Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2017-12-31
$12.78B
Positions
43
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 | BROADCOM LTD | $959.8M | 7.51% | 3,735,957 | +821,739 | +28.20% | 5.77% | 2016-03-31 | $257 | ~$187 | +37.64% | |
| 2 | FACEBOOK INC META | $863.5M | 6.76% | 4,893,461 | -1,709,338 | -25.89% | 9.22% | 2013-09-30 | $176 | ~$84 | +110.56% | |
| 3 | NVIDIA CORP NVDA | $792.2M | 6.20% | 4,093,945 | -16,168 | -0.39% | 6.00% | 2016-09-30 | $194 | ~$79 | +145.68% | |
| 4 | ALIBABA GROUP HLDG LTD BABA | $785.6M | 6.15% | 4,556,219 | -1,272,989 | -21.84% | 8.22% | 2014-09-30 | $172 | ~$105 | +63.45% | |
| 5 | LIBERTY BROADBAND CORP LBRDK | $737.0M | 5.77% | 8,654,352 | +0 | +0.00% | 6.74% | 2016-06-30 | $85 | ~$60 | +41.90% | |
| 6 | APPLE INC AAPL | $730.2M | 5.71% | 4,314,889 | -2,837,897 | -39.68% | 9.00% | 2013-06-30 | $169 | ~$124 | +36.45% | |
| 7 | SHOPIFY INC SHOP | $707.7M | 5.54% | 7,006,613 | +4,380,903 | +166.85% | 2.50% | 2017-06-30 | $101 | ~$101 | +0.44% | |
| 8 | ACTIVISION BLIZZARD INC ATVIEUR | $601.5M | 4.71% | 9,498,840 | -2,411,930 | -20.25% | 6.28% | 2014-12-31 | $63 | ~$28 | +126.73% | |
| 9 | AMAZON COM INC AMZN | $586.6M | 4.59% | 501,596 | +102,473 | +25.67% | 3.13% | 2013-06-30 | $1,169 | ~$629 | +86.04% | |
| 10 | TWITTER INC TWTRUSD | $584.7M | 4.58% | 24,354,222 | +16,496,725 | +209.95% | 1.08% | 2017-09-30 | $24 | ~$19 | +24.48% | |
| 11 | NETFLIX INC NFLX | $561.2M | 4.39% | 2,923,474 | -2,100 | -0.07% | 4.33% | 2013-06-30 | $192 | ~$83 | +131.58% | |
| 12 | JD COM INC JD | $523.6M | 4.10% | 12,640,721 | +0 | +0.00% | 3.94% | 2014-12-31 | $41 | ~$27 | +54.41% | |
| 13 | ELECTRONIC ARTS INC EA | $453.0M | 3.55% | 4,312,233 | -1,900 | -0.04% | 4.16% | 2014-12-31 | $105 | ~$53 | +96.97% | |
| 14 | BANK AMER CORP BAC | $408.9M | 3.20% | 13,852,992 | +0 | +0.00% | 2.87% | 2016-12-31 | $30 | ~$22 | +31.99% | |
| 15 | ALPHABET INC GOOG | $406.1M | 3.18% | 388,126 | -19,722 | -4.84% | 3.20% | 2015-12-31 | $1,046 | ~$756 | +38.33% | |
| 16 | SNAP INC SNAP | $400.2M | 3.13% | 27,390,619 | +3,791,168 | +16.06% | 2.80% | 2017-03-31 | $15 | ~$21 | -30.27% | |
| 17 | MICROSOFT CORP MSFT | $391.9M | 3.07% | 4,580,902 | +4,580,902 | 2014-06-30 | $86 | ~$47 | +81.30% | |||
| 18 | PAYPAL HLDGS INC PYPL | $379.7M | 2.97% | 5,157,829 | -21,595 | -0.42% | 2.71% | 2016-03-31 | $74 | ~$38 | +92.88% | |
| 19 | TIME WARNER INC TWXCHF | $255.9M | 2.00% | 2,797,714 | +0 | +0.00% | 2.34% | 2013-06-30 | $91 | ~$59 | +55.27% | |
| 20 | EQUINIX INC EQIX | $240.5M | 1.88% | 530,558 | +0 | +0.00% | 1.93% | 2015-03-31 | $453 | ~$240 | +89.08% | |
| 21 | LIBERTY MEDIA CORP DELAWARE FWONKUSD | $205.0M | 1.60% | 6,000,000 | +0 | +0.00% | 1.87% | 2017-03-31 | $34 | ~$33 | +4.20% | |
| 22 | VMWARE INC VMWEUR | $156.6M | 1.23% | 1,249,472 | +1,249,472 | 2017-12-31 | $125 | ~$125 | +0.00% | |||
| 23 | ALPHABET INC GOOGL | $124.4M | 0.97% | 118,088 | -22,889 | -16.24% | 1.12% | 2015-12-31 | $1,053 | ~$779 | +35.24% | |
| 24 | COGNEX CORP CGNX | $124.2M | 0.97% | 2,031,260 | +1,011,625 | +99.21% | 0.92% | 2017-06-30 | $61 | ~$42 | +44.08% | |
| 25 | NETEASE INC NTES | $122.8M | 0.96% | 355,998 | +355,998 | 2017-12-31 | $345 | ~$345 | +0.00% | |||
| 26 | TERADYNE INC TER | $103.8M | 0.81% | 2,479,769 | -10,666 | -0.43% | 0.76% | 2017-06-30 | $42 | ~$32 | +31.91% | |
| 27 | LIBERTY GLOBAL PLC | $103.0M | 0.81% | 3,043,764 | +0 | +0.00% | 0.81% | 2013-06-30 | $34 | ~$42 | -19.92% | |
| 28 | ADOBE SYS INC ADBE | $99.2M | 0.78% | 566,149 | -100,429 | -15.07% | 0.81% | 2014-03-31 | $175 | ~$78 | +126.03% | |
| 29 | LIBERTY GLOBAL PLC | $79.2M | 0.62% | 2,208,488 | +0 | +0.00% | 0.61% | 2013-06-30 | $36 | ~$46 | -21.99% | |
| 30 | CHARTER COMMUNICATIONS INC N CHTR | $74.9M | 0.59% | 223,077 | +223,077 | 2017-12-31 | $336 | ~$336 | +0.00% |