← COATUE MANAGEMENT LLC
Positions
49
Total value
$9.77B
Top 10 concentration
64.6%
New positions
26
Exited positions· 28 vs. Q3 2013
- CROWN CASTLE INTL CORP ($349.88M)
- TRIPADVISOR INC ($284.28M)
- WHOLE FOODS MKT INC ($272.29M)
- YANDEX N V ($257.67M)
- GREEN MTN COFFEE ROASTERS IN ($230.61M)
- L BRANDS INC ($215.21M)
- INTUITIVE SURGICAL INC ($158.73M)
- VERISIGN INC ($157.44M)
- SIRIUS XM RADIO INC ($157.18M)
- RED HAT INC ($148.73M)
- TESLA MTRS INC ($138M)
- TIME WARNER CABLE INC ($136.69M)
Holdings · 49
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC AAPL · 037833100 | COM | $1.07B | 10.90% | 10,573,070 | +2290.9% |
| 2 | NETFLIX INC NFLX · 64110L106 | COM | $938.99M | 9.61% | 2,081,181 | +93.7% |
| 3 | BAIDU INC BIDU · 056752108 | SPON ADR REP A | $800.67M | 8.19% | 3,668,941 | +68.9% |
| 4 | LINKEDIN CORP 53578A108 | COM CL A | $719.25M | 7.36% | 3,461,411 | +234.3% |
| 5 | AVAGO TECHNOLOGIES LTD Y0486S104 | SHS | $694.35M | 7.10% | 7,981,043 | New |
| 6 | FACEBOOK INC META · 30303M102 | CL A | $566.28M | 5.79% | 7,164,439 | -22.5% |
| 7 | MICRON TECHNOLOGY INC MU · 595112103 | COM | $535.69M | 5.48% | 15,636,060 | New |
| 8 | ADOBE SYS INC ADBE · 00724F101 | COM | $346.67M | 3.55% | 5,010,378 | New |
| 9 | EBAY INC EBAY · 278642103 | COM | $329.64M | 3.37% | 5,820,987 | New |
| 10 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $320.35M | 3.28% | 4,259,398 | -64.4% |
| 11 | CBS CORP NEW 124857202 | CL B | $308.58M | 3.16% | 5,767,785 | -60.2% |
| 12 | TWENTY FIRST CENTY FOX INC 90130A101 | CL A | $258.77M | 2.65% | 7,546,513 | -34.7% |
| 13 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $253.73M | 2.60% | 1,676,236 | -34.7% |
| 14 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $243.75M | 2.49% | 2,381,544 | +11.0% |
| 15 | APPLIED MATLS INC AMAT · 038222105 | COM | $226.37M | 2.32% | 10,475,154 | New |
| 16 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $197.61M | 2.02% | 4,645,179 | -9.9% |
| 17 | AKAMAI TECHNOLOGIES INC AKAM · 00971T101 | COM | $194.85M | 1.99% | 3,258,282 | New |
| 18 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $172.4M | 1.76% | 4,203,454 | New |
| 19 | PRICELINE GRP INC 741503403 | COM NEW | $151.72M | 1.55% | 130,956 | -63.1% |
| 20 | AMERICAN TOWER CORP NEW AMT · 03027X100 | COM | $143.57M | 1.47% | 1,533,348 | -67.9% |
| 21 | LEVEL 3 COMMUNICATIONS INC 52729N308 | COM NEW | $142.79M | 1.46% | 3,122,406 | +513.3% |
| 22 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $128.83M | 1.32% | 1,450,000 | New |
| 23 | SOLARCITY CORP 83416T100 | COM | $108.1M | 1.11% | 1,813,713 | New |
| 24 | MICROSOFT CORP MSFT · 594918104 | COM | $100.65M | 1.03% | 2,171,009 | New |
| 25 | ZILLOW INC ZG · 98954A107 | CL A | $98.91M | 1.01% | 852,754 | New |
| 26 | AMAZON COM INC AMZN · 023135106 | COM | $83.2M | 0.85% | 258,027 | -67.3% |
| 27 | YY INC YYEUR · 98426T106 | ADS REPCOM CLA | $81.59M | 0.83% | 1,089,522 | New |
| 28 | 3-D SYS CORP DEL DDD · 88554D205 | COM NEW | $70.04M | 0.72% | 1,510,548 | New |
| 29 | GOOGLE INC 38259P508 | CL A | $61.95M | 0.63% | 105,287 | -75.2% |
| 30 | FINISAR CORP FNSR · 31787A507 | COM NEW | $60.78M | 0.62% | 3,654,526 | New |
| 31 | VIPSHOP HLDGS LTD VIPS · 92763W103 | SPONSORED ADR | $59.8M | 0.61% | 316,358 | New |
| 32 | GOOGLE INC 38259P706 | CL C | $59.28M | 0.61% | 102,674 | New |
| 33 | SIRIUS XM HLDGS INC SIRI · 82968B103 | COM | $39.24M | 0.40% | 11,243,022 | New |
| 34 | EQUINIX INC EQIX · 29444U502 | COM NEW | $36.02M | 0.37% | 169,500 | -96.2% |
| 35 | NOKIA CORP NOK · 654902204 | SPONSORED ADR | $31.92M | 0.33% | 3,773,270 | New |
| 36 | SUNEDISON INC SUNEQUSD · 86732Y109 | COM | $28.34M | 0.29% | 1,500,883 | New |
| 37 | GOPRO INC GPRO · 38268T103 | CL A | $22.4M | 0.23% | 239,050 | New |
| 38 | JOY GLOBAL INC 481165108 | COM | $21.82M | 0.22% | 400,000 | -14.7% |
| 39 | 58 COM INC WUBAUSD · 31680Q104 | SPON ADR REP A | $10.94M | 0.11% | 293,751 | New |
| 40 | GT ADVANCED TECHNOLOGIES INC 36191U106 | COM | $10.77M | 0.11% | 994,027 | New |
| 41 | NUTRI SYS INC NEW 67069D108 | COM | $9.76M | 0.10% | 634,885 | -0.0% |
| 42 | SUPERVALU INC 868536103 | COM | $9.4M | 0.10% | 1,051,300 | -86.0% |
| 43 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $7.17M | 0.07% | 465,000 | -74.8% |
| 44 | MELLANOX TECHNOLOGIES LTD M51363113 | SHS | $5.78M | 0.06% | 128,742 | New |
| 45 | ATMEL CORP 049513104 | COM | $5.37M | 0.05% | 664,000 | -77.7% |
| 46 | KING DIGITAL ENTMT PLC G5258J109 | ORD SHS | $4.13M | 0.04% | 325,160 | New |
| 47 | JUMEI INTL HLDG LTD JMEIUSD · 48138L107 | SPONSORED ADR | $2.94M | 0.03% | 125,000 | New |
| 48 | COUPONS COM INC 22265J102 | COM | $2.62M | 0.03% | 219,109 | New |
| 49 | MOLYCORP INC DEL MCPCHF · 608753109 | COM | $1.33M | 0.01% | 1,114,900 | -0.1% |
Total filing value: $9.77B