← COATUE MANAGEMENT LLC
Positions
51
Total value
$9.82B
Top 10 concentration
51.9%
New positions
7
Exited positions· 14 vs. Q2 2013
- BROADCOM CORP ($415.43M)
- NEWS CORP ($386.84M)
- REALOGY HLDGS CORP ($197.33M)
- LAS VEGAS SANDS CORP ($66.73M)
- RESEARCH IN MOTION LTD ($65.81M)
- LIBERTY GLOBAL PLC ($54.57M)
- MELLANOX TECHNOLOGIES LTD ($42.85M)
- GAP INC DEL ($36.14M)
- CIRRUS LOGIC INC ($18.11M)
- THE ADT CORPORATION ($17.08M)
- PITNEY BOWES INC ($14.53M)
- DISCOVER FINL SVCS ($10.4M)
Holdings · 51
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | EQUINIX INC EQIX · 29444U502 | COM NEW | $821.98M | 8.37% | 4,475,789 | -2.6% |
| 2 | CBS CORP NEW 124857202 | CL B | $798.38M | 8.13% | 14,473,883 | +0.2% |
| 3 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $786.69M | 8.01% | 11,954,002 | +0.7% |
| 4 | FACEBOOK INC META · 30303M102 | CL A | $464.3M | 4.73% | 9,243,530 | New |
| 5 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $409.21M | 4.17% | 5,156,958 | -43.6% |
| 6 | TWENTY FIRST CENTY FOX INC 90130A101 | CL A | $387.01M | 3.94% | 11,549,151 | New |
| 7 | GOOGLE INC 38259P508 | CL A | $371.43M | 3.78% | 424,054 | -2.0% |
| 8 | PRICELINE COM INC 741503403 | COM NEW | $359.05M | 3.66% | 355,164 | -33.8% |
| 9 | AMERICAN TOWER CORP NEW AMT · 03027X100 | COM | $354.08M | 3.60% | 4,776,474 | +261.4% |
| 10 | CROWN CASTLE INTL CORP 228227104 | COM | $349.88M | 3.56% | 4,790,963 | +458.9% |
| 11 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $346.14M | 3.52% | 2,568,567 | -7.8% |
| 12 | BAIDU INC BIDU · 056752108 | SPON ADR REP A | $337.07M | 3.43% | 2,172,105 | +896.8% |
| 13 | NETFLIX INC NFLX · 64110L106 | COM | $332.17M | 3.38% | 1,074,249 | +0.8% |
| 14 | TRIPADVISOR INC TRIP · 896945201 | COM | $284.28M | 2.89% | 3,748,459 | +13.1% |
| 15 | WHOLE FOODS MKT INC 966837106 | COM | $272.29M | 2.77% | 4,654,548 | +50.4% |
| 16 | YANDEX N V NBIS · N97284108 | SHS CLASS A | $257.67M | 2.62% | 7,074,882 | +162.5% |
| 17 | LINKEDIN CORP 53578A108 | COM CL A | $254.74M | 2.59% | 1,035,272 | +7.5% |
| 18 | AMAZON COM INC AMZN · 023135106 | COM | $247M | 2.51% | 790,057 | +39.7% |
| 19 | GREEN MTN COFFEE ROASTERS IN 393122106 | COM | $230.61M | 2.35% | 3,061,288 | +0.3% |
| 20 | L BRANDS INC LBEUR · 501797104 | COM | $215.21M | 2.19% | 3,522,290 | -11.8% |
| 21 | APPLE INC AAPL · 037833100 | COM | $210.83M | 2.15% | 442,222 | -72.2% |
| 22 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $165.42M | 1.68% | 2,144,921 | +1.5% |
| 23 | INTUITIVE SURGICAL INC ISRG · 46120E602 | COM NEW | $158.73M | 1.62% | 421,862 | +36.1% |
| 24 | VERISIGN INC VRSN · 92343E102 | COM | $157.44M | 1.60% | 3,093,647 | -4.9% |
| 25 | SIRIUS XM RADIO INC SIRI · 82967N108 | COM | $157.18M | 1.60% | 40,563,060 | -5.5% |
| 26 | RED HAT INC RHT1EUR · 756577102 | COM | $148.73M | 1.51% | 3,223,508 | -22.3% |
| 27 | TESLA MTRS INC TSLA · 88160R101 | COM | $138M | 1.40% | 713,643 | +0.5% |
| 28 | TIME WARNER CABLE INC 88732J207 | COM | $136.69M | 1.39% | 1,224,854 | — |
| 29 | MICHAEL KORS HLDGS LTD G60754101 | SHS | $88.17M | 0.90% | 1,183,191 | +789.1% |
| 30 | BEST BUY INC BBY · 086516101 | COM | $65.98M | 0.67% | 1,759,469 | — |
| 31 | SUPERVALU INC 868536103 | COM | $61.72M | 0.63% | 7,498,848 | — |
| 32 | RACKSPACE HOSTING INC RXT · 750086100 | COM | $50.9M | 0.52% | 964,758 | -18.6% |
| 33 | BLACKBERRY LTD BB · 09228F103 | COM | $48.86M | 0.50% | 6,149,438 | New |
| 34 | NEWS CORP NEW NWSA · 65249B109 | CL A | $43.34M | 0.44% | 2,698,604 | New |
| 35 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $34.47M | 0.35% | 1,845,227 | -7.9% |
| 36 | SPRINT CORP 85207U105 | COM SER 1 | $33.39M | 0.34% | 5,369,546 | New |
| 37 | PANDORA MEDIA INC 698354107 | COM | $28.44M | 0.29% | 1,131,850 | New |
| 38 | GROUPON INC GRPNCHF · 399473107 | COM CL A | $24.29M | 0.25% | 2,166,491 | -45.2% |
| 39 | JOY GLOBAL INC 481165108 | COM | $23.93M | 0.24% | 468,900 | — |
| 40 | DONNELLEY R R & SONS CO 257867101 | COM | $23.35M | 0.24% | 1,479,405 | -0.8% |
| 41 | POLYCOM INC 73172K104 | COM | $22.38M | 0.23% | 2,049,497 | — |
| 42 | ATMEL CORP 049513104 | COM | $22.16M | 0.23% | 2,978,198 | — |
| 43 | NII HLDGS INC 62913F201 | CL B NEW | $20.73M | 0.21% | 3,415,697 | — |
| 44 | CTRIP COM INTL LTD CTRPUSD · 22943F100 | AMERICAN DEP SHS | $19.26M | 0.20% | 329,919 | New |
| 45 | LEVEL 3 COMMUNICATIONS INC 52729N308 | COM NEW | $13.59M | 0.14% | 509,122 | — |
| 46 | FUSION-IO INC 36112J107 | COM | $10.1M | 0.10% | 754,305 | — |
| 47 | LOGITECH INTL S A LOGI · H50430232 | SHS | $9.96M | 0.10% | 1,125,376 | — |
| 48 | NUTRI SYS INC NEW 67069D108 | COM | $9.13M | 0.09% | 634,902 | — |
| 49 | MOLYCORP INC DEL MCPCHF · 608753109 | COM | $7.32M | 0.07% | 1,115,505 | — |
| 50 | QUINSTREET INC QNST · 74874Q100 | COM | $4.97M | 0.05% | 526,593 | — |
| 51 | AMERICAN INTL GROUP INC AIG · 026874784 | COM NEW | $4.52M | 0.05% | 92,927 | — |
Total filing value: $9.82B