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Coatue Management portfolio · 2010-03-31

Form 13F reports holdings as of 2010-03-31 and was filed on 2010-05-17. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$2.06 billion

Long positions

31

Calls / puts

0 / 0

Top 5 concentration

49.9%

Longs with AI data

0 / 31

Average AI 1Y

13F filing comparison

Quarter-over-quarter changes

Change comparison unavailable

The nearest prior snapshot is 2009-06-30, not the immediately preceding quarter, so the site does not bridge the gap.

The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

APPLE INC

APPLE INC · COM · 037833100

LONG1,148,586$269.9 million13.1%NOT COMPARABLE

1Y —

5Y —

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG1,721,766$233.8 million11.4%NOT COMPARABLE

1Y —

5Y —

F5 NETWORKS INC

F5 NETWORKS INC · COM · 315616102

LONG3,236,454$199.5 million9.7%NOT COMPARABLE

1Y —

5Y —

GOOGLE INC

GOOGLE INC · CL A · 38259P508

LONG324,297$183.9 million8.9%NOT COMPARABLE

1Y —

5Y —

CITRIX SYS INC

CITRIX SYS INC · COM · 177376100

LONG2,956,567$140.3 million6.8%NOT COMPARABLE

1Y —

5Y —

RESEARCH IN MOTION LTD

RESEARCH IN MOTION LTD · COM · 760975102

LONG1,686,495$124.8 million6.1%NOT COMPARABLE

1Y —

5Y —

CROWN CASTLE INTL CORP

CROWN CASTLE INTL CORP · COM · 228227104

LONG3,044,720$116.4 million5.7%NOT COMPARABLE

1Y —

5Y —

EQUINIX INC

EQUINIX INC · COM NEW · 29444U502

LONG1,153,868$112.3 million5.5%NOT COMPARABLE

1Y —

5Y —

BAIDU INC

BAIDU INC · SPON ADR REP A · 056752108

LONG181,213$108.2 million5.3%NOT COMPARABLE

1Y —

5Y —

V

Visa Inc.

LONG937,472$85.3 million4.1%NOT COMPARABLE

1Y —

5Y —

AMERICAN TOWER CORP

AMERICAN TOWER CORP · CL A · 029912201

LONG1,685,054$71.8 million3.5%NOT COMPARABLE

1Y —

5Y —

SBA COMMUNICATIONS CORP

SBA COMMUNICATIONS CORP · COM · 78388J106

LONG1,414,226$51.0 million2.5%NOT COMPARABLE

1Y —

5Y —

STEC INC

STEC INC · COM · 784774101

LONG4,150,954$49.7 million2.4%NOT COMPARABLE

1Y —

5Y —

INTERNATIONAL RECTIFIER CORP

INTERNATIONAL RECTIFIER CORP · COM · 460254105

LONG2,058,665$47.1 million2.3%NOT COMPARABLE

1Y —

5Y —

CIENA CORP

CIENA CORP · COM NEW · 171779309

LONG2,428,379$37.1 million1.8%NOT COMPARABLE

1Y —

5Y —

SYNAPTICS INC

SYNAPTICS INC · COM · 87157D109

LONG1,284,206$35.5 million1.7%NOT COMPARABLE

1Y —

5Y —

DIRECTV

DIRECTV · COM CL A · 25490A101

LONG719,839$24.3 million1.2%NOT COMPARABLE

1Y —

5Y —

AMEDISYS INC

AMEDISYS INC · COM · 023436108

LONG436,091$24.1 million1.2%NOT COMPARABLE

1Y —

5Y —

Popular Inc

Popular Inc · COM · 733174106

LONG6,547,342$19.1 million0.9%NOT COMPARABLE

1Y —

5Y —

NUTRI SYS INC NEW

NUTRI SYS INC NEW · COM · 67069D108

LONG908,747$16.2 million0.8%NOT COMPARABLE

1Y —

5Y —

JUNIPER NETWORKS INC

JUNIPER NETWORKS INC · COM · 48203R104

LONG467,993$14.4 million0.7%NOT COMPARABLE

1Y —

5Y —

LAS VEGAS SANDS CORP

LAS VEGAS SANDS CORP · COM · 517834107

LONG666,115$14.1 million0.7%NOT COMPARABLE

1Y —

5Y —

EBAY INC

EBAY INC · COM · 278642103

LONG516,858$13.9 million0.7%NOT COMPARABLE

1Y —

5Y —

SUNTECH PWR HLDGS CO LTD

SUNTECH PWR HLDGS CO LTD · ADR · 86800C104

LONG909,224$12.7 million0.6%NOT COMPARABLE

1Y —

5Y —

TRINA SOLAR LIMITED

TRINA SOLAR LIMITED · SPON ADR · 89628E104

LONG520,010$12.7 million0.6%NOT COMPARABLE

1Y —

5Y —

AKAMAI TECHNOLOGIES INC

AKAMAI TECHNOLOGIES INC · COM · 00971T101

LONG397,484$12.5 million0.6%NOT COMPARABLE

1Y —

5Y —

AMERICAN SUPERCONDUCTOR CORP

AMERICAN SUPERCONDUCTOR CORP · COM · 030111108

LONG341,267$9.9 million0.5%NOT COMPARABLE

1Y —

5Y —

JA SOLAR HOLDINGS CO LTD

JA SOLAR HOLDINGS CO LTD · SPON ADR · 466090107

LONG1,150,489$6.4 million0.3%NOT COMPARABLE

1Y —

5Y —

NETLOGIC MICROSYSTEMS INC

NETLOGIC MICROSYSTEMS INC · COM · 64118B100

LONG217,095$6.4 million0.3%NOT COMPARABLE

1Y —

5Y —

TECHTARGET INC

TECHTARGET INC · COM · 87874R100

LONG369,258$1.9 million0.1%NOT COMPARABLE

1Y —

5Y —

Acme Packet Inc

Acme Packet Inc · COM · 004764106

LONG100,000$1.9 million0.1%NOT COMPARABLE

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 4.1%of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.