Coatue Management portfolio · 2002-06-30
Disclosed long book
$81.1 million
Long positions
59
Calls / puts
0 / 0
Top 5 concentration
36.1%
Longs with AI data
1 / 59
Average AI 1Y
+16.3%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
No immediately preceding quarter is available for comparison.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
ADVANCE PCS CMN ADVANCE PCS CMN · Common · 00790K109 | LONG | 329,200 | $7.9 million | 9.7% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 114,900 | $6.3 million | 7.8% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
MCG CAPITAL CORP CMN MCG CAPITAL CORP CMN · Common · 58047P107 | LONG | 350,000 | $5.8 million | 7.2% | NOT COMPARABLE | — | 1Y — 5Y — |
MCDATA CORP CMN CLASS A MCDATA CORP CMN CLASS A · Class A · 580031201 | LONG | 639,400 | $5.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CISCO SYSTEMS, INC CMN CISCO SYSTEMS, INC CMN · Common · 17275R102 | LONG | 366,000 | $5.1 million | 6.3% | NOT COMPARABLE | — | 1Y — 5Y — |
USA INTERACTIVE CMN USA INTERACTIVE CMN · Common · 902984103 | LONG | 175,000 | $4.1 million | 5.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AOL TIME WARNER INC CMN AOL TIME WARNER INC CMN · Common · 00184A105 | LONG | 259,960 | $3.8 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
WEBEX COMMUNICATIONS INC WEBEX COMMUNICATIONS INC · Common · 94767L109 | LONG | 207,484 | $3.3 million | 4.1% | NOT COMPARABLE | — | 1Y — 5Y — |
KR:030200 KT CORPORATION | LONG | 151,500 | $3.3 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DELL COMPUTER CORPORATION CMN DELL COMPUTER CORPORATION CMN · Common · 247025109 | LONG | 125,000 | $3.3 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
MAXIM INTEGRATED PRODUCTS INC CMN MAXIM INTEGRATED PRODUCTS INC CMN · Common · 57772K101 | LONG | 79,000 | $3.0 million | 3.7% | NOT COMPARABLE | — | 1Y — 5Y — |
CDW COMPUTER CENTRES INC CMN CDW COMPUTER CENTRES INC CMN · Common · 125129106 | LONG | 57,000 | $2.7 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ESS TECHNOLOGY INC CMN ESS TECHNOLOGY INC CMN · Common · 269151106 | LONG | 125,779 | $2.2 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC CMN LEVEL 3 COMMUNICATIONS INC CMN · Common · 52729N100 | LONG | 730,510 | $2.2 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
DEUTSCHE TELEKOM DEUTSCHE TELEKOM · Sponsored ADR · 251566105 | LONG | 222,137 | $2.1 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LINEAR TECHNOLOGY CORP CMN LINEAR TECHNOLOGY CORP CMN · Common · 535678106 | LONG | 64,000 | $2.0 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NETWORK APPLIANCE INC. CMN NETWORK APPLIANCE INC. CMN · Common · 64120L104 | LONG | 154,921 | $1.9 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
TMP WORLDWIDE INC CMN TMP WORLDWIDE INC CMN · Common · 872941109 | LONG | 88,000 | $1.9 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
RED HAT, INC CMN RED HAT, INC CMN · Common · 756577102 | LONG | 310,552 | $1.8 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CREE INC CREE INC · Common · 225447101 | LONG | 128,740 | $1.7 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NETWORKS ASSOCIATES INC. CMN NETWORKS ASSOCIATES INC. CMN · Common · 640938106 | LONG | 87,000 | $1.7 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LAMAR ADVERTISING CO CMN CLASS A LAMAR ADVERTISING CO CMN CLASS A · Class A · 512815101 | LONG | 45,000 | $1.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
VIACOM INC CL-B COMMON CMN CLASSB VIACOM INC CL-B COMMON CMN CLASSB · Class B · 925524308 | LONG | 37,000 | $1.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SECURE COMPUTING CORP SECURE COMPUTING CORP · Common · 813705100 | LONG | 212,670 | $1.6 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TICKETMASTER CMN CLASS B TICKETMASTER CMN CLASS B · Class B · 88633P203 | LONG | 80,000 | $1.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
INFORMATICA CORP CMN INFORMATICA CORP CMN · Common · 45666Q102 | LONG | 195,564 | $1.4 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
KOPIN CORP KOPIN CORP · Common · 500600101 | LONG | 205,689 | $1.4 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ARIBA INC CMN ARIBA INC CMN · Common · 04033V104 | LONG | 401,320 | $1.3 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ERICSSON L M TEL CO CMN ERICSSON L M TEL CO CMN · ADR Class B SEK10 · 294821400 | LONG | 855,219 | $1.2 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
AMDOCS LTD AMDOCS LTD · Ordinary · G02602103 | LONG | 143,000 | $1.1 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
McAFEE COM CORP CMN CLASS A McAFEE COM CORP CMN CLASS A · Class A · 579062100 | LONG | 73,261 | $1.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP CMN CLASS A AMERICAN TOWER CORP CMN CLASS A · Class A · 29912201 | LONG | 310,239 | $1.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NETSCREEN TECHNOLOGIES INC CMN NETSCREEN TECHNOLOGIES INC CMN · Common · 64117V107 | LONG | 110,473 | $1.0 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MOODYS CORP CMN MOODYS CORP CMN · Common · 615369105 | LONG | 20,000 | $995,000 | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SMARTFORCE PLC ADR SMARTFORCE PLC ADR · Sponsored ADR · 83170A206 | LONG | 242,263 | $824,000 | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CENTILLIUM COMMUNICATIONS INC CENTILLIUM COMMUNICATIONS INC · Common · 152319109 | LONG | 70,653 | $616,000 | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
FREEMARKETS INC FREEMARKETS INC · Common · 356602102 | LONG | 38,422 | $543,000 | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
POLYCOM INC POLYCOM INC · Common · 73172K104 | LONG | 40,762 | $489,000 | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
NEXTEL COMMUNICATIONS CL A CMN CLASS A NEXTEL COMMUNICATIONS CL A CMN CLASS A · Common · 65332V103 | LONG | 157,835 | $429,000 | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC CMN FALCONSTOR SOFTWARE INC CMN · Common · 306137100 | LONG | 99,999 | $423,000 | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
RCN CORP RCN CORP · Common · 749361101 | LONG | 236,435 | $323,000 | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SONUS NETWORKS INC SONUS NETWORKS INC · Common · 835916107 | LONG | 138,088 | $279,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
GENESIS MICROCHIP INC DEL CMN GENESIS MICROCHIP INC DEL CMN · Common · 37184C103 | LONG | 31,827 | $265,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
EXPEDIA INC CMN CLASS A EXPEDIA INC CMN CLASS A · Class A · 302125109 | LONG | 3,500 | $208,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
INRANGE TECHNOLOGIES CORP CMN INRANGE TECHNOLOGIES CORP CMN · Class B · 45769V206 | LONG | 36,522 | $173,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
NETEGRITY INC CMN NETEGRITY INC CMN · Common · 64110P107 | LONG | 26,565 | $164,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AVANEX CORP AVANEX CORP · Common · 05348W109 | LONG | 73,913 | $143,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
STORAGENETWORKS INC CMN STORAGENETWORKS INC CMN · Common · 86211E103 | LONG | 68,914 | $136,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ZIX CORP ZIX CORP · Common · 98974P100 | LONG | 24,433 | $134,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ARBITRON INC. CMN ARBITRON INC. CMN · Common · 03875Q108 | LONG | 2,964,000 | $95,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
WIRE ONE TECHNOLOGIES INC WIRE ONE TECHNOLOGIES INC · Common · 976521104 | LONG | 21,739 | $43,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BOOKS-A-MILLION INC BOOKS-A-MILLION INC · Common · 098570104 | LONG | 11,000 | $40,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
OPLINK COMMUNICATIONS INC OPLINK COMMUNICATIONS INC · Common · 68375Q106 | LONG | 49,565 | $36,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DSL.NET INC DSL.NET INC · Common · 262506108 | LONG | 78,261 | $28,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
NTL INCORPORATED (NEW) CMN NTL INCORPORATED (NEW) CMN · Common · 629407107 | LONG | 808,789 | $26,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
JB OXFORD HOLDINGS INC JB OXFORD HOLDINGS INC · Common · 466107109 | LONG | 13,000 | $13,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
PEGASUS COMMUNICATIONS CORP CMN PEGASUS COMMUNICATIONS CORP CMN · Class A · 705904100 | LONG | 10,000 | $7,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
PURCHASE PRO.COM CMN PURCHASE PRO.COM CMN · Common · 746144302 | LONG | 12,982 | $6,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
COSINE COMMUNICATIONS INC CMN COSINE COMMUNICATIONS INC CMN · Common · 221222102 | LONG | 10,870 | $5,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |