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Team Portfolio Raise Champions Essays

F4/Coatue/Activity

Coatue Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Coatue published a thesis essay noting 16 portfolio companies made the 2026 Forbes AI 50 list, spanning foundation models, infrastructure, developer tools, enterprise applications, and physical AI.

Forbes AI 50 / Coatue Portfolio

Added recently

Investment

Coatue led a new funding round in Databricks, noting nearly a decade of partnership and the company's evolution from analytics to AI infrastructure.

Databricks

Databricks Coatue

coatue.comJUL 2026

JUL 2026

Milestone

Supabase raised $500M at $10.5B valuation. Coatue led the Seed and Series A. User base doubled since Series E, databases up 600% YoY.

Supabase

Supabase Coatue

coatue.comJUN 2026

JUN 2026

Investment

Coatue tripled down, co-leading another Anthropic round — the second in ~3 months. Anthropic crossed $47B run-rate revenue (May 2026), up from $14B in Feb 2026.

Anthropic

Anthropic Coatue

coatue.comMAY 2026

MAY 2026

Investment

Led $505M strategic equity investment in Asia-based AI infrastructure company Firmus.

Firmus

firmus.coAPR 2026

APR 2026

Exit

Coatue acquired Uplight as a portfolio acquisition.

Uplight

UplightCoatue

tracxn.comMAR 24, 2026

MAR 24, 2026

New Fund

Announced plans for a new AI and tech crossover fund allocating approximately 20% to private companies, with expected launch mid-2026, representing a strategic pivot from traditional long-only approach.

New AI, Tech Crossover Fund

bloomberg.comMAR 20, 2026

MAR 20, 2026

Exit

Portfolio company Pocus exited.

Pocus

tracxn.comMAR 19, 2026

MAR 19, 2026

New Fund

Coatue gearing up to launch a new long-biased crossover fund to wager on public and private AI and tech innovation companies, signaling a shift from its traditional long-only strategy.

Coatue New AI/Tech Crossover Fund

bloomberg.comMAR 2026

MAR 2026

News

Announced strategic shift away from pure long-only approach toward flexible long-biased crossover strategy.

Strategic pivot to long-biased crossover investing

bloomberg.comMAR 2026

MAR 2026

New Fund

Launching new AI and tech long-biased crossover fund to invest in public and private AI/tech innovation companies.

New AI/Tech Long-Biased Crossover Fund

bloomberg.comMAR 2026

MAR 2026

Exit

Portfolio company Stash exited.

Stash

tracxn.comFEB 12, 2026

FEB 12, 2026

Investment

Co-led $30B Series G round at $380B post-money valuation.

Anthropic

Anthropic Coatue

anthropic.comFEB 2026

FEB 2026

Press

Founder discussed state of IPO market and implications for venture and growth investing.

Philippe Laffont on IPO market and investment strategy

cnbc.comNOV 2025

NOV 2025

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