Clients
Coatue Management serves 126 clients, 125 of them pooled investment vehicles. The average client has about $736 million with the firm.
- Investment companies1 clients4%
- Pooled investment vehicles125 clients96%
- Corporations and other businesses0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $4,005,830,778 | 4.3% | $4.01B |
| Pooled investment vehicles | 125 | $88,633,609,973 | 95.6% | $709.1M |
| Corporations and other businesses | Not reported | $66,281,831 | 0.1% | — |
| Total | 126 | $92,705,722,582 | 100% | $735.8M |
- Clients
- 1
- Regulatory AUM
- $4,005,830,778
- Share
- 4.3%
- Avg. per client
- $4.01B
- Clients
- 125
- Regulatory AUM
- $88,633,609,973
- Share
- 95.6%
- Avg. per client
- $709.1M
- Clients
- Not reported
- Regulatory AUM
- $66,281,831
- Share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 126
- Regulatory AUM
- $92,705,722,582
- Share
- 100%
- Avg. per client
- $735.8M
What it does
Coatue Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Coatue Management advises 146 private funds.
100.0% of assets ($92.71B across 127 accounts) are managed with discretion. 11% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Asset backed debt financing100%
Custodians
Coatue Management has custody of $42.8M for 1 clients.
- All other custodians$92.71B100%
Ownership and leadership
Coatue Management Partners LP owns 75% or more of Coatue Management.
- Owns 75% or more of Coatue Management, L.L.C.
Coatue Management Partners LP
Control person · since January 2017
- Owns 75% or more of Coatue Management Partners LP
Philippe Laffont
Control person · since January 2017
Coatue Management Partners GP LLC
General partner · Control person · since January 2017
Leadership
- Nathan UrquhartPresident & Head of Strategy
- Eric SacksChief Financial Officer & Co-Chief Operating Officer
- Joanna AlbrightCo-Chief Operating Officer
- Evan RosenbergChief Compliance Officer/Chief Regulatory Counsel
- Brent DuddieGeneral Counsel
- Philippe LaffontFounder & Portfolio Manager
- Thomas LaffontCo-Founder & Chief Investment Officer, Privates
- Jaimin RangwallaChief Investment Officer, Public Equities
Staff
- 199 employees
- 68 in advisory functions
Reported holdings
Coatue Management’s reported 13F holdings total $48.63B across 66 positions, and the ten largest make up 61.9% of it.
- $48.63B
- Reported 13F value
- 66
- Positions
- 61.9%
- In the 10 largest
- +67.4%
- Value vs. prior quarter
- Taiwan Semiconductor Manufac · Sponsored ADS8.8%
- Lam Research Corp.8.4%
- Micron Technology Inc.7.5%
- Space Exploration Techn Corp. · Class A Com Stk6.5%
- Applied Matls Inc.6.3%
- GE Vernova Inc.6.2%
- Amazon Com Inc.5.8%
- Broadcom Inc.4.5%
- Eaton Corp. PLC4.4%
- Alphabet Inc. · Cap Stk CL A3.6%
Together, the ten largest are 61.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $48.63B is not its $92.71B in regulatory assets and does not represent any individual client's portfolio.
Fees
Coatue Management is paid through a percentage of assets under management and performance-based fees.
Coatue Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Coatue Management has 3 offices, with 3 listed addresses across 2 states.
California · 2 listed addresses
- 2885 Sand Hill RD, Menlo Park
- 21 South Park Street, San Francisco
New York · 1 listed address
- 9 West 57th Street, 25th Floor, New YorkHQ
Registration details
- Legal name
- Coatue Management, L.L.C.
- Headquarters
- 9 West 57th Street, 25th Floor, New York, NY 10019
- Phone
- 212-715-5100
- Website
- www.coatue.com
- SEC file
- 801-73669
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Coatue Management have?
Coatue Management has 126 clients and manages $92.7 billion for them, as of July 2026. They include 125 pooled investment vehicles and 1 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Coatue Management offer?
Coatue Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Coatue Management have?
Coatue Management has 0 investment adviser representatives registered with state securities authorities, out of 199 employees, and 68 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coatue Management invest in?
At the end of its last fiscal year, Coatue Management’s separately managed accounts held 100% asset backed debt financing. It advises 146 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coatue Management?
Coatue Management is owned through a holding company by Philippe Laffont. Its direct owner is Coatue Management Partners LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Coatue Management get paid?
Coatue Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file