← COATUE MANAGEMENT LLC
Positions
53
Total value
$10.55B
Top 10 concentration
60.6%
New positions
32
Exited positions· 27 vs. Q4 2013
- CROWN CASTLE INTL CORP ($371.37M)
- TRIPADVISOR INC ($337.62M)
- YANDEX N V ($305.16M)
- L BRANDS INC ($272.48M)
- WHOLE FOODS MKT INC ($266.57M)
- GREEN MTN COFFEE ROASTERS IN ($226.78M)
- VERISIGN INC ($183.79M)
- TIME WARNER CABLE INC ($164.79M)
- PANDORA MEDIA INC ($151.97M)
- TESLA MTRS INC ($102.58M)
- GAP INC DEL ($76.45M)
- BEST BUY INC ($70.17M)
Holdings · 53
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC AAPL · 037833100 | COM | $981.64M | 9.30% | 8,893,291 | +489.6% |
| 2 | AVAGO TECHNOLOGIES LTD Y0486S104 | SHS | $857.79M | 8.13% | 8,527,609 | New |
| 3 | LINKEDIN CORP 53578A108 | COM CL A | $783.69M | 7.43% | 3,411,638 | +221.3% |
| 4 | BAIDU INC BIDU · 056752108 | SPON ADR REP A | $672.69M | 6.37% | 2,950,779 | +5.1% |
| 5 | NETFLIX INC NFLX · 64110L106 | COM | $612.77M | 5.81% | 1,793,766 | +68.2% |
| 6 | MICROSOFT CORP MSFT · 594918104 | COM | $568.04M | 5.38% | 12,229,085 | New |
| 7 | FACEBOOK INC META · 30303M102 | CL A | $559.84M | 5.30% | 7,175,621 | -14.9% |
| 8 | MICRON TECHNOLOGY INC MU · 595112103 | COM | $544.82M | 5.16% | 15,561,926 | New |
| 9 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $409.2M | 3.88% | 2,455,911 | -4.4% |
| 10 | AMERICAN TOWER CORP NEW AMT · 03027X100 | COM | $406.4M | 3.85% | 4,111,291 | -12.0% |
| 11 | CBS CORP NEW 124857202 | CL B | $298.52M | 2.83% | 5,394,314 | -59.9% |
| 12 | AKAMAI TECHNOLOGIES INC AKAM · 00971T101 | COM | $296.79M | 2.81% | 4,713,956 | New |
| 13 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $286.4M | 2.71% | 3,352,820 | -66.9% |
| 14 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $273.25M | 2.59% | 5,656,211 | New |
| 15 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $273.25M | 2.59% | 4,687,736 | +113.6% |
| 16 | TWENTY FIRST CENTY FOX INC 90130A101 | CL A | $263.69M | 2.50% | 6,865,992 | -30.5% |
| 17 | ACTAVIS PLC G0083B108 | SHS | $248.18M | 2.35% | 964,155 | New |
| 18 | APPLIED MATLS INC AMAT · 038222105 | COM | $217.35M | 2.06% | 8,721,797 | New |
| 19 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $215.33M | 2.04% | 4,289,075 | -11.7% |
| 20 | JD COM INC JD · 47215P106 | SPON ADR CL A | $198.78M | 1.88% | 8,590,490 | New |
| 21 | ELECTRONIC ARTS INC EA · 285512109 | COM | $174.37M | 1.65% | 3,708,790 | New |
| 22 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $157.75M | 1.49% | 1,517,703 | New |
| 23 | PRICELINE GRP INC 741503403 | COM NEW | $149.32M | 1.41% | 130,956 | -58.9% |
| 24 | VISA INC V · 92826C839 | COM CL A | $88.89M | 0.84% | 339,010 | New |
| 25 | MASTERCARD INC MA · 57636Q104 | CL A | $87.36M | 0.83% | 1,013,903 | New |
| 26 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $83.96M | 0.80% | 4,166,653 | New |
| 27 | AMAZON COM INC AMZN · 023135106 | COM | $80.08M | 0.76% | 258,027 | -82.2% |
| 28 | ZILLOW INC ZG · 98954A107 | CL A | $75.52M | 0.72% | 713,191 | New |
| 29 | FINISAR CORP FNSR · 31787A507 | COM NEW | $70.91M | 0.67% | 3,653,252 | New |
| 30 | YY INC YYEUR · 98426T106 | ADS REPCOM CLA | $67.92M | 0.64% | 1,089,522 | New |
| 31 | ADOBE SYS INC ADBE · 00724F101 | COM | $67.01M | 0.63% | 921,719 | New |
| 32 | FIDELITY NATIONAL FINANCIAL FNF · 31620R303 | FNF GROUP COM | $63.22M | 0.60% | 1,835,033 | New |
| 33 | GOOGLE INC 38259P508 | CL A | $55.87M | 0.53% | 105,287 | -74.1% |
| 34 | GOOGLE INC 38259P706 | CL C | $54.05M | 0.51% | 102,674 | New |
| 35 | LENDINGCLUB CORP LC · 52603A109 | COM | $47.52M | 0.45% | 1,878,436 | New |
| 36 | SIRIUS XM HLDGS INC SIRI · 82968B103 | COM | $39.35M | 0.37% | 11,243,022 | -72.2% |
| 37 | 3-D SYS CORP DEL DDD · 88554D205 | COM NEW | $34.34M | 0.33% | 1,044,610 | New |
| 38 | TRINITY INDS INC TRN · 896522109 | COM | $27.34M | 0.26% | 976,088 | New |
| 39 | U S SILICA HLDGS INC SLCAUSD · 90346E103 | COM | $21.29M | 0.20% | 828,810 | New |
| 40 | CARBO CERAMICS INC CRREUR · 140781105 | COM | $20.3M | 0.19% | 506,901 | New |
| 41 | ILLUMINA INC ILMN · 452327109 | COM | $20.29M | 0.19% | 109,941 | New |
| 42 | JOY GLOBAL INC 481165108 | COM | $18.61M | 0.18% | 400,000 | +480.6% |
| 43 | GOPRO INC GPRO · 38268T103 | CL A | $14.93M | 0.14% | 236,094 | New |
| 44 | SEADRILL LIMITED SDRL · G7945E105 | SHS | $11.62M | 0.11% | 972,938 | New |
| 45 | KING DIGITAL ENTMT PLC G5258J109 | ORD SHS | $11.36M | 0.11% | 739,610 | New |
| 46 | SUPERVALU INC 868536103 | COM | $10.2M | 0.10% | 1,051,300 | -86.0% |
| 47 | NUTRI SYS INC NEW 67069D108 | COM | $9.38M | 0.09% | 479,848 | +63.8% |
| 48 | MOMO INC MOMOUSD · 60879B107 | ADR | $6.66M | 0.06% | 555,000 | New |
| 49 | ATMEL CORP 049513104 | COM | $5.57M | 0.05% | 664,000 | -77.7% |
| 50 | MOBILEYE N V AMSTELVEEN N51488117 | ORD SHS | $4.61M | 0.04% | 113,747 | New |
| 51 | COUPONS COM INC 22265J102 | COM | $3.89M | 0.04% | 219,109 | New |
| 52 | KEURIG GREEN MTN INC 49271M100 | COM | $2.1M | 0.02% | 15,850 | New |
| 53 | MELLANOX TECHNOLOGIES LTD M51363113 | SHS | $283K | 0.00% | 6,628 | -98.9% |
Total filing value: $10.55B