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
0 / 36
Average AI 1Y
—
| 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% | NEWLY REPORTED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,519,159 | $431.1 million | 13.5% | INCREASED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 3,183,660 | $330.5 million | 10.3% | REDUCED | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 3,915,578 | $267.2 million | 8.4% | REDUCED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 502,292 | $264.1 million | 8.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 2,124,911 | $218.1 million | 6.8% | REDUCED | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 3,803,195 | $189.4 million | 5.9% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 3,805,120 | $168.0 million | 5.3% | INCREASED | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 2,251,404 | $115.4 million | 3.6% | INCREASED | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,881,359 | $75.8 million | 2.4% | INCREASED | — | 1Y — 5Y — |
TD AMERITRADE HLDG CORP TD AMERITRADE HLDG CORP · COM · 87236Y108 | LONG | 3,921,890 | $63.3 million | 2.0% | REDUCED | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 1,527,278 | $57.9 million | 1.8% | REDUCED | — | 1Y — 5Y — |
NETLOGIC MICROSYSTEMS INC NETLOGIC MICROSYSTEMS INC · COM · 64118B100 | LONG | 1,884,888 | $52.0 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
WESTERN DIGITAL CORP. WESTERN DIGITAL CORP. · COM · 958102105 | LONG | 1,828,305 | $51.9 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CIENA CORP CIENA CORP · COM NEW · 171779309 | LONG | 3,231,669 | $50.3 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
Seagate Technology Seagate Technology · SHS · G7945M107 | LONG | 4,233,616 | $49.9 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 2,186,672 | $46.1 million | 1.4% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 264,032 | $41.5 million | 1.3% | REDUCED | — | 1Y — 5Y — |
ARUBA NETWORKS INC ARUBA NETWORKS INC · COM · 043176106 | LONG | 1,740,592 | $37.1 million | 1.2% | INCREASED | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 1,147,464 | $35.7 million | 1.1% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 215,000 | $34.9 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CONCUR TECHNOLOGIES INC CONCUR TECHNOLOGIES INC · COM · 206708109 | LONG | 540,821 | $26.7 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SKECHERS U S A INC SKECHERS U S A INC · CL A · 830566105 | LONG | 1,093,323 | $25.7 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SOLARWINDS INC SOLARWINDS INC · COM · 83416B109 | LONG | 1,290,551 | $22.3 million | 0.7% | REDUCED | — | 1Y — 5Y — |
ASSURED GUARANTY LTD ASSURED GUARANTY LTD · COM · G0585R106 | LONG | 1,092,565 | $18.7 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
SUCCESSFACTORS INC SUCCESSFACTORS INC · COM · 864596101 | LONG | 612,584 | $15.4 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 614,747 | $11.8 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 300,000 | $10.5 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
NEUTRAL TANDEM INC NEUTRAL TANDEM INC · COM · 64128B108 | LONG | 772,143 | $9.2 million | 0.3% | INCREASED | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 3,210,529 | $7.0 million | 0.2% | INCREASED | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 484,250 | $6.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 364,138 | $4.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 369,258 | $1.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
INTERDIGITAL INC INTERDIGITAL INC · COM · 45867G101 | LONG | 8,900 | $264,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
PLANTRONICS INC NEW PLANTRONICS INC NEW · COM · 727493108 | LONG | 7,100 | $240,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
J2 GLOBAL COMMUNICATIONS INC J2 GLOBAL COMMUNICATIONS INC · COM NEW · 46626E205 | LONG | 9,000 | $214,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ASSURED GUARANTY LTD ASSURED GUARANTY LTD · COM · G0585R106 | PUT | 1,000,000 | $17.1 million | — | UNCHANGED | — | 1Y — 5Y — |