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 | META PLATFORMS INC META | $2.72B | 7.57% | 3,680,627 | -76,984 | -2.05% | 9.55% | 2013-09-30 | $738 | ~$179 | +312.55% | |
| 3 | AMAZON COM INC AMZN | $2.23B | 6.21% | 10,157,624 | -596,184 | -5.54% | 9.02% | 2013-06-30 | $219 | ~$125 | +75.85% | |
| 4 | GE VERNOVA INC GEV | $1.99B | 5.54% | 3,755,260 | -4,700 | -0.13% | 5.06% | 2024-06-30 | $529 | ~$178 | +197.31% | |
| 5 | MICROSOFT CORP MSFT | $1.96B | 5.45% | 3,932,397 | +663,073 | +20.28% | 5.41% | 2014-06-30 | $497 | ~$309 | +60.80% | |
| 6 | CONSTELLATION ENERGY CORP CEG | $1.91B | 5.33% | 5,924,294 | -244,420 | -3.96% | 5.48% | 2023-06-30 | $323 | ~$190 | +69.63% | |
| 7 | 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% | |
| 8 | NVIDIA CORPORATION NVDA | $1.82B | 5.06% | 11,488,529 | +2,942,694 | +34.43% | 4.08% | 2016-09-30 | $158 | ~$45 | +253.95% | |
| 9 | EATON CORP PLC | $1.67B | 4.66% | 4,687,780 | +221,338 | +4.96% | 5.35% | 2023-06-30 | $357 | ~$225 | +58.81% | |
| 10 | BROADCOM INC AVGO | $1.56B | 4.34% | 5,647,507 | +2,075,267 | +58.09% | 2.64% | 2018-06-30 | $276 | ~$136 | +102.11% | |
| 11 | SPOTIFY TECHNOLOGY S A | $1.22B | 3.40% | 1,591,167 | +49,185 | +3.19% | 3.74% | 2018-06-30 | $767 | ~$348 | +120.28% | |
| 12 | 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% | |
| 13 | REDDIT INC RDDT | $934.9M | 2.60% | 6,208,994 | +1,463,094 | +30.83% | 2.19% | 2024-12-31 | $151 | ~$155 | -2.87% | |
| 14 | ORACLE CORP ORCL | $843.3M | 2.35% | 3,857,262 | +3,857,262 | 2023-06-30 | $219 | ~$138 | +58.66% | |||
| 15 | NETFLIX INC NFLX | $828.6M | 2.31% | 618,735 | +0 | +0.00% | 2.54% | 2013-06-30 | $1,339 | ~$364 | +267.67% | |
| 16 | INTUIT INTU | $823.9M | 2.30% | 1,046,096 | +387,232 | +58.77% | 1.78% | 2018-12-31 | $788 | ~$571 | +37.82% | |
| 17 | ARM HOLDINGS PLC ARM | $749.4M | 2.09% | 4,633,454 | +4,633,454 | 2025-06-30 | $162 | ~$162 | +0.00% | |||
| 18 | NU HLDGS LTD | $664.6M | 1.85% | 48,442,699 | -7,349,298 | -13.17% | 2.52% | 2023-06-30 | $14 | ~$9 | +55.66% | |
| 19 | TESLA INC TSLA | $647.1M | 1.80% | 2,036,991 | +397,022 | +24.21% | 1.87% | 2013-06-30 | $318 | ~$193 | +64.21% | |
| 20 | APPLOVIN CORP APP | $635.7M | 1.77% | 1,815,815 | -280,339 | -13.37% | 2.45% | 2022-12-31 | $350 | ~$68 | +412.79% | |
| 21 | CARVANA CO CVNA | $606.5M | 1.69% | 1,800,055 | +1,264,722 | +236.25% | 0.49% | 2019-12-31 | $337 | ~$200 | +68.29% | |
| 22 | DOORDASH INC DASH | $539.1M | 1.50% | 2,186,808 | +534,615 | +32.36% | 1.33% | 2020-12-31 | $247 | ~$156 | +57.84% | |
| 23 | 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% | |
| 24 | KKR & CO INC KKR | $499.5M | 1.39% | 3,755,032 | +256,815 | +7.34% | 1.78% | 2024-09-30 | $133 | ~$130 | +2.01% | |
| 25 | ATLASSIAN CORPORATION TEAM | $468.7M | 1.31% | 2,307,886 | -962,199 | -29.42% | 3.06% | 2024-09-30 | $203 | ~$195 | +4.06% | |
| 26 | FIRST CTZNS BANCSHARES INC N FCNCA | $412.8M | 1.15% | 211,007 | -10,212 | -4.62% | 1.81% | 2023-03-31 | $1,956 | ~$1,225 | +59.73% | |
| 27 | INTUITIVE SURGICAL INC ISRG | $400.8M | 1.12% | 737,579 | +39,512 | +5.66% | 1.52% | 2013-06-30 | $543 | ~$273 | +99.27% | |
| 28 | CHIME FINL INC CHYM | $373.5M | 1.04% | 10,821,992 | +10,821,992 | 2025-06-30 | $35 | ~$35 | +0.00% | |||
| 29 | ALPHABET INC GOOGL | $354.3M | 0.99% | 2,010,681 | +0 | +0.00% | 1.37% | 2015-12-31 | $176 | ~$137 | +28.94% | |
| 30 | CARIS LIFE SCIENCES INC CAI | $271.0M | 0.75% | 10,142,198 | +10,142,198 | 2025-06-30 | $27 | ~$27 | +0.00% |