13F Notebook
← Dashboard
Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2025-12-31 $39.96B
Positions 52
Showing 13 of 13 rows (filtered from 87)

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 MASTEC INC MTZ $147.4M 0.37% 677,909 +677,909 2025-12-31 $217 ~$217 +0.00%
2 VERTIV HOLDINGS CO VRT $134.3M 0.34% 828,947 +828,947 2023-06-30 $162 ~$31 +425.76%
3 ROCKET COS INC RKT $130.6M 0.33% 6,747,052 +6,747,052 2025-12-31 $19 ~$19 +0.00%
4 AXON ENTERPRISE INC AXON $88.2M 0.22% 155,387 +155,387 2018-06-30 $568 ~$63 +798.90%
5 INFOSYS LTD INFY $81.5M 0.20% 4,574,706 +4,574,706 2025-12-31 $18 ~$18 +0.00%
6 C H ROBINSON WORLDWIDE IN CHRW $54.8M 0.14% 341,024 +341,024 2025-12-31 $161 ~$161 +0.00%
7 EXPEDITORS INTL WASH INC EXPD $54.5M 0.14% 365,987 +365,987 2025-12-31 $149 ~$149 +0.00%
8 GENERAC HLDGS INC GNRC $50.3M 0.13% 369,210 +369,210 2022-09-30 $136 ~$136 +0.14%
9 SPROUTS FMRS MKT INC SFM $48.0M 0.12% 601,886 +601,886 2018-03-31 $80 ~$49 +64.04%
10 S&P GLOBAL INC SPGI $33.2M 0.08% 63,451 +63,451 2019-12-31 $523 ~$392 +33.29%
11 MOODYS CORP MCO $32.8M 0.08% 64,260 +64,260 2025-12-31 $511 ~$511 +0.00%
12 NAVAN INC NAVN $10.2M 0.03% 599,280 +599,280 2025-12-31 $17 ~$17 +0.00%
13 MODERNA INC MRNA $5.9M 0.01% 200,000 +200,000 2021-03-31 $29 ~$177 -83.31%