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Coatue Management portfolio · 2003-09-30

Form 13F reports holdings as of 2003-09-30 and was filed on 2003-11-14. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$239.7 million

Long positions

28

Calls / puts

0 / 0

Top 5 concentration

56.6%

Longs with AI data

0 / 28

Average AI 1Y

13F filing comparison

Quarter-over-quarter changes

Change comparison unavailable

The nearest prior snapshot is 2002-06-30, not the immediately preceding quarter, so the site does not bridge the gap.

The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

PRICELINE.COM INC

PRICELINE.COM INC · Common · 741503403

LONG1,223,610$35.5 million14.8%NOT COMPARABLE

1Y —

5Y —

R.H. DONNELLEY CORP

R.H. DONNELLEY CORP · Common · 74955W307

LONG707,900$28.6 million11.9%NOT COMPARABLE

1Y —

5Y —

WEBEX COMMUNICATIONS INC

WEBEX COMMUNICATIONS INC · Common · 94767L109

LONG1,302,805$24.6 million10.3%NOT COMPARABLE

1Y —

5Y —

NETEASE.COM INC

NETEASE.COM INC · Sponsored ADR · 64110W102

LONG440,000$24.6 million10.3%NOT COMPARABLE

1Y —

5Y —

WEBSENSE INC

WEBSENSE INC · Common · 947684106

LONG1,051,662$22.5 million9.4%NOT COMPARABLE

1Y —

5Y —

EBAY INC

EBAY INC · Common · 278642103

LONG351,000$18.8 million7.9%NOT COMPARABLE

1Y —

5Y —

AMERITRADE HLDG CORP. NEW

AMERITRADE HLDG CORP. NEW · Common · 03074K100

LONG1,535,000$17.6 million7.3%NOT COMPARABLE

1Y —

5Y —

DUN & BRADSTREET CORP DEL NEW

DUN & BRADSTREET CORP DEL NEW · Common · 26483E100

LONG369,700$15.4 million6.4%NOT COMPARABLE

1Y —

5Y —

CAREER EDUCATION CORP

CAREER EDUCATION CORP · Common · 141665109

LONG329,838$14.9 million6.2%NOT COMPARABLE

1Y —

5Y —

HOMESTORE INC

HOMESTORE INC · Common · 437852106

LONG3,583,816$9.9 million4.1%NOT COMPARABLE

1Y —

5Y —

NEOFORMA.COM INC

NEOFORMA.COM INC · Common · 640475505

LONG433,223$6.1 million2.5%NOT COMPARABLE

1Y —

5Y —

BOSTON COMMUNICATIONS GROUP

BOSTON COMMUNICATIONS GROUP · Common · 100582105

LONG554,755$5.5 million2.3%NOT COMPARABLE

1Y —

5Y —

AMDOCS LTD

AMDOCS LTD · ORD · G02602103

LONG261,000$4.9 millionNOT COMPARABLE

1Y —

5Y —

CREE INC

CREE INC · Common · 225447101

LONG192,583$3.6 million1.5%NOT COMPARABLE

1Y —

5Y —

SCANSOFT INC

SCANSOFT INC · Common · 80603P107

LONG468,747$2.0 million0.8%NOT COMPARABLE

1Y —

5Y —

SKILLSOFT PLC

SKILLSOFT PLC · Sponsored ADR · 830928107

LONG241,769$1.8 million0.8%NOT COMPARABLE

1Y —

5Y —

CLEAR CHANNEL COMMUNICATIONS

CLEAR CHANNEL COMMUNICATIONS · Common · 184502102

LONG41,000$1.6 million0.7%NOT COMPARABLE

1Y —

5Y —

SCHOLASTIC CORP

SCHOLASTIC CORP · Common · 807066105

LONG50,610$1.5 million0.6%NOT COMPARABLE

1Y —

5Y —

MIDWAY GAMES INC

MIDWAY GAMES INC · Common · 598148104

LONG396,040$1.2 million0.5%NOT COMPARABLE

1Y —

5Y —

FREEMARKETS INC

FREEMARKETS INC · Common · 356602102

LONG127,076$988,0000.4%NOT COMPARABLE

1Y —

5Y —

SONUS NETWORKS INC

SONUS NETWORKS INC · Common · 835916107

LONG134,510$932,0000.4%NOT COMPARABLE

1Y —

5Y —

RCN CORP

RCN CORP · Common · 749361101

LONG365,264$672,0000.3%NOT COMPARABLE

1Y —

5Y —

ZIX CORP

ZIX CORP · Common · 98974P100

LONG68,469$554,0000.2%NOT COMPARABLE

1Y —

5Y —

CENTILLIUM COMMUNICATIONS INC

CENTILLIUM COMMUNICATIONS INC · Common · 152319109

LONG68,822$486,0000.2%NOT COMPARABLE

1Y —

5Y —

AVANEX CORP

AVANEX CORP · Common · 05348W109

LONG71,998$349,0000.1%NOT COMPARABLE

1Y —

5Y —

OPLINK COMMUNICATIONS INC

OPLINK COMMUNICATIONS INC · Common · 68375Q106

LONG48,281$122,0000.1%NOT COMPARABLE

1Y —

5Y —

BOOKS-A-MILLION INC

BOOKS-A-MILLION INC · Common · 098570104

LONG11,000$45,0000.0%NOT COMPARABLE

1Y —

5Y —

DSL.NET INC

DSL.NET INC · Common · 262506108

LONG76,233$41,0000.0%NOT COMPARABLE

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 0.0%of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.