73% 806,537 -228,621 -22.09% 0.75% 2015-03-31 $74 ~$64 +15.86%
28 LENDINGTREE INC NEW TREE $45.6M 0.56% 470,940 -99,626 -17.46% 0.72% 2016-06-30 $97 ~$88 +9.71%
29 MOBILEYE N V AMSTELVEEN $42.4M 0.52% 995,735 -149,784 -13.08% 0.75% 2014-12-31 $43 ~$39 +8.92%
30 LANNET INC LN5 $42.0M 0.52% 1,580,790 -224,641 -12.44% 0.61% 2015-12-31 $27 ~$30 -10.44%