Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2025-09-30
$40.79B
Positions
74
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 | META PLATFORMS INC META | $2.96B | 7.27% | 4,035,717 | +355,090 | +9.65% | 7.57% | 2013-09-30 | $734 | ~$228 | +222.17% | |
| 2 | MICROSOFT CORP MSFT | $2.40B | 5.90% | 4,643,050 | +710,653 | +18.07% | 5.45% | 2014-06-30 | $518 | ~$340 | +52.47% | |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $2.25B | 5.53% | 8,072,536 | +4,335 | +0.05% | 5.09% | 2021-12-31 | $279 | ~$128 | +118.79% | |
| 4 | BROADCOM INC AVGO | $1.90B | 4.66% | 5,767,559 | +120,052 | +2.13% | 4.34% | 2018-06-30 | $330 | ~$140 | +135.91% | |
| 5 | EATON CORP PLC | $1.79B | 4.40% | 4,794,777 | +106,997 | +2.28% | 4.66% | 2023-06-30 | $374 | ~$228 | +64.19% | |
| 6 | ALPHABET INC GOOGL | $1.76B | 4.30% | 7,221,115 | +5,210,434 | +259.14% | 0.99% | 2015-12-31 | $243 | ~$189 | +28.39% | |
| 7 | APPLOVIN CORP APP | $1.63B | 4.00% | 2,267,855 | +452,040 | +24.89% | 1.77% | 2022-12-31 | $719 | ~$161 | +345.85% | |
| 8 | ORACLE CORP ORCL | $1.35B | 3.31% | 4,796,157 | +938,895 | +24.34% | 2.35% | 2023-06-30 | $281 | ~$160 | +76.05% | |
| 9 | SPOTIFY TECHNOLOGY S A | $1.26B | 3.09% | 1,803,173 | +212,006 | +13.32% | 3.40% | 2018-06-30 | $698 | ~$394 | +77.37% | |
| 10 | CARVANA CO CVNA | $755.7M | 1.85% | 2,003,208 | +203,153 | +11.29% | 1.69% | 2019-12-31 | $377 | ~$216 | +74.54% | |
| 11 | DOORDASH INC DASH | $667.7M | 1.64% | 2,454,877 | +268,069 | +12.26% | 1.50% | 2020-12-31 | $272 | ~$167 | +62.45% | |
| 12 | ALIBABA GROUP HLDG LTD BABA | $356.9M | 0.87% | 1,996,593 | +1,128,826 | +130.08% | 0.27% | 2014-09-30 | $179 | ~$129 | +38.23% | |
| 13 | MARVELL TECHNOLOGY INC MRVL | $174.8M | 0.43% | 2,079,046 | +1,476,657 | +245.13% | 0.13% | 2022-09-30 | $84 | ~$70 | +20.49% | |
| 14 | WEBULL CORP | $170.4M | 0.42% | 11,522,483 | +74,334 | +0.65% | 0.38% | 2025-06-30 | $15 | ~$12 | +23.57% | |
| 15 | VISTRA CORP VST | $100.5M | 0.25% | 512,811 | +36,642 | +7.70% | 0.26% | 2019-12-31 | $196 | ~$66 | +197.98% | |
| 16 | THE TRADE DESK INC TTD | $68.0M | 0.17% | 1,387,089 | +388,100 | +38.85% | 0.20% | 2019-12-31 | $49 | ~$52 | -5.22% | |
| 17 | ENPHASE ENERGY INC ENPH | $58.3M | 0.14% | 1,647,893 | +803,945 | +95.26% | 0.09% | 2022-03-31 | $35 | ~$109 | -67.68% | |
| 18 | ISHARES BITCOIN TRUST ETF IBIT | $8.6M | 0.02% | 132,640 | +76,132 | +134.73% | 0.01% | 2025-06-30 | $65 | ~$62 | +4.34% |