Coatue Management portfolio · 2003-09-30
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
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
PRICELINE.COM INC PRICELINE.COM INC · Common · 741503403 | LONG | 1,223,610 | $35.5 million | 14.8% | NEWLY REPORTED | — | 1Y — 5Y — |
R.H. DONNELLEY CORP R.H. DONNELLEY CORP · Common · 74955W307 | LONG | 707,900 | $28.6 million | 11.9% | NEWLY REPORTED | — | 1Y — 5Y — |
WEBEX COMMUNICATIONS INC WEBEX COMMUNICATIONS INC · Common · 94767L109 | LONG | 1,302,805 | $24.6 million | 10.3% | INCREASED | — | 1Y — 5Y — |
NETEASE.COM INC NETEASE.COM INC · Sponsored ADR · 64110W102 | LONG | 440,000 | $24.6 million | 10.3% | NEWLY REPORTED | — | 1Y — 5Y — |
WEBSENSE INC WEBSENSE INC · Common · 947684106 | LONG | 1,051,662 | $22.5 million | 9.4% | NEWLY REPORTED | — | 1Y — 5Y — |
EBAY INC EBAY INC · Common · 278642103 | LONG | 351,000 | $18.8 million | 7.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERITRADE HLDG CORP. NEW AMERITRADE HLDG CORP. NEW · Common · 03074K100 | LONG | 1,535,000 | $17.6 million | 7.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DUN & BRADSTREET CORP DEL NEW DUN & BRADSTREET CORP DEL NEW · Common · 26483E100 | LONG | 369,700 | $15.4 million | 6.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CAREER EDUCATION CORP CAREER EDUCATION CORP · Common · 141665109 | LONG | 329,838 | $14.9 million | 6.2% | NEWLY REPORTED | — | 1Y — 5Y — |
HOMESTORE INC HOMESTORE INC · Common · 437852106 | LONG | 3,583,816 | $9.9 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NEOFORMA.COM INC NEOFORMA.COM INC · Common · 640475505 | LONG | 433,223 | $6.1 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BOSTON COMMUNICATIONS GROUP BOSTON COMMUNICATIONS GROUP · Common · 100582105 | LONG | 554,755 | $5.5 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AMDOCS LTD AMDOCS LTD · ORD · G02602103 | LONG | 261,000 | $4.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CREE INC CREE INC · Common · 225447101 | LONG | 192,583 | $3.6 million | 1.5% | INCREASED | — | 1Y — 5Y — |
SCANSOFT INC SCANSOFT INC · Common · 80603P107 | LONG | 468,747 | $2.0 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SKILLSOFT PLC SKILLSOFT PLC · Sponsored ADR · 830928107 | LONG | 241,769 | $1.8 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CLEAR CHANNEL COMMUNICATIONS CLEAR CHANNEL COMMUNICATIONS · Common · 184502102 | LONG | 41,000 | $1.6 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SCHOLASTIC CORP SCHOLASTIC CORP · Common · 807066105 | LONG | 50,610 | $1.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MIDWAY GAMES INC MIDWAY GAMES INC · Common · 598148104 | LONG | 396,040 | $1.2 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
FREEMARKETS INC FREEMARKETS INC · Common · 356602102 | LONG | 127,076 | $988,000 | 0.4% | INCREASED | — | 1Y — 5Y — |
SONUS NETWORKS INC SONUS NETWORKS INC · Common · 835916107 | LONG | 134,510 | $932,000 | 0.4% | REDUCED | — | 1Y — 5Y — |
RCN CORP RCN CORP · Common · 749361101 | LONG | 365,264 | $672,000 | 0.3% | INCREASED | — | 1Y — 5Y — |
ZIX CORP ZIX CORP · Common · 98974P100 | LONG | 68,469 | $554,000 | 0.2% | INCREASED | — | 1Y — 5Y — |
CENTILLIUM COMMUNICATIONS INC CENTILLIUM COMMUNICATIONS INC · Common · 152319109 | LONG | 68,822 | $486,000 | 0.2% | REDUCED | — | 1Y — 5Y — |
AVANEX CORP AVANEX CORP · Common · 05348W109 | LONG | 71,998 | $349,000 | 0.1% | REDUCED | — | 1Y — 5Y — |
OPLINK COMMUNICATIONS INC OPLINK COMMUNICATIONS INC · Common · 68375Q106 | LONG | 48,281 | $122,000 | 0.1% | REDUCED | — | 1Y — 5Y — |
BOOKS-A-MILLION INC BOOKS-A-MILLION INC · Common · 098570104 | LONG | 11,000 | $45,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
DSL.NET INC DSL.NET INC · Common · 262506108 | LONG | 76,233 | $41,000 | 0.0% | REDUCED | — | 1Y — 5Y — |