← Coatue Management portfolio

13F-HR filing

VALIDATED

Holdings period 2019-03-31 · Filed 2019-05-15 · Accession 0000919574-19-003663

Open official SEC source ↗
#IssuerClass / CUSIPKindSharesValue
1FLWS/1-800 FLOWERSCL A · 68243Q106LONG16,112$294,000
2FLWS/1-800 FLOWERSCL A · 68243Q106LONG44,187$806,000
33-D SYS CORP DELCOM NEW · 88554D205LONG961,067$10.3 million
4ABERCROMBIE & FITCH COCL A · 002896207LONG11,362$311,000
5ABERCROMBIE & FITCH COCL A · 002896207LONG31,158$854,000
6ACTIVISION BLIZZARD INCCOM · 00507V109LONG717,188$32.7 million
7ACTIVISION BLIZZARD INCCOM · 00507V109LONG5,617,894$255.8 million
8ADOBE SYS INCCOM · 00724F101LONG296,585$79.0 million
9ADOBE SYS INCCOM · 00724F101LONG1,788,935$476.7 million
10ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG437,373$79.8 million
11ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG2,676,035$488.2 million
12AMAZON COM INCCOM · 023135106LONG60,166$107.1 million
13AMAZON COM INCCOM · 023135106LONG295,830$526.8 million
14AMC ENTMT HLDGS INCCL A COM · 00165C104LONG4,791$71,000
15AMC ENTMT HLDGS INCCL A COM · 00165C104LONG13,127$195,000
16AMERICAN AIRLS GROUP INCCOM · 02376R102LONG8,390$266,000
17AMERICAN AIRLS GROUP INCCOM · 02376R102LONG23,025$731,000
18AMERICAN EAGLE OUTFITTERS NECOM · 02553E106LONG2,596$58,000
19AMERICAN EAGLE OUTFITTERS NECOM · 02553E106LONG7,113$158,000
20ANAPLAN INCCOM · 03272L108LONG110,477$4.3 million
21ANAPLAN INCCOM · 03272L108LONG888,614$35.0 million
22ANAPLAN INCCOM · 03272L108LONG5,102,408$200.8 million
23ANAPLAN INCCOM · 03272L108LONG2,954,998$116.3 million
24ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR · 03524A108LONG721$61,000
25ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR · 03524A108LONG1,978$166,000
26ASCENA RETAIL GROUP INCCOM · 04351G101LONG7,633$8,000
27ASCENA RETAIL GROUP INCCOM · 04351G101LONG20,916$23,000
28ATLASSIAN CORP PLCCL A · G06242104LONG30,089$3.4 million
29AUTOZONE INCCOM · 053332102LONG144$147,000
30AUTOZONE INCCOM · 053332102LONG389$398,000
31AVIS BUDGET GROUPCOM · 053774105LONG1,557$54,000
32AVIS BUDGET GROUPCOM · 053774105LONG4,280$149,000
33BARNES & NOBLE INCCOM · 067774109LONG35,465$193,000
34BARNES & NOBLE INCCOM · 067774109LONG97,150$528,000
35BED BATH & BEYOND INCCOM · 075896100LONG7,022$119,000
36BED BATH & BEYOND INCCOM · 075896100LONG19,260$327,000
37BEST BUY INCCOM · 086516101LONG2,536$180,000
38BEST BUY INCCOM · 086516101LONG6,945$494,000
39BIG 5 SPORTING GOODS CORPCOM · 08915P101LONG76,350$243,000
40BIG 5 SPORTING GOODS CORPCOM · 08915P101LONG209,295$666,000
41BJS RESTAURANTS INCCOM · 09180C106LONG2,204$104,000
42BJS RESTAURANTS INCCOM · 09180C106LONG6,031$285,000
43BOOT BARN HLDGS INCCOM · 099406100LONG10,529$310,000
44BOOT BARN HLDGS INCCOM · 099406100LONG28,886$850,000
45BRINKER INTL INCCOM · 109641100LONG1,731$77,000
46BRINKER INTL INCCOM · 109641100LONG4,753$211,000
47BROADCOM INCCOM · 11135F101LONG73,111$22.0 million
48BROADCOM INCCOM · 11135F101LONG642,385$193.2 million
49BROWN FORMAN CORPCL B · 115637209LONG1,279$68,000
50BROWN FORMAN CORPCL B · 115637209LONG3,504$185,000
51CAPRI HOLDINGS LIMITEDSHS · G1890L107LONG3,199$146,000
52CAPRI HOLDINGS LIMITEDSHS · G1890L107LONG8,767$401,000
53CEDAR FAIR L PDEPOSITRY UNIT · 150185106LONG3,544$186,000
54CEDAR FAIR L PDEPOSITRY UNIT · 150185106LONG9,725$512,000
55CHEESECAKE FACTORY INCCOM · 163072101LONG2,884$141,000
56CHEESECAKE FACTORY INCCOM · 163072101LONG7,904$387,000
57CHICOS FAS INCCOM · 168615102LONG8,500$36,000
58CHICOS FAS INCCOM · 168615102LONG23,533$100,000
59CHIPOTLE MEXICAN GRILL INCCOM · 169656105LONG320$227,000
60CHIPOTLE MEXICAN GRILL INCCOM · 169656105LONG872$619,000
61CINEMARK HLDGS INCCOM · 17243V102LONG2,282$91,000
62CINEMARK HLDGS INCCOM · 17243V102LONG6,257$250,000
63COSTCO WHSL CORP NEWCOM · 22160K105LONG411$100,000
64COSTCO WHSL CORP NEWCOM · 22160K105LONG1,123$272,000
65COUPA SOFTWARE INCCOM · 22266L106LONG10,571$962,000
66COUPA SOFTWARE INCCOM · 22266L106LONG41,182$3.7 million
67CROCS INCCOM · 227046109LONG8,453$218,000
68CROCS INCCOM · 227046109LONG23,188$597,000
69CVS/Caremark CorpCOM · 126650100LONG1,990$107,000
70CVS/Caremark CorpCOM · 126650100LONG5,455$294,000
71DILLARDS INCCL A · 254067101LONG1,338$96,000
72DILLARDS INCCL A · 254067101LONG3,658$263,000
73DINEEQUITY INCCOM · 254423106LONG868$79,000
74DINEEQUITY INCCOM · 254423106LONG2,380$217,000
75SPDR INDEX SHS FDSEURO STOXX 50 · 78463X202LONG2,501$91,000
76SPDR INDEX SHS FDSEURO STOXX 50 · 78463X202LONG6,855$251,000
77DOLLAR GEN CORP NEWCOM · 256677105LONG492$59,000
78DOLLAR GEN CORP NEWCOM · 256677105LONG1,351$161,000
79DOLLAR TREE INCCOM · 256746108LONG1,524$160,000
80DOLLAR TREE INCCOM · 256746108LONG4,189$440,000
81DUNKIN BRANDS GROUP INCCOM · 265504100LONG2,024$152,000
82DUNKIN BRANDS GROUP INCCOM · 265504100LONG5,540$416,000
83E L F BEAUTY INCCOM · 26856L103LONG2,984$32,000
84E L F BEAUTY INCCOM · 26856L103LONG8,173$87,000
85EL POLLO LOCO HLDGS INCCOM · 268603107LONG10,063$131,000
86EL POLLO LOCO HLDGS INCCOM · 268603107LONG27,602$359,000
87ELECTRONIC ARTS INCCOM · 285512109LONG108,598$11.0 million
88ELECTRONIC ARTS INCCOM · 285512109LONG1,623,312$165.0 million
89LAUDER ESTEE COS INCCL A · 518439104LONG375$62,000
90LAUDER ESTEE COS INCCL A · 518439104LONG1,034$171,000
91EXPRESS INCCOM · 30219E103LONG71,733$307,000
92EXPRESS INCCOM · 30219E103LONG196,405$841,000
93FACEBOOK INCCL A · 30303M102LONG298,590$49.8 million
94FACEBOOK INCCL A · 30303M102LONG3,501,997$583.7 million
95FITBIT INCCL A · 33812L102LONG3,178,570$18.8 million
96FIVE BELOW INCCOM · 33829M101LONG1,170$145,000
97FIVE BELOW INCCOM · 33829M101LONG3,206$398,000
98FLOOR & DECOR HLDGS INCCL A · 339750101LONG3,029$125,000
99FLOOR & DECOR HLDGS INCCL A · 339750101LONG8,300$342,000
100FOSSIL GROUP INCCOM · 34988V106LONG19,139$263,000
101FOSSIL GROUP INCCOM · 34988V106LONG52,483$720,000
102FRESHPET INCCOM · 358039105LONG1,619$68,000
103FRESHPET INCCOM · 358039105LONG4,437$188,000
104FRONTIER COMMUNICATIONS CORPCOM NEW · 35906A306LONG848,516$1.7 million
105GENESCO INCCOM · 371532102LONG3,362$153,000
106GENESCO INCCOM · 371532102LONG9,212$420,000
107GNC HLDGS INCCOM CL A · 36191G107LONG48,260$132,000
108GNC HLDGS INCCOM CL A · 36191G107LONG132,238$361,000
109GROUPON INCCOM · 399473107LONG84,766$301,000
110GROUPON INCCOM · 399473107LONG232,588$826,000
111GUESS INCCOM · 401617105LONG11,672$229,000
112GUESS INCCOM · 401617105LONG32,027$628,000
113HABIT RESTAURANTS INCCOM CL A · 40449J103LONG7,388$80,000
114HABIT RESTAURANTS INCCOM CL A · 40449J103LONG20,319$220,000
115HERBALIFE NUTRITION LTDCOM SHS · G4412G101LONG3,291$174,000
116HERBALIFE NUTRITION LTDCOM SHS · G4412G101LONG9,013$478,000
117HERTZ GLOBAL HLDGS INCCOM · 42806J106LONG5,643$98,000
118HERTZ GLOBAL HLDGS INCCOM · 42806J106LONG15,492$269,000
119HIBBETT SPORTS INCCOM · 428567101LONG11,660$266,000
120HIBBETT SPORTS INCCOM · 428567101LONG31,980$729,000
121INTUITCOM · 461202103LONG216,720$56.7 million
122INTUITCOM · 461202103LONG902,863$236.0 million
123IQIYI INCSPONSORED ADS · 46267X108LONG66,321$1.6 million
124JETBLUE AWYS CORPCOM · 477143101LONG2,996$49,000
125JETBLUE AWYS CORPCOM · 477143101LONG8,202$134,000
126KIRKLANDS INCCOM · 497498105LONG3,536$25,000
127KIRKLANDS INCCOM · 497498105LONG9,688$68,000
128L BRANDS INCCOM · 501797104LONG10,582$292,000
129L BRANDS INCCOM · 501797104LONG29,004$800,000
130LANDS END INC NEWCOM · 51509F105LONG14,869$247,000
131LANDS END INC NEWCOM · 51509F105LONG40,808$678,000
132LIBERTY BROADBAND CORPCOM SER C · 530307305LONG8,044,273$738.0 million
133MACYS INCCOM · 55616P104LONG8,072$194,000
134MACYS INCCOM · 55616P104LONG22,102$531,000
135MALLINCKRODT PUB LTD COSHS · G5785G107LONG1,320,769$28.7 million
136MASTERCARD INCORPORATEDCL A · 57636Q104LONG237,426$55.9 million
137MASTERCARD INCORPORATEDCL A · 57636Q104LONG1,873,399$441.1 million
138MEDIFAST INCCOM · 58470H101LONG746$95,000
139MEDIFAST INCCOM · 58470H101LONG2,053$262,000
140MICRON TECHNOLOGY INCCOM · 595112103LONG233,038$9.6 million
141MICRON TECHNOLOGY INCCOM · 595112103LONG3,595,258$148.6 million
142MICROSOFT CORPCOM · 594918104LONG735,742$86.8 million
143MICROSOFT CORPCOM · 594918104LONG3,340,961$394.0 million
144MONDELEZ INTL INCCL A · 609207105LONG1,239$62,000
145MONDELEZ INTL INCCL A · 609207105LONG3,393$169,000
146MOTOROLA SOLUTIONS INCCOM NEW · 620076307LONG152,900$21.5 million
147NETFLIX INCCOM · 64110L106LONG167,786$59.8 million
148NETFLIX INCCOM · 64110L106LONG1,522,605$542.9 million
149NIKE INCCL B · 654106103LONG1,248$105,000
150NIKE INCCL B · 654106103LONG3,428$289,000
151NOODLES & COCOM CL A · 65540B105LONG4,630$31,000
152NOODLES & COCOM CL A · 65540B105LONG12,678$86,000
153NVIDIA CORPORATIONCOM · 67066G104LONG179,591$32.2 million
154NVIDIA CORPORATIONCOM · 67066G104LONG1,419,317$254.9 million
155O REILLY AUTOMOTIVE INC NEWCOM · 67103H107LONG377$146,000
156O REILLY AUTOMOTIVE INC NEWCOM · 67103H107LONG1,035$402,000
157OFFICE DEPOT INCCOM · 676220106LONG4,192$15,000
158OFFICE DEPOT INCCOM · 676220106LONG11,487$42,000
159OKTA INCCL A · 679295105LONG33,875$2.8 million
160OKTA INCCL A · 679295105LONG269,792$22.3 million
161OXFORD INDS INCCOM · 691497309LONG1,876$141,000
162OXFORD INDS INCCOM · 691497309LONG5,141$387,000
163PAPA JOHNS INTL INCCOM · 698813102LONG4,033$214,000
164PAPA JOHNS INTL INCCOM · 698813102LONG11,052$585,000
165PARTY CITY HOLDCO INCCOM · 702149105LONG7,457$59,000
166PARTY CITY HOLDCO INCCOM · 702149105LONG20,426$162,000
167PAYPAL HLDGS INCCOM · 70450Y103LONG448,173$46.5 million
168PAYPAL HLDGS INCCOM · 70450Y103LONG2,816,329$292.4 million
169PROCTER & GAMBLE COCOM · 742718109LONG653$68,000
170PROCTER & GAMBLE COCOM · 742718109LONG1,788$186,000
171RALPH LAUREN CORPCL A · 751212101LONG1,855$241,000
172RALPH LAUREN CORPCL A · 751212101LONG5,090$660,000
173ROSS STORES INCCOM · 778296103LONG1,182$110,000
174ROSS STORES INCCOM · 778296103LONG3,254$303,000
175SALESFORCE COM INCCOM · 79466L302LONG335,948$53.2 million
176SALESFORCE COM INCCOM · 79466L302LONG1,581,717$250.5 million
177SCHOLASTIC CORPCOM · 807066105LONG1,753$70,000
178SCHOLASTIC CORPCOM · 807066105LONG4,802$191,000
179SERVICENOW INCCOM · 81762P102LONG510,064$125.7 million
180SERVICENOW INCCOM · 81762P102LONG2,208,041$544.3 million
181SHAKE SHACK INCCL A · 819047101LONG1,749$103,000
182SHAKE SHACK INCCL A · 819047101LONG4,815$285,000
183SHOE CARNIVAL INCCOM · 824889109LONG7,068$241,000
184SHOE CARNIVAL INCCOM · 824889109LONG19,385$660,000
185SHOPIFY INCCL A · 82509L107LONG109,390$22.6 million
186SHOPIFY INCCL A · 82509L107LONG432,795$89.4 million
187SHUTTERFLY INCCOM · 82568P304LONG7,116$289,000
188SHUTTERFLY INCCOM · 82568P304LONG19,503$793,000
189SMART & FINAL STORES INCCOM · 83190B101LONG15,789$78,000
190SMART & FINAL STORES INCCOM · 83190B101LONG43,310$214,000
191SPORTSMANS WHSE HLDGS INCCOM · 84920Y106LONG19,881$95,000
192SPORTSMANS WHSE HLDGS INCCOM · 84920Y106LONG54,569$262,000
193STARBUCKS CORPCOM · 855244109LONG1,108$82,000
194STARBUCKS CORPCOM · 855244109LONG3,044$226,000
195STRATASYS LTDSHS · M85548101LONG215,702$5.1 million
196TABLEAU SOFTWARE INCCL A · 87336U105LONG505,665$64.4 million
197TABLEAU SOFTWARE INCCL A · 87336U105LONG1,963,284$249.9 million
198TENCENT MUSIC ENTMT GROUPSPON ADS · 88034P109LONG2,477,516$44.8 million
199CONTAINER STORE GROUP INCCOM · 210751103LONG41,294$363,000
200CONTAINER STORE GROUP INCCOM · 210751103LONG113,165$996,000
201TJX COS INC NEWCOM · 872540109LONG5,527$294,000
202TJX COS INC NEWCOM · 872540109LONG15,174$807,000
203TWILIO INCCL A · 90138F102LONG222,335$28.7 million
204TWILIO INCCL A · 90138F102LONG1,114,153$143.9 million
205ULTA BEAUTY INCCOM · 90384S303LONG708$247,000
206ULTA BEAUTY INCCOM · 90384S303LONG1,943$678,000
207United Parcel ServiceCL B · 911312106LONG1,834$205,000
208United Parcel ServiceCL B · 911312106LONG5,025$561,000
209VERA BRADLEY INCCOM · 92335C106LONG22,854$303,000
210VERA BRADLEY INCCOM · 92335C106LONG62,503$828,000
211VISA INCCOM CL A · 92826C839LONG219,761$34.3 million
212VISA INCCOM CL A · 92826C839LONG2,226,895$347.8 million
213WEIS MKTS INCCOM · 948849104LONG1,927$79,000
214WEIS MKTS INCCOM · 948849104LONG5,277$215,000
215WENDYS COCOM · 95058W100LONG4,848$87,000
216WENDYS COCOM · 95058W100LONG13,295$238,000
217WILLIAMS SONOMA INCCOM · 969904101LONG3,736$210,000
218WILLIAMS SONOMA INCCOM · 969904101LONG10,253$577,000
219WINGSTOP INCCOM · 974155103LONG2,708$206,000
220WINGSTOP INCCOM · 974155103LONG7,425$565,000
221WORKDAY INCCL A · 98138H101LONG115,988$22.4 million
222ZILLOW GROUP INCCL C CAP STK · 98954M200LONG71,857$2.5 million
223ZILLOW GROUP INCCL C CAP STK · 98954M200LONG572,852$19.9 million