Portfolio Companies
1Recent Articles
15Nvidia-Backed Data Center Builder Firmus Raises $505 Million - Bloomberg.com
Data center construction company Firmus, backed by Nvidia, successfully raised $505 million in funding, reflecting strong investor interest in AI infrastructure development.
4/6/2026
Coatue Management Increases Stake in Applied Materials Amid AI Boom - Intellectia AI
Investment firm Coatue Management has increased its holdings in Applied Materials, a semiconductor equipment manufacturer, capitalizing on the artificial intelligence market expansion.
4/5/2026
Coatue Sells CoreWeave Position: AI Data Center Stock Strategy Shift - News and Statistics - IndexBox
Investment firm Coatue has sold its position in CoreWeave, marking a strategic shift in AI data center investments. This move reflects changing market dynamics in the AI infrastructure sector.
4/5/2026
Philippe Laffont’s $70bn Coatue pivots to launch AI crossover fund - pe-insights.com
Philippe Laffont's Coatue Management, overseeing $70 billion in assets, is strategically pivoting to launch a new AI-focused crossover fund, marking a significant shift in investment strategy.
4/4/2026
Tracking Philippe Laffont's ~$40B Coatue Management Portfolio—Q4 2025 Update - Seeking Alpha
Analysis of Philippe Laffont's Coatue Management investment portfolio worth approximately $40 billion, providing insights into holdings and performance for Q4 2025.
3/26/2026
Laffont’s $70 Billion Coatue Looks to Launch New AI, Tech Fund - Bloomberg.com
Philippe Laffont's investment firm Coatue Management, which manages approximately $70 billion in assets, is reportedly planning to launch a new fund focused on artificial intelligence and technology investments.
3/20/2026
Billionaire Philippe Laffont Dumped His Fund's Stake in Nvidia-Backed CoreWeave and Boosted His Position in Wall Street's Hottest Stock-Split Stock by 76% - Yahoo Finance
Billionaire investor Philippe Laffont sold his fund's position in Nvidia-backed AI infrastructure company CoreWeave while significantly increasing his holdings in a popular stock-split stock by 76%.
3/10/2026
Watch CNBC's full interview with Coatue Management founder and portfolio manager Philippe Laffont - CNBC
CNBC presents a comprehensive interview with Philippe Laffont, founder and portfolio manager of Coatue Management, discussing investment strategies and market insights.
2/13/2026
Latham & Watkins Represents Coatue Management in Over US$2 Billion Investment in DayOne Data Centers - Latham & Watkins LLP
Law firm Latham & Watkins represented investment management firm Coatue Management in a major investment deal exceeding US$2 billion in data center company DayOne Data Centers.
1/5/2026
Tracking Philippe Laffont’s ~$41B Coatue Management Portfolio – Q3 2025 Update - Seeking Alpha
Analysis of Philippe Laffont's Coatue Management portfolio worth approximately $41 billion, providing insights into the fund's investment positions and performance updates for Q3 2025.
12/28/2025
Here are the 10 hedge funds to watch in 2026 - Business Insider
Business Insider presents a curated list of 10 hedge funds that are expected to be particularly noteworthy in 2026, highlighting key players in the investment management industry.
12/22/2025
Coatue's Philippe Laffont says the IPO market is broken beyond repair - CNBC
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11/13/2025
Navan Eyes $750M IPO Despite Shutdown, Coatue Among Backers - Institutional Investor
Travel management company Navan is considering a $750 million IPO despite recent business challenges and shutdowns, with investment firm Coatue Management among its key backers.
10/30/2025
Coatue Management’s Portfolio: 5 Top Holdings and Recent Investments - TIKR.com
Analysis of Coatue Management's investment portfolio, highlighting their five largest holdings and examining recent investment activities and strategic positioning in the market.
9/19/2025
Billionaire Phillipe Laffont Sold Coatue Management's Stake in Super Micro Computer and Snapped Up This Surgical Robotics Pioneer That's Up 19,390% Since Its IPO - Yahoo Finance
Billionaire investor Philippe Laffont's Coatue Management divested from Super Micro Computer and invested in a surgical robotics company that has delivered extraordinary returns of 19,390% since going public.
9/14/2025