Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2019-03-31
$9.03B
Positions
116
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 | LIBERTY BROADBAND CORP LBRDK | $738.0M | 8.17% | 8,044,273 | +0 | +0.00% | 6.88% | 2016-06-30 | $92 | ~$60 | +52.87% | |
| 2 | SERVICENOW INC NOW | $670.0M | 7.42% | 2,718,105 | +588,253 | +27.62% | 4.50% | 2017-06-30 | $246 | ~$158 | +55.80% | |
| 3 | AMAZON COM INC AMZN | $633.9M | 7.02% | 355,996 | -110,646 | -23.71% | 8.32% | 2013-06-30 | $1,781 | ~$1,096 | +62.47% | |
| 4 | FACEBOOK INC META | $633.5M | 7.01% | 3,800,587 | -836,211 | -18.03% | 7.21% | 2013-09-30 | $167 | ~$108 | +54.75% | |
| 5 | NETFLIX INC NFLX | $602.7M | 6.67% | 1,690,391 | -13,662 | -0.80% | 5.41% | 2013-06-30 | $357 | ~$84 | +324.22% | |
| 6 | ALIBABA GROUP HLDG LTD BABA | $568.0M | 6.29% | 3,113,408 | -2,235,328 | -41.79% | 8.70% | 2014-09-30 | $182 | ~$126 | +44.42% | |
| 7 | ADOBE INC ADBE | $555.8M | 6.15% | 2,085,520 | +1,351,715 | +184.21% | 1.97% | 2014-03-31 | $266 | ~$222 | +19.92% | |
| 8 | MASTERCARD INC MA | $497.0M | 5.50% | 2,110,825 | +1,479,381 | +234.29% | 1.41% | 2014-12-31 | $235 | ~$174 | +35.01% | |
| 9 | MICROSOFT CORP MSFT | $480.8M | 5.32% | 4,076,703 | -1,908,666 | -31.89% | 7.21% | 2014-06-30 | $118 | ~$65 | +82.63% | |
| 10 | VISA INC V | $382.1M | 4.23% | 2,446,656 | +1,458,037 | +147.48% | 1.55% | 2014-12-31 | $156 | ~$136 | +14.89% | |
| 11 | ANAPLAN INC PLANUSD | $356.5M | 3.95% | 9,056,497 | -8,135 | -0.09% | 2.85% | 2018-12-31 | $39 | ~$27 | +48.30% | |
| 12 | PAYPAL HLDGS INC PYPL | $339.0M | 3.75% | 3,264,502 | -622,874 | -16.02% | 3.88% | 2016-03-31 | $104 | ~$53 | +95.46% | |
| 13 | TABLEAU SOFTWARE INC DATA | $314.2M | 3.48% | 2,468,949 | +56,544 | +2.34% | 3.44% | 2016-03-31 | $127 | ~$88 | +44.99% | |
| 14 | SALESFORCE COM INC CRM | $303.7M | 3.36% | 1,917,665 | +943,741 | +96.90% | 1.58% | 2014-06-30 | $158 | ~$142 | +11.45% | |
| 15 | INTUIT INTU | $292.7M | 3.24% | 1,119,583 | +913,339 | +442.84% | 0.48% | 2018-12-31 | $261 | ~$223 | +17.13% | |
| 16 | ACTIVISION BLIZZARD INC ATVIEUR | $288.4M | 3.19% | 6,335,082 | -2,675,367 | -29.69% | 4.98% | 2014-12-31 | $46 | ~$36 | +25.57% | |
| 17 | NVIDIA CORP NVDA | $287.1M | 3.18% | 1,598,908 | +197,398 | +14.08% | 2.22% | 2016-09-30 | $180 | ~$112 | +60.66% | |
| 18 | BROADCOM INC AVGO | $215.2M | 2.38% | 715,496 | -1,168,243 | -62.02% | 5.68% | 2018-06-30 | $301 | ~$243 | +23.93% | |
| 19 | ELECTRONIC ARTS INC EA | $176.0M | 1.95% | 1,731,910 | -737,895 | -29.88% | 2.31% | 2014-12-31 | $102 | ~$80 | +27.37% | |
| 20 | TWILIO INC TWLO | $172.6M | 1.91% | 1,336,488 | +372,819 | +38.69% | 1.02% | 2016-06-30 | $129 | ~$53 | +145.41% | |
| 21 | MICRON TECHNOLOGY INC MU | $158.2M | 1.75% | 3,828,296 | +3,782,910 | +8334.97% | 0.02% | 2014-03-31 | $41 | ~$36 | +13.27% | |
| 22 | SHOPIFY INC SHOP | $112.0M | 1.24% | 542,185 | -1,921,032 | -77.99% | 4.05% | 2017-06-30 | $207 | ~$101 | +105.47% | |
| 23 | TENCENT MUSIC ENTMT GROUP TME | $44.8M | 0.50% | 2,477,516 | +0 | +0.00% | 0.39% | 2018-12-31 | $18 | ~$13 | +36.91% | |
| 24 | MALLINCKRODT PUB LTD CO | $28.7M | 0.32% | 1,320,769 | +1,320,769 | 2019-03-31 | $22 | ~$22 | +0.00% | |||
| 25 | OKTA INC OKTA | $25.1M | 0.28% | 303,667 | +303,667 | 2019-03-31 | $83 | ~$83 | +0.00% | |||
| 26 | ZILLOW GROUP INC Z | $22.4M | 0.25% | 644,709 | -5,291 | -0.81% | 0.24% | 2015-09-30 | $35 | ~$39 | -9.79% | |
| 27 | WORKDAY INC WDAY | $22.4M | 0.25% | 115,988 | -8,542 | -6.86% | 0.24% | 2013-12-31 | $193 | ~$109 | +76.52% | |
| 28 | MOTOROLA SOLUTIONS INC MSI | $21.5M | 0.24% | 152,900 | -512,120 | -77.01% | 0.91% | 2018-09-30 | $140 | ~$130 | +7.90% | |
| 29 | FITBIT INC FITEUR | $18.8M | 0.21% | 3,178,570 | +3,178,570 | 2015-12-31 | $6 | ~$14 | -58.42% | |||
| 30 | 3-D SYS CORP DEL DDD | $10.3M | 0.11% | 961,067 | +961,067 | 2014-06-30 | $11 | ~$15 | -30.55% |