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
0 / 30
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,523,651 | $217.0 million | 13.2% | INCREASED | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 2,984,851 | $212.2 million | 12.9% | NEWLY REPORTED | — | 1Y — 5Y — |
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,775,073 | $174.4 million | 10.6% | REDUCED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 526,696 | $158.6 million | 9.7% | REDUCED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 232,798 | $98.1 million | 6.0% | INCREASED | — | 1Y — 5Y — |
TD AMERITRADE HLDG CORP TD AMERITRADE HLDG CORP · COM · 87236Y108 | LONG | 5,513,569 | $96.8 million | 5.9% | INCREASED | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 1,268,593 | $92.3 million | 5.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,532,945 | $80.8 million | 4.9% | NEWLY REPORTED | — | 1Y — 5Y — |
VISA INC VISA INC · COM CL A · 92826C839 | LONG | 966,762 | $60.2 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 1,508,488 | $53.1 million | 3.2% | INCREASED | — | 1Y — 5Y — |
SYNOPSYS INC SYNOPSYS INC · COM · 871607107 | LONG | 2,476,577 | $48.3 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MFG LTD TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADR · 874039100 | LONG | 4,912,142 | $46.2 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · COM · V7780T103 | LONG | 3,000,138 | $40.6 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,620,988 | $38.5 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 1,269,426 | $32.0 million | 2.0% | INCREASED | — | 1Y — 5Y — |
SYNAPTICS INC SYNAPTICS INC · COM · 87157D109 | LONG | 600,000 | $23.2 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
JUNIPER NETWORKS INC JUNIPER NETWORKS INC · COM · 48203R104 | LONG | 978,349 | $23.1 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 909,934 | $21.1 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
E TRADE FINANCIAL CORP E TRADE FINANCIAL CORP · COM · 269246104 | LONG | 15,005,000 | $19.4 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SYMANTEC CORP SYMANTEC CORP · COM · 871503108 | LONG | 1,190,000 | $18.5 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 667,567 | $17.5 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
EASTMAN KODAK CO EASTMAN KODAK CO · COM · 277461109 | LONG | 5,643,856 | $16.7 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SHANDA INTERACTIVE ENTMT LTD SHANDA INTERACTIVE ENTMT LTD · SPONSORED ADR · 81941Q203 | LONG | 305,495 | $16.0 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CREE INC CREE INC · COM · 225447101 | LONG | 500,000 | $14.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · COM · 52729N100 | LONG | 2,975,450 | $4.5 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
RAYMOND JAMES FINANCIAL INC RAYMOND JAMES FINANCIAL INC · COM · 754730109 | LONG | 250,000 | $4.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 859,544 | $3.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 225,000 | $3.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 796,514 | $2.9 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 1,181,844 | $1.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |