Coatue Management portfolio · 2015-06-30
Disclosed long book
$10.03 billion
Long positions
63
Calls / puts
0 / 0
Top 5 concentration
33.7%
Longs with AI data
2 / 63
Average AI 1Y
+19.6%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2015-03-31) is marked unresolved amendment, 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 | 8,547,236 | $1.07 billion | 10.7% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 8,733,801 | $749.1 million | 7.5% | NOT COMPARABLE | — | 1Y +22.4% 5Y +133.8% · 25 models |
AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD · SHS · Y0486S104 | LONG | 4,533,836 | $602.7 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 14,897,336 | $508.0 million | 5.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 2,641,523 | $452.4 million | 4.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ELECTRONIC ARTS INC ELECTRONIC ARTS INC · COM · 285512109 | LONG | 5,746,677 | $382.2 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 8,478,532 | $374.3 million | 3.7% | NOT COMPARABLE | — | 1Y +16.8% 5Y +100.8% · 25 models |
EQUINIX INC EQUINIX INC · COM PAR $0.001 · 29444U700 | LONG | 1,340,138 | $340.4 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 760,722 | $330.2 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 3,103,343 | $271.3 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
HAIN CELESTIAL GROUP INC HAIN CELESTIAL GROUP INC · COM · 405217100 | LONG | 4,031,462 | $265.5 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 2,628,969 | $245.3 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
BROADCOM CORP BROADCOM CORP · CL A · 111320107 | LONG | 4,590,947 | $236.4 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 3,365,502 | $235.0 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL A · G5480U104 | LONG | 4,322,207 | $233.7 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC · SHS CL C · G5480U120 | LONG | 4,290,644 | $217.2 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 3,867,977 | $214.7 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 286,585 | $188.3 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ALLERGAN PLC ALLERGAN PLC · SHS · G0177J108 | LONG | 587,164 | $178.2 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TMUS T-Mobile US | LONG | 4,261,059 | $165.2 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 1,503,516 | $164.4 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
KRAFT FOODS GROUP INC KRAFT FOODS GROUP INC · COM · 50076Q106 | LONG | 1,870,850 | $159.3 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 782,011 | $155.7 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ACTIVISION BLIZZARD INC ACTIVISION BLIZZARD INC · COM · 00507V109 | LONG | 6,414,914 | $155.3 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ADOBE INC ADOBE INC · COM · 00724F101 | LONG | 1,908,986 | $154.6 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 731,882 | $151.2 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ILLUMINA INC ILLUMINA INC · COM · 452327109 | LONG | 658,493 | $143.8 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
VIPSHOP HLDGS LTD VIPSHOP HLDGS LTD · SPONSORED ADR · 92763W103 | LONG | 5,480,804 | $121.9 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL A · 98954M101 | LONG | 1,335,031 | $115.8 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,395,613 | $114.8 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMBARELLA INC AMBARELLA INC · SHS · G037AX101 | LONG | 1,004,707 | $103.2 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TIME WARNER CABLE INC TIME WARNER CABLE INC · COM · 88732J207 | LONG | 562,026 | $100.1 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 1,464,098 | $88.2 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC · COM · 931427108 | LONG | 997,400 | $84.2 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
STRATASYS LTD STRATASYS LTD · SHS · M85548101 | LONG | 2,396,357 | $83.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
GENERAL ELECTRIC CO GENERAL ELECTRIC CO · COM · 369604103 | LONG | 3,095,940 | $82.3 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
3-D SYS CORP DEL 3-D SYS CORP DEL · COM NEW · 88554D205 | LONG | 4,058,763 | $79.2 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 142,305 | $76.8 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL C · 38259P706 | LONG | 146,073 | $76.0 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERNATIONAL BUSINESS MACHS INTERNATIONAL BUSINESS MACHS · COM · 459200101 | LONG | 440,097 | $71.6 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
GAMESTOP CORP NEW GAMESTOP CORP NEW · CL A · 36467W109 | LONG | 959,830 | $41.2 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRIUS XM HLDGS INC SIRIUS XM HLDGS INC · COM · 82968B103 | LONG | 10,894,067 | $40.6 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AUTOHOME INC AUTOHOME INC · SP ADR RP CL A · 05278C107 | LONG | 783,503 | $39.6 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 557,922 | $38.8 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 825,952 | $35.5 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 531,149 | $34.0 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BITAUTO HLDGS LTD BITAUTO HLDGS LTD · SPONSORED ADS · 091727107 | LONG | 663,737 | $33.9 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
U S SILICA HLDGS INC U S SILICA HLDGS INC · COM · 90346E103 | LONG | 828,810 | $24.3 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BOX INC BOX INC · CL A · 10316T104 | LONG | 1,245,000 | $23.2 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIPADVISOR INC TRIPADVISOR INC · COM · 896945201 | LONG | 249,209 | $21.7 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CARBO CERAMICS INC CARBO CERAMICS INC · COM · 140781105 | LONG | 498,964 | $20.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
KING DIGITAL ENTMT PLC KING DIGITAL ENTMT PLC · ORD SHS · G5258J109 | LONG | 1,319,471 | $18.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
GREENBRIER COS INC GREENBRIER COS INC · COM · 393657101 | LONG | 397,135 | $18.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
INVENSENSE INC INVENSENSE INC · COM · 46123D205 | LONG | 1,154,489 | $17.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 634,885 | $15.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
JOY GLOBAL INC JOY GLOBAL INC · COM · 481165108 | LONG | 400,000 | $14.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SEADRILL SEADRILL · SHS · G7945E105 | LONG | 972,938 | $10.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SUPERVALU INC SUPERVALU INC · COM · 868536103 | LONG | 1,108,569 | $9.0 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MOMO INC MOMO INC · ADR · 60879B107 | LONG | 538,838 | $8.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 359,888 | $6.8 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 664,000 | $6.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHEETAH MOBILE INC CHEETAH MOBILE INC · ADR · 163075104 | LONG | 185,600 | $5.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
JUMEI INTL HLDG LTD JUMEI INTL HLDG LTD · SPONSORED ADR · 48138L107 | LONG | 174,229 | $4.0 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |