Coatue | Activity | F4
Coatue Activity Every public signal F4 has attached to this firm, with sources and cross-entity links.
Investment
Led $505M strategic equity investment in Asia-based AI infrastructure company Firmus. Firmus
Coatue acquired Uplight as a portfolio acquisition. 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
Exit
Portfolio company Pocus exited. Pocus
News
Announced strategic shift away from pure long-only approach toward flexible long-biased crossover strategy. Strategic pivot to long-biased crossover investing
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
Exit
Portfolio company Stash exited. Stash
Investment
Co-led $30B Series G round at $380B post-money valuation. Anthropic
Press
Founder discussed state of IPO market and implications for venture and growth investing. Philippe Laffont on IPO market and investment strategy
Essay
Published comprehensive AI market analysis with macro context and valuation frameworks. 400-Year Bubble Study: Inside Coatue's AI Report
Essay
Published curated list of 40 companies best positioned to lead in AI- and technology-driven economy. Fantastic 40: Index of the Future
New Fund
Closed $1B interval fund with backing from Bezos and Dell. $1B Interval Fund