Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2019-12-31
$12.57B
Positions
383
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 | $1.01B | 8.05% | 8,044,273 | +0 | +0.00% | 7.22% | 2016-06-30 | $126 | ~$60 | +109.54% | |
| 2 | ALIBABA GROUP HLDG LTD BABA | $848.7M | 6.75% | 4,001,391 | +92,386 | +2.36% | 5.60% | 2014-09-30 | $212 | ~$136 | +55.69% | |
| 3 | SERVICENOW INC NOW | $772.6M | 6.15% | 2,736,759 | +18,654 | +0.69% | 5.91% | 2017-06-30 | $282 | ~$160 | +76.56% | |
| 4 | FACEBOOK INC META | $721.2M | 5.74% | 3,513,820 | +2,156 | +0.06% | 5.36% | 2013-09-30 | $205 | ~$108 | +90.45% | |
| 5 | MICROSOFT CORP MSFT | $654.3M | 5.21% | 4,148,847 | +143,000 | +3.57% | 4.77% | 2014-06-30 | $158 | ~$81 | +95.72% | |
| 6 | MASTERCARD INC MA | $628.0M | 5.00% | 2,103,363 | -1,924 | -0.09% | 4.90% | 2014-12-31 | $299 | ~$174 | +71.22% | |
| 7 | TWITTER INC TWTRUSD | $624.0M | 4.96% | 19,471,142 | +16,227,363 | +500.26% | 1.15% | 2017-09-30 | $32 | ~$34 | -6.02% | |
| 8 | NETFLIX INC NFLX | $575.1M | 4.58% | 1,777,411 | -142,692 | -7.43% | 4.40% | 2013-06-30 | $324 | ~$112 | +188.97% | |
| 9 | AMAZON COM INC AMZN | $487.8M | 3.88% | 263,980 | -2,775 | -1.04% | 3.97% | 2013-06-30 | $1,848 | ~$1,096 | +68.59% | |
| 10 | ANAPLAN INC PLANUSD | $477.2M | 3.80% | 9,107,414 | -3,706,077 | -28.92% | 5.16% | 2018-12-31 | $52 | ~$32 | +63.05% | |
| 11 | ADOBE INC ADBE | $458.9M | 3.65% | 1,391,364 | -278 | -0.02% | 3.29% | 2014-03-31 | $330 | ~$222 | +48.41% | |
| 12 | GLOBAL PMTS INC GPN | $453.5M | 3.61% | 2,484,373 | -1,597,856 | -39.14% | 5.56% | 2019-06-30 | $183 | ~$160 | +14.23% | |
| 13 | NVIDIA CORP NVDA | $397.8M | 3.16% | 1,690,547 | +1,482,171 | +711.30% | 0.31% | 2016-09-30 | $235 | ~$195 | +20.78% | |
| 14 | RINGCENTRAL INC RNG | $360.0M | 2.86% | 2,134,386 | +1,692,128 | +382.61% | 0.48% | 2019-09-30 | $169 | ~$143 | +18.19% | |
| 15 | PAYPAL HLDGS INC PYPL | $332.1M | 2.64% | 3,069,780 | -30,040 | -0.97% | 2.75% | 2016-03-31 | $108 | ~$53 | +102.25% | |
| 16 | ACTIVISION BLIZZARD INC ATVIEUR | $320.7M | 2.55% | 5,397,226 | -661,887 | -10.92% | 2.75% | 2014-12-31 | $59 | ~$37 | +62.32% | |
| 17 | INSULET CORP PODD | $274.7M | 2.19% | 1,604,385 | +896,977 | +126.80% | 1.00% | 2019-09-30 | $171 | ~$167 | +2.71% | |
| 18 | DYNATRACE INC DT | $253.9M | 2.02% | 10,035,334 | +9,471,331 | +1679.31% | 0.09% | 2019-09-30 | $25 | ~$22 | +16.06% | |
| 19 | SMARTSHEET INC SMARGBP | $243.8M | 1.94% | 5,428,500 | +4,701,409 | +646.61% | 0.22% | 2019-06-30 | $45 | ~$42 | +8.15% | |
| 20 | SEA LTD SE | $235.6M | 1.87% | 5,858,917 | +1,216,102 | +26.19% | 1.23% | 2019-06-30 | $40 | ~$33 | +22.38% | |
| 21 | WORKDAY INC WDAY | $224.1M | 1.78% | 1,362,731 | +952,431 | +232.13% | 0.60% | 2013-12-31 | $164 | ~$167 | -1.36% | |
| 22 | SNAP INC SNAP | $223.2M | 1.78% | 13,670,993 | +3,157,743 | +30.04% | 1.42% | 2017-03-31 | $16 | ~$20 | -17.62% | |
| 23 | BROADCOM INC AVGO | $217.5M | 1.73% | 688,386 | -55,413 | -7.45% | 1.76% | 2018-06-30 | $316 | ~$244 | +29.44% | |
| 24 | SHOPIFY INC SHOP | $205.2M | 1.63% | 516,248 | -29,470 | -5.40% | 1.46% | 2017-06-30 | $398 | ~$102 | +290.21% | |
| 25 | SQUARE INC XYZ | $179.9M | 1.43% | 2,874,873 | -3,121,171 | -52.05% | 3.18% | 2016-03-31 | $63 | ~$46 | +34.83% | |
| 26 | INTUITIVE SURGICAL INC ISRG | $167.2M | 1.33% | 282,798 | -250,456 | -46.97% | 2.47% | 2013-06-30 | $591 | ~$163 | +262.74% | |
| 27 | GUARDANT HEALTH INC GH | $152.5M | 1.21% | 1,951,880 | +1,158,897 | +146.14% | 0.43% | 2019-06-30 | $78 | ~$77 | +1.19% | |
| 28 | ELECTRONIC ARTS INC EA | $142.3M | 1.13% | 1,323,687 | +0 | +0.00% | 1.11% | 2014-12-31 | $108 | ~$80 | +34.74% | |
| 29 | OKTA INC OKTA | $86.5M | 0.69% | 749,398 | -122,928 | -14.09% | 0.74% | 2019-03-31 | $115 | ~$97 | +18.92% | |
| 30 | UBER TECHNOLOGIES INC UBER | $77.2M | 0.61% | 2,597,324 | -7,861,786 | -75.17% | 2.73% | 2019-06-30 | $30 | ~$46 | -35.88% |