Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2025-12-31
$39.96B
Positions
52
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 | TAIWAN SEMICONDUCTOR MANUFAC TSM | $2.62B | 6.56% | 8,629,524 | +556,988 | +6.90% | 5.53% | 2021-12-31 | $304 | ~$138 | +119.84% | |
| 2 | MICROSOFT CORP MSFT | $2.50B | 6.26% | 5,171,976 | +528,926 | +11.39% | 5.90% | 2014-06-30 | $484 | ~$356 | +35.78% | |
| 3 | AMAZON COM INC AMZN | $2.29B | 5.74% | 9,932,265 | +1,189,170 | +13.60% | 4.71% | 2013-06-30 | $231 | ~$137 | +68.74% | |
| 4 | CONSTELLATION ENERGY CORP CEG | $2.09B | 5.22% | 5,907,174 | +181,211 | +3.16% | 4.62% | 2023-06-30 | $353 | ~$195 | +81.26% | |
| 5 | APPLIED MATLS INC AMAT | $1.54B | 3.85% | 5,984,332 | +2,635,284 | +78.69% | 1.68% | 2014-06-30 | $257 | ~$186 | +38.02% | |
| 6 | SPOTIFY TECHNOLOGY S A | $1.42B | 3.56% | 2,450,881 | +647,708 | +35.92% | 3.09% | 2018-06-30 | $581 | ~$458 | +26.66% | |
| 7 | NETFLIX INC. NFLX | $1.02B | 2.55% | 10,861,355 | +10,242,620 | +1655.41% | 1.82% | 2013-06-30 | $94 | ~$67 | +40.53% | |
| 8 | DOORDASH INC DASH | $988.7M | 2.47% | 4,365,365 | +1,910,488 | +77.82% | 1.64% | 2020-12-31 | $226 | ~$203 | +11.44% | |
| 9 | NATERA INC NTRA | $603.3M | 1.51% | 2,633,334 | +2,463,008 | +1446.06% | 0.07% | 2025-09-30 | $229 | ~$193 | +18.81% | |
| 10 | SNOWFLAKE INC SNOW | $544.2M | 1.36% | 2,480,963 | +524,515 | +26.81% | 1.08% | 2020-09-30 | $219 | ~$199 | +10.11% | |
| 11 | INTUITIVE SURGICAL INC ISRG | $457.2M | 1.14% | 807,234 | +96,585 | +13.59% | 0.78% | 2013-06-30 | $566 | ~$301 | +88.34% | |
| 12 | ADOBE INC ADBE | $305.9M | 0.77% | 874,150 | +263,529 | +43.16% | 0.53% | 2014-03-31 | $350 | ~$400 | -12.43% | |
| 13 | ARM HOLDINGS PLC ARM | $251.4M | 0.63% | 2,300,000 | +40,174 | +1.78% | 0.78% | 2025-06-30 | $109 | ~$161 | -32.15% |