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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2018-12-31 $8.43B
Positions 110
Showing 30 of 35 rows (filtered from 157)

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 ALIBABA GROUP HLDG LTD BABA $733.2M 8.70% 5,348,736 +2,212,159 +70.53% 5.41% 2014-09-30 $137 ~$126 +8.50%
2 AMAZON COM INC AMZN $700.9M 8.32% 466,642 +194,092 +71.21% 5.72% 2013-06-30 $1,502 ~$1,096 +37.03%
3 FACEBOOK INC META $607.8M 7.21% 4,636,798 +437,900 +10.43% 7.24% 2013-09-30 $131 ~$108 +21.70%
4 NETFLIX INC NFLX $456.1M 5.41% 1,704,053 +8,307 +0.49% 6.65% 2013-06-30 $268 ~$84 +218.45%
5 ACTIVISION BLIZZARD INC ATVIEUR $419.6M 4.98% 9,010,449 +245,074 +2.80% 7.64% 2014-12-31 $47 ~$36 +28.43%
6 SPOTIFY TECHNOLOGY S A $419.4M 4.98% 3,695,289 +1,528,312 +70.53% 4.11% 2018-06-30 $113 ~$160 -28.85%
7 SERVICENOW INC NOW $379.2M 4.50% 2,129,852 +592,759 +38.56% 3.15% 2017-06-30 $178 ~$143 +24.27%
8 TABLEAU SOFTWARE INC DATA $289.5M 3.44% 2,412,405 +934,635 +63.25% 1.73% 2016-03-31 $120 ~$87 +38.01%
9 ELECTRONIC ARTS INC EA $194.9M 2.31% 2,469,805 +510,700 +26.07% 2.47% 2014-12-31 $79 ~$80 -1.10%
10 NVIDIA CORP NVDA $187.1M 2.22% 1,401,510 +291,180 +26.22% 3.27% 2016-09-30 $134 ~$105 +26.59%
11 SALESFORCE COM INC CRM $133.4M 1.58% 973,924 +836,563 +609.03% 0.23% 2014-06-30 $137 ~$137 +0.20%
12 VISA INC V $130.4M 1.55% 988,619 +765,473 +343.04% 0.35% 2014-12-31 $132 ~$124 +6.42%
13 ZILLOW GROUP INC Z $20.5M 0.24% 650,000 +545,558 +522.35% 0.05% 2015-09-30 $32 ~$39 -18.00%
14 RALPH LAUREN CORP RL $866K 0.01% 8,364 +1,520 +22.21% 0.01% 2018-03-31 $104 ~$113 -8.68%
15 LANDS END INC NEW LE $861K 0.01% 60,579 +49,647 +454.14% 0.00% 2018-03-31 $14 ~$17 -17.52%
16 TJX COS INC NEW TJX $856K 0.01% 19,123 +13,516 +241.06% 0.01% 2018-03-31 $45 ~$46 -3.74%
17 L BRANDS INC LBEUR $854K 0.01% 33,282 +1,956 +6.24% 0.01% 2013-06-30 $26 ~$50 -48.99%
18 SHOE CARNIVAL INC SCVL $831K 0.01% 24,803 +18,616 +300.89% 0.00% 2018-06-30 $34 ~$36 -6.35%
19 TILLYS INC TLYS $825K 0.01% 75,887 +31,176 +69.73% 0.01% 2018-03-31 $11 ~$15 -26.01%
20 TRACTOR SUPPLY CO TSCO $819K 0.01% 9,808 +6,110 +165.22% 0.00% 2018-03-31 $84 ~$82 +2.13%
21 DICKS SPORTING GOODS INC DKS $744K 0.01% 23,833 +7,418 +45.19% 0.01% 2018-03-31 $31 ~$35 -9.57%
22 VERA BRADLEY INC VRA $635K 0.01% 74,092 +51,236 +224.17% 0.00% 2018-09-30 $9 ~$13 -33.69%
23 SOUTHWEST AIRLS CO LUV $582K 0.01% 12,531 +7,548 +151.48% 0.00% 2018-09-30 $46 ~$58 -19.37%
24 WILLIAMS SONOMA INC WSM $550K 0.01% 10,897 +1,111 +11.35% 0.01% 2018-03-31 $50 ~$53 -5.26%
25 KOHLS CORP KSS $472K 0.01% 7,125 +2,794 +64.51% 0.00% 2018-03-31 $66 ~$68 -3.26%
26 CVS HEALTH CORP CVS $457K 0.01% 6,967 +4,380 +169.31% 0.00% 2018-03-31 $66 ~$68 -4.12%
27 OFFICE DEPOT INC ODPEUR $446K 0.01% 172,601 +94,955 +122.29% 0.00% 2018-09-30 $3 ~$3 -14.87%
28 DARDEN RESTAURANTS INC DRI $445K 0.01% 4,456 +1,402 +45.91% 0.00% 2018-03-31 $100 ~$96 +4.04%
29 TEXAS ROADHOUSE INC TXRH $352K 0.00% 5,893 +2,529 +75.18% 0.00% 2018-03-31 $60 ~$61 -1.49%
30 EL POLLO LOCO HLDGS INC LOCO $350K 0.00% 23,055 +1,191 +5.45% 0.00% 2018-09-30 $15 ~$13 +20.06%