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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2020-03-31 $7.89B
Positions 150
Showing 24 of 24 rows (filtered from 449)

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 NETFLIX INC NFLX $667.9M 8.46% 1,778,663 +1,252 +0.07% 4.58% 2013-06-30 $376 ~$112 +234.84%
2 AMAZON COM INC AMZN $526.4M 6.67% 269,981 +6,001 +2.27% 3.88% 2013-06-30 $1,950 ~$1,114 +75.03%
3 PAYPAL HLDGS INC PYPL $366.7M 4.65% 3,830,062 +760,282 +24.77% 2.64% 2016-03-31 $96 ~$63 +51.72%
4 ANAPLAN INC PLANUSD $336.2M 4.26% 11,111,659 +2,004,245 +22.01% 3.80% 2018-12-31 $30 ~$34 -10.46%
5 DYNATRACE INC DT $273.7M 3.47% 11,480,076 +1,444,742 +14.40% 2.02% 2019-09-30 $24 ~$22 +7.64%
6 SMARTSHEET INC SMARGBP $230.2M 2.92% 5,544,884 +116,384 +2.14% 1.94% 2019-06-30 $42 ~$42 -0.15%
7 SQUARE INC XYZ $173.0M 2.19% 3,303,698 +428,825 +14.92% 1.43% 2016-03-31 $52 ~$48 +9.50%
8 GUARDANT HEALTH INC GH $159.5M 2.02% 2,292,227 +340,347 +17.44% 1.21% 2019-06-30 $70 ~$77 -9.28%
9 DATADOG INC DDOG $117.5M 1.49% 3,264,583 +2,762,682 +550.44% 0.15% 2019-09-30 $36 ~$36 -1.22%
10 NIKE INC NKE $114.2M 1.45% 1,380,668 +1,376,323 +31676.02% 0.00% 2018-09-30 $83 ~$92 -10.05%
11 PELOTON INTERACTIVE INC PTON $90.8M 1.15% 3,419,671 +3,020,128 +755.90% 0.09% 2019-12-31 $27 ~$28 -3.74%
12 MICRON TECHNOLOGY INC MU $42.3M 0.54% 1,005,000 +995,874 +10912.49% 0.00% 2014-03-31 $42 ~$48 -12.06%
13 BEYOND MEAT INC BYND $34.5M 0.44% 518,188 +174,836 +50.92% 0.21% 2019-12-31 $67 ~$74 -10.10%
14 LUCKIN COFFEE INC LKNCY $33.4M 0.42% 1,228,494 +713,671 +138.62% 0.16% 2019-06-30 $27 ~$27 -1.12%
15 GREEN DOT CORP GDOT $31.8M 0.40% 1,251,351 +1,087,053 +661.63% 0.03% 2019-06-30 $25 ~$28 -7.90%
16 GLU MOBILE INC GLUU $27.5M 0.35% 4,370,311 +4,033,282 +1196.72% 0.02% 2019-06-30 $6 ~$6 +1.93%
17 HERTZ GLOBAL HLDGS INC HTZ-WEUR $7.3M 0.09% 1,182,645 +1,123,708 +1906.63% 0.01% 2016-12-31 $6 ~$11 -44.79%
18 MCDONALDS CORP MCD $4.9M 0.06% 29,461 +27,413 +1338.53% 0.00% 2018-03-31 $165 ~$180 -8.14%
19 DISNEY WALT CO DIS $4.5M 0.06% 46,391 +41,986 +953.14% 0.01% 2016-12-31 $97 ~$119 -18.97%
20 GRUBHUB INC $721K 0.01% 17,702 +4,772 +36.91% 0.01% 2019-06-30 $41 ~$63 -35.69%
21 DOLLAR GEN CORP NEW DG $650K 0.01% 4,304 +2,314 +116.28% 0.00% 2018-03-31 $151 ~$146 +3.73%
22 B & G FOODS INC NEW BGS $612K 0.01% 33,852 +9,542 +39.25% 0.00% 2019-12-31 $18 ~$18 +0.69%
23 UNITED AIRLS HLDGS INC UAL $407K 0.01% 12,909 +5,085 +64.99% 0.01% 2018-03-31 $32 ~$65 -51.61%
24 OFFICE DEPOT INC ODPEUR $159K 0.00% 97,017 +26,116 +36.83% 0.00% 2018-09-30 $2 ~$3 -38.70%