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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2021-03-31 $18.24B
Positions 66
Showing 30 of 96 rows

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 DOORDASH INC DASH $1.21B 6.66% 9,258,184 +507,479 +5.80% 4.67% 2020-12-31 $131 ~$142 -7.93%
2 SNOWFLAKE INC SNOW $1.20B 6.59% 5,242,776 +1,174,865 +28.88% 4.28% 2020-09-30 $229 ~$252 -9.03%
3 DISNEY WALT CO DIS $1.12B 6.15% 6,082,125 -4,974,143 -44.99% 7.49% 2016-12-31 $185 ~$112 +65.41%
4 TESLA INC TSLA $1.09B 5.95% 1,625,925 -524,664 -24.40% 5.68% 2013-06-30 $668 ~$197 +239.86%
5 SUNRUN INC RUN $1.03B 5.64% 17,013,861 -1,679,104 -8.98% 4.85% 2020-09-30 $60 ~$75 -19.28%
6 SQUARE INC XYZ $881.0M 4.83% 3,880,031 -2,255,010 -36.76% 4.99% 2016-03-31 $227 ~$84 +170.08%
7 AMAZON COM INC AMZN $821.3M 4.50% 265,455 +56,321 +26.93% 2.55% 2013-06-30 $3,094 ~$1,551 +99.45%
8 UBER TECHNOLOGIES INC UBER $727.7M 3.99% 13,349,119 -7,816,943 -36.93% 4.04% 2019-06-30 $55 ~$39 +41.19%
9 SEA LTD SE $715.5M 3.92% 3,205,370 +60,533 +1.92% 2.34% 2019-06-30 $223 ~$37 +497.03%
10 PAYPAL HLDGS INC PYPL $713.0M 3.91% 2,936,119 -3,910,393 -57.12% 6.00% 2016-03-31 $243 ~$97 +149.88%
11 ZILLOW GROUP INC Z $645.0M 3.54% 4,975,368 -456,424 -8.40% 2.64% 2015-09-30 $130 ~$92 +41.28%
12 FACEBOOK INC META $628.1M 3.44% 2,132,571 -32,632 -1.51% 2.21% 2013-09-30 $295 ~$126 +133.41%
13 NUANCE COMMUNICATIONS INC NUANEUR $621.6M 3.41% 14,244,774 -2,370,090 -14.26% 2.74% 2013-06-30 $44 ~$31 +42.35%
14 XPENG INC XPEV $596.6M 3.27% 16,339,595 +5,960,170 +57.42% 1.66% 2020-12-31 $37 ~$42 -12.40%
15 NETFLIX INC NFLX $486.5M 2.67% 932,694 -502,493 -35.01% 2.90% 2013-06-30 $522 ~$120 +333.64%
16 AGORA INC API $480.7M 2.64% 9,562,594 -507,432 -5.04% 1.49% 2020-12-31 $50 ~$40 +27.07%
17 ZOOM VIDEO COMMUNICATIONS IN ZM $378.1M 2.07% 1,176,814 -1,338,621 -53.22% 3.17% 2019-06-30 $321 ~$177 +81.20%
18 CROWDSTRIKE HLDGS INC CRWD $336.8M 1.85% 1,845,197 -2,119,092 -53.45% 3.14% 2020-03-31 $183 ~$62 +194.46%
19 LI AUTO INC LI $319.7M 1.75% 12,787,010 +11,311,998 +766.91% 0.16% 2020-09-30 $25 ~$26 -4.71%
20 GUARDANT HEALTH INC GH $308.1M 1.69% 2,018,453 +899,916 +80.45% 0.54% 2019-06-30 $153 ~$105 +45.00%
21 ANAPLAN INC PLANUSD $296.8M 1.63% 5,511,412 -2,939,578 -34.78% 2.27% 2018-12-31 $54 ~$40 +35.85%
22 SHOPIFY INC SHOP $285.5M 1.57% 257,998 -179,766 -41.06% 1.85% 2017-06-30 $1,107 ~$869 +27.27%
23 L BRANDS INC LBEUR $281.5M 1.54% 4,550,433 -1,779,671 -28.11% 0.88% 2013-06-30 $62 ~$22 +185.27%
24 GLOBAL PMTS INC GPN $277.3M 1.52% 1,375,454 -2,033,835 -59.66% 2.75% 2019-06-30 $202 ~$169 +19.02%
25 PINTEREST INC PINS $275.6M 1.51% 3,723,441 -530,787 -12.48% 1.05% 2020-09-30 $74 ~$52 +42.56%
26 INSULET CORP PODD $252.4M 1.38% 967,339 -786,907 -44.86% 1.68% 2019-09-30 $261 ~$180 +44.73%
27 ZILLOW GROUP INC ZG $213.0M 1.17% 1,621,042 -77,044 -4.54% 0.86% 2015-03-31 $131 ~$67 +96.60%
28 PELOTON INTERACTIVE INC PTON $176.3M 0.97% 1,567,621 -3,541,398 -69.32% 2.90% 2019-12-31 $112 ~$32 +246.36%
29 OSCAR HEALTH INC OSCR $170.0M 0.93% 6,325,613 +6,325,613 2021-03-31 $27 ~$27 +0.00%
30 MODERNA INC MRNA $164.7M 0.90% 1,257,685 +1,257,685 2021-03-31 $131 ~$131 +0.00%