Coatue Management

Coatue Management LLC is a prominent American investment management firm founded by Philippe Laffont, known for its focus on technology, media, telecommunications, and healthcare sectors. The firm operates globally, with offices in key financial hubs including New York City, Menlo Park, London, Shanghai, and Hong Kong. Laffont's investment philosophy emphasizes a deep understanding of technology trends and their implications for various industries, which has positioned Coatue as a significant player in both public and private markets. The firm’s recent disclosures highlight a strategic approach characterized by notable position reductions and exits. As of May 15, 2026, Coatue Management reported a total of seven disclosures, primarily involving technology and communication services sectors. The largest disclosed move involved a trim of Microsoft Corp (MSFT) valued at approximately $1.58 billion, indicating a decisive shift in their investment strategy. The firm has also reduced positions in other major companies such as Alphabet Cl A (GOOGL) and Meta Platforms, Inc. (META), reflecting a tactical adjustment in response to market conditions.