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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2020-09-30 $19.05B
Positions 73
Showing 18 of 18 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 PAYPAL HLDGS INC PYPL $1.34B 7.01% 6,776,793 -278,458 -3.95% 10.82% 2016-03-31 $197 ~$96 +105.32%
2 ZOOM VIDEO COMMUNICATIONS IN ZM $1.16B 6.11% 2,474,695 -46,612 -1.85% 5.62% 2019-06-30 $470 ~$174 +170.82%
3 AMAZON COM INC AMZN $658.5M 3.46% 209,134 -230 -0.11% 5.08% 2013-06-30 $3,149 ~$1,114 +182.67%
4 CROWDSTRIKE HLDGS INC CRWD $573.1M 3.01% 4,173,809 -256,267 -5.78% 3.91% 2020-03-31 $137 ~$62 +121.55%
5 SEA LTD SE $480.4M 2.52% 3,118,998 -184,959 -5.60% 3.12% 2019-06-30 $154 ~$33 +368.71%
6 JD.COM INC JD $354.1M 1.86% 4,562,952 -82,838 -1.78% 2.46% 2014-12-31 $78 ~$34 +127.28%
7 LAM RESEARCH CORP LRCXEUR $315.9M 1.66% 952,193 -19 -0.00% 2.71% 2018-03-31 $332 ~$240 +38.01%
8 SMARTSHEET INC SMARGBP $221.8M 1.16% 4,487,942 -531,627 -10.59% 2.25% 2019-06-30 $49 ~$42 +18.88%
9 DATADOG INC DDOG $138.5M 0.73% 1,355,596 -55,299 -3.92% 1.08% 2019-09-30 $102 ~$36 +180.48%
10 GUARDANT HEALTH INC GH $125.0M 0.66% 1,118,537 -456,440 -28.98% 1.12% 2019-06-30 $112 ~$77 +45.69%
11 MICRON TECHNOLOGY INC MU $85.9M 0.45% 1,829,932 -57 -0.00% 0.83% 2014-03-31 $47 ~$47 -0.84%
12 LIBERTY BROADBAND CORP LBRDK $52.2M 0.27% 365,677 -1,588,438 -81.29% 2.13% 2016-06-30 $143 ~$60 +138.06%
13 LIVE NATION ENTERTAINMENT IN LYV $50.0M 0.26% 928,113 -2,478 -0.27% 0.36% 2019-12-31 $54 ~$58 -7.09%
14 OKTA INC OKTA $39.9M 0.21% 186,639 -117,459 -38.63% 0.54% 2019-03-31 $214 ~$114 +87.18%
15 DEXCOM INC DXCM $14.9M 0.08% 36,226 -126,651 -77.76% 0.58% 2019-09-30 $412 ~$149 +176.21%
16 SMILEDIRECTCLUB INC SDCCQ $9.9M 0.05% 848,957 -137,488 -13.94% 0.07% 2020-03-31 $12 ~$5 +150.10%
17 SORRENTO THERAPEUTICS INC SRNE $8.4M 0.04% 750,000 -600,000 -44.44% 0.07% 2020-06-30 $11 ~$6 +77.56%
18 3-D SYS CORP DEL DDD $4.7M 0.02% 961,067 -13 -0.00% 0.06% 2014-06-30 $5 ~$15 -68.29%