---
name: Copy Coatue Management
kind: hedgecopy-fund
cik: 0001135730
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Coatue Management (13F follow-the-filing)

Coatue Management files a 13F-HR with the SEC each quarter (CIK 0001135730). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +34.7% vs SPY +22.9% (alpha +11.8%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +26.9% vs SPY +17.3%
- Follow-the-filing TTM: +8.6% vs SPY +16.2% (alpha -7.7%)
- Quarters of history: 17; average coverage 89%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.8% |
| 2 | LRCX | LAM RESEARCH CORP | 8.4% |
| 3 | MU | MICRON TECHNOLOGY INC | 7.5% |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | 6.5% |
| 5 | AMAT | APPLIED MATLS INC | 6.3% |
| 6 | GEV | GE VERNOVA INC | 6.2% |
| 7 | AMZN | AMAZON COM INC | 5.8% |
| 8 | AVGO | BROADCOM INC | 4.5% |
| 9 | — | EATON CORP PLC | 4.4% |
| 10 | GOOGL | ALPHABET INC | 3.6% |
| 11 | INTC | INTEL CORP | 3.5% |
| 12 | CBRS | CEREBRAS SYSTEMS INC | 3.2% |
| 13 | META | META PLATFORMS INC | 2.9% |
| 14 | EQIX | EQUINIX INC | 2.7% |
| 15 | NVDA | NVIDIA CORPORATION | 2.5% |
| 16 | CEG | CONSTELLATION ENERGY CORP | 2.4% |
| 17 | FPS | FORGENT POWER SOLUTIONS INC | 2.4% |
| 18 | HUT | HUT 8 CORP | 2.3% |
| 19 | MSFT | MICROSOFT CORP | 2.3% |
| 20 | NTRA | NATERA INC | 1.4% |

## About the fund

Coatue Management is a global investment management firm focused on technology and innovation. The firm operates as a lifecycle investment platform, investing across public equities, venture, growth equity, and tactical capital solutions.

- Strategy: Technology-focused lifecycle investment platform investing across public and private markets.
- Type: Long/short equity, Growth, Tech-focused
- Founders: Philippe Laffont, Thomas Laffont
- Key people: Philippe Laffont (Founder & Portfolio Manager); Thomas Laffont (Co-Founder & CIO of Privates); Jaimin Rangwalla (CIO of Publics); Nathan Urquhart (President & Head of Strategy); Eric Sacks (Chief Financial Officer & Co-Chief Operating Officer); Joanna Albright (Co-Chief Operating Officer)
- Founded 1999 · HQ New York, United States
- Reported AUM: $92.7bn (as of March 2026)
- Website: https://www.coatue.com/

### Approach
Coatue employs a lifecycle investment approach, assessing companies from early-stage venture to growth and public markets. The firm relies primarily on fundamental research, augmented by a proprietary in-house data science platform and AI tools to identify innovation trends and manage risk. It actively monitors market conditions and may adjust exposures, including increasing cash levels or using derivatives, to protect capital and manage volatility.

### History
Coatue Management was founded in 1999 by Philippe Laffont, a former research analyst at Tiger Management. Over the past 25+ years, the firm has evolved from a public equity-focused hedge fund into a global lifecycle investment platform that invests across public and private markets, including venture, growth equity, and tactical capital solutions.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001135730"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.