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COATUE MANAGEMENT LLC

What you'd have made by mirroring COATUE MANAGEMENT LLC's public 13F filings, starting with $10,000 on Aug 14, 2013 and rebalancing at every disclosure through Jun 2, 2026.

52 filings replayed780 of 927 CUSIPs mapped to tickers1449 closed trades62 still open
Benchmark
SPYIWMQQQEFAAGG
Nasdaq-100 — US large-cap tech-heavy

Equity curve

$10,000 mirrored · vs QQQ
$20k$40k$60k$80k$100k2015201720192021202320252026
Mirror portfolio$10k in QQQ
Mirror — final
$54.81K
QQQ — final
$105.22K
Mirror return
+448.1%
Excess return vs QQQ
-504.1%

Risk profile

Weekly mirror returns vs QQQ · rf ≈ 4%
Sharpe
0.38
Max drawdown
-68.8%
Beta vs QQQ
0.87
Information ratio
-0.29
CAGR
+14.2%
Volatility (ann.)
26.7%
Sortino
0.33
α (Jensen, ann.)
-3.9%
Tracking error
20.8%
Upside capture
90%
Downside capture
94%
Window
12.8y

Drawdown

Underwater curve — distance below running peak
-60%-40%-20%0%-68.8%2015201720192021202320252026

Largest drawdown: -68.8% from 2021-02-10 to 2022-12-28 · not yet recovered.

Style decomposition

R² 43% · 668 weekly obs

Multivariate regression of weekly mirror excess return on five style factors built from the benchmark ETFs: SPY (market), IWM−SPY (size), QQQ−SPY (growth), EFA−SPY (international), AGG−SPY (bonds). The intercept is the “true alpha” after stripping these passive tilts. ✓ marks loadings whose |t-stat| ≥ 2 (≈ 95% confidence the loading is non-zero).

Market (β)
+0.99✓
Size tilt
+0.37✓
Growth tilt
+1.22✓
International tilt
+0.15
Bond tilt
+0.27
α (style-adjusted)
+0.9%
R²
43%
α t-stat
0.15
Observations
668

Rolling 1y alpha

Trailing 52w mirror return − QQQ return
-50%0%+50%avg -2.6%now -7.9%201520162017201820192020202120222023202420252026

Whether the headline alpha was earned recently or decades ago. Bands above the zero line are quarters where the mirror beat QQQ on a trailing-year basis; bands below are quarters where it lost ground. A flat positive line = steady outperformance; a curve that crosses often = regime-dependent strategy.

Realized P&L · closed trades

Cumulative profit from positions opened and later sold
$0$2.0k$4.0k$6.0k$8.0kRIVN −$3.4kAVGO +$1.5kNVDA +$896UBER +$8902015201720192021202320252026
Realized P&L
+$3.26K
Closed trades
1,449
Win rate
32%
Avg return / closed
+1.9%

Biggest closed trades

IssuerEntryExitHeldReturnP&L
RIVIAN AUTOMOTIVE INC
RIVN
Q1 2022Q2 20249Q-84%−$3.06B
BROADCOM INC
AVGO
Q3 2018Q2 202319Q+265%+$1.31B
NVIDIA CORP
NVDA
Q4 2016Q2 202118Q+591%+$808.61M
UBER TECHNOLOGIES INC
UBER
Q3 2019Q2 202523Q+165%+$802.78M
MICROSOFT CORP
MSFT
Q1 2018Q2 202113Q+189%+$740.07M
DOORDASH INC
DASH
Q1 2021Q4 202311Q-56%−$697.56M
SHOPIFY INC
SHOP
Q3 2017Q2 202219Q+292%+$667.38M
APPLE INC
AAPL
Q4 2016Q2 201910Q+88%+$645.27M
LIBERTY BROADBAND CORP
LBRDK
Q3 2016Q1 202118Q+121%+$644.35M
CROWDSTRIKE HLDGS INC
CRWD
Q2 2020Q4 202418Q+346%+$613.1M

Every trade · entry date × return

Bubble = position size at entry
-50%-25%0%+25%+50%+100%+200%+500%APP · +3676%NFLX · +2143%AMZN · +1667%2015201720192021202320252026
PositiveNegativeStill open (marked to market)
Best closed pick
NVDA +591%
Worst closed pick
API -96%
Total trades
1,511
Open trades
62