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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2023-03-31 $15.04B
Positions 74
Showing 30 of 36 rows (filtered from 95)

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 META PLATFORMS INC META $1.71B 11.36% 8,061,803 +4,287,205 +113.58% 5.10% 2013-09-30 $212 ~$160 +32.11%
2 NVIDIA CORPORATION NVDA $1.38B 9.20% 4,980,202 +341,570 +7.36% 7.60% 2016-09-30 $278 ~$141 +96.38%
3 TESLA INC TSLA $1.01B 6.69% 4,850,954 +639,930 +15.20% 5.82% 2013-06-30 $207 ~$148 +40.08%
4 MODERNA INC MRNA $1.01B 6.68% 6,546,104 +152,539 +2.39% 12.88% 2021-03-31 $154 ~$183 -16.21%
5 NETFLIX INC NFLX $942.4M 6.27% 2,727,906 +1,392,228 +104.23% 4.42% 2013-06-30 $345 ~$287 +20.43%
6 MICROSOFT CORP MSFT $909.9M 6.05% 3,156,034 +1,577,709 +99.96% 4.25% 2014-06-30 $288 ~$251 +15.05%
7 ADVANCED MICRO DEVICES INC AMD $833.8M 5.54% 8,507,170 +2,868,691 +50.88% 4.10% 2019-12-31 $98 ~$72 +36.72%
8 BLOCK INC XYZ $678.4M 4.51% 9,882,541 +4,509,095 +83.91% 3.79% 2016-03-31 $69 ~$96 -28.71%
9 ADOBE SYSTEMS INCORPORATED ADBE $601.2M 4.00% 1,560,162 +398,328 +34.28% 4.39% 2014-03-31 $385 ~$317 +21.38%
10 AMAZON COM INC AMZN $571.2M 3.80% 5,529,793 +620,610 +12.64% 4.63% 2013-06-30 $103 ~$113 -8.93%
11 ALPHABET INC GOOGL $519.0M 3.45% 5,003,268 +4,642,368 +1286.33% 0.36% 2015-12-31 $104 ~$93 +10.97%
12 LAM RESEARCH CORP LRCXEUR $438.7M 2.92% 827,547 +346,867 +72.16% 2.27% 2018-03-31 $530 ~$462 +14.72%
13 DISNEY WALT CO DIS $295.4M 1.96% 2,950,000 +2,803,039 +1907.34% 0.14% 2016-12-31 $100 ~$94 +6.07%
14 CHARTER COMMUNICATIONS INC N CHTR $283.1M 1.88% 791,742 +625,688 +376.80% 0.63% 2017-12-31 $358 ~$346 +3.43%
15 APPLIED MATLS INC AMAT $254.6M 1.69% 2,072,390 +1,321,679 +176.06% 0.82% 2014-06-30 $123 ~$107 +14.33%
16 DOCUSIGN INC DOCU $252.4M 1.68% 4,329,808 +1,587,843 +57.91% 1.70% 2019-12-31 $58 ~$67 -12.88%
17 INTUIT INTU $201.2M 1.34% 451,266 +74,234 +19.69% 1.65% 2018-12-31 $446 ~$395 +12.75%
18 UBER TECHNOLOGIES INC UBER $190.9M 1.27% 6,021,805 +2,329,129 +63.07% 1.02% 2019-06-30 $32 ~$31 +3.69%
19 CROWDSTRIKE HLDGS INC CRWD $132.2M 0.88% 962,825 +934,120 +3254.21% 0.03% 2020-03-31 $137 ~$120 +14.85%
20 NXP SEMICONDUCTORS N V $83.3M 0.55% 446,673 +105,567 +30.95% 0.60% 2022-09-30 $186 ~$153 +21.59%
21 PDD HOLDINGS INC PDD $70.0M 0.47% 922,084 +274,943 +42.49% 0.59% 2018-09-30 $76 ~$69 +9.94%
22 PINTEREST INC PINS $69.0M 0.46% 2,531,352 +1,265,676 +100.00% 0.34% 2020-09-30 $27 ~$31 -12.81%
23 GENERAC HLDGS INC GNRC $60.6M 0.40% 560,822 +184,217 +48.92% 0.43% 2022-09-30 $108 ~$139 -22.14%
24 SEA LTD SE $58.7M 0.39% 678,308 +618,288 +1030.14% 0.04% 2019-06-30 $87 ~$67 +28.60%
25 KE HLDGS INC BEKE $53.2M 0.35% 2,825,761 +1,117,993 +65.47% 0.27% 2020-09-30 $19 ~$23 -17.28%
26 UIPATH INC PATH $50.9M 0.34% 2,897,402 +1,175,520 +68.27% 0.25% 2021-06-30 $18 ~$47 -62.24%
27 HASHICORP INC HCP2EUR $29.6M 0.20% 1,010,380 +800,780 +382.05% 0.06% 2022-06-30 $29 ~$29 +2.50%
28 GAMESTOP CORP NEW GME $28.0M 0.19% 1,217,228 +838,647 +221.52% 0.08% 2015-06-30 $23 ~$20 +15.27%
29 UPSTART HLDGS INC UPST $26.5M 0.18% 1,664,843 +832,422 +100.00% 0.12% 2022-06-30 $16 ~$23 -31.18%
30 AMC ENTMT HLDGS INC $21.1M 0.14% 4,212,158 +1,181,660 +38.99% 0.14% 2018-12-31 $5 ~$7 -32.80%