All information as of October 2025. As referenced above, the Coatue Fantastic 40 Growth & Innovation Index ("Fantastic 40") represents a list of companies that Coatue Management LLC ("Coatue") believes are best positioned for innovation and growth over the next five years. Company selection is based on Coatue's investible universe, which is determined at Coatue's sole discretion and subject to change at any time.
The Fantastic 40 list was created by analyzing 150+ public and private companies across tech, industrials, and energy. Companies were ranked by growth potential and filters were applied for risk (including, but not limited to: companies facing multiple compression, slowing revenue growth, revenue down revision, EPS down revision, or not being viewed as having AI growth potential). The list was determined at Coatue's sole discretion and includes elements of subjectivity by nature. The Coatue Fantastic 40 is subject to change at any time as additional information becomes available.
Any use of the term "index" is not meant to indicate that this is a product or fund that anyone is able to invest in currently or that such a product would be offered in the future. Currently, no such product exists and there may never be such a product in the future. Additionally, if there was a product in the future, there is no guarantee that any of the names included in the Coatue Fantastic 40 as of this date would be included in such product at the time of any such offering, as this list is subject to change and modification at any time and without any prior notice. This list should not be considered investment advice or to be a recommendation to buy or sell any particular security.
The publication and discussion of this list does not create any fiduciary relationship between Coatue and any particular individual that views such list. This should not be construed to be indicative of all investments that Coatue has made or that will be made in the future by any product managed by Coatue. However, certain securities described herein may be portfolio investments of funds managed by Coatue. This does create a conflict of interest for Coatue given that certain of the names discussed above are portfolio companies of various funds. There is no guarantee that any securities discussed herein have been or will be profitable in the future. Neither Coatue nor its affiliates or advisors guarantees the accuracy or completeness of the information. Accordingly, neither Coatue nor any of its affiliates, advisors or employees shall be liable to you or anyone else for any loss or damages from use of the information contained in this discussion.
