Coatue Management portfolio · 2004-12-31
Disclosed long book
$82.9 million
Long positions
40
Calls / puts
0 / 0
Top 5 concentration
92.0%
Longs with AI data
0 / 40
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
TESSERA TECHNOLOGIES INC TESSERA TECHNOLOGIES INC · CMN · 88164L100 | LONG | 1,405,318 | $52.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SINA CORP SINA CORP · CMN · G81477104 | LONG | 1,097,015 | $35.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMDOCS LTD AMDOCS LTD · ORDINARY · G02602103 | LONG | 1,133,060 | $29.7 million | 35.9% | INCREASED | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CMN · 029912201 | LONG | 1,282,712 | $23.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MOTOROLA INC MOTOROLA INC · CMN · 620076109 | LONG | 1,294,945 | $22.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · CMN · 228227104 | LONG | 943,698 | $15.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COMMON · 760975102 | LONG | 182,897 | $15.1 million | 18.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 257,141 | $13.6 million | 16.4% | INCREASED | — | 1Y — 5Y — |
DREAMWORKS ANIMATION INC DREAMWORKS ANIMATION INC · CMN CLASS A · 26153C103 | LONG | 360,000 | $13.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SPECTRASITE INC SPECTRASITE INC · CMN · 84761M104 | LONG | 225,831 | $13.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NII HOLDINGS INC NII HOLDINGS INC · CMN CLASS B · 62913F201 | LONG | 229,848 | $10.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBAL SIGNAL INC. GLOBAL SIGNAL INC. · CMN · 37944Q103 | LONG | 385,519 | $10.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ADOBE SYSTEMS INC ADOBE SYSTEMS INC · CMN · 00724F101 | LONG | 167,552 | $10.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL CTRIP.COM INTERNATIONAL · ADR CMN · 22943F100 | LONG | 215,685 | $9.9 million | 12.0% | NEWLY REPORTED | — | 1Y — 5Y — |
YAHOO! INC YAHOO! INC · CMN · 984332106 | LONG | 215,000 | $8.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CLASS A · 38259P508 | LONG | 41,000 | $7.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICA MOVIL SA DE CV AMERICA MOVIL SA DE CV · SPONSOREDADR · 02364W105 | LONG | 149,950 | $7.8 million | 9.5% | NEWLY REPORTED | — | 1Y — 5Y — |
APPLE COMPUTER INC APPLE COMPUTER INC · CMN · 037833100 | LONG | 119,800 | $7.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NDS GROUP PLC NDS GROUP PLC · SPONSORED ADR · 628891103 | LONG | 195,719 | $6.7 million | 8.0% | REDUCED | — | 1Y — 5Y — |
SIGMATEL INC SIGMATEL INC · CMN · 82661W107 | LONG | 145,000 | $5.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
TELESYSTEM INTL WIRELESS INC TELESYSTEM INTL WIRELESS INC · NEW · 879946606 | LONG | 458,162 | $5.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · CMN · 52729N100 | LONG | 1,481,365 | $5.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · CMN · 918076100 | LONG | 206,510 | $4.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
OPEN TEXT CORP OPEN TEXT CORP · CMN · 683715106 | LONG | 225,000 | $4.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BOSTON COMMUNICATIONS GROUP BOSTON COMMUNICATIONS GROUP · CMN · 100582105 | LONG | 460,434 | $4.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · CMN · 00971T101 | LONG | 316,604 | $4.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · CMN · 505336107 | LONG | 225,202 | $3.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEOWARE SYS INC NEOWARE SYS INC · CMN · 64065P102 | LONG | 298,890 | $2.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SCHOLASTIC CORP SCHOLASTIC CORP · CMN · 807066105 | LONG | 50,610 | $1.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
IPASS INC IPASS INC · CMN · 46261V108 | LONG | 238,771 | $1.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CHINADOTCOM CORP CHINADOTCOM CORP · CMN CLASS A · G2108N109 | LONG | 229,236 | $1.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AUTHENTIDATE HOLDING CORP AUTHENTIDATE HOLDING CORP · CMN · 052666104 | LONG | 152,198 | $942,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
SONUS NETWORK INC SONUS NETWORK INC · CMN · 835916107 | LONG | 134,510 | $771,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
DRUGSTORE.COM INC DRUGSTORE.COM INC · CMN · 262241102 | LONG | 180,669 | $614,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
SECURE COMPUTING CORP SECURE COMPUTING CORP · CMN · 813705100 | LONG | 54,193 | $541,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
IMAX CORP IMAX CORP · CMN · 45245E109 | LONG | 54,963 | $453,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
SCANSOFT INC SCANSOFT INC · CMN · 80603P107 | LONG | 70,784 | $297,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
AVANEX CORP AVANEX CORP · CMN · 05348W109 | LONG | 71,998 | $238,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
MCI INC MCI INC · CMN · 98157D304 | LONG | 2,778,900 | $46,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBAL CROSSING LTD. GLOBAL CROSSING LTD. · CMN · G3921A175 | LONG | 523,500 | $38,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |