Coatue Management portfolio · 2010-12-31
Disclosed long book
$3.00 billion
Long positions
31
Calls / puts
0 / 1
Top 5 concentration
48.2%
Longs with AI data
4 / 31
Average AI 1Y
+17.6%
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 |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | LONG | 1,364,166 | $440.0 million | 14.7% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
QCOM Qualcomm Inc. | LONG | 7,012,228 | $347.0 million | 11.6% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 460,507 | $273.5 million | 9.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 2,103,637 | $203.1 million | 6.8% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 1,394,630 | $181.5 million | 6.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 3,207,256 | $176.3 million | 5.9% | NOT COMPARABLE | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,114,621 | $144.7 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 3,218,320 | $141.1 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ROASTERS IN ROASTERS IN · COM · 393122106 | LONG | 4,007,338 | $131.7 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 715,087 | $128.7 million | 4.3% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
NETFLIX INC. NETFLIX INC. · COM · 64110L106 | LONG | 577,939 | $101.5 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CITIGROUP INC CITIGROUP INC · COM · 172967101 | LONG | 20,081,461 | $95.0 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 1,452,349 | $75.0 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 2,186,854 | $64.9 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
GRP I GRP I · SPON ADR · 647581107 | LONG | 613,322 | $64.5 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
STX Seagate Technology | LONG | 4,253,616 | $63.9 million | 2.1% | NOT COMPARABLE | — | 1Y +17.8% 5Y +80.0% · 31 models |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,542,130 | $63.1 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
WESTERN DIGITAL CORP WESTERN DIGITAL CORP · COM · 958102105 | LONG | 1,828,305 | $62.0 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 983,653 | $52.3 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ORACLE CORP ORACLE CORP · COM · 68389X105 | LONG | 1,074,464 | $33.6 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 1,113,199 | $31.8 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ARUBA NETWORKS INC ARUBA NETWORKS INC · COM · 043176106 | LONG | 1,515,134 | $31.6 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SINA CORP SINA CORP · ORD · G81477104 | LONG | 451,031 | $31.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SKECHERS U S A INC SKECHERS U S A INC · CL A · 830566105 | LONG | 1,045,273 | $20.9 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
QUEST SOFTWARE INC QUEST SOFTWARE INC · COM · 74834T103 | LONG | 596,000 | $16.5 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 348,017 | $15.0 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 614,747 | $12.9 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
NEUTRAL TANDEM INC NEUTRAL TANDEM INC · COM · 64128B108 | LONG | 771,748 | $11.1 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 484,250 | $8.5 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 3,188,523 | $6.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CNINSURE INC CNINSURE INC · SPONSORED ADR · 18976M103 | LONG | 63,159 | $1.1 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ASSURED GUARANTY LTD ASSURED GUARANTY LTD · COM · G0585R106 | PUT | 1,000,000 | $17.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |