Coatue Management

Coatue Management is a New York technology investor founded in 1999 by Philippe Laffont, with around $40B in AUM across venture, growth, tactical, public market, and CTEK strategies. The firm operates as a lifecycle platform for technology companies, pairing private and public exposure. Notable holdings include Anthropic, Meta, Microsoft, TSMC, GE Vernova, Amazon, ByteDance, and Spotify. The TSMC and GE Vernova positions provide semiconductor and electrification exposure within an otherwise software- and AI-led portfolio.