13F Notebook
← Dashboard
Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2025-12-31 $39.96B
Positions 52
Showing 24 of 24 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 META PLATFORMS INC META $2.50B 6.25% 3,781,949 -253,768 -6.29% 7.27% 2013-09-30 $660 ~$228 +189.58%
2 GE VERNOVA INC GEV $2.20B 5.51% 3,370,174 -263,992 -7.26% 5.48% 2024-06-30 $654 ~$178 +267.22%
3 ALPHABET INC GOOGL $2.14B 5.36% 6,841,436 -379,679 -5.26% 4.30% 2015-12-31 $313 ~$189 +65.31%
4 BROADCOM INC AVGO $1.91B 4.77% 5,510,227 -257,332 -4.46% 4.66% 2018-06-30 $346 ~$140 +147.48%
5 NVIDIA CORPORATION NVDA $1.72B 4.30% 9,203,338 -667,405 -6.76% 4.52% 2016-09-30 $187 ~$45 +317.82%
6 LAM RESEARCH CORP LRCX $1.68B 4.20% 9,805,565 -148,927 -1.50% 3.27% 2024-12-31 $171 ~$75 +127.87%
7 EATON CORP PLC $1.50B 3.76% 4,721,223 -73,554 -1.53% 4.40% 2023-06-30 $319 ~$228 +39.74%
8 APPLOVIN CORP APP $1.47B 3.69% 2,185,747 -82,108 -3.62% 4.00% 2022-12-31 $674 ~$161 +318.10%
9 REDDIT INC RDDT $1.28B 3.19% 5,550,241 -347,299 -5.89% 3.33% 2024-12-31 $230 ~$155 +48.28%
10 ORACLE CORP ORCL $865.4M 2.17% 4,440,008 -356,149 -7.43% 3.31% 2023-06-30 $195 ~$160 +22.01%
11 CARVANA CO CVNA $826.4M 2.07% 1,958,229 -44,979 -2.25% 1.85% 2019-12-31 $422 ~$216 +95.26%
12 SYNOPSYS INC SNPS $778.1M 1.95% 1,656,489 -152,638 -8.44% 2.19% 2023-12-31 $470 ~$505 -6.93%
13 NU HLDGS LTD $765.9M 1.92% 45,750,363 -1,548,412 -3.27% 1.86% 2023-06-30 $17 ~$9 +89.92%
14 TESLA INC TSLA $738.2M 1.85% 1,641,406 -87,805 -5.08% 1.89% 2013-06-30 $450 ~$193 +132.48%
15 ALPHABET INC GOOG $627.8M 1.57% 2,000,536 -91,038 -4.35% 1.25% 2015-12-31 $314 ~$198 +58.12%
16 FIRST CTZNS BANCSHARES INC D FCNCA $299.4M 0.75% 139,498 -62,760 -31.03% 0.89% 2023-03-31 $2,146 ~$1,225 +75.22%
17 CARIS LIFE SCIENCES INC CAI $264.9M 0.66% 9,819,992 -322,206 -3.18% 0.75% 2025-06-30 $27 ~$27 +0.97%
18 CHIME FINL INC CHYM $253.5M 0.63% 10,071,992 -644,292 -6.01% 0.53% 2025-06-30 $25 ~$35 -27.06%
19 PAYPAL HLDGS INC PYPL $99.1M 0.25% 1,697,505 -3,540,479 -67.59% 0.86% 2016-03-31 $58 ~$66 -12.08%
20 QUANTUMSCAPE CORP QS $38.5M 0.10% 3,694,995 -600,000 -13.97% 0.13% 2021-03-31 $10 ~$7 +43.36%
21 CHAGEE HLDGS LTD CHA $36.9M 0.09% 3,174,115 -3,000,000 -48.59% 0.25% 2025-06-30 $12 ~$26 -55.46%
22 MEDICAL PROPERTIES TRUST INC MPT $22.6M 0.06% 4,525,398 -4,525,398 -50.00% 0.11% 2023-09-30 $5 ~$5 -5.73%
23 ISHARES BITCOIN TRUST ETF IBIT $3.3M 0.01% 67,226 -65,414 -49.32% 0.02% 2025-06-30 $50 ~$62 -20.30%
24 WEBULL CORP $578K 0.00% 74,334 -11,448,149 -99.35% 0.42% 2025-06-30 $8 ~$12 -35.08%