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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2017-06-30 $11.09B
Positions 45
Showing 30 of 51 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 $996.9M 8.99% 6,602,799 -51,034 -0.77% 9.11% 2013-09-30 $151 ~$84 +80.16%
2 LIBERTY BROADBAND CORP LBRDK $750.8M 6.77% 8,654,352 +0 +0.00% 7.20% 2016-06-30 $87 ~$60 +44.55%
3 ALIBABA GROUP HLDG LTD BABA $737.7M 6.65% 5,235,619 +1,060,505 +25.40% 4.34% 2014-09-30 $141 ~$100 +41.36%
4 ACTIVISION BLIZZARD INC ATVIEUR $685.7M 6.18% 11,910,770 -69,065 -0.58% 5.76% 2014-12-31 $58 ~$28 +106.14%
5 BROADCOM LTD $679.2M 6.12% 2,914,218 -21,206 -0.72% 6.19% 2016-03-31 $233 ~$169 +38.02%
6 NVIDIA CORP NVDA $594.2M 5.36% 4,110,113 -11,067 -0.27% 4.33% 2016-09-30 $145 ~$79 +83.54%
7 SYMANTEC CORP SYMCEUR $505.7M 4.56% 17,902,408 +743,961 +4.34% 5.07% 2016-06-30 $28 ~$26 +9.09%
8 JD COM INC JD $493.0M 4.44% 12,569,671 -92,403 -0.73% 3.80% 2014-12-31 $39 ~$27 +46.58%
9 ELECTRONIC ARTS INC EA $456.1M 4.11% 4,314,133 -24,440 -0.56% 3.74% 2014-12-31 $106 ~$53 +98.21%
10 NETFLIX INC NFLX $447.0M 4.03% 2,991,854 -17,909 -0.60% 4.29% 2013-06-30 $149 ~$83 +80.25%
11 APPLE INC AAPL $416.9M 3.76% 2,894,689 -46,060 -1.57% 4.07% 2013-06-30 $144 ~$87 +65.18%
12 SNAP INC SNAP $389.1M 3.51% 21,898,624 +940,900 +4.49% 4.55% 2017-03-31 $18 ~$22 -20.77%
13 AMAZON COM INC AMZN $384.2M 3.46% 396,855 -5,337 -1.33% 3.44% 2013-06-30 $968 ~$514 +88.36%
14 ALPHABET INC GOOG $370.6M 3.34% 407,848 +0 +0.00% 3.26% 2015-12-31 $909 ~$756 +20.13%
15 BANK AMER CORP BAC $336.1M 3.03% 13,852,992 -8,910,907 -39.14% 5.17% 2016-12-31 $24 ~$22 +8.48%
16 TIME WARNER INC TWXCHF $280.9M 2.53% 2,797,714 -35,141 -1.24% 2.67% 2013-06-30 $100 ~$59 +70.45%
17 PAYPAL HLDGS INC PYPL $276.5M 2.49% 5,152,073 -36,866 -0.71% 2.15% 2016-03-31 $54 ~$38 +41.02%
18 DISNEY WALT CO DIS $235.7M 2.12% 2,218,378 -32,796 -1.46% 2.46% 2016-12-31 $106 ~$106 +0.39%
19 SHOPIFY INC SHOP $228.2M 2.06% 2,625,710 +2,625,710 2017-06-30 $87 ~$87 +0.00%
20 EQUINIX INC EQIX $227.7M 2.05% 530,558 -1,558 -0.29% 2.05% 2015-03-31 $429 ~$240 +79.04%
21 LIBERTY MEDIA CORP DELAWARE FWONKUSD $219.7M 1.98% 6,000,000 +0 +0.00% 1.90% 2017-03-31 $37 ~$33 +11.70%
22 EBAY INC EBAY $188.2M 1.70% 5,388,755 -2,713,973 -33.49% 2.62% 2014-06-30 $35 ~$26 +32.35%
23 SERVICENOW INC NOW $184.3M 1.66% 1,738,838 +1,738,838 2017-06-30 $106 ~$106 +0.00%
24 AMERICAN TOWER CORP NEW AMT $139.9M 1.26% 1,057,361 +0 +0.00% 1.24% 2013-06-30 $132 ~$88 +50.74%
25 ALPHABET INC GOOGL $131.1M 1.18% 140,977 +0 +0.00% 1.15% 2015-12-31 $930 ~$779 +19.36%
26 LIBERTY GLOBAL PLC $109.6M 0.99% 3,515,672 -2,607,994 -42.59% 2.07% 2013-06-30 $31 ~$42 -26.22%
27 LIBERTY GLOBAL PLC $105.7M 0.95% 3,289,311 -2,333,479 -41.50% 1.94% 2013-06-30 $32 ~$46 -30.09%
28 SALESFORCE COM INC CRM $94.3M 0.85% 1,088,872 +1,088,872 2014-06-30 $87 ~$68 +27.64%
29 COGNEX CORP CGNX $87.1M 0.78% 1,025,485 +1,025,485 2017-06-30 $85 ~$85 +0.00%
30 ON SEMICONDUCTOR CORP ON $68.7M 0.62% 4,896,006 +4,896,006 2017-06-30 $14 ~$14 +0.00%