Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2020-12-31
$26.73B
Positions
76
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 | DISNEY WALT CO DIS | $2.00B | 7.49% | 11,056,268 | +1,628,007 | +17.27% | 6.14% | 2016-12-31 | $181 | ~$112 | +62.42% | |
| 2 | PAYPAL HLDGS INC PYPL | $1.60B | 6.00% | 6,846,512 | +69,719 | +1.03% | 7.01% | 2016-03-31 | $234 | ~$97 | +140.99% | |
| 3 | SQUARE INC XYZ | $1.34B | 4.99% | 6,135,041 | +627,616 | +11.40% | 4.70% | 2016-03-31 | $218 | ~$84 | +158.89% | |
| 4 | SUNRUN INC RUN | $1.30B | 4.85% | 18,692,965 | +10,431,994 | +126.28% | 3.34% | 2020-09-30 | $69 | ~$75 | -7.40% | |
| 5 | SNOWFLAKE INC SNOW | $1.14B | 4.28% | 4,067,911 | +23,691 | +0.59% | 5.33% | 2020-09-30 | $281 | ~$251 | +12.07% | |
| 6 | UBER TECHNOLOGIES INC UBER | $1.08B | 4.04% | 21,166,062 | +9,333,658 | +78.88% | 2.27% | 2019-06-30 | $51 | ~$39 | +32.09% | |
| 7 | ZOOM VIDEO COMMUNICATIONS IN ZM | $848.5M | 3.17% | 2,515,435 | +40,740 | +1.65% | 6.11% | 2019-06-30 | $337 | ~$177 | +90.24% | |
| 8 | NETFLIX INC NFLX | $776.0M | 2.90% | 1,435,187 | +9,887 | +0.69% | 3.74% | 2013-06-30 | $541 | ~$120 | +349.50% | |
| 9 | NUANCE COMMUNICATIONS INC NUANEUR | $732.5M | 2.74% | 16,614,864 | +7,556,312 | +83.42% | 1.58% | 2013-06-30 | $44 | ~$31 | +43.81% | |
| 10 | ZILLOW GROUP INC Z | $705.0M | 2.64% | 5,431,792 | +2,365,330 | +77.14% | 1.63% | 2015-09-30 | $130 | ~$92 | +41.45% | |
| 11 | SEA LTD SE | $626.0M | 2.34% | 3,144,837 | +25,839 | +0.83% | 2.52% | 2019-06-30 | $199 | ~$34 | +484.66% | |
| 12 | INSULET CORP PODD | $448.4M | 1.68% | 1,754,246 | +293,033 | +20.05% | 1.81% | 2019-09-30 | $256 | ~$180 | +41.80% | |
| 13 | PINTEREST INC PINS | $280.4M | 1.05% | 4,254,228 | +3,634,228 | +586.17% | 0.14% | 2020-09-30 | $66 | ~$52 | +26.91% | |
| 14 | ZILLOW GROUP INC ZG | $230.8M | 0.86% | 1,698,086 | +699,078 | +69.98% | 0.53% | 2015-03-31 | $136 | ~$67 | +103.42% | |
| 15 | EXPEDIA GROUP INC EXPE | $195.6M | 0.73% | 1,477,423 | +1,045,521 | +242.07% | 0.21% | 2015-06-30 | $132 | ~$109 | +21.84% | |
| 16 | BROADCOM INC AVGO | $164.9M | 0.62% | 376,528 | +58,944 | +18.56% | 0.61% | 2018-06-30 | $438 | ~$269 | +62.95% | |
| 17 | GAP INC GAP | $149.3M | 0.56% | 7,393,612 | +2,283,855 | +44.70% | 0.46% | 2013-06-30 | $20 | ~$18 | +12.77% | |
| 18 | BEST BUY INC BBY | $124.0M | 0.46% | 1,242,544 | +1,211,858 | +3949.22% | 0.02% | 2013-06-30 | $100 | ~$105 | -4.86% | |
| 19 | WYNN RESORTS LTD WYNN | $120.8M | 0.45% | 1,070,682 | +206,563 | +23.90% | 0.33% | 2019-09-30 | $113 | ~$93 | +21.46% | |
| 20 | LIVE NATION ENTERTAINMENT IN LYV | $109.8M | 0.41% | 1,494,413 | +566,300 | +61.02% | 0.26% | 2019-12-31 | $73 | ~$60 | +22.16% | |
| 21 | DECKERS OUTDOOR CORP DECK | $101.3M | 0.38% | 353,201 | +84,899 | +31.64% | 0.31% | 2020-09-30 | $287 | ~$228 | +25.76% | |
| 22 | UNDER ARMOUR INC UAA | $66.7M | 0.25% | 3,884,714 | +557,349 | +16.75% | 0.20% | 2017-03-31 | $17 | ~$11 | +55.01% | |
| 23 | TJX COS INC NEW TJX | $65.8M | 0.25% | 964,250 | +531,526 | +122.83% | 0.13% | 2018-03-31 | $68 | ~$58 | +17.78% | |
| 24 | UNDER ARMOUR INC UA | $43.5M | 0.16% | 2,925,676 | +412,194 | +16.40% | 0.13% | 2017-03-31 | $15 | ~$14 | +2.67% | |
| 25 | LI AUTO INC LI | $42.5M | 0.16% | 1,475,012 | +937,457 | +174.39% | 0.05% | 2020-09-30 | $29 | ~$21 | +37.12% | |
| 26 | COUPA SOFTWARE INC COUPEUR | $15.9M | 0.06% | 47,005 | +4,445 | +10.44% | 0.06% | 2018-12-31 | $339 | ~$178 | +90.07% |