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 | TESLA INC TSLA | $1.52B | 5.68% | 2,150,589 | -956,586 | -30.79% | 7.00% | 2013-06-30 | $706 | ~$197 | +259.06% | |
| 4 | SQUARE INC XYZ | $1.34B | 4.99% | 6,135,041 | +627,616 | +11.40% | 4.70% | 2016-03-31 | $218 | ~$84 | +158.89% | |
| 5 | SUNRUN INC RUN | $1.30B | 4.85% | 18,692,965 | +10,431,994 | +126.28% | 3.34% | 2020-09-30 | $69 | ~$75 | -7.40% | |
| 6 | DOORDASH INC DASH | $1.25B | 4.67% | 8,750,705 | +8,750,705 | 2020-12-31 | $143 | ~$143 | +0.00% | |||
| 7 | SNOWFLAKE INC SNOW | $1.14B | 4.28% | 4,067,911 | +23,691 | +0.59% | 5.33% | 2020-09-30 | $281 | ~$251 | +12.07% | |
| 8 | 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% | |
| 9 | 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% | |
| 10 | CROWDSTRIKE HLDGS INC CRWD | $839.7M | 3.14% | 3,964,289 | -209,520 | -5.02% | 3.01% | 2020-03-31 | $212 | ~$62 | +241.75% | |
| 11 | NETFLIX INC NFLX | $776.0M | 2.90% | 1,435,187 | +9,887 | +0.69% | 3.74% | 2013-06-30 | $541 | ~$120 | +349.50% | |
| 12 | PELOTON INTERACTIVE INC PTON | $775.1M | 2.90% | 5,109,019 | -31,567 | -0.61% | 2.68% | 2019-12-31 | $152 | ~$32 | +367.36% | |
| 13 | GLOBAL PMTS INC GPN | $734.4M | 2.75% | 3,409,289 | -391,600 | -10.30% | 3.54% | 2019-06-30 | $215 | ~$169 | +27.19% | |
| 14 | 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% | |
| 15 | 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% | |
| 16 | AMAZON COM INC AMZN | $681.1M | 2.55% | 209,134 | +0 | +0.00% | 3.46% | 2013-06-30 | $3,257 | ~$1,114 | +192.39% | |
| 17 | SEA LTD SE | $626.0M | 2.34% | 3,144,837 | +25,839 | +0.83% | 2.52% | 2019-06-30 | $199 | ~$34 | +484.66% | |
| 18 | ANAPLAN INC PLANUSD | $607.2M | 2.27% | 8,450,990 | -3,707,104 | -30.49% | 3.99% | 2018-12-31 | $72 | ~$40 | +81.26% | |
| 19 | FACEBOOK INC META | $591.4M | 2.21% | 2,165,203 | -166,626 | -7.15% | 3.21% | 2013-09-30 | $273 | ~$126 | +116.47% | |
| 20 | SHOPIFY INC SHOP | $495.5M | 1.85% | 437,764 | -1,838 | -0.42% | 2.36% | 2017-06-30 | $1,132 | ~$869 | +30.20% | |
| 21 | LAM RESEARCH CORP LRCXEUR | $449.7M | 1.68% | 952,193 | +0 | +0.00% | 1.66% | 2018-03-31 | $472 | ~$240 | +96.47% | |
| 22 | INSULET CORP PODD | $448.4M | 1.68% | 1,754,246 | +293,033 | +20.05% | 1.81% | 2019-09-30 | $256 | ~$180 | +41.80% | |
| 23 | XPENG INC XPEV | $444.6M | 1.66% | 10,379,425 | +10,379,425 | 2020-12-31 | $43 | ~$43 | +0.00% | |||
| 24 | JD.COM INC JD | $401.1M | 1.50% | 4,562,952 | +0 | +0.00% | 1.86% | 2014-12-31 | $88 | ~$34 | +157.42% | |
| 25 | AGORA INC API | $398.4M | 1.49% | 10,070,026 | +10,070,026 | 2020-12-31 | $40 | ~$40 | +0.00% | |||
| 26 | ALTERYX INC AYXEUR | $377.8M | 1.41% | 3,102,175 | +3,102,175 | 2019-09-30 | $122 | ~$115 | +6.26% | |||
| 27 | NVIDIA CORPORATION NVDA | $326.8M | 1.22% | 625,897 | +0 | +0.00% | 1.78% | 2016-09-30 | $522 | ~$195 | +168.04% | |
| 28 | PINTEREST INC PINS | $280.4M | 1.05% | 4,254,228 | +3,634,228 | +586.17% | 0.14% | 2020-09-30 | $66 | ~$52 | +26.91% | |
| 29 | DYNATRACE INC DT | $279.8M | 1.05% | 6,466,973 | -134,836 | -2.04% | 1.42% | 2019-09-30 | $43 | ~$22 | +95.37% | |
| 30 | ALIBABA GROUP HLDG LTD BABA | $271.6M | 1.02% | 1,167,006 | +0 | +0.00% | 1.80% | 2014-09-30 | $233 | ~$136 | +70.84% |