← COATUE MANAGEMENT LLC
Positions
43
Total value
$12.78B
Top 10 concentration
57.5%
New positions
10
Exited positions· 12 vs. Q3 2017
- SYMANTEC CORP ($261.52M)
- AMERICAN TOWER CORP NEW ($144.52M)
- SALESFORCE COM INC ($101.72M)
- TABLEAU SOFTWARE INC ($64.85M)
- TWILIO INC ($55.45M)
- HAIN CELESTIAL GROUP INC ($40.85M)
- MELLANOX TECHNOLOGIES LTD ($35.74M)
- WIX COM LTD ($28.73M)
- ALLEGIANT TRAVEL CO ($8.76M)
- NUTANIX INC ($6.6M)
- NUTRI SYS INC NEW ($3.71M)
- SEADRILL LIMITED ($690K)
Holdings · 43
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | BROADCOM LTD AVGO · Y09827109 | SHS | $959.77M | 7.51% | 3,735,957 | +28.2% |
| 2 | FACEBOOK INC META · 30303M102 | CL A | $863.5M | 6.76% | 4,893,461 | -25.9% |
| 3 | NVIDIA CORP NVDA · 67066G104 | COM | $792.18M | 6.20% | 4,093,945 | -0.4% |
| 4 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $785.63M | 6.15% | 4,556,219 | -21.8% |
| 5 | LIBERTY BROADBAND CORP LBRDK · 530307305 | COM SER C | $737M | 5.77% | 8,654,352 | — |
| 6 | APPLE INC AAPL · 037833100 | COM | $730.21M | 5.71% | 4,314,889 | -39.7% |
| 7 | SHOPIFY INC SHOP · 82509L107 | CL A | $707.67M | 5.54% | 7,006,613 | +166.8% |
| 8 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $601.47M | 4.71% | 9,498,840 | -20.2% |
| 9 | AMAZON COM INC AMZN · 023135106 | COM | $586.6M | 4.59% | 501,596 | +25.7% |
| 10 | TWITTER INC TWTRUSD · 90184L102 | COM | $584.75M | 4.58% | 24,354,222 | +209.9% |
| 11 | NETFLIX INC NFLX · 64110L106 | COM | $561.19M | 4.39% | 2,923,474 | -0.1% |
| 12 | JD COM INC JD · 47215P106 | SPON ADR CL A | $523.58M | 4.10% | 12,640,721 | — |
| 13 | ELECTRONIC ARTS INC EA · 285512109 | COM | $453.04M | 3.55% | 4,312,233 | -0.0% |
| 14 | BANK AMER CORP BAC · 060505104 | COM | $408.94M | 3.20% | 13,852,992 | — |
| 15 | ALPHABET INC GOOG · 02079K107 | CAP STK CL C | $406.14M | 3.18% | 388,126 | -4.8% |
| 16 | SNAP INC SNAP · 83304A106 | CL A | $400.18M | 3.13% | 27,390,619 | +16.1% |
| 17 | MICROSOFT CORP MSFT · 594918104 | COM | $391.85M | 3.07% | 4,580,902 | New |
| 18 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $379.72M | 2.97% | 5,157,829 | -0.4% |
| 19 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $255.91M | 2.00% | 2,797,714 | — |
| 20 | EQUINIX INC EQIX · 29444U700 | COM PAR $0.001 | $240.46M | 1.88% | 530,558 | — |
| 21 | LIBERTY MEDIA CORP DELAWARE FWONKUSD · 531229854 | COM SER C FRMLA | $204.96M | 1.60% | 6,000,000 | — |
| 22 | VMWARE INC VMWEUR · 928563402 | CL A COM | $156.58M | 1.23% | 1,249,472 | New |
| 23 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $124.39M | 0.97% | 118,088 | -16.2% |
| 24 | COGNEX CORP CGNX · 192422103 | COM | $124.23M | 0.97% | 2,031,260 | +99.2% |
| 25 | NETEASE INC NTES · 64110W102 | SPONSORED ADR | $122.84M | 0.96% | 355,998 | New |
| 26 | TERADYNE INC TER · 880770102 | COM | $103.83M | 0.81% | 2,479,769 | -0.4% |
| 27 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $103M | 0.81% | 3,043,764 | — |
| 28 | ADOBE SYS INC ADBE · 00724F101 | COM | $99.21M | 0.78% | 566,149 | -15.1% |
| 29 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $79.15M | 0.62% | 2,208,488 | — |
| 30 | CHARTER COMMUNICATIONS INC N CHTR · 16119P108 | CL A | $74.95M | 0.59% | 223,077 | New |
| 31 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $42.08M | 0.33% | 992,774 | New |
| 32 | DELL TECHNOLOGIES INC DELL · 24703L103 | COM CL V | $40.18M | 0.31% | 494,280 | New |
| 33 | QUDIAN INC HTT · 747798106 | ADR | $27.59M | 0.22% | 2,200,259 | New |
| 34 | FITBIT INC FITEUR · 33812L102 | CL A | $25.57M | 0.20% | 4,477,953 | -14.8% |
| 35 | CHIPOTLE MEXICAN GRILL INC CMG · 169656105 | COM | $24.63M | 0.19% | 85,200 | New |
| 36 | OVERSTOCK COM INC DEL BBBY · 690370101 | COM | $15.93M | 0.12% | 249,333 | New |
| 37 | ZILLOW GROUP INC Z · 98954M200 | CL C CAP STK | $13.81M | 0.11% | 337,424 | New |
| 38 | FIREEYE INC FEYECHF · 31816Q101 | COM | $12.54M | 0.10% | 882,755 | — |
| 39 | CHEETAH MOBILE INC CMCM · 163075104 | ADR | $6.17M | 0.05% | 510,803 | — |
| 40 | STRATASYS LTD SSYS · M85548101 | SHS | $2.7M | 0.02% | 135,181 | -70.4% |
| 41 | 3-D SYS CORP DEL DDD · 88554D205 | COM NEW | $2.51M | 0.02% | 290,888 | -69.7% |
| 42 | ACACIA COMMUNICATIONS INC ACIA · 00401C108 | COM | $2.24M | 0.02% | 61,864 | — |
| 43 | FRONTIER COMMUNICATIONS CORP ULCC · 35906A306 | COM NEW | $521K | 0.00% | 77,037 | -83.7% |
Total filing value: $12.78B