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
1 / 40
Average AI 1Y
+12.3%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
This quarter is marked source summary variance, so change classifications are withheld.
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 |
|---|---|---|---|---|---|---|---|
TESSERA TECHNOLOGIES INC TESSERA TECHNOLOGIES INC · CMN · 88164L100 | LONG | 1,405,318 | $52.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SINA CORP SINA CORP · CMN · G81477104 | LONG | 1,097,015 | $35.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AMDOCS LTD AMDOCS LTD · ORDINARY · G02602103 | LONG | 1,133,060 | $29.7 million | 35.9% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CMN · 029912201 | LONG | 1,282,712 | $23.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
MOTOROLA INC MOTOROLA INC · CMN · 620076109 | LONG | 1,294,945 | $22.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · CMN · 228227104 | LONG | 943,698 | $15.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COMMON · 760975102 | LONG | 182,897 | $15.1 million | 18.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 257,141 | $13.6 million | 16.4% | NOT COMPARABLE | — | 1Y — 5Y — |
DREAMWORKS ANIMATION INC DREAMWORKS ANIMATION INC · CMN CLASS A · 26153C103 | LONG | 360,000 | $13.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SPECTRASITE INC SPECTRASITE INC · CMN · 84761M104 | LONG | 225,831 | $13.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NII HOLDINGS INC NII HOLDINGS INC · CMN CLASS B · 62913F201 | LONG | 229,848 | $10.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
GLOBAL SIGNAL INC. GLOBAL SIGNAL INC. · CMN · 37944Q103 | LONG | 385,519 | $10.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ADOBE SYSTEMS INC ADOBE SYSTEMS INC · CMN · 00724F101 | LONG | 167,552 | $10.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL CTRIP.COM INTERNATIONAL · ADR CMN · 22943F100 | LONG | 215,685 | $9.9 million | 12.0% | NOT COMPARABLE | — | 1Y — 5Y — |
YAHOO! INC YAHOO! INC · CMN · 984332106 | LONG | 215,000 | $8.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CLASS A · 38259P508 | LONG | 41,000 | $7.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICA MOVIL SA DE CV AMERICA MOVIL SA DE CV · SPONSOREDADR · 02364W105 | LONG | 149,950 | $7.8 million | 9.5% | NOT COMPARABLE | — | 1Y — 5Y — |
AAPL Apple Inc. | LONG | 119,800 | $7.7 million | — | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
NDS GROUP PLC NDS GROUP PLC · SPONSORED ADR · 628891103 | LONG | 195,719 | $6.7 million | 8.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SIGMATEL INC SIGMATEL INC · CMN · 82661W107 | LONG | 145,000 | $5.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
TELESYSTEM INTL WIRELESS INC TELESYSTEM INTL WIRELESS INC · NEW · 879946606 | LONG | 458,162 | $5.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · CMN · 52729N100 | LONG | 1,481,365 | $5.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · CMN · 918076100 | LONG | 206,510 | $4.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
OPEN TEXT CORP OPEN TEXT CORP · CMN · 683715106 | LONG | 225,000 | $4.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BOSTON COMMUNICATIONS GROUP BOSTON COMMUNICATIONS GROUP · CMN · 100582105 | LONG | 460,434 | $4.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · CMN · 00971T101 | LONG | 316,604 | $4.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · CMN · 505336107 | LONG | 225,202 | $3.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEOWARE SYS INC NEOWARE SYS INC · CMN · 64065P102 | LONG | 298,890 | $2.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SCHOLASTIC CORP SCHOLASTIC CORP · CMN · 807066105 | LONG | 50,610 | $1.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
IPASS INC IPASS INC · CMN · 46261V108 | LONG | 238,771 | $1.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CHINADOTCOM CORP CHINADOTCOM CORP · CMN CLASS A · G2108N109 | LONG | 229,236 | $1.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AUTHENTIDATE HOLDING CORP AUTHENTIDATE HOLDING CORP · CMN · 052666104 | LONG | 152,198 | $942,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
SONUS NETWORK INC SONUS NETWORK INC · CMN · 835916107 | LONG | 134,510 | $771,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
DRUGSTORE.COM INC DRUGSTORE.COM INC · CMN · 262241102 | LONG | 180,669 | $614,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
SECURE COMPUTING CORP SECURE COMPUTING CORP · CMN · 813705100 | LONG | 54,193 | $541,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
IMAX CORP IMAX CORP · CMN · 45245E109 | LONG | 54,963 | $453,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
SCANSOFT INC SCANSOFT INC · CMN · 80603P107 | LONG | 70,784 | $297,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
AVANEX CORP AVANEX CORP · CMN · 05348W109 | LONG | 71,998 | $238,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
MCI INC MCI INC · CMN · 98157D304 | LONG | 2,778,900 | $46,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
GLOBAL CROSSING LTD. GLOBAL CROSSING LTD. · CMN · G3921A175 | LONG | 523,500 | $38,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |