Coatue Management portfolio · 2008-06-30
Disclosed long book
$1.84 billion
Long positions
55
Calls / puts
0 / 0
Top 5 concentration
56.8%
Longs with AI data
0 / 55
Average AI 1Y
—
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 |
|---|---|---|---|---|---|---|---|
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 2,121,230 | $248.0 million | 13.5% | NOT COMPARABLE | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,323,719 | $221.6 million | 12.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,995,138 | $211.0 million | 11.5% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 4,496,446 | $199.5 million | 10.8% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 316,998 | $166.9 million | 9.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 322,673 | $101.0 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,897,993 | $85.2 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 1,798,571 | $70.3 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
LAWSON SOFTWARE INC NEW LAWSON SOFTWARE INC NEW · COM · 52078P102 | LONG | 8,890,188 | $64.6 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
HOME INNS & HOTELS MGMT INC HOME INNS & HOTELS MGMT INC · SPON ADR · 43713W107 | LONG | 2,380,855 | $45.3 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 1,955,371 | $42.4 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,092,029 | $38.0 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MACROVISION SOLUTIONS CORP MACROVISION SOLUTIONS CORP · COM · 55611C108 | LONG | 2,494,445 | $37.3 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SIGMA DESIGNS INC SIGMA DESIGNS INC · COM · 826565103 | LONG | 2,219,300 | $30.8 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SUNPOWER CORP SUNPOWER CORP · COM CL A · 867652109 | LONG | 357,608 | $25.7 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
NORTEL NETWORKS CORP NEW NORTEL NETWORKS CORP NEW · COM NEW · 656568508 | LONG | 3,084,600 | $25.4 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CREE INC CREE INC · COM · 225447101 | LONG | 820,012 | $18.7 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC FALCONSTOR SOFTWARE INC · COM · 306137100 | LONG | 2,446,133 | $17.3 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
MARCHEX INC MARCHEX INC · CL B · 56624R108 | LONG | 1,231,673 | $15.2 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
GARMIN LTD GARMIN LTD · ORD · G37260109 | LONG | 325,000 | $13.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BLUE NILE INC BLUE NILE INC · COM · 09578R103 | LONG | 326,700 | $13.9 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 500,000 | $13.0 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
LDK SOLAR CO LTD LDK SOLAR CO LTD · SPONSORED ADR · 50183L107 | LONG | 320,000 | $12.1 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 762,168 | $11.0 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 728,383 | $10.3 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
O2MICRO INTERNATIONAL LTD O2MICRO INTERNATIONAL LTD · SPONS ADR · 67107W100 | LONG | 1,497,964 | $10.0 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 919,544 | $9.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
LG DISPLAY CO LTD LG DISPLAY CO LTD · SPONS ADR REP · 50186V102 | LONG | 500,000 | $9.3 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NOVATEL WIRELESS INC NOVATEL WIRELESS INC · COM NEW · 66987M604 | LONG | 740,001 | $8.2 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
THE9 LTD THE9 LTD · ADR · 88337K104 | LONG | 350,891 | $7.9 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AU OPTRONICS CORP AU OPTRONICS CORP · SPONSORED ADR · 002255107 | LONG | 500,000 | $7.9 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
RENESOLA LTD RENESOLA LTD · SPONS ADS · 75971T103 | LONG | 425,000 | $7.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · COM · 80004C101 | LONG | 390,685 | $7.3 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRF TECHNOLOGY HLDGS INC SIRF TECHNOLOGY HLDGS INC · COM · 82967H101 | LONG | 1,649,104 | $7.1 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
BROADCOM CORP BROADCOM CORP · CL A · 111320107 | LONG | 240,000 | $6.5 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
UNDER ARMOUR INC UNDER ARMOUR INC · CL A · 904311107 | LONG | 242,259 | $6.2 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TRINA SOLAR LIMITED TRINA SOLAR LIMITED · SPON ADR · 89628E104 | LONG | 200,000 | $6.1 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CHINA DIGITAL TV HLDG CO LTD CHINA DIGITAL TV HLDG CO LTD · SPONSORED ADR · 16938G107 | LONG | 370,000 | $5.1 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SIERRA WIRELESS INC SIERRA WIRELESS INC · COM · 826516106 | LONG | 343,919 | $5.0 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TRAVELZOO INC TRAVELZOO INC · COM · 89421Q106 | LONG | 581,628 | $5.0 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
REALNETWORKS INC REALNETWORKS INC · COM · 75605L104 | LONG | 433,729 | $2.9 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NAVTEQ CORP NAVTEQ CORP · COM · 63936L100 | LONG | 31,030 | $2.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 350,000 | $1.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ISILON SYS INC ISILON SYS INC · COM · 46432L104 | LONG | 415,038 | $1.8 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHINA TECHFAITH WIRLS COMM T CHINA TECHFAITH WIRLS COMM T · SPONSORED ADR · 169424108 | LONG | 355,733 | $1.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
RF MICRODEVICES INC RF MICRODEVICES INC · COM · 749941100 | LONG | 426,929 | $1.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · COM · 505336107 | LONG | 108,809 | $832,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ARIBA INC ARIBA INC · COM NEW · 04033V203 | LONG | 47,653 | $701,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIDENT MICROSYSTEMS INC TRIDENT MICROSYSTEMS INC · COM · 895919108 | LONG | 170,188 | $621,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
R H DONNELLEY CORP R H DONNELLEY CORP · COM NEW · 74955W307 | LONG | 183,000 | $549,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
IDEARC INC IDEARC INC · COM · 451663108 | LONG | 233,000 | $548,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
IPASS INC IPASS INC · COM · 46261V108 | LONG | 234,898 | $486,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SELECT COMFORT CORP SELECT COMFORT CORP · COM · 81616X103 | LONG | 156,811 | $257,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SYNAPTICS INC SYNAPTICS INC · COM · 87157D109 | LONG | 5,648 | $213,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AUTHENTIDATE HLDG CORP AUTHENTIDATE HLDG CORP · COM · 052666104 | LONG | 153,702 | $63,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |