Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2018-12-31
$8.43B
Positions
110
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 | 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 | MICROSOFT CORP MSFT | $607.9M | 7.21% | 5,985,369 | -123,139 | -2.02% | 7.32% | 2014-06-30 | $102 | ~$65 | +57.28% | |
| 4 | FACEBOOK INC META | $607.8M | 7.21% | 4,636,798 | +437,900 | +10.43% | 7.24% | 2013-09-30 | $131 | ~$108 | +21.70% | |
| 5 | LIBERTY BROADBAND CORP LBRDK | $579.4M | 6.88% | 8,044,273 | -610,079 | -7.05% | 7.64% | 2016-06-30 | $72 | ~$60 | +20.02% | |
| 6 | BROADCOM INC AVGO | $479.0M | 5.68% | 1,883,739 | -36,273 | -1.89% | 4.96% | 2018-06-30 | $254 | ~$243 | +4.80% | |
| 7 | NETFLIX INC NFLX | $456.1M | 5.41% | 1,704,053 | +8,307 | +0.49% | 6.65% | 2013-06-30 | $268 | ~$84 | +218.45% | |
| 8 | ACTIVISION BLIZZARD INC ATVIEUR | $419.6M | 4.98% | 9,010,449 | +245,074 | +2.80% | 7.64% | 2014-12-31 | $47 | ~$36 | +28.43% | |
| 9 | 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% | |
| 10 | SERVICENOW INC NOW | $379.2M | 4.50% | 2,129,852 | +592,759 | +38.56% | 3.15% | 2017-06-30 | $178 | ~$143 | +24.27% | |
| 11 | SHOPIFY INC SHOP | $341.0M | 4.05% | 2,463,217 | +0 | +0.00% | 4.24% | 2017-06-30 | $138 | ~$101 | +37.68% | |
| 12 | PAYPAL HLDGS INC PYPL | $326.9M | 3.88% | 3,887,376 | -2,071,207 | -34.76% | 5.48% | 2016-03-31 | $84 | ~$53 | +58.29% | |
| 13 | TABLEAU SOFTWARE INC DATA | $289.5M | 3.44% | 2,412,405 | +934,635 | +63.25% | 1.73% | 2016-03-31 | $120 | ~$87 | +38.01% | |
| 14 | QUALCOMM INC QCOM | $248.9M | 2.95% | 4,374,283 | -3,673,380 | -45.65% | 6.07% | 2018-09-30 | $57 | ~$72 | -20.99% | |
| 15 | TWITTER INC TWTRUSD | $244.1M | 2.90% | 8,491,906 | +0 | +0.00% | 2.53% | 2017-09-30 | $29 | ~$21 | +33.71% | |
| 16 | ANAPLAN INC PLANUSD | $240.6M | 2.85% | 9,064,632 | +9,064,632 | 2018-12-31 | $27 | ~$27 | +0.00% | |||
| 17 | ELECTRONIC ARTS INC EA | $194.9M | 2.31% | 2,469,805 | +510,700 | +26.07% | 2.47% | 2014-12-31 | $79 | ~$80 | -1.10% | |
| 18 | NVIDIA CORP NVDA | $187.1M | 2.22% | 1,401,510 | +291,180 | +26.22% | 3.27% | 2016-09-30 | $134 | ~$105 | +26.59% | |
| 19 | ADOBE INC ADBE | $166.0M | 1.97% | 733,805 | -247,096 | -25.19% | 2.77% | 2014-03-31 | $226 | ~$178 | +27.26% | |
| 20 | SALESFORCE COM INC CRM | $133.4M | 1.58% | 973,924 | +836,563 | +609.03% | 0.23% | 2014-06-30 | $137 | ~$137 | +0.20% | |
| 21 | VISA INC V | $130.4M | 1.55% | 988,619 | +765,473 | +343.04% | 0.35% | 2014-12-31 | $132 | ~$124 | +6.42% | |
| 22 | MASTERCARD INCORPORATED MA | $119.1M | 1.41% | 631,444 | +631,444 | 2014-12-31 | $189 | ~$86 | +118.95% | |||
| 23 | APPLE INC AAPL | $88.3M | 1.05% | 559,643 | -324,678 | -36.71% | 2.09% | 2013-06-30 | $158 | ~$198 | -20.17% | |
| 24 | TWILIO INC TWLO | $86.1M | 1.02% | 963,669 | +963,669 | 2016-06-30 | $89 | ~$31 | +190.51% | |||
| 25 | MOTOROLA SOLUTIONS INC MSI | $76.5M | 0.91% | 665,020 | -181,172 | -21.41% | 1.15% | 2018-09-30 | $115 | ~$130 | -11.60% | |
| 26 | INTUIT INTU | $40.6M | 0.48% | 206,244 | +206,244 | 2018-12-31 | $197 | ~$197 | +0.00% | |||
| 27 | TENCENT MUSIC ENTMT GROUP TME | $32.8M | 0.39% | 2,477,516 | +2,477,516 | 2018-12-31 | $13 | ~$13 | +0.00% | |||
| 28 | ZILLOW GROUP INC Z | $20.5M | 0.24% | 650,000 | +545,558 | +522.35% | 0.05% | 2015-09-30 | $32 | ~$39 | -18.00% | |
| 29 | WORKDAY INC WDAY | $19.9M | 0.24% | 124,530 | +124,530 | 2013-12-31 | $160 | ~$109 | +46.16% | |||
| 30 | VMWARE INC VMWEUR | $7.7M | 0.09% | 56,049 | -21,327 | -27.56% | 0.13% | 2017-12-31 | $137 | ~$125 | +9.42% |