Coatue Management portfolio · 2015-03-31
Disclosed long book
$10.53 billion
Long positions
49
Calls / puts
0 / 0
Top 5 concentration
37.2%
Longs with AI data
0 / 49
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 7,687,632 | $956.6 million | 9.1% | REDUCED | — | 1Y — 5Y — |
AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD · SHS · Y0486S104 | LONG | 6,938,215 | $881.0 million | 8.4% | REDUCED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 1,763,145 | $734.7 million | 7.0% | REDUCED | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 3,605,197 | $696.2 million | 6.6% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 7,908,888 | $650.2 million | 6.2% | INCREASED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 3,017,856 | $628.9 million | 6.0% | INCREASED | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 2,223,015 | $555.4 million | 5.3% | REDUCED | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM PAR $0.001 · 29444U700 | LONG | 1,969,381 | $458.6 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ACTAVIS PLC ACTAVIS PLC · SHS · G0083B108 | LONG | 1,321,450 | $393.3 million | 3.7% | INCREASED | — | 1Y — 5Y — |
ELECTRONIC ARTS INC ELECTRONIC ARTS INC · COM · 285512109 | LONG | 6,553,781 | $385.5 million | 3.7% | INCREASED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 11,640,148 | $342.0 million | 3.2% | INCREASED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 4,537,769 | $322.4 million | 3.1% | REDUCED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 11,811,134 | $320.4 million | 3.0% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 7,170,084 | $291.5 million | 2.8% | REDUCED | — | 1Y — 5Y — |
HAIN CELESTIAL GROUP INC HAIN CELESTIAL GROUP INC · COM · 405217100 | LONG | 4,373,966 | $280.2 million | 2.7% | REDUCED | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 2,863,229 | $269.6 million | 2.6% | REDUCED | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 3,103,343 | $262.0 million | 2.5% | REDUCED | — | 1Y — 5Y — |
HILTON WORLDWIDE HLDGS INC HILTON WORLDWIDE HLDGS INC · COM · 43300A104 | LONG | 8,414,643 | $249.2 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL A · G5480U104 | LONG | 4,702,385 | $242.0 million | 2.3% | INCREASED | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 3,867,977 | $234.5 million | 2.2% | REDUCED | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL C · G5480U120 | LONG | 4,286,679 | $213.5 million | 2.0% | REDUCED | — | 1Y — 5Y — |
SIRIUS XM HLDGS INC SIRIUS XM HLDGS INC · COM · 82968B103 | LONG | 46,143,808 | $176.3 million | 1.7% | INCREASED | — | 1Y — 5Y — |
ACTIVISION BLIZZARD INC ACTIVISION BLIZZARD INC · COM · 00507V109 | LONG | 6,669,037 | $151.6 million | 1.4% | INCREASED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,395,613 | $116.2 million | 1.1% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 296,131 | $110.2 million | 1.0% | INCREASED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL A · 98954M101 | LONG | 845,791 | $84.8 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
AMBARELLA INC AMBARELLA INC · SHS · G037AX101 | LONG | 957,516 | $72.5 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 124,754 | $69.2 million | 0.7% | INCREASED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL C · 38259P706 | LONG | 99,110 | $54.3 million | 0.5% | REDUCED | — | 1Y — 5Y — |
APPLIED MATLS INC APPLIED MATLS INC · COM · 038222105 | LONG | 2,218,276 | $50.0 million | 0.5% | REDUCED | — | 1Y — 5Y — |
ENDO INTL PLC ENDO INTL PLC · SHS · G30401106 | LONG | 430,000 | $38.6 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
LENDINGCLUB CORP LENDINGCLUB CORP · COM · 52603A109 | LONG | 1,875,167 | $36.8 million | 0.4% | REDUCED | — | 1Y — 5Y — |
BOX INC BOX INC · CL A · 10316T104 | LONG | 1,245,000 | $24.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
U S SILICA HLDGS INC U S SILICA HLDGS INC · COM · 90346E103 | LONG | 668,604 | $23.8 million | 0.2% | REDUCED | — | 1Y — 5Y — |
ILLUMINA INC ILLUMINA INC · COM · 452327109 | LONG | 95,600 | $17.7 million | 0.2% | REDUCED | — | 1Y — 5Y — |
JOY GLOBAL INC JOY GLOBAL INC · COM · 481165108 | LONG | 400,000 | $15.7 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
INVENSENSE INC INVENSENSE INC · COM · 46123D205 | LONG | 1,023,353 | $15.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
3-D SYS CORP DEL 3-D SYS CORP DEL · COM NEW · 88554D205 | LONG | 532,889 | $14.6 million | 0.1% | REDUCED | — | 1Y — 5Y — |
SUPERVALU INC SUPERVALU INC · COM · 868536103 | LONG | 1,108,569 | $12.9 million | 0.1% | INCREASED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 634,885 | $12.7 million | 0.1% | INCREASED | — | 1Y — 5Y — |
GOPRO INC GOPRO INC · CL A · 38268T103 | LONG | 236,094 | $10.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
KING DIGITAL ENTMT PLC KING DIGITAL ENTMT PLC · ORD SHS · G5258J109 | LONG | 570,896 | $9.2 million | 0.1% | REDUCED | — | 1Y — 5Y — |
SEADRILL SEADRILL · SHS · G7945E105 | LONG | 972,938 | $9.1 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
CARBO CERAMICS INC CARBO CERAMICS INC · COM · 140781105 | LONG | 268,304 | $8.2 million | 0.1% | REDUCED | — | 1Y — 5Y — |
EMERGE ENERGY SVCS LP EMERGE ENERGY SVCS LP · COM REP PARTN · 29102H108 | LONG | 132,544 | $6.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HI-CRUSH PARTNERS LP HI-CRUSH PARTNERS LP · COM UNIT LTD · 428337109 | LONG | 176,660 | $6.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MOMO INC MOMO INC · ADR · 60879B107 | LONG | 555,000 | $5.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 664,000 | $5.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
MOLYCORP INC DEL MOLYCORP INC DEL · COM · 608753109 | LONG | 1,114,900 | $430,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |