Coatue Management

Coatue chart of the day: markets repriced fast! https://lnkd.in/gxNEn85q

Coatue is thrilled to lead Revolut’s latest fundraising round. We’re proud to deepen our partnership with Nik Storonsky, Vlad Yatsenko, and the entire team as they march relentlessly toward their goals. Revolut is building a global financial platform, which is now operating in 39 countries and serving over 65 million users. The platform spans FX, trading, wealth, and business accounts, redefining the modern banking experience for consumers and businesses. Read more → https://lnkd.in/gCZpFVmC

AI is driving one of the most powerful market rallies in history. Leading investors to ask: Are we in an AI bubble?   In our latest C:\Take, CIO of Public Investments Jaimin Rangwalla shares how our bubble scorecard — built on 400 years of data across 30+ bubbles — informs our view that today’s rally is driven by fundamentals, not speculation.   Watch Jaimin’s full take below, and subscribe to learn more: https://lnkd.in/gayH4PEM

Our first C:\Takes newsletter is here. Quick, data-driven perspectives from the Coatue team on the trends driving markets. 

We are excited to share that Coatue Management has joined the SUBSCRIBE platform for certain private wealth products, streamlining the investor onboarding and subscription processes for financial advisors. By leveraging SUBSCRIBE’s seamless platform to deliver its wealth solutions, Coatue can eliminate operational frictions for investors when allocating to private market funds and provide efficiencies for wealth partner firms, advisors, and the end investor. https://bit.ly/43CNldc Sarah Beardsley Alastair Rami #privatemarkets #technology #wealthmanagement #RIAs

Introducing C:\Takes — quick, data-driven perspectives from our team on the trends driving markets. 💭 Subscribe here to have our latest insights delivered straight to your inbox: https://lnkd.in/gxNEn85q    In our first take, General Partner Lucas Swisher looks at one of the most common questions in private investing today: Are the private markets too expensive? Lucas argues that the right question isn’t “is the price high?” but “is the growth durable?”   Take AI coding assistants as an example: 🧠 Claude Code (Anthropic) ➡️ 30x growth in NPM downloads over the past five months 🧠 Codex (OpenAI) ➡️ 2x installs a month after GPT-5 launch   Watch his full take below ⬇️

The opportunity in AI is unlike anything before. 📈   Jaimin Rangwalla, Coatue’s Chief Investment Officer of Publics, spoke with Barron's about how we’re investing in the next wave of innovation — and where we see trillion-dollar potential taking shape.   Full story ↓

At CNBC Delivering Alpha, Founder Philippe Laffont joined Bill Ford and Leslie Picker to discuss how technology, capital, and global growth are redefining opportunity in the decade ahead.   Philippe shared our views that:   🎯 If AI fulfills its potential, it could significantly expand the global economy and reshape employment across both white- and blue- collar roles. 🎯 While the IPO market has slowed, tokenization could reinvent how assets become public. 🎯 U.S. markets are showing the strongest momentum, with “80% of the action” happening there, driven by AI leadership.   Watch the full conversation: https://lnkd.in/dxqJuzHC   #DeliveringAlpha

AI is changing how code gets written – and Cursor is leading the shift. We’re proud to have led the company’s $2.3B Series D.   General Partner Spencer Peterson joined TBPN to discuss why Cursor’s rapid growth and deep bench of talent make it one to watch.   Watch his full conversation with Jordi Hays and John Coogan: https://lnkd.in/esUWqurp Disclosures: https://lnkd.in/eFpVaMfu