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
1 / 63
Average AI 1Y
+18.9%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2003-09-30, 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.
| 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% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERACTIVE CORP INTERACTIVE CORP · COMMON · 45840Q101 | LONG | 947,056 | $30.0 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · COMMON · 80004C101 | LONG | 877,806 | $24.9 million | 5.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DELL INC DELL INC · COMMON · 24702R101 | LONG | 694,000 | $23.3 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
TASER INTL INC TASER INTL INC · COMMON · 87651B104 | LONG | 282,300 | $22.1 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP. AMERICAN TOWER CORP. · CLASS A · 029912201 | LONG | 1,883,800 | $21.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COMMON · 228227104 | LONG | 1,674,000 | $21.1 million | 4.2% | NOT COMPARABLE | — | 1Y — 5Y — |
R.H. DONNELLEY CORP (NEW) R.H. DONNELLEY CORP (NEW) · COMMON · 74955W307 | LONG | 432,700 | $20.2 million | 4.1% | NOT COMPARABLE | — | 1Y — 5Y — |
E*TRADE FINANCIAL CORP E*TRADE FINANCIAL CORP · COMMON · 269246104 | LONG | 1,315,700 | $17.6 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
DUN & BRADSTREET CORP DEL NEW DUN & BRADSTREET CORP DEL NEW · COMMON · 26483E100 | LONG | 328,300 | $17.6 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
COMVERSE TECHNOLOGY INC COMVERSE TECHNOLOGY INC · COMMON · 205862402 | LONG | 905,618 | $16.4 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TELESYSTEM INTL WIRELESS INC NEW TELESYSTEM INTL WIRELESS INC NEW · COMMON · 879946606 | LONG | 1,384,100 | $15.7 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CREE RESEARCH INC CREE RESEARCH INC · COMMON · 225447101 | LONG | 692,583 | $15.4 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SYLVAN LEARNING SYS INC SYLVAN LEARNING SYS INC · COMMON · 871399101 | LONG | 394,229 | $13.8 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ARMOR HOLDINGS INC ARMOR HOLDINGS INC · COMMON · 042260109 | LONG | 376,500 | $12.5 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BOSTON COMMUNICATIONS GROUP BOSTON COMMUNICATIONS GROUP · SPONSORED ADR · 100582105 | LONG | 965,355 | $11.4 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MILLICOM INTL CELLULAR SA MILLICOM INTL CELLULAR SA · COMMON · L6388F110 | LONG | 516,284 | $11.4 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL CTRIP.COM INTERNATIONAL · COMMON · 22943F100 | LONG | 390,851 | $11.1 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
QCOM Qualcomm Inc. | LONG | 166,000 | $11.0 million | 2.2% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
NETWORK ASSOCIATES INC NETWORK ASSOCIATES INC · COMMON · 640938106 | LONG | 593,000 | $10.7 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 213,268 | $10.6 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CERADYNE INC CERADYNE INC · COMMON · 156710105 | LONG | 285,000 | $10.3 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NEXTEL COMMUNICATIONS NEXTEL COMMUNICATIONS · COMMON · 65332V103 | LONG | 416,443 | $10.3 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NTL INC DEL NTL INC DEL · COMMON · 62940M104 | LONG | 157,867 | $9.4 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
AMDOCS LTD AMDOCS LTD · ORDINARY · G02602103 | LONG | 328,000 | $9.1 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
INTELLIGROUP INC. INTELLIGROUP INC. · COMMON · 45816A106 | LONG | 1,166,565 | $8.5 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
NDS GROUP PLC NDS GROUP PLC · SPONSORED ADR · 628891103 | LONG | 289,443 | $8.0 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ZIX CORPORATION ZIX CORPORATION · COMMON · 98974P100 | LONG | 481,889 | $7.0 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
NII HOLDINGS, INC NII HOLDINGS, INC · CLASS B · 62913F201 | LONG | 175,800 | $6.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
LEXAR MEDIA INC LEXAR MEDIA INC · COMMON · 52886P104 | LONG | 345,516 | $5.7 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CAL-MAINE FOODS INC CAL-MAINE FOODS INC · COMMON · 128030202 | LONG | 150,000 | $5.3 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
OMNIVISION TECHNOLOGIES, INC OMNIVISION TECHNOLOGIES, INC · COMMON · 682128103 | LONG | 189,100 | $5.2 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
LOUDEYE CORPORATION LOUDEYE CORPORATION · COMMON · 545754103 | LONG | 2,621,622 | $4.8 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITEDGLOBALCOM INC CLA A UNITEDGLOBALCOM INC CLA A · CLASS A · 913247508 | LONG | 557,936 | $4.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
IMAX CORPORATION IMAX CORPORATION · COMMON · 45245E109 | LONG | 800,000 | $4.7 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
USANA HEALTH SCIENCES USANA HEALTH SCIENCES · COMMON · 90328M107 | LONG | 200,000 | $4.7 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
SINA SINA · ORDINARY · G81477104 | LONG | 120,925 | $4.6 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
AUTHENTIDATE HOLDING CORP AUTHENTIDATE HOLDING CORP · COMMON · 052666104 | LONG | 325,900 | $4.4 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
KVH INDUSTRIES INC KVH INDUSTRIES INC · COMMON · 482738101 | LONG | 300,000 | $4.3 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICA MOVIL SA DE CV AMERICA MOVIL SA DE CV · SPONSORED ADR · 02364W105 | LONG | 87,000 | $3.4 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
WEBSENSE INC WEBSENSE INC · COMMON · 947684106 | LONG | 110,400 | $3.3 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SKILLSOFT PLC SKILLSOFT PLC · SPONSORED ADR · 830928107 | LONG | 241,769 | $3.1 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE TWO INTERACTIVE SOFTWARE, INC TAKE TWO INTERACTIVE SOFTWARE, INC · COMMON · 874054109 | LONG | 82,800 | $3.0 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
MIDWAY GAMES INC MIDWAY GAMES INC · COMMON · 598148104 | LONG | 396,040 | $2.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRIUS SATELLITE RADIO INC SIRIUS SATELLITE RADIO INC · COMMON · 82966U103 | LONG | 821,000 | $2.8 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
M SYS FLASH DISK PIONEERS LTD M SYS FLASH DISK PIONEERS LTD · COMMON · M7061C100 | LONG | 132,824 | $2.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CAPTIVA SOVTWARE CORP DEL CAPTIVA SOVTWARE CORP DEL · COMMON · 14073T109 | LONG | 192,400 | $2.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
SCANSOFT INC SCANSOFT INC · COMMON · 80603P107 | LONG | 468,747 | $2.6 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
AVICI SYSTEMS INC AVICI SYSTEMS INC · COMMON · 05367L802 | LONG | 160,000 | $2.2 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
COSTAR GROUP INC COSTAR GROUP INC · COMMON · 221610N109 | LONG | 59,600 | $2.2 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
MANNATECH INC MANNATECH INC · COMMON · 563771104 | LONG | 200,000 | $2.1 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SCHOLASTIC CORPORATION SCHOLASTIC CORPORATION · COMMON · 807066105 | LONG | 50,610 | $1.4 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
FREEMARKETS, INC FREEMARKETS, INC · COMMON · 356602102 | LONG | 127,076 | $1.0 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX.COM INC NETFLIX.COM INC · COMMON · 64110L106 | LONG | 28,920 | $987,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SONUS NETWORKS INC SONUS NETWORKS INC · COMMON · 835916107 | LONG | 134,510 | $510,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC FALCONSTOR SOFTWARE INC · COMMON · 306137100 | LONG | 43,700 | $326,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AVANEX AVANEX · COMMON · 05348W109 | LONG | 71,998 | $311,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CENTILLIUM COMMUNICATIONS INC CENTILLIUM COMMUNICATIONS INC · COMMON · 152319109 | LONG | 68,822 | $311,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
OPLINK COMMUNCATIONS INC OPLINK COMMUNCATIONS INC · COMMON · 68375Q106 | LONG | 48,281 | $120,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
RCN CORP RCN CORP · COMMON · 749361101 | LONG | 365,264 | $106,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
GLOBAL CROSSING LTD. GLOBAL CROSSING LTD. · COMMON · G3921A175 | LONG | 1,000,000 | $73,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
BOOKS A MILLION BOOKS A MILLION · COMMON · 098570104 | LONG | 11,000 | $70,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DSL.NET INC DSL.NET INC · COMMON · 262506108 | LONG | 76,233 | $37,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |