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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2024-12-31 $29.68B
Positions 68
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 REDDIT INC RDDT $1.07B 3.60% 6,530,236 +6,530,236 2024-12-31 $163 ~$163 +0.00%
2 SERVICENOW INC NOW $391.5M 1.32% 369,342 +369,342 2017-06-30 $1,060 ~$718 +47.68%
3 SCHWAB CHARLES CORP SCHW $333.8M 1.12% 4,510,020 +4,510,020 2019-12-31 $74 ~$60 +22.89%
4 LAM RESEARCH CORP LRCX $292.3M 0.98% 4,046,370 +4,046,370 2024-12-31 $72 ~$72 +0.00%
5 SUPER MICRO COMPUTER INC SMCI $270.3M 0.91% 8,866,735 +8,866,735 2024-12-31 $30 ~$30 +0.00%
6 HUBSPOT INC HUBS $260.1M 0.88% 373,280 +373,280 2021-12-31 $697 ~$675 +3.29%
7 AFFIRM HLDGS INC AFRM $160.4M 0.54% 2,633,442 +2,633,442 2021-09-30 $61 ~$62 -2.48%
8 OKTA INC OKTA $98.8M 0.33% 1,254,080 +1,254,080 2019-03-31 $79 ~$74 +6.03%
9 DATADOG INC DDOG $95.7M 0.32% 669,972 +669,972 2019-09-30 $143 ~$125 +13.91%
10 MONDAY COM LTD $69.1M 0.23% 293,474 +293,474 2022-06-30 $235 ~$179 +31.69%
11 SERVICETITAN INC TTAN $64.9M 0.22% 631,258 +631,258 2024-12-31 $103 ~$103 +0.00%
12 FUTU HLDGS LTD FUTU $10.4M 0.03% 129,835 +129,835 2021-12-31 $80 ~$62 +29.58%
13 MODERNA INC MRNA $7.9M 0.03% 191,074 +191,074 2021-03-31 $42 ~$183 -77.31%
14 LEXINFINTECH HLDGS LTD LX $7.2M 0.02% 1,245,168 +1,245,168 2024-12-31 $6 ~$6 +0.00%
15 COUPANG INC CPNG $3.3M 0.01% 150,936 +150,936 2024-12-31 $22 ~$22 +0.00%
16 QIFU TECHNOLOGY INC QFIN $1.7M 0.01% 45,447 +45,447 2024-12-31 $38 ~$38 +0.00%