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
—
| 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% | INCREASED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,323,719 | $221.6 million | 12.0% | UNCHANGED | — | 1Y — 5Y — |
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,995,138 | $211.0 million | 11.5% | UNCHANGED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 4,496,446 | $199.5 million | 10.8% | INCREASED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 316,998 | $166.9 million | 9.1% | REDUCED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 322,673 | $101.0 million | 5.5% | UNCHANGED | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,897,993 | $85.2 million | 4.6% | NEWLY REPORTED | — | 1Y — 5Y — |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 1,798,571 | $70.3 million | 3.8% | UNCHANGED | — | 1Y — 5Y — |
LAWSON SOFTWARE INC NEW LAWSON SOFTWARE INC NEW · COM · 52078P102 | LONG | 8,890,188 | $64.6 million | 3.5% | REDUCED | — | 1Y — 5Y — |
HOME INNS & HOTELS MGMT INC HOME INNS & HOTELS MGMT INC · SPON ADR · 43713W107 | LONG | 2,380,855 | $45.3 million | 2.5% | INCREASED | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 1,955,371 | $42.4 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,092,029 | $38.0 million | 2.1% | INCREASED | — | 1Y — 5Y — |
MACROVISION SOLUTIONS CORP MACROVISION SOLUTIONS CORP · COM · 55611C108 | LONG | 2,494,445 | $37.3 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SIGMA DESIGNS INC SIGMA DESIGNS INC · COM · 826565103 | LONG | 2,219,300 | $30.8 million | 1.7% | INCREASED | — | 1Y — 5Y — |
SUNPOWER CORP SUNPOWER CORP · COM CL A · 867652109 | LONG | 357,608 | $25.7 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
NORTEL NETWORKS CORP NEW NORTEL NETWORKS CORP NEW · COM NEW · 656568508 | LONG | 3,084,600 | $25.4 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
CREE INC CREE INC · COM · 225447101 | LONG | 820,012 | $18.7 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC FALCONSTOR SOFTWARE INC · COM · 306137100 | LONG | 2,446,133 | $17.3 million | 0.9% | INCREASED | — | 1Y — 5Y — |
MARCHEX INC MARCHEX INC · CL B · 56624R108 | LONG | 1,231,673 | $15.2 million | 0.8% | REDUCED | — | 1Y — 5Y — |
GARMIN LTD GARMIN LTD · ORD · G37260109 | LONG | 325,000 | $13.9 million | — | UNCHANGED | — | 1Y — 5Y — |
BLUE NILE INC BLUE NILE INC · COM · 09578R103 | LONG | 326,700 | $13.9 million | 0.8% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 500,000 | $13.0 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
LDK SOLAR CO LTD LDK SOLAR CO LTD · SPONSORED ADR · 50183L107 | LONG | 320,000 | $12.1 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 762,168 | $11.0 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 728,383 | $10.3 million | 0.6% | INCREASED | — | 1Y — 5Y — |
O2MICRO INTERNATIONAL LTD O2MICRO INTERNATIONAL LTD · SPONS ADR · 67107W100 | LONG | 1,497,964 | $10.0 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 919,544 | $9.7 million | 0.5% | INCREASED | — | 1Y — 5Y — |
LG DISPLAY CO LTD LG DISPLAY CO LTD · SPONS ADR REP · 50186V102 | LONG | 500,000 | $9.3 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
NOVATEL WIRELESS INC NOVATEL WIRELESS INC · COM NEW · 66987M604 | LONG | 740,001 | $8.2 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
THE9 LTD THE9 LTD · ADR · 88337K104 | LONG | 350,891 | $7.9 million | 0.4% | INCREASED | — | 1Y — 5Y — |
AU OPTRONICS CORP AU OPTRONICS CORP · SPONSORED ADR · 002255107 | LONG | 500,000 | $7.9 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
RENESOLA LTD RENESOLA LTD · SPONS ADS · 75971T103 | LONG | 425,000 | $7.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · COM · 80004C101 | LONG | 390,685 | $7.3 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
SIRF TECHNOLOGY HLDGS INC SIRF TECHNOLOGY HLDGS INC · COM · 82967H101 | LONG | 1,649,104 | $7.1 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
BROADCOM CORP BROADCOM CORP · CL A · 111320107 | LONG | 240,000 | $6.5 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
UNDER ARMOUR INC UNDER ARMOUR INC · CL A · 904311107 | LONG | 242,259 | $6.2 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
TRINA SOLAR LIMITED TRINA SOLAR LIMITED · SPON ADR · 89628E104 | LONG | 200,000 | $6.1 million | 0.3% | NEWLY REPORTED | — | 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% | UNCHANGED | — | 1Y — 5Y — |
SIERRA WIRELESS INC SIERRA WIRELESS INC · COM · 826516106 | LONG | 343,919 | $5.0 million | 0.3% | REDUCED | — | 1Y — 5Y — |
TRAVELZOO INC TRAVELZOO INC · COM · 89421Q106 | LONG | 581,628 | $5.0 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
REALNETWORKS INC REALNETWORKS INC · COM · 75605L104 | LONG | 433,729 | $2.9 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
NAVTEQ CORP NAVTEQ CORP · COM · 63936L100 | LONG | 31,030 | $2.4 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 350,000 | $1.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ISILON SYS INC ISILON SYS INC · COM · 46432L104 | LONG | 415,038 | $1.8 million | 0.1% | INCREASED | — | 1Y — 5Y — |
CHINA TECHFAITH WIRLS COMM T CHINA TECHFAITH WIRLS COMM T · SPONSORED ADR · 169424108 | LONG | 355,733 | $1.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
RF MICRODEVICES INC RF MICRODEVICES INC · COM · 749941100 | LONG | 426,929 | $1.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · COM · 505336107 | LONG | 108,809 | $832,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
ARIBA INC ARIBA INC · COM NEW · 04033V203 | LONG | 47,653 | $701,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
TRIDENT MICROSYSTEMS INC TRIDENT MICROSYSTEMS INC · COM · 895919108 | LONG | 170,188 | $621,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
R H DONNELLEY CORP R H DONNELLEY CORP · COM NEW · 74955W307 | LONG | 183,000 | $549,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
IDEARC INC IDEARC INC · COM · 451663108 | LONG | 233,000 | $548,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
IPASS INC IPASS INC · COM · 46261V108 | LONG | 234,898 | $486,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
SELECT COMFORT CORP SELECT COMFORT CORP · COM · 81616X103 | LONG | 156,811 | $257,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
SYNAPTICS INC SYNAPTICS INC · COM · 87157D109 | LONG | 5,648 | $213,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
AUTHENTIDATE HLDG CORP AUTHENTIDATE HLDG CORP · COM · 052666104 | LONG | 153,702 | $63,000 | 0.0% | INCREASED | — | 1Y — 5Y — |