Coatue Management portfolio · 2010-09-30
Disclosed long book
$3.20 billion
Long positions
36
Calls / puts
0 / 1
Top 5 concentration
54.7%
Longs with AI data
2 / 36
Average AI 1Y
+27.0%
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 |
|---|---|---|---|---|---|---|---|
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 10,114,139 | $456.5 million | 14.3% | NOT COMPARABLE | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,519,159 | $431.1 million | 13.5% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 3,183,660 | $330.5 million | 10.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 3,915,578 | $267.2 million | 8.4% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 502,292 | $264.1 million | 8.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 2,124,911 | $218.1 million | 6.8% | NOT COMPARABLE | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 3,803,195 | $189.4 million | 5.9% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 3,805,120 | $168.0 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 2,251,404 | $115.4 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,881,359 | $75.8 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
TD AMERITRADE HLDG CORP TD AMERITRADE HLDG CORP · COM · 87236Y108 | LONG | 3,921,890 | $63.3 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 1,527,278 | $57.9 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
NETLOGIC MICROSYSTEMS INC NETLOGIC MICROSYSTEMS INC · COM · 64118B100 | LONG | 1,884,888 | $52.0 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
WESTERN DIGITAL CORP WESTERN DIGITAL CORP · COM · 958102105 | LONG | 1,828,305 | $51.9 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
CIENA CORP CIENA CORP · COM NEW · 171779309 | LONG | 3,231,669 | $50.3 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
STX Seagate Technology | LONG | 4,233,616 | $49.9 million | 1.6% | NOT COMPARABLE | — | 1Y +18.5% 5Y +83.3% · 24 models |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 2,186,672 | $46.1 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 264,032 | $41.5 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ARUBA NETWORKS INC ARUBA NETWORKS INC · COM · 043176106 | LONG | 1,740,592 | $37.1 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 1,147,464 | $35.7 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 215,000 | $34.9 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CONCUR TECHNOLOGIES INC CONCUR TECHNOLOGIES INC · COM · 206708109 | LONG | 540,821 | $26.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SKECHERS U S A INC SKECHERS U S A INC · CL A · 830566105 | LONG | 1,093,323 | $25.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SOLARWINDS INC SOLARWINDS INC · COM · 83416B109 | LONG | 1,290,551 | $22.3 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ASSURED GUARANTY LTD ASSURED GUARANTY LTD · COM · G0585R106 | LONG | 1,092,565 | $18.7 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SUCCESSFACTORS INC SUCCESSFACTORS INC · COM · 864596101 | LONG | 612,584 | $15.4 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 614,747 | $11.8 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 300,000 | $10.5 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
NEUTRAL TANDEM INC NEUTRAL TANDEM INC · COM · 64128B108 | LONG | 772,143 | $9.2 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 3,210,529 | $7.0 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 484,250 | $6.0 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 364,138 | $4.3 million | 0.1% | NOT COMPARABLE | — | 1Y +35.5% 5Y +209.6% · 25 models |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 369,258 | $1.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERDIGITAL INC INTERDIGITAL INC · COM · 45867G101 | LONG | 8,900 | $264,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
PLANTRONICS INC NEW PLANTRONICS INC NEW · COM · 727493108 | LONG | 7,100 | $240,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
J2 GLOBAL COMMUNICATIONS INC J2 GLOBAL COMMUNICATIONS INC · COM NEW · 46626E205 | LONG | 9,000 | $214,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ASSURED GUARANTY LTD ASSURED GUARANTY LTD · COM · G0585R106 | PUT | 1,000,000 | $17.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |