← COATUE MANAGEMENT LLC
Positions
48
Total value
$10.22B
Top 10 concentration
54.8%
New positions
6
Exited positions· 9 vs. Q3 2013
- EQUINIX INC ($821.98M)
- INTUITIVE SURGICAL INC ($158.73M)
- SIRIUS XM RADIO INC ($157.18M)
- RED HAT INC ($148.73M)
- MICHAEL KORS HLDGS LTD ($88.17M)
- SPRINT CORP ($33.39M)
- GROUPON INC ($24.29M)
- CTRIP COM INTL LTD ($19.26M)
- AMERICAN INTL GROUP INC ($4.52M)
Holdings · 48
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CBS CORP NEW 124857202 | CL B | $856.78M | 8.38% | 13,441,836 | -7.1% |
| 2 | APPLE INC AAPL · 037833100 | COM | $846.18M | 8.28% | 1,508,295 | +241.1% |
| 3 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $707.11M | 6.92% | 10,142,107 | -15.2% |
| 4 | AMAZON COM INC AMZN · 023135106 | COM | $577.69M | 5.65% | 1,448,597 | +83.4% |
| 5 | BAIDU INC BIDU · 056752108 | SPON ADR REP A | $499.19M | 4.88% | 2,806,345 | +29.2% |
| 6 | FACEBOOK INC META · 30303M102 | CL A | $460.88M | 4.51% | 8,433,417 | -8.8% |
| 7 | GOOGLE INC 38259P508 | CL A | $456.01M | 4.46% | 406,892 | -4.0% |
| 8 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $432.13M | 4.23% | 4,855,378 | -5.8% |
| 9 | NETFLIX INC NFLX · 64110L106 | COM | $392.69M | 3.84% | 1,066,601 | -0.7% |
| 10 | AMERICAN TOWER CORP NEW AMT · 03027X100 | COM | $372.98M | 3.65% | 4,672,738 | -2.2% |
| 11 | CROWN CASTLE INTL CORP 228227104 | COM | $371.37M | 3.63% | 5,057,500 | +5.6% |
| 12 | PRICELINE COM INC 741503403 | COM NEW | $370.8M | 3.63% | 318,992 | -10.2% |
| 13 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $351.21M | 3.44% | 2,568,094 | -0.0% |
| 14 | TWENTY FIRST CENTY FOX INC 90130A101 | CL A | $347.32M | 3.40% | 9,875,593 | -14.5% |
| 15 | TRIPADVISOR INC TRIP · 896945201 | COM | $337.62M | 3.30% | 4,076,058 | +8.7% |
| 16 | YANDEX N V NBIS · N97284108 | SHS CLASS A | $305.16M | 2.99% | 7,072,119 | -0.0% |
| 17 | L BRANDS INC LBEUR · 501797104 | COM | $272.48M | 2.67% | 4,405,544 | +25.1% |
| 18 | WHOLE FOODS MKT INC 966837106 | COM | $266.57M | 2.61% | 4,609,617 | -1.0% |
| 19 | LINKEDIN CORP 53578A108 | COM CL A | $230.25M | 2.25% | 1,061,903 | +2.6% |
| 20 | GREEN MTN COFFEE ROASTERS IN 393122106 | COM | $226.78M | 2.22% | 3,002,074 | -1.9% |
| 21 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $199.19M | 1.95% | 2,194,256 | +2.3% |
| 22 | VERISIGN INC VRSN · 92343E102 | COM | $183.79M | 1.80% | 3,074,499 | -0.6% |
| 23 | TIME WARNER CABLE INC 88732J207 | COM | $164.79M | 1.61% | 1,216,126 | -0.7% |
| 24 | PANDORA MEDIA INC 698354107 | COM | $151.97M | 1.49% | 5,713,020 | +404.8% |
| 25 | SIRIUS XM HLDGS INC SIRI · 82968B103 | COM | $141.38M | 1.38% | 40,509,865 | New |
| 26 | TESLA MTRS INC TSLA · 88160R101 | COM | $102.58M | 1.00% | 681,936 | -4.4% |
| 27 | GAP INC DEL GAP · 364760108 | COM | $76.45M | 0.75% | 1,956,337 | New |
| 28 | BEST BUY INC BBY · 086516101 | COM | $70.17M | 0.69% | 1,759,469 | — |
| 29 | YOUKU TUDOU INC 98742U100 | SPONSORED ADR | $66.29M | 0.65% | 2,187,818 | New |
| 30 | SUPERVALU INC 868536103 | COM | $54.67M | 0.53% | 7,498,848 | — |
| 31 | NEWS CORP NEW NWSA · 65249B109 | CL A | $48.63M | 0.48% | 2,698,604 | — |
| 32 | BLACKBERRY LTD BB · 09228F103 | COM | $45.75M | 0.45% | 6,149,438 | — |
| 33 | RACKSPACE HOSTING INC RXT · 750086100 | COM | $33.39M | 0.33% | 853,264 | -11.6% |
| 34 | DONNELLEY R R & SONS CO 257867101 | COM | $30M | 0.29% | 1,479,405 | — |
| 35 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $28.05M | 0.27% | 1,845,227 | — |
| 36 | MELLANOX TECHNOLOGIES LTD M51363113 | SHS | $24.4M | 0.24% | 610,501 | New |
| 37 | ATMEL CORP 049513104 | COM | $23.32M | 0.23% | 2,978,198 | — |
| 38 | POLYCOM INC 73172K104 | COM | $18.33M | 0.18% | 1,632,196 | -20.4% |
| 39 | LEVEL 3 COMMUNICATIONS INC 52729N308 | COM NEW | $16.89M | 0.17% | 509,122 | — |
| 40 | LOGITECH INTL S A LOGI · H50430232 | SHS | $15.41M | 0.15% | 1,125,376 | — |
| 41 | WORKDAY INC WDAY · 98138H101 | CL A | $8.68M | 0.08% | 104,390 | New |
| 42 | YELP INC YELP · 985817105 | CL A | $7.15M | 0.07% | 103,730 | New |
| 43 | FUSION-IO INC 36112J107 | COM | $6.72M | 0.07% | 754,305 | — |
| 44 | NII HLDGS INC 62913F201 | CL B NEW | $6.14M | 0.06% | 2,231,197 | -34.7% |
| 45 | NUTRI SYS INC NEW 67069D108 | COM | $4.82M | 0.05% | 293,017 | -53.8% |
| 46 | QUINSTREET INC QNST · 74874Q100 | COM | $4.58M | 0.04% | 526,593 | — |
| 47 | JOY GLOBAL INC 481165108 | COM | $4.03M | 0.04% | 68,900 | -85.3% |
| 48 | MOLYCORP INC DEL MCPCHF · 608753109 | COM | $2.63M | 0.03% | 468,605 | -58.0% |
Total filing value: $10.22B