Coatue Management
SuperinvestorCoatue Management LLC
- SEC CIK
- 0001135730
- Manager
- Philippe Laffont
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 66
- No 13F data for Q4 2020
- Portfolio value
- $18.2B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DASHDoorDash, Inc. | Stock | 9,258,184 | $1.21B | 6.7% | – | – | History |
| SNOWSnowflake Inc. | Stock | 5,242,776 | $1.20B | 6.6% | – | – | History |
| DISWalt Disney Co | Stock | 6,082,125 | $1.12B | 6.2% | – | – | History |
| TSLATesla, Inc. | Stock | 1,625,925 | $1.09B | 6.0% | – | – | History |
| RUNSunrun Inc. | COM | 17,013,861 | $1.03B | 5.6% | – | – | History |
| XYZBlock, Inc. | CL A | 3,880,031 | $881.0M | 4.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 265,455 | $821.3M | 4.5% | – | – | History |
| UBERUber Technologies, Inc | Stock | 13,349,119 | $727.7M | 4.0% | – | – | History |
| SESea Ltd | SPONSORD ADS | 3,205,370 | $715.5M | 3.9% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,936,119 | $713.0M | 3.9% | – | – | History |
| ZZillow Group, Inc. | CL C CAP STK | 4,975,368 | $645.0M | 3.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,132,571 | $628.1M | 3.4% | – | – | History |
| NUANNuance Communications, Inc. | COM | 14,244,774 | $621.6M | 3.4% | – | – | History |
| XPEVXpeng Inc. | ADS | 16,339,595 | $596.6M | 3.3% | – | – | History |
| NFLXNetflix Inc | Stock | 932,694 | $486.5M | 2.7% | – | – | History |
| APIAgora, Inc. | ADS | 9,562,594 | $480.7M | 2.6% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 1,176,814 | $378.1M | 2.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,845,197 | $336.8M | 1.8% | – | – | History |
| LILi Auto Inc. | SPONSORED ADS | 12,787,010 | $319.7M | 1.8% | – | – | History |
| GHGuardant Health, Inc. | COM | 2,018,453 | $308.1M | 1.7% | – | – | History |
| PLANAnaplan, Inc. | COM | 5,511,412 | $296.8M | 1.6% | – | – | History |
| SHOPShopify Inc. | Stock | 257,998 | $285.5M | 1.6% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 4,550,433 | $281.5M | 1.5% | – | – | History |
| GPNGlobal Payments Inc | Stock | 1,375,454 | $277.3M | 1.5% | – | – | History |
| PINSPinterest, Inc. | CL A | 3,723,441 | $275.6M | 1.5% | – | – | History |
| PODDInsulet Corp | Stock | 967,339 | $252.4M | 1.4% | – | – | History |
| ZGZillow Group, Inc. | CL A | 1,621,042 | $213.0M | 1.2% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 1,567,621 | $176.3M | 1.0% | – | – | History |
| OSCROscar Health, Inc. | CL A | 6,325,613 | $170.0M | 0.9% | – | – | History |
| MRNAModerna, Inc. | Stock | 1,257,685 | $164.7M | 0.9% | – | – | History |
| RLXRLX Technology Inc. | SPONSORED ADS | 14,205,740 | $154.7M | 0.8% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,794,750 | $148.2M | 0.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 317,584 | $147.3M | 0.8% | – | – | History |
| TWLOTwilio Inc | CL A | 406,465 | $138.5M | 0.8% | – | – | History |
| NKLANikola Corp | COM | 9,660,988 | $134.2M | 0.7% | – | – | History |
| SFIXStitch Fix, Inc. | Stock | 1,623,700 | $80.4M | 0.4% | – | – | History |
| Paramount Global92556H206 | CL B | 1,710,417 | $77.1M | 0.4% | – | – | – |
| DDOGDatadog, Inc. | CL A COM | 831,798 | $69.3M | 0.4% | – | – | History |
| AIC3.ai, Inc. | Stock | 892,570 | $58.8M | 0.3% | – | – | History |
| ROOTRoot, Inc. | COM CL A | 4,548,046 | $57.9M | 0.3% | – | – | History |
| LMNDLemonade, Inc. | Stock | 582,106 | $54.2M | 0.3% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 227,691 | $46.1M | 0.3% | – | – | History |
| OKTAOkta, Inc. | CL A | 205,053 | $45.2M | 0.2% | – | – | History |
| BNTXBioNTech SE | SPONSORED ADS | 341,846 | $37.3M | 0.2% | – | – | History |
| QSQuantumScape Corp | COM CL A | 719,678 | $32.2M | 0.2% | – | – | History |
| INOInovio Pharmaceuticals, Inc. | COM NEW | 3,126,923 | $29.0M | 0.2% | – | – | History |
| DDD3D Systems Corp | COM NEW | 961,067 | $26.4M | 0.1% | – | – | History |
| Lightspeed Pos Inc53227R106 | SUB VTG SHS | 333,372 | $20.9M | 0.1% | – | – | – |
| Churchill Capital Corp IV171439102 | CL A | 900,000 | $20.9M | 0.1% | – | – | – |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 2,000,000 | $20.3M | 0.1% | – | – | – |
| Ribbit Leap LtdG7552B121 | UNIT 99/99/9999 | 1,830,000 | $20.1M | 0.1% | – | – | – |
| COUPCoupa Software Inc | COM | 70,067 | $17.8M | 0.1% | – | – | History |
| STNEStoneCo Ltd. | COM | 278,061 | $17.0M | 0.1% | – | – | History |
| EAFGraftech International Ltd | COM | 1,090,232 | $13.3M | 0.1% | – | – | History |
| TALTAL Education Group | SPONSORED ADS | 245,598 | $13.2M | 0.1% | – | – | History |
| BILLBILL Holdings, Inc. | Stock | 76,631 | $11.2M | 0.1% | – | – | History |
| SNAPSnap Inc | Stock | 154,484 | $8.08M | <0.1% | – | – | History |
| KODKEastman Kodak Co | COM NEW | 975,000 | $7.67M | <0.1% | – | – | History |
| OPENOpendoor Technologies Inc. | COM | 337,760 | $7.16M | <0.1% | – | – | History |
| WKHSWorkhorse Group Inc. | COM NEW | 459,949 | $6.33M | <0.1% | – | – | History |
| LAZRQLuminar Technologies, Inc. | COM CL A | 158,946 | $3.86M | <0.1% | – | – | History |
| DXCMDexcom Inc | COM | 9,513 | $3.42M | <0.1% | – | – | History |
| VLDRVelodyne Lidar, Inc. | COM | 269,142 | $3.07M | <0.1% | – | – | History |
| SSYSStratasys Ltd. | SHS | 60,000 | $1.55M | <0.1% | – | – | History |
| MACMacerich Co | COM | 85,238 | $997.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 1,400 | $357.0K | <0.1% | – | – | History |