Coatue Management portfolio · 2009-06-30
Disclosed long book
$1.64 billion
Long positions
30
Calls / puts
0 / 0
Top 5 concentration
52.5%
Longs with AI data
3 / 30
Average AI 1Y
+17.6%
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 |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | LONG | 1,523,651 | $217.0 million | 13.2% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 2,984,851 | $212.2 million | 12.9% | NOT COMPARABLE | — | 1Y — 5Y — |
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,775,073 | $174.4 million | 10.6% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 526,696 | $158.6 million | 9.7% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 232,798 | $98.1 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TD AMERITRADE HLDG CORP TD AMERITRADE HLDG CORP · COM · 87236Y108 | LONG | 5,513,569 | $96.8 million | 5.9% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 1,268,593 | $92.3 million | 5.6% | NOT COMPARABLE | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,532,945 | $80.8 million | 4.9% | NOT COMPARABLE | — | 1Y — 5Y — |
V Visa Inc. | LONG | 966,762 | $60.2 million | 3.7% | NOT COMPARABLE | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 1,508,488 | $53.1 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SYNOPSYS INC SYNOPSYS INC · COM · 871607107 | LONG | 2,476,577 | $48.3 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
TSM Taiwan Semiconductor Manufacturing Co. | LONG | 4,912,142 | $46.2 million | 2.8% | NOT COMPARABLE | — | 1Y +24.1% 5Y +140.8% · 31 models |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · COM · V7780T103 | LONG | 3,000,138 | $40.6 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,620,988 | $38.5 million | 2.3% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 1,269,426 | $32.0 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SYNAPTICS INC SYNAPTICS INC · COM · 87157D109 | LONG | 600,000 | $23.2 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
JUNIPER NETWORKS INC JUNIPER NETWORKS INC · COM · 48203R104 | LONG | 978,349 | $23.1 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 909,934 | $21.1 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
E TRADE FINANCIAL CORP E TRADE FINANCIAL CORP · COM · 269246104 | LONG | 15,005,000 | $19.4 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SYMANTEC CORP SYMANTEC CORP · COM · 871503108 | LONG | 1,190,000 | $18.5 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 667,567 | $17.5 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
EASTMAN KODAK CO EASTMAN KODAK CO · COM · 277461109 | LONG | 5,643,856 | $16.7 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SHANDA INTERACTIVE ENTMT LTD SHANDA INTERACTIVE ENTMT LTD · SPONSORED ADR · 81941Q203 | LONG | 305,495 | $16.0 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CREE INC CREE INC · COM · 225447101 | LONG | 500,000 | $14.7 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · COM · 52729N100 | LONG | 2,975,450 | $4.5 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
RAYMOND JAMES FINANCIAL INC RAYMOND JAMES FINANCIAL INC · COM · 754730109 | LONG | 250,000 | $4.3 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 859,544 | $3.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 225,000 | $3.3 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 796,514 | $2.9 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 1,181,844 | $1.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |