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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2024-12-31 $29.68B
Positions 68
Showing 11 of 11 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 TAIWAN SEMICONDUCTOR MFG LTD TSM $1.97B 6.63% 9,962,102 +596,342 +6.37% 6.04% 2021-12-31 $197 ~$127 +55.93%
2 ATLASSIAN CORPORATION TEAM $860.5M 2.90% 3,535,799 +3,039,668 +612.67% 0.29% 2024-09-30 $243 ~$195 +24.71%
3 NU HLDGS LTD $826.4M 2.78% 79,769,230 +16,968,600 +27.02% 3.18% 2023-06-30 $10 ~$9 +17.54%
4 ADOBE INC ADBE $784.3M 2.64% 1,763,722 +79,486 +4.72% 3.24% 2014-03-31 $445 ~$421 +5.74%
5 APPLOVIN CORP APP $744.1M 2.51% 2,297,938 +304,342 +15.27% 0.97% 2022-12-31 $324 ~$68 +374.34%
6 NETFLIX INC NFLX $619.9M 2.09% 695,526 +83,203 +13.59% 1.61% 2013-06-30 $891 ~$364 +144.72%
7 SPOTIFY TECHNOLOGY S A $567.4M 1.91% 1,268,324 +508,075 +66.83% 1.04% 2018-06-30 $447 ~$304 +47.23%
8 FIRST CTZNS BANCSHARES INC N FCNCA $462.7M 1.56% 218,987 +33,235 +17.89% 1.27% 2023-03-31 $2,113 ~$1,217 +73.61%
9 DOORDASH INC DASH $434.8M 1.47% 2,591,995 +633,662 +32.36% 1.04% 2020-12-31 $168 ~$137 +22.21%
10 VISTRA CORP VST $409.1M 1.38% 2,967,631 +138,969 +4.91% 1.25% 2019-12-31 $138 ~$56 +147.01%
11 INTUIT INTU $344.4M 1.16% 547,938 +47,549 +9.50% 1.15% 2018-12-31 $629 ~$470 +33.72%