At a glance
Coatue Management appears in 24 funding rounds tracked by ValueAddVC since 2021, leading 11. Its most frequent sectors in these rounds are AI & Infrastructure and Defense & Space, and its most recent tracked deal was Miter's $40M Series B round (Oct 1, 2026). It co-invests most often with Sequoia Capital, Blackstone (Tech Hub) and Andreessen Horowitz. ValueAddVC also tracks 6 funds managed by Coatue Management.
Strategy
Recent changes
- Oct 6, 2026Oct 6, 2026Invested in Lambda (Pre-IPO, Up to $4B)Rumored TechCrunch
- Oct 1, 2026Oct 1, 2026Invested in Miter (Series B, $40M) The SaaS News
- Sep 28, 2026Sep 28, 2026Invested in Instinct (Series C, $1B) Instinct (Business Wire via FinancialContent)
- Sep 9, 2026Sep 9, 2026Invested in Lightfield (Series A, $47M) PR Newswire
- Sep 5, 2026Sep 5, 2026Sectors updated: Technology, Innovation coatue.com
Earlier changes (15)
- Aug 28, 2026Aug 28, 2026Invested in Stability AI (Series B, $76M) Variety
- Aug 13, 2026Aug 13, 2026Invested in Databricks (Strategic growth round, $5B) Bloomberg
- Aug 12, 2026Aug 12, 2026Invested in Form Energy (Series G, $750M) TechCrunch
- Aug 10, 2026Aug 10, 2026Invested in Corma (Seed, $60M) Value Add Pulse enrichment
- Aug 7, 2026Aug 7, 2026Invested in Firmus (Growth, US$2B (A$2.85B)) Startup Daily
- Jul 17, 2026Jul 17, 2026Databricks Hits $188B on Coatue-Led Round Pulse story
- Jul 9, 2026Jul 9, 2026Invested in Blue Origin (First outside round, ~$10B)Rumored The Spokesman-Review (Reuters)
- May 28, 2026May 28, 2026Follow-on: Invested in Anthropic (Series H, $65B) TechCrunch
- May 7, 2026May 7, 2026Invested in Kalshi (Series F, $1B) TechCrunch
- Mar 11, 2026Mar 11, 2026Invested in Replit (Series D, $400M) TechCrunch
- Feb 12, 2026Feb 12, 2026Follow-on: Invested in Anthropic (Series G, $30B) TechCrunch
- Jan 28, 2026Jan 28, 2026Invested in Decagon (Series D, $250M) CMSWire
- Jan 14, 2026Jan 14, 2026Invested in Skild AI (Series C, $1.4B) Skild AI
- Nov 17, 2025Nov 17, 2025Invested in Ramp (Series E-2, $300M) PR Newswire
- Nov 13, 2025Nov 13, 2025Invested in Cursor (Series D, $2.3B) CNBC
Funds
6| Fund | Vintage | Size | Strategy | Source |
|---|---|---|---|---|
| Coatue Management Opportunity Fund II | 2024 | — | Opportunity | As of Apr 10, 2025SEC EDGAR Form D |
| Coatue Management Venture Fund III | 2022 | — | Venture | As of Jul 31, 2023SEC EDGAR Form D |
| Coatue Growth Fund V | 2021 | — | Growth | As of Mar 11, 2022SEC EDGAR Form D |
| Coatue Management Venture Fund II | 2021 | — | Venture | As of Mar 5, 2021SEC EDGAR Form D |
| Coatue Management Opportunity Fund I | 2020 | — | Opportunity | As of Mar 25, 2020SEC EDGAR Form D |
Show 1 earlier fund
| Fund | Vintage | Size | Strategy | Source |
|---|---|---|---|---|
| Coatue Management Growth Fund IV | 2019 | — | Growth | As of Nov 13, 2020SEC EDGAR Form D |
Portfolio
31 totalRecent Investment Activity
20Track record: led 11 and participated in 13 of 24 tracked venture rounds · 19 in the last 12 months · led 2 Series C, 2 Series D, 1 Pre-IPO, 1 Strategic growth round
| Date | Company | Event | Role | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|---|---|
| Oct 6, 2026 | Lambda | Pre-IPORumored | Led | Up to $4B | ~$18.5B | Blackstone (Tech Hub)LeadunverifiedCoatue ManagementLeadunverified | TechCrunch |
| Oct 5, 2026 | Firmus | ipo | Led | $5.5B | $30.6B | Tech Startups | |
| Oct 2026 | Miter | Series B | Participated | $40M | — | The SaaS News | |
| Sep 28, 2026 | Instinct | Series C | Led | $1B | $10B | Instinct (Business Wire via FinancialContent) | |
| Sep 9, 2026 | Lightfield | Series A | Participated | $47M | — | PR Newswire | |
| Aug 28, 2026 | Stability AI | Series B | Participated | $76M | — | Universal Music GroupWarner Music GroupElectronic ArtsAMD VenturesEric SchmidtGreycroftCoatue ManagementSony Music GroupPacific Alliance VenturesSean ParkerKadmos Capital | Variety |
| Aug 13, 2026 | Databricks | Strategic growth round | Led | $5B | $190B | Coatue ManagementLeadunverifiedBlackstone (Tech Hub)unverifiedMGXunverifiedT. Rowe PriceunverifiedSixth StreetunverifiedBondunverifiedPoint72unverifiedPremji InvestunverifiedTPGunverifiedAndreessen HorowitzunverifiedThrive CapitalunverifiedClearlake Capital | Bloomberg |
| Aug 12, 2026 | Form Energy | Series G | Participated | $750M | — | TechCrunch | |
| Aug 10, 2026 | Corma | Seed | Participated | $60M | — | Value Add Pulse research | |
| Aug 7, 2026 | Firmus | Growth | Led | US$2B (A$2.85B) | A$15B (~US$10.5B) | Coatue ManagementLeadunverifiedNvidiaLeadunverifiedBlackstone (Tech Hub)unverifiedJane StreetunverifiedRegal Funds ManagementunverifiedEllerston CapitalunverifiedArchibald CapitalTectonic Investment Management | Startup Daily |
| Jul 9, 2026 | Blue Origin | First outside roundRumored | Led | ~$10B | — | Coatue ManagementLeadCNBC · unverified | The Spokesman-Review (Reuters) |
| May 28, 2026 | Anthropic | Series H | Led | $65B | $965B | TechCrunch | |
| May 7, 2026 | Kalshi | Series F | Led | $1B | $22B | TechCrunch | |
| Mar 11, 2026 | Replit | Series D | Participated | $400M | $9B | GeorgianLeadG SquaredPrysm CapitalCoatue ManagementAndreessen HorowitzCraft VenturesY CombinatorDatabricks VenturesAccenture VenturesOkta Ventures | TechCrunch |
| Feb 12, 2026 | Anthropic | Series G | Led | $30B | $380B | TechCrunch | |
| Jan 28, 2026 | Decagon | Series D | Led | $250M | $4.5B | CMSWire | |
| Jan 14, 2026 | Skild AI | Series C | Participated | $1.4B | $14B+ | Skild AI | |
| Nov 17, 2025 | Ramp | Series E-2 | Participated | $300M | $32B | PR Newswire | |
| Nov 13, 2025 | Cursor | Series D | Led | $2.3B | $29.3B | CNBC | |
| Oct 20, 2025 | OpenEvidence | Series C | Participated | $200M | — | TechCrunch |
Sector / Stage Activity
Co-Investors
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Latest Pulse
- Oct 6, 2026Lambda Raises $4B At $14.5B Valuation Before IPOLambda is raising up to $4 billion at a $14.5 billion valuation in what could be its final private round before a 2027 IPO.→
- Oct 5, 2026Firmus Plans $5.5B IPO At $30.6B ValuationNvidia-backed data-center builder Firmus plans to raise up to $5.5 billion in an Australian IPO valuing it at roughly $30.6 billion, nearly tripling its valuation in two months.→
- Sep 9, 2026Lightfield raises $47M to build CRM for the agent eraLightfield raised a $47 million Series A led by Andreessen Horowitz to build an AI-native CRM that automatically structures customer data from email, calendar, calls and Slack, positioning itself against Salesforce and HubSpot.→
- Aug 13, 2026Databricks Closes $5B Round at $190B ValuationDatabricks closed a $5 billion round at a $190 billion valuation led by Coatue, after the company said it crossed a $7 billion annualized revenue run-rate with more than 80% year-over-year growth.→
- Aug 11, 2026Decagon Crosses $100M ARR Betting Against Forward-Deployed EngineersDecagon, a three-year-old AI customer-service agent startup valued at $4.5 billion, crossed $100 million in annualized revenue while deliberately avoiding the forward-deployed engineer model rivals like Sierra use to customize deployments.→
- Aug 7, 2026Ex-Bitcoin Miner Firmus Raises $2B for AI FactoriesFormer bitcoin miner Firmus Grid raised a $2 billion strategic round from Nvidia, Coatue and Blackstone, pushing its post-money valuation above $10.5 billion to build AI data centers across Australia and the Asia-Pacific.→
- Jul 17, 2026Databricks Hits $188B on Coatue-Led RoundDatabricks raised a strategic round led by Coatue that values the data-and-AI company at $188 billion, up from $134 billion in February, extending an 18-month run that has nearly tripled its valuation.→
- Jul 9, 2026SK Hynix Prices $28B Nasdaq Offering, 7x OversubscribedSK Hynix priced its Nasdaq ADS offering at roughly $158 per share on July 9 after a book that was reportedly oversubscribed 7 times, with trading set to begin July 10 under ticker SKHY.→
- Jul 9, 2026Blue Origin Raises Outside Capital for the First Time, at $130BBlue Origin is raising roughly $10 billion in its first-ever outside funding round, valuing Jeff Bezos's rocket company at $130 billion with Coatue Management as the anchor investor.→
- Jul 7, 2026SK Hynix Launches $28B Nasdaq BookbuildingSK Hynix kicked off bookbuilding for a $28.13 billion Nasdaq ADS offering, with cornerstone investors committing up to $7 billion even as its Seoul-listed shares slid 6.7% on dilution concerns.→
- Jul 6, 2026SK Hynix Files for Record $29 Billion Nasdaq IPOSK Hynix, the world's second-largest memory chipmaker and a top supplier of AI-GPU memory to Nvidia, filed to list 177.9 million ADSs on Nasdaq under ticker SKHY, seeking up to $29.4 billion in one of the largest offerings on record.→
Coatue Management FAQ
What companies has Coatue Management invested in?
Coatue Management's portfolio includes OpenAI, Lambda, Firmus, Supabase, Miter, Instinct, and 25 more tracked companies.
Who does Coatue Management co-invest with most?
In the rounds Value Add tracks, Coatue Management most often invests alongside Sequoia Capital (11 shared deals), SV Angel (11 shared deals), Andreessen Horowitz (10 shared deals), Blackstone (Tech Hub) (7 shared deals), Thrive Capital (7 shared deals).
Sources & methodologyshow
- PR Newswireprimary source1 fact
- PR Newswireprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.