← COATUE MANAGEMENT LLC
Positions
39
Total value
$5.66B
Top 10 concentration
57.6%
New positions
8
Exited positions· 17 vs. Q4 2013
- CROWN CASTLE INTL CORP ($371.37M)
- YANDEX N V ($305.16M)
- L BRANDS INC ($272.48M)
- GREEN MTN COFFEE ROASTERS IN ($226.78M)
- VERISIGN INC ($183.79M)
- TIME WARNER CABLE INC ($164.79M)
- TESLA MTRS INC ($102.58M)
- GAP INC DEL ($76.45M)
- BEST BUY INC ($70.17M)
- NEWS CORP NEW ($48.63M)
- BLACKBERRY LTD ($45.75M)
- RACKSPACE HOSTING INC ($33.39M)
Holdings · 39
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC NFLX · 64110L106 | COM | $543.61M | 9.61% | 1,544,218 | +44.8% |
| 2 | BAIDU INC BIDU · 056752108 | SPON ADR REP A | $434.54M | 7.68% | 2,853,763 | +1.7% |
| 3 | CBS CORP NEW 124857202 | CL B | $417.67M | 7.39% | 6,758,467 | -49.7% |
| 4 | FACEBOOK INC META · 30303M102 | CL A | $380.52M | 6.73% | 6,316,801 | -25.1% |
| 5 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $306.85M | 5.43% | 4,696,893 | -53.7% |
| 6 | MICRON TECHNOLOGY INC MU · 595112103 | COM | $281.87M | 4.98% | 11,913,365 | New |
| 7 | LINKEDIN CORP 53578A108 | COM CL A | $274.02M | 4.85% | 1,481,679 | +39.5% |
| 8 | AMERICAN TOWER CORP NEW AMT · 03027X100 | COM | $222.64M | 3.94% | 2,719,433 | -41.8% |
| 9 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $200.16M | 3.54% | 2,189,245 | -0.2% |
| 10 | AVAGO TECHNOLOGIES LTD Y0486S104 | SHS | $197M | 3.48% | 3,058,498 | New |
| 11 | KEURIG GREEN MTN INC 49271M100 | COM | $192.62M | 3.41% | 1,824,239 | New |
| 12 | CTRIP COM INTL LTD CTRPUSD · 22943F100 | AMERICAN DEP SHS | $182.28M | 3.22% | 3,615,299 | New |
| 13 | PRICELINE COM INC 741503403 | COM NEW | $179.65M | 3.18% | 150,726 | -52.7% |
| 14 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $170.07M | 3.01% | 1,380,411 | -46.2% |
| 15 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $168.25M | 2.98% | 4,132,959 | New |
| 16 | TWENTY FIRST CENTY FOX INC 90130A101 | CL A | $160.98M | 2.85% | 5,035,454 | -49.0% |
| 17 | WHOLE FOODS MKT INC 966837106 | COM | $151.24M | 2.67% | 2,982,375 | -35.3% |
| 18 | YOUKU TUDOU INC 98742U100 | SPONSORED ADR | $149.86M | 2.65% | 5,344,662 | +144.3% |
| 19 | PANDORA MEDIA INC 698354107 | COM | $132.15M | 2.34% | 4,358,591 | -23.7% |
| 20 | GOOGLE INC 38259P508 | CL A | $122.91M | 2.17% | 110,281 | -72.9% |
| 21 | APPLE INC AAPL · 037833100 | COM | $121.94M | 2.16% | 227,190 | -84.9% |
| 22 | YY INC YYEUR · 98426T106 | ADS REPCOM CLA | $114.34M | 2.02% | 1,497,382 | New |
| 23 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $106.46M | 1.88% | 2,559,079 | -47.3% |
| 24 | AMAZON COM INC AMZN · 023135106 | COM | $97.01M | 1.72% | 288,394 | -80.1% |
| 25 | ADOBE SYS INC ADBE · 00724F101 | COM | $87.54M | 1.55% | 1,331,573 | New |
| 26 | YELP INC YELP · 985817105 | CL A | $76.16M | 1.35% | 990,055 | +854.5% |
| 27 | TRIPADVISOR INC TRIP · 896945201 | COM | $70.44M | 1.25% | 777,553 | -80.9% |
| 28 | SIRIUS XM HLDGS INC SIRI · 82968B103 | COM | $35.98M | 0.64% | 11,243,022 | -72.2% |
| 29 | JOY GLOBAL INC 481165108 | COM | $23.2M | 0.41% | 400,000 | +480.6% |
| 30 | NUTRI SYS INC NEW 67069D108 | COM | $9.57M | 0.17% | 634,885 | +116.7% |
| 31 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $7.98M | 0.14% | 465,000 | -74.8% |
| 32 | SUPERVALU INC 868536103 | COM | $7.19M | 0.13% | 1,051,300 | -86.0% |
| 33 | KATE SPADE & CO 485865109 | COM | $6.71M | 0.12% | 180,833 | New |
| 34 | ATMEL CORP 049513104 | COM | $5.55M | 0.10% | 664,000 | -77.7% |
| 35 | FUSION-IO INC 36112J107 | COM | $5.37M | 0.09% | 510,000 | -32.4% |
| 36 | MOLYCORP INC DEL MCPCHF · 608753109 | COM | $5.23M | 0.09% | 1,114,900 | +137.9% |
| 37 | WORKDAY INC WDAY · 98138H101 | CL A | $4.38M | 0.08% | 47,903 | -54.1% |
| 38 | NII HLDGS INC 62913F201 | CL B NEW | $855K | 0.02% | 718,233 | -67.8% |
| 39 | QUINSTREET INC QNST · 74874Q100 | COM | $302K | 0.01% | 45,499 | -91.4% |
Total filing value: $5.66B