13F Notebook
← Dashboard
Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2020-06-30 $11.37B
Positions 88
Showing 15 of 15 rows (filtered from 187)

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 PAYPAL HLDGS INC PYPL $1.23B 10.82% 7,055,251 +3,225,189 +84.21% 4.65% 2016-03-31 $174 ~$96 +81.56%
2 DISNEY WALT CO DIS $1.03B 9.03% 9,199,122 +9,152,731 +19729.54% 0.06% 2016-12-31 $112 ~$104 +7.09%
3 ZOOM VIDEO COMMUNICATIONS IN ZM $639.3M 5.62% 2,521,307 +1,925,382 +323.09% 1.10% 2019-06-30 $254 ~$174 +46.06%
4 SQUARE INC XYZ $454.0M 3.99% 4,326,261 +1,022,563 +30.95% 2.19% 2016-03-31 $105 ~$55 +90.38%
5 CROWDSTRIKE HLDGS INC CRWD $444.3M 3.91% 4,430,076 +1,251,420 +39.37% 2.24% 2020-03-31 $100 ~$62 +61.81%
6 LAM RESEARCH CORP LRCXEUR $308.0M 2.71% 952,212 +449,491 +89.41% 1.53% 2018-03-31 $323 ~$240 +34.56%
7 PELOTON INTERACTIVE INC PTON $297.0M 2.61% 5,140,586 +1,720,915 +50.32% 1.15% 2019-12-31 $58 ~$32 +77.96%
8 INSULET CORP PODD $282.5M 2.49% 1,454,347 +17,713 +1.23% 3.02% 2019-09-30 $194 ~$167 +16.43%
9 SHOPIFY INC SHOP $158.2M 1.39% 166,639 +165,272 +12090.12% 0.01% 2017-06-30 $949 ~$678 +39.93%
10 MICRON TECHNOLOGY INC MU $94.3M 0.83% 1,829,989 +824,989 +82.09% 0.54% 2014-03-31 $52 ~$47 +8.78%
11 UBER TECHNOLOGIES INC UBER $65.3M 0.57% 2,100,797 +1,020,471 +94.46% 0.38% 2019-06-30 $31 ~$38 -18.60%
12 OKTA INC OKTA $60.9M 0.54% 304,098 +81,582 +36.66% 0.34% 2019-03-31 $200 ~$114 +75.26%
13 STITCH FIX INC SFIX $23.4M 0.21% 937,829 +2,403 +0.26% 0.15% 2018-12-31 $25 ~$21 +17.07%
14 BED BATH & BEYOND INC BBBYEUR $19.5M 0.17% 1,837,365 +18,382 +1.01% 0.10% 2018-03-31 $11 ~$11 -0.57%
15 FEDEX CORP FDX $352K 0.00% 2,512 +728 +40.81% 0.00% 2019-06-30 $140 ~$151 -7.16%