Coatue Management portfolio · 2005-03-31
Disclosed long book
$209.4 million
Long positions
29
Calls / puts
0 / 0
Top 5 concentration
70.6%
Longs with AI data
1 / 29
Average AI 1Y
+12.3%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2004-12-31) 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 |
|---|---|---|---|---|---|---|---|
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 979,480 | $47.2 million | 22.5% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CLA · 38259P508 | LONG | 218,090 | $39.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
TESSERA TECHNOLOGIES INC TESSERA TECHNOLOGIES INC · COM · 88164L100 | LONG | 900,345 | $38.9 million | 18.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICA MOVIL SA DE CV AMERICA MOVIL SA DE CV · SPONSORED ADR · 02364W105 | LONG | 515,550 | $26.6 million | 12.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,670,956 | $21.3 million | 10.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP. AMERICAN TOWER CORP. · CLASS A · 029912201 | LONG | 1,139,826 | $20.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NII HOLDINGS INC NII HOLDINGS INC · CLA NEW · 62913F201 | LONG | 291,331 | $16.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 857,723 | $13.8 million | 6.6% | NOT COMPARABLE | — | 1Y — 5Y — |
DREAMWORKS ANIMATION SKG INC DREAMWORKS ANIMATION SKG INC · CLA · 26153C103 | LONG | 334,560 | $13.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SPECTRASITE, INC SPECTRASITE, INC · COM · 84761M104 | LONG | 218,122 | $12.6 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
GLOBAL SIGNAL INC. GLOBAL SIGNAL INC. · COM · 37944Q103 | LONG | 373,167 | $11.2 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MOBILE TELESYSTEMS OJSC MOBILE TELESYSTEMS OJSC · SPONSORED ADR · 607409109 | LONG | 280,000 | $9.9 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
BROADCOM CORP BROADCOM CORP · CLA · 111320107 | LONG | 245,000 | $7.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NDS GROUP PLC NDS GROUP PLC · SPONSORED ADR · 628891103 | LONG | 209,778 | $7.3 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
MONOLITHIC PWR SYS INC MONOLITHIC PWR SYS INC · COM · 609839105 | LONG | 546,832 | $4.8 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AAPL Apple Inc. | LONG | 110,000 | $4.6 million | 2.2% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
BOSTON COMMUNICATIONS GROUP BOSTON COMMUNICATIONS GROUP · COM · 100582105 | LONG | 380,770 | $2.7 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · COM · 52729N100 | LONG | 806,814 | $1.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · COM · 505336107 | LONG | 108,809 | $1.5 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
CENTILLIUM COMMUNICATIONS INC CENTILLIUM COMMUNICATIONS INC · COM · 152319109 | LONG | 53,803 | $1.4 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
NEOWARE SYS INC NEOWARE SYS INC · COM · 64065P102 | LONG | 115,944 | $1.2 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
IPASS INC IPASS INC · COM · 46261V108 | LONG | 184,694 | $1.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
SONUS NETWORKS INC SONUS NETWORKS INC · COM · 835916107 | LONG | 134,510 | $570,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SECURE COMPUTING CORP SECURE COMPUTING CORP · COM · 813705100 | LONG | 52,738 | $452,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ARIBA INC ARIBA INC · COM NEW · 04033V203 | LONG | 47,653 | $370,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
TELESYSTEM INTL WIRELESS INC TELESYSTEM INTL WIRELESS INC · NEWCOM · 879946606 | LONG | 18,415 | $281,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
BOOKS A MILLION INC BOOKS A MILLION INC · COM · 98570104 | LONG | 11,000 | $100,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AVANEX CORP AVANEX CORP · COM · 05348W109 | LONG | 71,998 | $94,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
OPLINK COMMUNICATIONS INC OPLINK COMMUNICATIONS INC · COM · 68375Q106 | LONG | 48,281 | $76,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |