Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2025-06-30
$35.90B
Positions
70
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
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 | COREWEAVE INC CRWV | $2.90B | 8.08% | 17,797,573 | +3,394,574 | +23.57% | 2.35% | 2025-03-31 | $163 | ~$49 | +232.14% | |
| 2 | MICROSOFT CORP MSFT | $1.96B | 5.45% | 3,932,397 | +663,073 | +20.28% | 5.41% | 2014-06-30 | $497 | ~$309 | +60.80% | |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.83B | 5.09% | 8,068,201 | +108,164 | +1.36% | 5.83% | 2021-12-31 | $226 | ~$128 | +77.52% | |
| 4 | NVIDIA CORPORATION NVDA | $1.82B | 5.06% | 11,488,529 | +2,942,694 | +34.43% | 4.08% | 2016-09-30 | $158 | ~$45 | +253.95% | |
| 5 | EATON CORP PLC | $1.67B | 4.66% | 4,687,780 | +221,338 | +4.96% | 5.35% | 2023-06-30 | $357 | ~$225 | +58.81% | |
| 6 | BROADCOM INC AVGO | $1.56B | 4.34% | 5,647,507 | +2,075,267 | +58.09% | 2.64% | 2018-06-30 | $276 | ~$136 | +102.11% | |
| 7 | SPOTIFY TECHNOLOGY S A | $1.22B | 3.40% | 1,591,167 | +49,185 | +3.19% | 3.74% | 2018-06-30 | $767 | ~$348 | +120.28% | |
| 8 | LAM RESEARCH CORP LRCX | $1.02B | 2.85% | 10,507,492 | +2,297,923 | +27.99% | 2.63% | 2024-12-31 | $97 | ~$75 | +29.58% | |
| 9 | REDDIT INC RDDT | $934.9M | 2.60% | 6,208,994 | +1,463,094 | +30.83% | 2.19% | 2024-12-31 | $151 | ~$155 | -2.87% | |
| 10 | INTUIT INTU | $823.9M | 2.30% | 1,046,096 | +387,232 | +58.77% | 1.78% | 2018-12-31 | $788 | ~$571 | +37.82% | |
| 11 | TESLA INC TSLA | $647.1M | 1.80% | 2,036,991 | +397,022 | +24.21% | 1.87% | 2013-06-30 | $318 | ~$193 | +64.21% | |
| 12 | CARVANA CO CVNA | $606.5M | 1.69% | 1,800,055 | +1,264,722 | +236.25% | 0.49% | 2019-12-31 | $337 | ~$200 | +68.29% | |
| 13 | DOORDASH INC DASH | $539.1M | 1.50% | 2,186,808 | +534,615 | +32.36% | 1.33% | 2020-12-31 | $247 | ~$156 | +57.84% | |
| 14 | PAYPAL HLDGS INC PYPL | $518.1M | 1.44% | 6,970,822 | +1,732,838 | +33.08% | 1.51% | 2016-03-31 | $74 | ~$66 | +11.92% | |
| 15 | KKR & CO INC KKR | $499.5M | 1.39% | 3,755,032 | +256,815 | +7.34% | 1.78% | 2024-09-30 | $133 | ~$130 | +2.01% | |
| 16 | INTUITIVE SURGICAL INC ISRG | $400.8M | 1.12% | 737,579 | +39,512 | +5.66% | 1.52% | 2013-06-30 | $543 | ~$273 | +99.27% | |
| 17 | MEDICAL PPTYS TRUST INC MPT | $39.0M | 0.11% | 9,050,796 | +5,731,911 | +172.71% | 0.09% | 2023-09-30 | $4 | ~$5 | -18.74% | |
| 18 | GENERAC HLDGS INC GNRC | $31.0M | 0.09% | 216,442 | +96,814 | +80.93% | 0.07% | 2022-09-30 | $143 | ~$134 | +7.18% | |
| 19 | LEXINFINTECH HLDGS LTD LX | $10.1M | 0.03% | 1,394,026 | +1,053,387 | +309.24% | 0.02% | 2024-12-31 | $7 | ~$8 | -9.35% |