Coatue
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
19
// PORTFOLIO VALUATION (TRACKED)
$85.7B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
34
// THREAT LEVEL DISTRIBUTION
- ARMED6 · 31.6%
- TERMINAL HYPE5 · 26.3%
- BLOATED4 · 21.1%
- DANGEROUS2 · 10.5%
- NARRATIVE ENGINE2 · 10.5%
Based on 19 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Coatue.
Master the entire 2,033-investor intelligence network.
Stop analyzing one fund at a time. Instantly filter every VC, angel investor, and corporate fund by sector, stage, and portfolio performance. Find every fund backing your specific market vertical. See which investors have the best and worst track records — ranked by WOWL hit rate and miss rate across 1,032 unicorn companies.
2,033 investors tracked · 1,032 portfolio companies assessed
Acquire Intel →// 5 TIERS · PAYPAL SECURED
// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
19 companies · $85.7B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Rippling | fintech | $16.8B | SERIES_D | 2021 | DANGEROUS |
| Airtable | data management | $11B | SERIES D | 2020 | TERMINAL HYPE |
| Alchemy | blockchain | $10.2B | SERIES A | 2022 | NARRATIVE ENGINE |
| Upgrade | fintech | $6.3B | SERIES_E | 2021 | ARMED |
| Postman | developer tools | $5.6B | SERIES_D | 2021 | BLOATED |
| Island | browser | $4.8B | SERIES_D | 2023 | BLOATED |
| Hugging Face | ai | $4.5B | SERIES_B | 2021 | NARRATIVE ENGINE |
| Chainalysis | blockchain analytics | $4.2B | SERIES_D | 2021 | DANGEROUS |
| Niantic | augmented reality | $3.95B | SERIES_C | 2021 | TERMINAL HYPE |
| Retool | developer tools | $3.2B | SERIES C | 2021 | ARMED |
| Cyera | cybersecurity | $3B | SERIES_C | 2024 | ARMED |
| Mural | collaboration | $2B | SERIES_B | 2020 | TERMINAL HYPE |
| ClickHouse | analytics | $2B | SERIES_B | 2022 | ARMED |
| Alan | fintech | $1.68B | SERIES B | 2021 | BLOATED |
| Loom | saas | $1.53B | SERIES_B | 2019 | TERMINAL HYPE |
| Deliverect | ecommerce | $1.4B | SERIES_B | 2021 | ARMED |
| Lacework | cloud computing | $1.3B | SERIES_D | 2021 | TERMINAL HYPE |
| Weights & Biases | developer tools | $1.25B | SERIES_C | 2024 | ARMED |
| Mux | developer tools | $1B | SERIES_B | 2020 | BLOATED |
// RECENT ACTIVITY
- RipplingSERIES_F2024$200M
- RipplingSECONDARY2024$870MCO-INVESTORS
- CyeraSERIES_C2024$300MCO-INVESTORS
- Weights & BiasesSERIES_C2024$135MCO-INVESTORS
- IslandSERIES_D2023$175M
// WOWL ASSESSMENT
Coatue deployed approximately $10 billion into late-stage startups between 2019 and 2022, hunting at peak-cycle valuations with crossover speed. The portfolio is a museum of the ZIRP era: DoorDash marked down 72% from its $200B bubble valuation, Snap trading at one-fifth of Coatue's entry, UiPath down 80% post-IPO. The fund wrote checks fast, averaged $125M per deal, and bought growth at any price — the thesis was that capital velocity would outrun valuation risk. It didn't.
Hit rate of 10.5% versus miss rate of 26.3% tells the story: Coatue picked volume over selectivity. DoorDash survives as a war-economy logistics play but trades at $45B versus the $200B fever dream. UiPath remains the robotic process automation darling that never quite justified its $35B valuation. Snap, once valued north of $90B in Coatue's model, now scrapes by at $18B — a permanent reminder that adtech without moat dies when rates rise. Portfolio's public exits returned fractions of entry marks.
// THREAT LEVEL: BLOATED
VERDICT: Coatue bet that growth would cure valuation — instead, valuation cured growth.
// WHY WOWLS WATCHES
The portfolio concentration in 2021-vintage bets means every multiple compression event hits twice. When Snap bleeds another 30%, when UiPath automates itself into irrelevance, the LP letters will read like obituaries.
// SIMILAR FUNDS
// PACK DEBATE
// PACK DEBATE — be the first to weigh in
Google account required — no spam, no nonsense
// LOADING INTEL…
// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
// ENGAGE THE FULL ARSENAL
Done reading on Coatue?
Unlock the entire 1,032-company hitlist and 2,033 investor contacts.
Full portfolio breakdowns. Founder dossiers. VC outreach data. Threat level intel updated continuously.
→ Deploy 5-Tier Order Form// ARBAN · ZUUN · MINGHAN · TUMEN · KHAN