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
0 / 59
Average AI 1Y
—
| 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 — |
MICROSOFT CORP. CMN MICROSOFT CORP. CMN · Common · 594918104 | LONG | 114,900 | $6.3 million | 7.8% | NOT COMPARABLE | — | 1Y — 5Y — |
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 — |
KT CORPORATION KT CORPORATION · Sponsored ADR · 48268K101 | 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 — |