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COATUE MANAGEMENT LLC
13F-HR

Q1 2014

Period Mar 31, 2014Filed May 15, 2014View on EDGAR ↗
Compare vs4 quarters back (Q1 2013)
Positions
39
Total value
$5.66B
Top 10 concentration
57.6%
New positions
39

Holdings · 39

#Class
1NETFLIX INC
NFLX · 64110L106
COM$543.61M9.61%1,544,218New
2BAIDU INC
BIDU · 056752108
SPON ADR REP A$434.54M7.68%2,853,763New
3
CBS CORP NEW
124857202
CL B$417.67M7.39%6,758,467New
4FACEBOOK INC
META · 30303M102
CL A$380.52M6.73%6,316,801New
5TIME WARNER INC
TWXCHF · 887317303
COM NEW$306.85M5.43%4,696,893New
6MICRON TECHNOLOGY INC
MU · 595112103
COM$281.87M4.98%11,913,365New
7
LINKEDIN CORP
53578A108
COM CL A$274.02M4.85%1,481,679New
8AMERICAN TOWER CORP NEW
AMT · 03027X100
COM$222.64M3.94%2,719,433New
9HAIN CELESTIAL GROUP INC
HAIN · 405217100
COM$200.16M3.54%2,189,245New
10
AVAGO TECHNOLOGIES LTD
Y0486S104
SHS$197M3.48%3,058,498New
11
KEURIG GREEN MTN INC
49271M100
COM$192.62M3.41%1,824,239New
12CTRIP COM INTL LTD
CTRPUSD · 22943F100
AMERICAN DEP SHS$182.28M3.22%3,615,299New
13
PRICELINE COM INC
741503403
COM NEW$179.65M3.18%150,726New
14
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$170.07M3.01%1,380,411New
15LIBERTY GLOBAL PLC
LBTYA · G5480U120
SHS CL C$168.25M2.98%4,132,959New
16
TWENTY FIRST CENTY FOX INC
90130A101
CL A$160.98M2.85%5,035,454New
17
WHOLE FOODS MKT INC
966837106
COM$151.24M2.67%2,982,375New
18
YOUKU TUDOU INC
98742U100
SPONSORED ADR$149.86M2.65%5,344,662New
19
PANDORA MEDIA INC
698354107
COM$132.15M2.34%4,358,591New
20
GOOGLE INC
38259P508
CL A$122.91M2.17%110,281New
21APPLE INC
AAPL · 037833100
COM$121.94M2.16%227,190New
22YY INC
YYEUR · 98426T106
ADS REPCOM CLA$114.34M2.02%1,497,382New
23LIBERTY GLOBAL PLC
LBTYA · G5480U104
SHS CL A$106.46M1.88%2,559,079New
24AMAZON COM INC
AMZN · 023135106
COM$97.01M1.72%288,394New
25ADOBE SYS INC
ADBE · 00724F101
COM$87.54M1.55%1,331,573New
26YELP INC
YELP · 985817105
CL A$76.16M1.35%990,055New
27TRIPADVISOR INC
TRIP · 896945201
COM$70.44M1.25%777,553New
28SIRIUS XM HLDGS INC
SIRI · 82968B103
COM$35.98M0.64%11,243,022New
29
JOY GLOBAL INC
481165108
COM$23.2M0.41%400,000New
30
NUTRI SYS INC NEW
67069D108
COM$9.57M0.17%634,885New
31NUANCE COMMUNICATIONS INC
NUANEUR · 67020Y100
COM$7.98M0.14%465,000New
32
SUPERVALU INC
868536103
COM$7.19M0.13%1,051,300New
33
KATE SPADE & CO
485865109
COM$6.71M0.12%180,833New
34
ATMEL CORP
049513104
COM$5.55M0.10%664,000New
35
FUSION-IO INC
36112J107
COM$5.37M0.09%510,000New
36MOLYCORP INC DEL
MCPCHF · 608753109
COM$5.23M0.09%1,114,900New
37WORKDAY INC
WDAY · 98138H101
CL A$4.38M0.08%47,903New
38
NII HLDGS INC
62913F201
CL B NEW$855K0.02%718,233New
39QUINSTREET INC
QNST · 74874Q100
COM$302K0.01%45,499New
Total filing value: $5.66B