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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2025-09-30 $40.79B
Positions 74
Showing 19 of 19 rows (filtered from 81)

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 GE VERNOVA INC GEV $2.23B 5.48% 3,634,166 -121,094 -3.22% 5.54% 2024-06-30 $615 ~$178 +245.49%
2 AMAZON COM INC AMZN $1.92B 4.71% 8,743,095 -1,414,529 -13.93% 6.21% 2013-06-30 $220 ~$125 +75.99%
3 CONSTELLATION ENERGY CORP CEG $1.88B 4.62% 5,725,963 -198,331 -3.35% 5.33% 2023-06-30 $329 ~$190 +72.95%
4 NVIDIA CORPORATION NVDA $1.84B 4.52% 9,870,743 -1,617,786 -14.08% 5.06% 2016-09-30 $187 ~$45 +318.00%
5 REDDIT INC RDDT $1.36B 3.33% 5,897,540 -311,454 -5.02% 2.60% 2024-12-31 $230 ~$155 +48.36%
6 LAM RESEARCH CORP LRCX $1.33B 3.27% 9,954,492 -553,000 -5.26% 2.85% 2024-12-31 $134 ~$75 +78.25%
7 COREWEAVE INC CRWV $920.3M 2.26% 6,724,615 -11,072,958 -62.22% 8.08% 2025-03-31 $137 ~$49 +178.75%
8 TESLA INC TSLA $769.0M 1.89% 1,729,211 -307,780 -15.11% 1.80% 2013-06-30 $445 ~$193 +129.90%
9 NU HLDGS LTD $757.3M 1.86% 47,298,775 -1,143,924 -2.36% 1.85% 2023-06-30 $16 ~$9 +81.64%
10 INTUIT INTU $573.3M 1.41% 839,460 -206,636 -19.75% 2.30% 2018-12-31 $683 ~$571 +19.50%
11 FIRST CTZNS BANCSHARES INC D FCNCA $361.9M 0.89% 202,258 -8,749 -4.15% 1.15% 2023-03-31 $1,789 ~$1,225 +46.07%
12 PAYPAL HLDGS INC PYPL $351.3M 0.86% 5,237,984 -1,732,838 -24.86% 1.44% 2016-03-31 $67 ~$66 +0.99%
13 ATLASSIAN CORPORATION TEAM $331.7M 0.81% 2,077,303 -230,583 -9.99% 1.31% 2024-09-30 $160 ~$195 -18.17%
14 ARM HOLDINGS PLC ARM $319.7M 0.78% 2,259,826 -2,373,628 -51.23% 2.09% 2025-06-30 $141 ~$162 -12.52%
15 INTUITIVE SURGICAL INC ISRG $317.8M 0.78% 710,649 -26,930 -3.65% 1.12% 2013-06-30 $447 ~$273 +64.00%
16 KKR & CO INC KKR $289.9M 0.71% 2,230,946 -1,524,086 -40.59% 1.39% 2024-09-30 $130 ~$130 -0.36%
17 CHIME FINL INC CHYM $216.1M 0.53% 10,716,284 -105,708 -0.98% 1.04% 2025-06-30 $20 ~$35 -41.55%
18 ADVANCED MICRO DEVICES INC AMD $200.5M 0.49% 1,239,043 -291,198 -19.03% 0.60% 2019-12-31 $162 ~$85 +89.96%
19 CADENCE DESIGN SYSTEM INC CDNS $165.9M 0.41% 472,212 -235,725 -33.30% 0.61% 2023-12-31 $351 ~$273 +28.78%