EquityFlowInvestors › Coatue

Coatue Venture capital

New York, US · founded 1999 · AUM $50B · checks $20M–$300M+ growth rounds · website

Founded in 1999 by Philippe Laffont, another Julian Robertson "Tiger Cub", as a technology-focused hedge fund. It expanded aggressively into private markets in the 2010s, becoming one of the most active crossover investors in late-stage tech.

Strategy

Crossover public/private investing driven by a large in-house data science platform; growth checks across late-stage venture plus public equities.

Sector focus

Consumer tech, AI, fintech, software, semiconductors

Notable investments

Snap, Spotify, ByteDance, DoorDash, Databricks, OpenAI, Anduril

Notable exits

Snap IPO, Spotify direct listing, DoorDash IPO

Fun fact

Coatue built an internal data platform ("Mosaic") with dozens of engineers and data scientists that tracks private company performance signals to drive deal selection.

At a glance

57 portfolio companies
68 rounds
35 led
$124.2B total

Portfolio

CompanyRoundsInvested
Anthropic
AI
3 rounds, 1 led$108B
Anysphere
DevTools
1 round, 1 led$2.3B
Skild AI
Robotics
1 round$1.4B
Kalshi
Fintech
1 round, 1 led$1B
Cerebras Systems
Hardware
1 round$1B
UiPath
SaaS B2B
1 round, 1 led$750M
Deel
HR Tech
2 rounds, 1 led$725M
Alan
InsurTech
3 rounds, 1 led$555M
MoonPay
Fintech
1 round, 1 led$555M
Wolt
Logistics
1 round$530M
Hopin
SaaS B2B
2 rounds$525M
Supabase
DevTools
1 round$500M
Discord
Consumer
1 round$500M
Monzo
fintech
1 round$500M
OpenEvidence
Healthtech
2 rounds$450M
GoStudent
EdTech
2 rounds, 1 led$325M
Fireblocks
Crypto
1 round$310M
Our Next Energy
Energy
1 round$300M
Harvey
LegalTech
1 round, 1 led$300M
Navan
SaaS B2B
1 round, 1 led$300M
Rapyd
Fintech
1 round, 1 led$300M
OpenSea
Web3
1 round, 1 led$300M
Snyk
Cybersecurity
1 round$300M
Bitso
Web3
1 round, 1 led$250M
Decagon
AI
1 round, 1 led$250M
Mercury
Fintech
1 round$200M
Rippling
HR Tech
1 round, 1 led$200M
Fonoa
Fintech
2 rounds, 1 led$170M
CloudWalk
Fintech
1 round, 1 led$150M
Choco
FoodTech
1 round$112M
Stability AI
AI
1 round, 1 led$101M
Sunday
Fintech
1 round, 1 led$100M
Step
Fintech
1 round$100M
StarkWare
Web3
1 round, 1 led$100M
Vay
Mobility
1 round$95M
Alchemy
Web3
1 round, 1 led$80M
Juicebox
HR Tech
1 round$80M
Dune Analytics
Web3
1 round, 1 led$69.4M
Sweep
Climate
1 round, 1 led$66.5M
Pinwheel
Fintech
1 round$50M
Portofino Technologies
Web3
1 round$50M
Silverflow
Fintech
1 round$40M
Legion
Cybersecurity
1 round, 1 led$38M
Kikoff
Fintech
1 round$30M
Twaice
Energy
1 round, 1 led$30M
Raycast
DevTools
1 round$30M
cove.tool
Climate
1 round, 1 led$30M
Causal
SaaS B2B
2 rounds, 1 led$24.2M
Enter
Climate
1 round$23.2M
Kurtosis
DevTools
1 round, 1 led$20M
Meld
Fintech
1 round, 1 led$8M
Verse
Climate
1 round, 1 led$5.8M
Batch
E-Commerce
1 round, 1 led$5M
FERO
Fintech
1 round$3M
Fantasy Chess
gaming
1 round, 1 led$3M
FERO Payment Science
Fintech
1 round, 1 led$3M
Revolut
Fintech
2 rounds, 2 led$0

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