Coatue Management portfolio · 2010-03-31
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
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,148,586 | $269.9 million | 13.1% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,721,766 | $233.8 million | 11.4% | NEWLY REPORTED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 3,236,454 | $199.5 million | 9.7% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 324,297 | $183.9 million | 8.9% | INCREASED | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,956,567 | $140.3 million | 6.8% | NEWLY REPORTED | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 1,686,495 | $124.8 million | 6.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 3,044,720 | $116.4 million | 5.7% | NEWLY REPORTED | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 1,153,868 | $112.3 million | 5.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 181,213 | $108.2 million | 5.3% | REDUCED | — | 1Y — 5Y — |
VISA INC VISA INC · COM CL A · 92826C839 | LONG | 937,472 | $85.3 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 1,685,054 | $71.8 million | 3.5% | INCREASED | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,414,226 | $51.0 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 4,150,954 | $49.7 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 2,058,665 | $47.1 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CIENA CORP CIENA CORP · COM NEW · 171779309 | LONG | 2,428,379 | $37.1 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SYNAPTICS INC SYNAPTICS INC · COM · 87157D109 | LONG | 1,284,206 | $35.5 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
DIRECTV DIRECTV · COM CL A · 25490A101 | LONG | 719,839 | $24.3 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AMEDISYS INC AMEDISYS INC · COM · 023436108 | LONG | 436,091 | $24.1 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
Popular Inc Popular Inc · COM · 733174106 | LONG | 6,547,342 | $19.1 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 908,747 | $16.2 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
JUNIPER NETWORKS INC JUNIPER NETWORKS INC · COM · 48203R104 | LONG | 467,993 | $14.4 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
LAS VEGAS SANDS CORP LAS VEGAS SANDS CORP · COM · 517834107 | LONG | 666,115 | $14.1 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 516,858 | $13.9 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SUNTECH PWR HLDGS CO LTD SUNTECH PWR HLDGS CO LTD · ADR · 86800C104 | LONG | 909,224 | $12.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TRINA SOLAR LIMITED TRINA SOLAR LIMITED · SPON ADR · 89628E104 | LONG | 520,010 | $12.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 397,484 | $12.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 341,267 | $9.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
JA SOLAR HOLDINGS CO LTD JA SOLAR HOLDINGS CO LTD · SPON ADR · 466090107 | LONG | 1,150,489 | $6.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
NETLOGIC MICROSYSTEMS INC NETLOGIC MICROSYSTEMS INC · COM · 64118B100 | LONG | 217,095 | $6.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 369,258 | $1.9 million | 0.1% | REDUCED | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 100,000 | $1.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |