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
—
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 |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,353,688 | $471.8 million | 14.1% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 6,362,109 | $348.8 million | 10.4% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 583,180 | $342.2 million | 10.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SINA CORP SINA CORP · ORD · G81477104 | LONG | 2,907,894 | $311.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 2,083,643 | $287.1 million | 8.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ROASTERS IN ROASTERS IN · COM · 393122106 | LONG | 4,336,700 | $280.2 million | 8.4% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 955,639 | $227.2 million | 6.8% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,199,351 | $216.0 million | 6.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CHECK POINT SOFTWARE TECH LT CHECK POINT SOFTWARE TECH LT · ORD · M22465104 | LONG | 3,970,385 | $202.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
YAHOO INC YAHOO INC · COM · 984332106 | LONG | 11,460,966 | $191.2 million | 5.7% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 4,094,431 | $174.2 million | 5.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 319,950 | $162.0 million | 4.9% | NOT COMPARABLE | — | 1Y — 5Y — |
NETAPP INC NETAPP INC · COM · 64110D104 | LONG | 3,191,756 | $153.7 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 1,000,000 | $102.6 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP AMERICAN TOWER CORP · CL A · 029912201 | LONG | 1,959,349 | $101.5 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 1,224,978 | $90.0 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 1,697,523 | $67.4 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,303,900 | $49.5 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
Acme Packet Inc Acme Packet Inc · COM · 004764106 | LONG | 670,679 | $47.6 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
VEECO INSTRS INC DEL VEECO INSTRS INC DEL · COM · 922417100 | LONG | 348,017 | $17.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERNATIONAL RECTIFIER CORP INTERNATIONAL RECTIFIER CORP · COM · 460254105 | LONG | 137,009 | $4.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 165,000 | $2.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CNINSURE INC CNINSURE INC · SPONSORED ADR · 18976M103 | LONG | 63,159 | $819,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN SUPERCONDUCTOR CORP AMERICAN SUPERCONDUCTOR CORP · COM · 030111108 | LONG | 21,341 | $531,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |