← Coatue Management portfolio
13F-HR filing
VALIDATEDHoldings period 2010-09-30 · Filed 2010-11-15 · Accession 0000919574-10-006470
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | Acme Packet Inc | COM · 004764106 | LONG | 1,527,278 | $57.9 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 264,032 | $41.5 million |
| 3 | AMERICAN SUPERCONDUCTOR CORP | COM · 030111108 | LONG | 1,147,464 | $35.7 million |
| 4 | AMERICAN TOWER CORP | CL A · 029912201 | LONG | 2,251,404 | $115.4 million |
| 5 | APPLE INC | COM · 037833100 | LONG | 1,519,159 | $431.1 million |
| 6 | ARUBA NETWORKS INC | COM · 043176106 | LONG | 1,740,592 | $37.1 million |
| 7 | ASSURED GUARANTY LTD | COM · G0585R106 | LONG | 1,092,565 | $18.7 million |
| 8 | ASSURED GUARANTY LTD | COM · G0585R106 | PUT | 1,000,000 | $17.1 million |
| 9 | BAIDU INC | SPON ADR REP A · 056752108 | LONG | 2,124,911 | $218.1 million |
| 10 | CIENA CORP | COM NEW · 171779309 | LONG | 3,231,669 | $50.3 million |
| 11 | CITRIX SYS INC | COM · 177376100 | LONG | 3,915,578 | $267.2 million |
| 12 | CONCUR TECHNOLOGIES INC | COM · 206708109 | LONG | 540,821 | $26.7 million |
| 13 | CROWN CASTLE INTL CORP | COM · 228227104 | LONG | 3,805,120 | $168.0 million |
| 14 | F5 NETWORKS INC | COM · 315616102 | LONG | 3,183,660 | $330.5 million |
| 15 | GOOGLE INC | CL A · 38259P508 | LONG | 502,292 | $264.1 million |
| 16 | INTERDIGITAL INC | COM · 45867G101 | LONG | 8,900 | $264,000 |
| 17 | INTERNATIONAL RECTIFIER CORP | COM · 460254105 | LONG | 2,186,672 | $46.1 million |
| 18 | J2 GLOBAL COMMUNICATIONS INC | COM NEW · 46626E205 | LONG | 9,000 | $214,000 |
| 19 | NETAPP INC | COM · 64110D104 | LONG | 3,803,195 | $189.4 million |
| 20 | NETFLIX INC | COM · 64110L106 | LONG | 215,000 | $34.9 million |
| 21 | NETLOGIC MICROSYSTEMS INC | COM · 64118B100 | LONG | 1,884,888 | $52.0 million |
| 22 | NEUTRAL TANDEM INC | COM · 64128B108 | LONG | 772,143 | $9.2 million |
| 23 | NUTRI SYS INC NEW | COM · 67069D108 | LONG | 614,747 | $11.8 million |
| 24 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 364,138 | $4.3 million |
| 25 | PLANTRONICS INC NEW | COM · 727493108 | LONG | 7,100 | $240,000 |
| 26 | QUALCOMM INC | COM · 747525103 | LONG | 10,114,139 | $456.5 million |
| 27 | SBA COMMUNICATIONS CORP | COM · 78388J106 | LONG | 1,881,359 | $75.8 million |
| 28 | Seagate Technology | SHS · G7945M107 | LONG | 4,233,616 | $49.9 million |
| 29 | SKECHERS U S A INC | CL A · 830566105 | LONG | 1,093,323 | $25.7 million |
| 30 | SOLARWINDS INC | COM · 83416B109 | LONG | 1,290,551 | $22.3 million |
| 31 | STEC INC | COM · 784774101 | LONG | 484,250 | $6.0 million |
| 32 | SUCCESSFACTORS INC | COM · 864596101 | LONG | 612,584 | $15.4 million |
| 33 | TD AMERITRADE HLDG CORP | COM · 87236Y108 | LONG | 3,921,890 | $63.3 million |
| 34 | TECHTARGET INC | COM · 87874R100 | LONG | 369,258 | $1.9 million |
| 35 | UTSTARCOM INC | COM · 918076100 | LONG | 3,210,529 | $7.0 million |
| 36 | VEECO INSTRS INC DEL | COM · 922417100 | LONG | 300,000 | $10.5 million |
| 37 | WESTERN DIGITAL CORP | COM · 958102105 | LONG | 1,828,305 | $51.9 million |