13F Notebook
← Dashboard
Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2022-09-30 $8.61B
Positions 84
Showing 16 of 16 rows (filtered from 97)

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 LAM RESEARCH CORP LRCXEUR $177.6M 2.06% 485,291 +485,291 2018-03-31 $366 ~$453 -19.14%
2 ADOBE SYSTEMS INCORPORATED ADBE $109.1M 1.27% 396,474 +396,474 2014-03-31 $275 ~$296 -7.10%
3 AIRBNB INC ABNB $55.3M 0.64% 526,505 +526,505 2022-09-30 $105 ~$105 +0.00%
4 INTUIT INTU $50.6M 0.59% 130,700 +130,700 2018-12-31 $387 ~$396 -2.27%
5 NXP SEMICONDUCTORS N V $50.3M 0.58% 341,106 +341,106 2022-09-30 $148 ~$148 +0.00%
6 ADVANCED MICRO DEVICES INC AMD $50.2M 0.58% 792,899 +792,899 2019-12-31 $63 ~$83 -23.81%
7 MARVELL TECHNOLOGY INC MRVL $46.0M 0.53% 1,071,715 +1,071,715 2022-09-30 $43 ~$43 +0.00%
8 APPLIED MATLS INC AMAT $42.4M 0.49% 517,114 +517,114 2014-06-30 $82 ~$109 -24.60%
9 GENERAC HLDGS INC GNRC $28.0M 0.32% 157,005 +157,005 2022-09-30 $178 ~$178 +0.00%
10 ASML HOLDING N V $13.3M 0.15% 31,972 +31,972 2022-09-30 $415 ~$415 +0.00%
11 TWILIO INC TWLO $9.3M 0.11% 135,000 +135,000 2016-06-30 $69 ~$184 -62.36%
12 OKTA INC OKTA $8.5M 0.10% 150,000 +150,000 2019-03-31 $57 ~$125 -54.61%
13 MELCO RESORTS AND ENTMNT LTD MLCO $4.9M 0.06% 738,547 +738,547 2022-09-30 $7 ~$7 +0.00%
14 LYFT INC LYFT $4.2M 0.05% 320,000 +320,000 2019-12-31 $13 ~$46 -71.42%
15 FARFETCH LTD FTCHQ $2.4M 0.03% 323,258 +323,258 2019-09-30 $7 ~$31 -75.61%
16 FRESHWORKS INC FRSH $503K 0.01% 38,808 +38,808 2022-09-30 $13 ~$13 +0.00%