Fund detail
Coatue Management (Laffont)
famous-pm, tech, growth, active
Quarters
52
2026-03-31
$29.06B
Positions
62
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 | EQUINIX INC EQIX | $1.07B | 3.68% | 1,090,886 | +1,090,886 | 2015-03-31 | $980 | ~$721 | +35.99% | |||
| 2 | ASML HLDG NV | $655.4M | 2.26% | 496,234 | +496,234 | 2022-09-30 | $1,321 | ~$1,077 | +22.67% | |||
| 3 | VISA INC V | $217.2M | 0.75% | 718,753 | +718,753 | 2014-12-31 | $302 | ~$195 | +55.34% | |||
| 4 | QUALCOMM INC QCOM | $178.7M | 0.61% | 1,387,312 | +1,387,312 | 2018-09-30 | $129 | ~$110 | +16.90% | |||
| 5 | SOLSTICE ADVANCED MATLS INC SOLS | $126.0M | 0.43% | 1,654,589 | +1,654,589 | 2026-03-31 | $76 | ~$69 | +10.11% | |||
| 6 | ENPHASE ENERGY INC ENPH | $62.3M | 0.21% | 1,647,893 | +1,647,893 | 2022-03-31 | $38 | ~$109 | -65.47% | |||
| 7 | MICRON TECHNOLOGY INC MU | $56.1M | 0.19% | 165,931 | +165,931 | 2014-03-31 | $338 | ~$47 | +613.35% | |||
| 8 | ARBOR REALTY TRUST INC ABR | $32.4M | 0.11% | 4,196,885 | +4,196,885 | 2026-03-31 | $8 | ~$8 | -1.39% | |||
| 9 | THE TRADE DESK INC TTD | $31.5M | 0.11% | 1,387,089 | +1,387,089 | 2019-12-31 | $23 | ~$52 | -56.12% | |||
| 10 | NOVAVAX INC NVAX | $31.2M | 0.11% | 3,836,986 | +3,836,986 | 2022-03-31 | $8 | ~$11 | -27.30% | |||
| 11 | PINTEREST INC PINS | $30.8M | 0.11% | 1,678,764 | +1,678,764 | 2020-09-30 | $18 | ~$32 | -42.87% | |||
| 12 | ZILLOW GROUP INC Z | $30.6M | 0.11% | 739,700 | +739,700 | 2015-09-30 | $41 | ~$71 | -41.90% | |||
| 13 | UIPATH INC PATH | $25.2M | 0.09% | 2,269,557 | +2,269,557 | 2021-06-30 | $11 | ~$40 | -72.47% | |||
| 14 | UPSTART HLDGS INC UPST | $22.3M | 0.08% | 870,947 | +870,947 | 2022-06-30 | $26 | ~$42 | -39.53% | |||
| 15 | RINGCENTRAL INC RNG | $15.3M | 0.05% | 411,351 | +411,351 | 2019-09-30 | $37 | ~$99 | -62.47% | |||
| 16 | ZILLOW GROUP INC ZG | $13.6M | 0.05% | 328,189 | +328,189 | 2015-03-31 | $41 | ~$60 | -30.63% | |||
| 17 | PELOTON INTERACTIVE INC PTON | $10.7M | 0.04% | 2,500,000 | +2,500,000 | 2019-12-31 | $4 | ~$15 | -71.92% | |||
| 18 | PLUG PWR INC PLUG | $5.8M | 0.02% | 2,545,243 | +2,545,243 | 2022-12-31 | $2 | ~$7 | -67.23% | |||
| 19 | LUCID GROUP INC LCID | $2.8M | 0.01% | 295,393 | +295,393 | 2025-09-30 | $10 | ~$24 | -59.94% | |||
| 20 | OLAPLEX HLDGS INC OLPX | $2.6M | 0.01% | 1,264,968 | +1,264,968 | 2023-06-30 | $2 | ~$2 | -15.73% | |||
| 21 | STITCH FIX INC SFIX | $2.4M | 0.01% | 735,373 | +735,373 | 2018-12-31 | $3 | ~$6 | -43.70% | |||
| 22 | HERTZ GLOBAL HLDGS INC HTZWW | $1.1M | 0.00% | 468,814 | +468,814 | 2021-12-31 | $2 | ~$3 | -34.04% | |||
| 23 | CHARGEPOINT HOLDINGS INC CHPT | $749K | 0.00% | 154,086 | +154,086 | 2025-09-30 | $5 | ~$11 | -55.49% | |||
| 24 | HERTZ GLOBAL HLDGS INC HTZ | $492K | 0.00% | 106,823 | +106,823 | 2022-03-31 | $5 | ~$22 | -79.19% | |||
| 25 | BEYOND MEAT INC BYND | $241K | 0.00% | 343,393 | +343,393 | 2019-12-31 | $1 | ~$37 | -98.09% | |||
| 26 | AMC ENTMT HLDGS INC AMC | $224K | 0.00% | 228,136 | +228,136 | 2023-09-30 | $1 | ~$8 | -87.73% |