Coatue Management portfolio · 2008-12-31
Disclosed long book
$602.9 million
Long positions
12
Calls / puts
0 / 0
Top 5 concentration
71.5%
Longs with AI data
0 / 12
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,788,226 | $132.0 million | 21.9% | REDUCED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 997,851 | $85.2 million | 14.1% | REDUCED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 642,025 | $83.8 million | 13.9% | INCREASED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 2,256,253 | $80.8 million | 13.4% | REDUCED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 159,052 | $48.9 million | 8.1% | REDUCED | — | 1Y — 5Y — |
ORACLE CORP ORACLE CORP · COM · 68389X105 | LONG | 2,694,659 | $47.8 million | 7.9% | NEWLY REPORTED | — | 1Y — 5Y — |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 926,716 | $35.2 million | 5.8% | REDUCED | — | 1Y — 5Y — |
SUNPOWER CORP SUNPOWER CORP · COM CL B · 867652307 | LONG | 831,060 | $25.3 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 853,434 | $25.0 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TD AMERITRADE HLDG CORP TD AMERITRADE HLDG CORP · COM · 87236Y108 | LONG | 1,720,222 | $24.5 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 478,966 | $10.6 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 859,544 | $3.7 million | 0.6% | REDUCED | — | 1Y — 5Y — |