Coatue Management portfolio · 2011-03-31
Disclosed long book
$3.34 billion
Long positions
24
Calls / puts
0 / 0
Top 5 concentration
51.8%
Longs with AI data
0 / 24
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,353,688 | $471.8 million | 14.1% | REDUCED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 6,362,109 | $348.8 million | 10.4% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 583,180 | $342.2 million | 10.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SINA CORP SINA CORP · ORD · G81477104 | LONG | 2,907,894 | $311.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 2,083,643 | $287.1 million | 8.6% | REDUCED | — | 1Y — 5Y — |
ROASTERS IN ROASTERS IN · COM · 393122106 | LONG | 4,336,700 | $280.2 million | 8.4% | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 955,639 | $227.2 million | 6.8% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,199,351 | $216.0 million | 6.5% | REDUCED | — | 1Y — 5Y — |
CHECK POINT SOFTWARE TECH LT CHECK POINT SOFTWARE TECH LT · ORD · M22465104 | LONG | 3,970,385 | $202.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
YAHOO INC YAHOO INC · COM · 984332106 | LONG | 11,460,966 | $191.2 million | 5.7% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 4,094,431 | $174.2 million | 5.2% | INCREASED | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 319,950 | $162.0 million | 4.9% | NEWLY REPORTED | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 3,191,756 | $153.7 million | 4.6% | NEWLY REPORTED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 1,000,000 | $102.6 million | 3.1% | REDUCED | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 1,959,349 | $101.5 million | 3.0% | INCREASED | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 1,224,978 | $90.0 million | 2.7% | REDUCED | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,697,523 | $67.4 million | 2.0% | INCREASED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,303,900 | $49.5 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 670,679 | $47.6 million | 1.4% | REDUCED | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 348,017 | $17.7 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 137,009 | $4.5 million | 0.1% | REDUCED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 165,000 | $2.4 million | 0.1% | REDUCED | — | 1Y — 5Y — |
CNINSURE INC CNINSURE INC · SPONSORED ADR · 18976M103 | LONG | 63,159 | $819,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 21,341 | $531,000 | 0.0% | REDUCED | — | 1Y — 5Y — |