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
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 | 1,364,166 | $440.0 million | 14.7% | REDUCED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 7,012,228 | $347.0 million | 11.6% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 460,507 | $273.5 million | 9.1% | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 2,103,637 | $203.1 million | 6.8% | REDUCED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 1,394,630 | $181.5 million | 6.1% | REDUCED | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 3,207,256 | $176.3 million | 5.9% | NEWLY REPORTED | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 2,114,621 | $144.7 million | 4.8% | REDUCED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 3,218,320 | $141.1 million | 4.7% | REDUCED | — | 1Y — 5Y — |
ROASTERS IN ROASTERS IN · COM · 393122106 | LONG | 4,007,338 | $131.7 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 715,087 | $128.7 million | 4.3% | REDUCED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 577,939 | $101.5 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CITIGROUP INC CITIGROUP INC · COM · 172967101 | LONG | 20,081,461 | $95.0 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 1,452,349 | $75.0 million | 2.5% | REDUCED | — | 1Y — 5Y — |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 2,186,854 | $64.9 million | 2.2% | REDUCED | — | 1Y — 5Y — |
GRP I GRP I · SPON ADR · 647581107 | LONG | 613,322 | $64.5 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
Seagate Technology Seagate Technology · SHS · G7945M107 | LONG | 4,253,616 | $63.9 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,542,130 | $63.1 million | 2.1% | REDUCED | — | 1Y — 5Y — |
WESTERN DIGITAL CORP. WESTERN DIGITAL CORP. · COM · 958102105 | LONG | 1,828,305 | $62.0 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 983,653 | $52.3 million | 1.7% | REDUCED | — | 1Y — 5Y — |
ORACLE CORP ORACLE CORP · COM · 68389X105 | LONG | 1,074,464 | $33.6 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 1,113,199 | $31.8 million | 1.1% | INCREASED | — | 1Y — 5Y — |
ARUBA NETWORKS INC ARUBA NETWORKS INC · COM · 043176106 | LONG | 1,515,134 | $31.6 million | 1.1% | REDUCED | — | 1Y — 5Y — |
SINA CORP SINA CORP · ORD · G81477104 | LONG | 451,031 | $31.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SKECHERS U S A INC SKECHERS U S A INC · CL A · 830566105 | LONG | 1,045,273 | $20.9 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
QUEST SOFTWARE INC QUEST SOFTWARE INC · COM · 74834T103 | LONG | 596,000 | $16.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 348,017 | $15.0 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 614,747 | $12.9 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
NEUTRAL TANDEM INC NEUTRAL TANDEM INC · COM · 64128B108 | LONG | 771,748 | $11.1 million | 0.4% | INCREASED | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 484,250 | $8.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 3,188,523 | $6.6 million | 0.2% | INCREASED | — | 1Y — 5Y — |
CNINSURE INC CNINSURE INC · SPONSORED ADR · 18976M103 | LONG | 63,159 | $1.1 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ASSURED GUARANTY LTD ASSURED GUARANTY LTD · COM · G0585R106 | PUT | 1,000,000 | $17.7 million | — | UNCHANGED | — | 1Y — 5Y — |