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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2026-03-31 $29.06B
Positions 62
Showing 9 of 9 rows (filtered from 78)

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 $3.14B 10.80% 9,283,547 +654,023 +7.58% 6.56% 2021-12-31 $338 ~$153 +121.40%
2 LAM RESEARCH CORP LRCX $2.15B 7.39% 10,043,505 +237,940 +2.43% 4.20% 2024-12-31 $214 ~$79 +171.78%
3 EATON CORP PLC $1.70B 5.85% 4,748,498 +27,275 +0.58% 3.76% 2023-06-30 $358 ~$229 +56.48%
4 INTUITIVE SURGICAL INC ISRG $394.3M 1.36% 855,225 +47,991 +5.95% 1.14% 2013-06-30 $461 ~$312 +47.65%
5 VERTIV HOLDINGS CO VRT $246.0M 0.85% 981,633 +152,686 +18.42% 0.34% 2023-06-30 $251 ~$62 +302.10%
6 C H ROBINSON WORLDWIDE IN CHRW $95.2M 0.33% 573,010 +231,986 +68.03% 0.14% 2025-12-31 $166 ~$168 -1.37%
7 SPROUTS FMRS MKT INC SFM $92.8M 0.32% 1,203,773 +601,887 +100.00% 0.12% 2018-03-31 $77 ~$61 +25.51%
8 GENERAC HLDGS INC GNRC $76.3M 0.26% 390,513 +21,303 +5.77% 0.13% 2022-09-30 $195 ~$139 +40.18%
9 QUANTUMSCAPE CORP QS $27.4M 0.09% 4,294,995 +600,000 +16.24% 0.10% 2021-03-31 $6 ~$7 -14.31%