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
3 / 44
Average AI 1Y
+17.3%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2013-03-31, not the immediately preceding quarter, so the site does not bridge the gap.
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 | 10,096,394 | $938.3 million | 11.9% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 2,083,910 | $918.2 million | 11.6% | NOT COMPARABLE | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 16,174,968 | $533.0 million | 6.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD · SHS · Y0486S104 | LONG | 7,262,351 | $523.4 million | 6.6% | NOT COMPARABLE | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 2,726,229 | $431.8 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 5,874,387 | $395.3 million | 5.0% | NOT COMPARABLE | — | 1Y +22.1% 5Y +130.9% · 27 models |
ADOBE INC ADOBE INC · COM · 00724F101 | LONG | 5,278,098 | $381.9 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 5,259,018 | $369.4 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 5,876,245 | $365.1 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL A · G5480U104 | LONG | 6,377,257 | $282.0 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
TWENTY FIRST CENTY FOX INC TWENTY FIRST CENTY FOX INC · CL A · 90130A101 | LONG | 7,746,513 | $272.3 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 1,414,404 | $264.2 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL C · G5480U120 | LONG | 6,140,956 | $259.8 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 3,647,826 | $211.9 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 3,378,479 | $206.3 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
HAIN CELESTIAL GROUP INC HAIN CELESTIAL GROUP INC · COM · 405217100 | LONG | 2,255,870 | $200.2 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
APPLIED MATLS INC APPLIED MATLS INC · COM · 038222105 | LONG | 8,667,985 | $195.5 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 1,924,388 | $173.2 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 132,693 | $159.6 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
YY INC YY INC · ADS REPCOM CLA · 98426T106 | LONG | 1,501,048 | $113.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SOLARCITY CORP SOLARCITY CORP · COM · 83416T100 | LONG | 1,410,960 | $99.6 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 535,456 | $91.8 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 258,027 | $83.8 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,947,663 | $81.2 million | 1.0% | NOT COMPARABLE | — | 1Y +16.6% 5Y +97.8% · 27 models |
FINISAR CORP FINISAR CORP · COM NEW · 31787A507 | LONG | 3,654,526 | $72.2 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 105,287 | $61.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL C · 38259P706 | LONG | 102,674 | $59.1 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
3-D SYS CORP DEL 3-D SYS CORP DEL · COM NEW · 88554D205 | LONG | 903,964 | $54.1 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRIUS XM HLDGS INC SIRIUS XM HLDGS INC · COM · 82968B103 | LONG | 11,243,022 | $38.9 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 667,115 | $33.4 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
MELLANOX TECHNOLOGIES LTD MELLANOX TECHNOLOGIES LTD · SHS · M51363113 | LONG | 937,883 | $32.7 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
JOY GLOBAL INC JOY GLOBAL INC · COM · 481165108 | LONG | 400,000 | $24.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
21VIANET GROUP INC 21VIANET GROUP INC · SPONSORED ADR · 90138A103 | LONG | 661,338 | $19.8 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LULU Lululemon Athletica Inc. | LONG | 386,923 | $15.7 million | 0.2% | NOT COMPARABLE | — | 1Y +13.1% 5Y +81.0% · 24 models |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 634,885 | $10.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SUNEDISON INC SUNEDISON INC · COM · 86732Y109 | LONG | 432,008 | $9.8 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
KEURIG GREEN MTN INC KEURIG GREEN MTN INC · COM · 49271M100 | LONG | 71,363 | $8.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC · COM · 67020Y100 | LONG | 465,000 | $8.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SUPERVALU INC SUPERVALU INC · COM · 868536103 | LONG | 1,051,300 | $8.6 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 142,440 | $7.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 664,000 | $6.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TRUECAR INC TRUECAR INC · COM · 89785L107 | LONG | 257,110 | $3.8 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
MOLYCORP INC DEL MOLYCORP INC DEL · COM · 608753109 | LONG | 1,114,900 | $2.9 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
NII HLDGS INC NII HLDGS INC · CL B NEW · 62913F201 | LONG | 718,233 | $395,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |