Coatue Management portfolio · 2004-03-31
Disclosed long book
$498.8 million
Long positions
63
Calls / puts
0 / 0
Top 5 concentration
27.6%
Longs with AI data
0 / 63
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
CAREER EDUCATION CORP CAREER EDUCATION CORP · COMMON · 141665109 | LONG | 663,023 | $37.5 million | 7.5% | NEWLY REPORTED | — | 1Y — 5Y — |
INTERACTIVE CORP INTERACTIVE CORP · COMMON · 45840Q101 | LONG | 947,056 | $30.0 million | 6.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · COMMON · 80004C101 | LONG | 877,806 | $24.9 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
DELL INC DELL INC · COMMON · 24702R101 | LONG | 694,000 | $23.3 million | 4.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TASER INTL INC TASER INTL INC · COMMON · 87651B104 | LONG | 282,300 | $22.1 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN TOWER CORP. AMERICAN TOWER CORP. · CLASS A · 029912201 | LONG | 1,883,800 | $21.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COMMON · 228227104 | LONG | 1,674,000 | $21.1 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
R.H. DONNELLEY CORP (NEW) R.H. DONNELLEY CORP (NEW) · COMMON · 74955W307 | LONG | 432,700 | $20.2 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
E*TRADE FINANCIAL CORP E*TRADE FINANCIAL CORP · COMMON · 269246104 | LONG | 1,315,700 | $17.6 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
DUN & BRADSTREET CORP DEL NEW DUN & BRADSTREET CORP DEL NEW · COMMON · 26483E100 | LONG | 328,300 | $17.6 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
COMVERSE TECHNOLOGY INC COMVERSE TECHNOLOGY INC · COMMON · 205862402 | LONG | 905,618 | $16.4 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TELESYSTEM INTL WIRELESS INC NEW TELESYSTEM INTL WIRELESS INC NEW · COMMON · 879946606 | LONG | 1,384,100 | $15.7 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CREE RESEARCH INC CREE RESEARCH INC · COMMON · 225447101 | LONG | 692,583 | $15.4 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SYLVAN LEARNING SYS INC SYLVAN LEARNING SYS INC · COMMON · 871399101 | LONG | 394,229 | $13.8 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ARMOR HOLDINGS INC ARMOR HOLDINGS INC · COMMON · 042260109 | LONG | 376,500 | $12.5 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BOSTON COMMUNICATIONS GROUP BOSTON COMMUNICATIONS GROUP · SPONSORED ADR · 100582105 | LONG | 965,355 | $11.4 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MILLICOM INTL CELLULAR SA MILLICOM INTL CELLULAR SA · COMMON · L6388F110 | LONG | 516,284 | $11.4 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL CTRIP.COM INTERNATIONAL · COMMON · 22943F100 | LONG | 390,851 | $11.1 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COMMON · 747525103 | LONG | 166,000 | $11.0 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NETWORK ASSOCIATES INC NETWORK ASSOCIATES INC · COMMON · 640938106 | LONG | 593,000 | $10.7 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 213,268 | $10.6 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CERADYNE INC CERADYNE INC · COMMON · 156710105 | LONG | 285,000 | $10.3 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NEXTEL COMMUNICATIONS NEXTEL COMMUNICATIONS · COMMON · 65332V103 | LONG | 416,443 | $10.3 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NTL INC DEL NTL INC DEL · COMMON · 62940M104 | LONG | 157,867 | $9.4 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AMDOCS LTD AMDOCS LTD · ORDINARY · G02602103 | LONG | 328,000 | $9.1 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
INTELLIGROUP INC. INTELLIGROUP INC. · COMMON · 45816A106 | LONG | 1,166,565 | $8.5 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
NDS GROUP PLC NDS GROUP PLC · SPONSORED ADR · 628891103 | LONG | 289,443 | $8.0 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ZIX CORPORATION ZIX CORPORATION · COMMON · 98974P100 | LONG | 481,889 | $7.0 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
NII HOLDINGS, INC NII HOLDINGS, INC · CLASS B · 62913F201 | LONG | 175,800 | $6.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
LEXAR MEDIA INC LEXAR MEDIA INC · COMMON · 52886P104 | LONG | 345,516 | $5.7 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CAL-MAINE FOODS INC CAL-MAINE FOODS INC · COMMON · 128030202 | LONG | 150,000 | $5.3 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
OMNIVISION TECHNOLOGIES, INC OMNIVISION TECHNOLOGIES, INC · COMMON · 682128103 | LONG | 189,100 | $5.2 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
LOUDEYE CORPORATION LOUDEYE CORPORATION · COMMON · 545754103 | LONG | 2,621,622 | $4.8 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
UNITEDGLOBALCOM INC CLA A UNITEDGLOBALCOM INC CLA A · CLASS A · 913247508 | LONG | 557,936 | $4.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
IMAX CORPORATION IMAX CORPORATION · COMMON · 45245E109 | LONG | 800,000 | $4.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
USANA HEALTH SCIENCES USANA HEALTH SCIENCES · COMMON · 90328M107 | LONG | 200,000 | $4.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
SINA SINA · ORDINARY · G81477104 | LONG | 120,925 | $4.6 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AUTHENTIDATE HOLDING CORP AUTHENTIDATE HOLDING CORP · COMMON · 052666104 | LONG | 325,900 | $4.4 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
KVH INDUSTRIES INC KVH INDUSTRIES INC · COMMON · 482738101 | LONG | 300,000 | $4.3 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICA MOVIL SA DE CV AMERICA MOVIL SA DE CV · SPONSORED ADR · 02364W105 | LONG | 87,000 | $3.4 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
WEBSENSE INC WEBSENSE INC · COMMON · 947684106 | LONG | 110,400 | $3.3 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SKILLSOFT PLC SKILLSOFT PLC · SPONSORED ADR · 830928107 | LONG | 241,769 | $3.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE TWO INTERACTIVE SOFTWARE, INC TAKE TWO INTERACTIVE SOFTWARE, INC · COMMON · 874054109 | LONG | 82,800 | $3.0 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MIDWAY GAMES INC MIDWAY GAMES INC · COMMON · 598148104 | LONG | 396,040 | $2.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
SIRIUS SATELLITE RADIO INC SIRIUS SATELLITE RADIO INC · COMMON · 82966U103 | LONG | 821,000 | $2.8 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
M SYS FLASH DISK PIONEERS LTD M SYS FLASH DISK PIONEERS LTD · COMMON · M7061C100 | LONG | 132,824 | $2.7 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
CAPTIVA SOVTWARE CORP DEL CAPTIVA SOVTWARE CORP DEL · COMMON · 14073T109 | LONG | 192,400 | $2.7 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
SCANSOFT INC SCANSOFT INC · COMMON · 80603P107 | LONG | 468,747 | $2.6 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AVICI SYSTEMS INC AVICI SYSTEMS INC · COMMON · 05367L802 | LONG | 160,000 | $2.2 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
COSTAR GROUP INC COSTAR GROUP INC · COMMON · 221610N109 | LONG | 59,600 | $2.2 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MANNATECH INC MANNATECH INC · COMMON · 563771104 | LONG | 200,000 | $2.1 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SCHOLASTIC CORPORATION SCHOLASTIC CORPORATION · COMMON · 807066105 | LONG | 50,610 | $1.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FREEMARKETS, INC FREEMARKETS, INC · COMMON · 356602102 | LONG | 127,076 | $1.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX.COM INC NETFLIX.COM INC · COMMON · 64110L106 | LONG | 28,920 | $987,000 | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SONUS NETWORKS INC SONUS NETWORKS INC · COMMON · 835916107 | LONG | 134,510 | $510,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC FALCONSTOR SOFTWARE INC · COMMON · 306137100 | LONG | 43,700 | $326,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AVANEX AVANEX · COMMON · 05348W109 | LONG | 71,998 | $311,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CENTILLIUM COMMUNICATIONS INC CENTILLIUM COMMUNICATIONS INC · COMMON · 152319109 | LONG | 68,822 | $311,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
OPLINK COMMUNCATIONS INC OPLINK COMMUNCATIONS INC · COMMON · 68375Q106 | LONG | 48,281 | $120,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
RCN CORP RCN CORP · COMMON · 749361101 | LONG | 365,264 | $106,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBAL CROSSING LTD. GLOBAL CROSSING LTD. · COMMON · G3921A175 | LONG | 1,000,000 | $73,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BOOKS A MILLION BOOKS A MILLION · COMMON · 098570104 | LONG | 11,000 | $70,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
DSL.NET INC DSL.NET INC · COMMON · 262506108 | LONG | 76,233 | $37,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |