From Application Builders to Frontier Models
The portfolio pairs a model lab with businesses that sell tools to programmers and filmmakers. The transaction roles help show where Coatue took a lead position.
Coatue AI Investments
Coatue’s selected investments span Anthropic, Replit and Runway. Its role differs across transactions: the records show it leading rounds in several of these businesses and participating in others.
- Investor Type
- Hedge Funds & Crossover Investors
- Selected AI Companies
- 6
- Reviewed
- 2026-11-06
Coatue’s AI Investment Approach
Coatue’s Selected AI Portfolio
Selected disclosed relationships, reviewed November 6, 2026. Each source supports the investment relationship; this is not a complete portfolio or a statement of current holdings.
Related Investors
Elad GilElad Gil is a San Francisco-based solo investor deploying personal capital with no committee and no fund brand, letting him commit inside days. More than 250 disclosed investments make him one of the most cited individual backers of the AI cycle. His positions span model labs, AI search and vertical AI software.
Later rounds in models, data platforms and chips.
NVIDIAStrategic capital across the compute stack.
FAQ
Which AI companies has Coatue backed?
Coatue’s selected investments span Anthropic, Replit and Runway. Its role differs across transactions: the records show it leading rounds in several of these businesses and participating in others.
How do the selected Coatue investments differ?
The portfolio pairs a model lab with businesses that sell tools to programmers and filmmakers. The transaction roles help show where Coatue took a lead position.
What was Coatue’s role in Anthropic’s Series G?
The selected financing record lists Coatue as a lead investor in Anthropic’s Series G. The company entry links to the source for that round.
What was Coatue’s role in Replit’s Series B?
The selected financing record lists Coatue as a lead investor in Replit’s Series B. The company entry links to the source for that round.