Coatue Management portfolio · 2014-06-30
Disclosed long book
$7.92 billion
Long positions
44
Calls / puts
0 / 0
Top 5 concentration
42.2%
Longs with AI data
0 / 44
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 10,096,394 | $938.3 million | 11.9% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 2,083,910 | $918.2 million | 11.6% | INCREASED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 16,174,968 | $533.0 million | 6.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD · SHS · Y0486S104 | LONG | 7,262,351 | $523.4 million | 6.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 2,726,229 | $431.8 million | 5.5% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 5,874,387 | $395.3 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ADOBE INC ADOBE INC · COM · 00724F101 | LONG | 5,278,098 | $381.9 million | 4.8% | NEWLY REPORTED | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 5,259,018 | $369.4 million | 4.7% | REDUCED | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 5,876,245 | $365.1 million | 4.6% | REDUCED | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL A · G5480U104 | LONG | 6,377,257 | $282.0 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TWENTY FIRST CENTY FOX INC TWENTY FIRST CENTY FOX INC · CL A · 90130A101 | LONG | 7,746,513 | $272.3 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 1,414,404 | $264.2 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL C · G5480U120 | LONG | 6,140,956 | $259.8 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 3,647,826 | $211.9 million | 2.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 3,378,479 | $206.3 million | 2.6% | REDUCED | — | 1Y — 5Y — |
HAIN CELESTIAL GROUP INC HAIN CELESTIAL GROUP INC · COM · 405217100 | LONG | 2,255,870 | $200.2 million | 2.5% | INCREASED | — | 1Y — 5Y — |
APPLIED MATLS INC APPLIED MATLS INC · COM · 038222105 | LONG | 8,667,985 | $195.5 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 1,924,388 | $173.2 million | 2.2% | INCREASED | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 132,693 | $159.6 million | 2.0% | REDUCED | — | 1Y — 5Y — |
YY INC YY INC · ADS REPCOM CLA · 98426T106 | LONG | 1,501,048 | $113.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SOLARCITY CORP SOLARCITY CORP · COM · 83416T100 | LONG | 1,410,960 | $99.6 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 535,456 | $91.8 million | 1.2% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 258,027 | $83.8 million | 1.1% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,947,663 | $81.2 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · COM NEW · 31787A507 | LONG | 3,654,526 | $72.2 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 105,287 | $61.6 million | 0.8% | REDUCED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL C · 38259P706 | LONG | 102,674 | $59.1 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
3-D SYS CORP DEL 3-D SYS CORP DEL · COM NEW · 88554D205 | LONG | 903,964 | $54.1 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SIRIUS XM HLDGS INC SIRIUS XM HLDGS INC · COM · 82968B103 | LONG | 11,243,022 | $38.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 667,115 | $33.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |
MELLANOX TECHNOLOGIES LTD MELLANOX TECHNOLOGIES LTD · SHS · M51363113 | LONG | 937,883 | $32.7 million | 0.4% | REDUCED | — | 1Y — 5Y — |
JOY GLOBAL INC JOY GLOBAL INC · COM · 481165108 | LONG | 400,000 | $24.6 million | 0.3% | REDUCED | — | 1Y — 5Y — |
21VIANET GROUP INC 21VIANET GROUP INC · SPONSORED ADR · 90138A103 | LONG | 661,338 | $19.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LULULEMON ATHLETICA INC LULULEMON ATHLETICA INC · COM · 550021109 | LONG | 386,923 | $15.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 634,885 | $10.9 million | 0.1% | REDUCED | — | 1Y — 5Y — |
SUNEDISON INC SUNEDISON INC · COM · 86732Y109 | LONG | 432,008 | $9.8 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
KEURIG GREEN MTN INC KEURIG GREEN MTN INC · COM · 49271M100 | LONG | 71,363 | $8.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC · COM · 67020Y100 | LONG | 465,000 | $8.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SUPERVALU INC SUPERVALU INC · COM · 868536103 | LONG | 1,051,300 | $8.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 142,440 | $7.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 664,000 | $6.2 million | 0.1% | REDUCED | — | 1Y — 5Y — |
TRUECAR INC TRUECAR INC · COM · 89785L107 | LONG | 257,110 | $3.8 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
MOLYCORP INC DEL MOLYCORP INC DEL · COM · 608753109 | LONG | 1,114,900 | $2.9 million | 0.0% | REDUCED | — | 1Y — 5Y — |
NII HLDGS INC NII HLDGS INC · CL B NEW · 62913F201 | LONG | 718,233 | $395,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |