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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2020-09-30 $19.05B
Positions 73
Showing 24 of 24 rows (filtered from 112)

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 SNOWFLAKE INC SNOW $1.02B 5.33% 4,044,220 +4,044,220 2020-09-30 $251 ~$251 +0.00%
2 SUNRUN INC RUN $636.7M 3.34% 8,260,971 +8,260,971 2020-09-30 $77 ~$77 +0.00%
3 VIVINT SOLAR INC VSLR $492.4M 2.58% 11,627,907 +11,627,907 2020-03-31 $42 ~$23 +83.64%
4 ZILLOW GROUP INC Z $311.5M 1.63% 3,066,462 +3,066,462 2015-09-30 $102 ~$73 +38.59%
5 NUANCE COMMUNICATIONS INC NUANEUR $300.7M 1.58% 9,058,552 +9,058,552 2013-06-30 $33 ~$24 +38.29%
6 L BRANDS INC LBEUR $214.5M 1.13% 6,743,189 +6,743,189 2013-06-30 $32 ~$22 +46.69%
7 ZILLOW GROUP INC ZG $101.4M 0.53% 999,008 +999,008 2015-03-31 $102 ~$31 +232.91%
8 GAP INC GAP $87.0M 0.46% 5,109,757 +5,109,757 2013-06-30 $17 ~$18 -3.18%
9 DECKERS OUTDOOR CORP DECK $59.0M 0.31% 268,302 +268,302 2020-09-30 $220 ~$220 +0.00%
10 AMERICAN EAGLE OUTFITTERS IN AEO $55.9M 0.29% 3,775,399 +3,775,399 2018-03-31 $15 ~$16 -5.89%
11 URBAN OUTFITTERS INC URBN $46.7M 0.25% 2,243,516 +2,243,516 2018-03-31 $21 ~$25 -15.31%
12 EXPEDIA GROUP INC EXPE $39.6M 0.21% 431,902 +431,902 2015-06-30 $92 ~$101 -8.77%
13 KE HLDGS INC BEKE $30.6M 0.16% 500,000 +500,000 2020-09-30 $61 ~$61 +0.00%
14 PINTEREST INC PINS $25.7M 0.14% 620,000 +620,000 2020-09-30 $42 ~$42 +0.00%
15 UNDER ARMOUR INC UA $24.7M 0.13% 2,513,482 +2,513,482 2017-03-31 $10 ~$15 -33.71%
16 RIBBIT LEAP LTD $23.8M 0.12% 1,830,000 +1,830,000 2020-09-30 $13 ~$13 +0.00%
17 COUPA SOFTWARE INC COUPEUR $11.7M 0.06% 42,560 +42,560 2018-12-31 $274 ~$165 +66.31%
18 EASTMAN KODAK CO KODK $11.0M 0.06% 1,250,000 +1,250,000 2020-09-30 $9 ~$9 +0.00%
19 LI AUTO INC LI $9.3M 0.05% 537,555 +537,555 2020-09-30 $17 ~$17 +0.00%
20 NORDIC AMERICAN TANKERS LIMI $9.1M 0.05% 2,617,878 +2,617,878 2020-09-30 $3 ~$3 +0.00%
21 GRAFTECH INTL LTD EAFEUR $7.5M 0.04% 1,090,232 +1,090,232 2019-12-31 $7 ~$9 -26.79%
22 LUMEN TECHNOLOGIES INC CTLEUR $7.2M 0.04% 716,117 +716,117 2020-09-30 $10 ~$10 +0.00%
23 BEST BUY INC BBY $3.4M 0.02% 30,686 +30,686 2013-06-30 $111 ~$79 +40.54%
24 MACERICH CO MAC $579K 0.00% 85,238 +85,238 2019-12-31 $7 ~$20 -65.25%