Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52

2024-09-30 $26.92B

Positions 81

Fund Profile

Stored public background and source notes.

Background

Founded 1999 by Philippe Laffont after Tiger Management. Tech-specialized from day one. Built a large private/late-stage venture business through the 2010s and 2020s, which made the firm both a major participant in the tech IPO/SPAC wave and a major casualty of the 2022 private-tech reset.

Key People

Philippe Laffont Founder
Public face of Coatue's tech-focused public/private platform.

Track Record / Style

Long-time holder/trader of Apple, Meta, Netflix, Spotify, TSMC, and Nvidia, plus a heavy participant in pre-IPO tech rounds (Snap, Instacart, Databricks). Public-book turnover is higher than long-only growth peers because Coatue runs a real long/short book around themes.

Profile Sources

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Top 10 $26.92B 81 positions total

Issuer

Value

Weight

Share Δ%

META PLATFORMS INC META $2.11B 7.86% -11.67% AMAZON COM INC AMZN $2.10B 7.80% +4.61% CONSTELLATION ENERGY CORP CEG $2.01B 7.46% +57.42% MICROSOFT CORP MSFT $1.66B 6.16% +4.08% TAIWAN SEMICONDUCTOR MFG LTD TSM $1.63B 6.04% -17.80% EATON CORP PLC $1.54B 5.71% +8.51% NVIDIA CORPORATION NVDA $1.23B 4.57% -26.29% GE VERNOVA INC GEV $1.01B 3.74% +18.34% ADOBE INC ADBE $872.1M 3.24% -8.66% NU HLDGS LTD $857.2M 3.18% +6.19% Others (71 positions) $11.91B 44.23%

Total Disclosed Value

2013-06-30 → 2026-03-31 · $9.02B → $29.06B