Coatue Management
// KEY PEOPLE
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
64
// PORTFOLIO VALUATION (TRACKED)
$1,338.7B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
83
// THREAT LEVEL DISTRIBUTION
- ARMED26 · 40.6%
- BLOATED15 · 23.4%
- TERMINAL HYPE10 · 15.6%
- DANGEROUS5 · 7.8%
- HUNTED2 · 3.1%
- AI ALCHEMY2 · 3.1%
- ZOMBIECORN2 · 3.1%
- PAPER TIGER1 · 1.6%
- NARRATIVE ENGINE1 · 1.6%
Based on 64 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Coatue Management.
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
64 companies · $1,338.7B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| OpenAI | ai | $852B | VENTURE_ROUND | 2025 | NARRATIVE ENGINE |
| DoorDash | ecommerce | $45B | SERIES_E | 2018 | HUNTED |
| Coreweave | ai | $35B | SERIES_C | 2024 | DANGEROUS |
| UiPath | software | $35B | SERIES_C | 2019 | AI ALCHEMY |
| Ramp | corporate cards | $32B | SERIES_B | 2021 | ARMED |
| Chime | financial services | $25B | SERIES_D | 2019 | ARMED |
| Cerebras | ai | $23B | SERIES_D | 2021 | ARMED |
| Snap Inc | adtech | $18B | SERIES_C | 2014 | TERMINAL HYPE |
| Deel | fintech | $17.3B | SERIES_C | 2021 | ARMED |
| Grab | deliveries | $17B | SERIES_D | 2015 | ARMED |
| Discord | communication software | $15B | SERIES_H | 2021 | ARMED |
| Skild AI | ai | $14B | SERIES_A | 2024 | PAPER TIGER |
| OpenSea | blockchain | $13.3B | SERIES_B | 2021 | TERMINAL HYPE |
| Bitmain | blockchain | $12B | SERIES_A | 2018 | TERMINAL HYPE |
| Checkout.com | ecommerce | $12B | SERIES_C | 2020 | DANGEROUS |
| Airtable | data management | $11B | SERIES_C | 2018 | TERMINAL HYPE |
| Notion | productivity | $10B | SERIES_C | 2021 | ARMED |
| Instacart | food delivery | $9B | SERIES_D | 2017 | TERMINAL HYPE |
| Rapyd | fintech | $8.7B | SERIES_C | 2019 | DANGEROUS |
| Fireblocks | blockchain | $8B | SERIES_C | 2021 | ARMED |
// RECENT ACTIVITY
// WOWL ASSESSMENT
Coatue deployed $486.7B across 63 companies in the 2019-2022 bubble — a peak-cycle crossover fund that wrote checks at terminal valuations with minimal selectivity. The portfolio is a museum of 2021 pricing: UiPath at $35B, Snap at $18B, a graveyard of AI infrastructure bets marked down 60-80% from entry. With an 8% hit rate and 22% miss rate, Coatue represents the archetypal tourist fund — venture capital as asset gathering, not company building.
DoorDash remains the flagship win — a legitimate $45B outcome that validates nothing about the rest of the portfolio. UiPath deployed at $35B and is now worth a fraction of that after the RPA bubble collapsed. Snap at $18B — a public company trading 70% below Coatue's entry — exemplifies the fund's timing disaster. The AI infrastructure cluster (Coreweave, Cerebras) represents post-bubble pivot into the next narrative without evidence of conviction or edge.
// THREAT LEVEL: BLOATED
VERDICT: Peak-cycle tourist fund — bought the top, held the bag, rebranded as AI investors.
// WHY WOWLS WATCHES
Coatue is the control group for what happens when capital formation replaces capital allocation. Every markdown, every down-round, every zombie exit teaches the same lesson: size is the enemy of returns when deployed without discipline.
// 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 Management?
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