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COATUE MANAGEMENT LLC
13F-HR

Q3 2019

Period Sep 30, 2019Filed Nov 14, 2019View on EDGAR ↗
Compare vsprevious quarter (Q2 2019)
Positions
215
Total value
$11.67B
Top 10 concentration
52.9%
New positions
104

Holdings · 215

#Class
1LIBERTY BROADBAND CORP
LBRDK · 530307305
COM SER C$841.99M7.22%8,044,273
2SERVICENOW INC
NOW · 81762P102
COM$689.99M5.91%2,718,105-0.9%
3ALIBABA GROUP HLDG LTD
BABA · 01609W102
SPONSORED ADS$653.7M5.60%3,909,005+23.9%
4GLOBAL PMTS INC
GPN · 37940X102
COM$649.07M5.56%4,082,229+120.0%
5FACEBOOK INC
META · 30303M102
CL A$625.36M5.36%3,511,664-4.3%
6ANAPLAN INC
PLANUSD · 03272L108
COM$602.23M5.16%12,813,491+5.8%
7MASTERCARD INC
MA · 57636Q104
CL A$571.73M4.90%2,105,287-0.3%
8MICROSOFT CORP
MSFT · 594918104
COM$556.93M4.77%4,005,847-23.5%
9NETFLIX INC
NFLX · 64110L106
COM$513.86M4.40%1,920,103+13.6%
10AMAZON COM INC
AMZN · 023135106
COM$463.06M3.97%266,755-1.6%
11VISA INC
V · 92826C839
COM CL A$388.41M3.33%2,258,063-10.0%
12ADOBE INC
ADBE · 00724F101
COM$384.44M3.29%1,391,642-32.5%
13SQUARE INC
XYZ · 852234103
CL A$371.46M3.18%5,996,044+36.2%
14PAYPAL HLDGS INC
PYPL · 70450Y103
COM$321.11M2.75%3,099,820-5.7%
15ACTIVISION BLIZZARD INC
ATVIEUR · 00507V109
COM$320.65M2.75%6,059,113+2.6%
16UBER TECHNOLOGIES INC
UBER · 90353T100
COM$318.69M2.73%10,459,110
17INTUITIVE SURGICAL INC
ISRG · 46120E602
COM NEW$287.92M2.47%533,254-7.5%
18MOTOROLA SOLUTIONS INC
MSI · 620076307
COM NEW$271.34M2.33%1,592,277-7.0%
19BROADCOM INC
AVGO · 11135F101
COM$205.34M1.76%743,799+4.0%
20SHOPIFY INC
SHOP · 82509L107
CL A$170.08M1.46%545,718+0.7%
21SNAP INC
SNAP · 83304A106
CL A$166.11M1.42%10,513,250New
22NETEASE INC
NTES · 64110W102
SPONSORED ADS$154.74M1.33%581,338New
23SEA LTD
SE · 81141R100
SPONSORED ADS$143.7M1.23%4,642,815+1581.6%
24TWITTER INC
TWTRUSD · 90184L102
COM$133.64M1.15%3,243,779New
25ELECTRONIC ARTS INC
EA · 285512109
COM$129.48M1.11%1,323,687-19.9%
26INTUIT
INTU · 461202103
COM$127.82M1.10%480,618-62.5%
27INSULET CORP
PODD · 45784P101
COM$116.67M1.00%707,408New
28ZOOM VIDEO COMMUNICATIONS IN
ZM · 98980L101
CL A$86.85M0.74%1,139,766-7.7%
29TWILIO INC
TWLO · 90138F102
CL A$86.19M0.74%783,840-52.0%
30OKTA INC
OKTA · 679295105
CL A$85.89M0.74%872,326-14.0%
31WORKDAY INC
WDAY · 98138H101
CL A$69.74M0.60%410,300+253.7%
32DEXCOM INC
DXCM · 252131107
COM$67.62M0.58%453,063New
33STONECO LTD
STNE · G85158106
COM CL A$62.8M0.54%1,805,545+54.1%
34RINGCENTRAL INC
RNG · 76680R206
CL A$55.57M0.48%442,258New
35ILLUMINA INC
ILMN · 452327109
COM$51.56M0.44%169,496New
36GUARDANT HEALTH INC
GH · 40131M109
COM$50.62M0.43%792,983-33.7%
37IQVIA HLDGS INC
IQV · 46266C105
COM$48.98M0.42%327,872New
38ALBEMARLE CORP
ALB · 012653101
COM$48.88M0.42%703,045New
39MACYS INC
M · 55616P104
COM$36.56M0.31%2,352,750+10021.1%
40NVIDIA CORP
NVDA · 67066G104
COM$36.27M0.31%208,376+28.9%
41SALESFORCE COM INC
CRM · 79466L302
COM$33.93M0.29%228,582-87.3%
42GREEN DOT CORP
GDOT · 39304D102
CL A$31.6M0.27%1,251,295
43IQIYI INC
IQ · 46267X108
SPONSORED ADS$30.86M0.26%1,913,455New
44TRADEWEB MKTS INC
TW · 892672106
CL A$26.52M0.23%717,085-39.0%
45SMARTSHEET INC
SMARGBP · 83200N103
COM CL A$26.2M0.22%727,091-64.6%
46DATADOG INC
DDOG · 23804L103
CL A COM$17.01M0.15%501,500New
47ZILLOW GROUP INC
Z · 98954M200
CL C CAP STK$13.06M0.11%438,078-32.1%
48FITBIT INC
FITEUR · 33812L102
CL A$12.35M0.11%3,241,083+2.0%
49DILLARDS INC
DDS · 254067101
CL A$12.29M0.11%185,882+3193.4%
50DYNATRACE INC
DT · 268150109
COM$10.53M0.09%564,003New
51WIX COM LTD
WIX · M98068105
SHS$10.43M0.09%89,301-49.8%
52LUCKIN COFFEE INC
LKNCY · 54951L109
SPONSORED ADS$9.78M0.08%514,823
53TRANSUNION
TRU · 89400J107
COM$9.54M0.08%117,620New
54NEW YORK TIMES CO
NYT · 650111107
CL A$9.19M0.08%322,740+1242.5%
55ETSY INC
ETSY · 29786A106
COM$9.09M0.08%160,830New
56PINDUODUO INC
PDD · 722304102
SPONSORED ADS$8.61M0.07%267,318New
57
INTERXION HOLDING N.V
N47279109
SHS$8.5M0.07%104,353New
58MERCADOLIBRE INC
MELI · 58733R102
COM$8.32M0.07%15,090New
59ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$8.23M0.07%6,736New
60APPLIED MATLS INC
AMAT · 038222105
COM$8.17M0.07%163,662New
61MARVELL TECHNOLOGY GROUP LTD
MRVL · G5876H105
ORD$8.13M0.07%325,593New
62DISNEY WALT CO
DIS · 254687106
COM DISNEY$7.94M0.07%60,914New
63FLEETCOR TECHNOLOGIES INC
FLT1EUR · 339041105
COM$7.93M0.07%27,656New
64LAS VEGAS SANDS CORP
LVS · 517834107
COM$7.91M0.07%136,932New
65BOOKING HLDGS INC
BKNG · 09857L108
COM$7.85M0.07%4,001New
66WYNN RESORTS LTD
WYNN · 983134107
COM$7.85M0.07%72,170New
673-D SYS CORP DEL
DDD · 88554D205
COM NEW$7.83M0.07%961,067
68GDS HLDGS LTD
GDS · 36165L108
SPONSORED ADS$7.7M0.07%192,205New
69JD COM INC
JD · 47215P106
SPON ADR CL A$7.58M0.06%268,740New
70MATCH GROUP INC
MTCH · 57665R106
COM$7.53M0.06%105,378New
71HERTZ GLOBAL HLDGS INC
HTZ · 42806J106
COM$7.39M0.06%533,587+233.5%
72SPOTIFY TECHNOLOGY S A
SPOT · L8681T102
SHS$7.39M0.06%64,779New
73WAYFAIR INC
W · 94419L101
CL A$7.01M0.06%62,516+371.2%
74HUYA INC
HUYA · 44852D108
ADS REP SHS A$6.95M0.06%293,873New
75BILIBILI INC
BILI · 090040106
SPONS ADS REP Z$6.75M0.06%478,183New
76MICRON TECHNOLOGY INC
MU · 595112103
COM$6.74M0.06%157,300New
77VANGUARD INDEX FDS
VTI · 922908769
TOTAL STK MKT$6.34M0.05%42,010New
78DICKS SPORTING GOODS INC
DKS · 253393102
COM$5.81M0.05%142,451+94.6%
79PAGSEGURO DIGITAL LTD
PAGS · G68707101
COM CL A$5.56M0.05%120,024New
80RESTAURANT BRANDS INTL INC
QSR · 76131D103
COM$5.53M0.05%77,780New
81WENDYS CO
WEN · 95058W100
COM$5.48M0.05%274,063New
82OLLIES BARGAIN OUTLT HLDGS I
OLLI · 681116109
COM$5.12M0.04%87,241New
83WINGSTOP INC
WING · 974155103
COM$5.07M0.04%58,071+105.7%
84MADDEN STEVEN LTD
SHOO · 556269108
COM$5M0.04%139,662New
85ROSS STORES INC
ROST · 778296103
COM$4.97M0.04%45,273+88.7%
86DOLLAR GEN CORP NEW
DG · 256677105
COM$4.86M0.04%30,585New
87ATLASSIAN CORP PLC
TEAM · G06242104
CL A$4.6M0.04%36,685+21.9%
88WALMART INC
WMT · 931142103
COM$4.6M0.04%38,741+129.7%
89STRATASYS LTD
SSYS · M85548101
SHS$4.6M0.04%215,702
90RALPH LAUREN CORP
RL · 751212101
CL A$4.53M0.04%47,467+213.9%
91ZUMIEZ INC
ZUMZ · 989817101
COM$4.51M0.04%142,422+211.9%
92
CAPRI HOLDINGS LIMITED
G1890L107
SHS$4.43M0.04%133,638New
93SALLY BEAUTY HLDGS INC
SBH · 79546E104
COM$4.16M0.04%279,451New
94KOHLS CORP
KSS · 500255104
COM$4.1M0.04%82,580New
95
CEDAR FAIR L P
150185106
DEPOSITRY UNIT$4.09M0.04%69,996New
96CHICOS FAS INC
CHS1USD · 168615102
COM$4.05M0.03%1,004,360+769.3%
97FOOT LOCKER INC
WOO · 344849104
COM$4M0.03%92,751+197.0%
98RH
RH · 74967X103
COM$3.99M0.03%23,336New
99PAPA JOHNS INTL INC
PZZA · 698813102
COM$3.91M0.03%74,675+520.4%
100RED ROBIN GOURMET BURGERS IN
RRGB · 75689M101
COM$3.85M0.03%115,844+41.0%
101RITE AID CORP
RADEUR · 767754872
COM$3.71M0.03%533,404New
102AMERICAN EAGLE OUTFITTERS IN
AEO · 02553E106
COM$3.63M0.03%224,061New
103DUNKIN BRANDS GROUP INC
DNKN · 265504100
COM$3.59M0.03%45,216+471.1%
104CHILDRENS PL INC
PLCE · 168905107
COM$3.51M0.03%45,564New
1058X8 INC NEW
EGHT · 282914100
COM$3.39M0.03%163,774New
106SPROUTS FMRS MKT INC
SFM · 85208M102
COM$3.35M0.03%173,115New
107TJX COS INC NEW
TJX · 872540109
COM$3.32M0.03%59,473+141.2%
108HAIN CELESTIAL GROUP INC
HAIN · 405217100
COM$3.22M0.03%149,877+260.9%
109NORDSTROM INC
JWNUSD · 655664100
COM$3.21M0.03%95,353New
110HERSHEY CO
HSY · 427866108
COM$3.18M0.03%20,519New
111MCCORMICK & CO INC
MKC · 579780206
COM NON VTG$3.04M0.03%19,431+406.4%
112LULULEMON ATHLETICA INC
LULU · 550021109
COM$3.03M0.03%15,722+504.9%
113GLU MOBILE INC
GLUU · 379890106
COM$2.99M0.03%600,056+1108.0%
114SPARTANNASH CO
SPTN · 847215100
COM$2.98M0.03%252,103New
115FEDEX CORP
FDX · 31428X106
COM$2.94M0.03%20,169+114.5%
116PLANET FITNESS INC
PLNT · 72703H101
CL A$2.89M0.02%49,853New
117OXFORD INDS INC
OXM · 691497309
COM$2.85M0.02%39,793+67.0%
118FIVE9 INC
FIVN · 338307101
COM$2.84M0.02%52,850New
119CRACKER BARREL OLD CTRY STOR
CBRL · 22410J106
COM$2.67M0.02%16,393+23.6%
120PROCTER & GAMBLE CO
PG · 742718109
COM$2.64M0.02%21,216+335.7%
121CHIPOTLE MEXICAN GRILL INC
CMG · 169656105
COM$2.59M0.02%3,084+427.2%
122TIFFANY & CO NEW
TIFEUR · 886547108
COM$2.53M0.02%27,320New
123E L F BEAUTY INC
ELF · 26856L103
COM$2.43M0.02%138,911New
124ULTA BEAUTY INC
ULTA · 90384S303
COM$2.43M0.02%9,687+162.3%
125DENNYS CORP
DENN · 24869P104
COM$2.35M0.02%103,115+9.0%
126TEXAS ROADHOUSE INC
TXRH · 882681109
COM$2.25M0.02%42,842+282.2%
127TARGET CORP
TGT · 87612E106
COM$2.21M0.02%20,648New
128GOGO INC
GOGO · 38046C109
COM$2.2M0.02%363,938+3191.5%
129ANHEUSER BUSCH INBEV SA/NV
BUD · 03524A108
SPONSORED ADR$2.18M0.02%22,856New
130L BRANDS INC
LBEUR · 501797104
COM$2.17M0.02%110,873+552.2%
131DEL TACO RESTAURANTS INC
TACOEUR · 245496104
COM$2.16M0.02%211,299+35.6%
132CONSTELLATION BRANDS INC
STZ · 21036P108
CL A$1.99M0.02%9,605+36.9%
133UNDER ARMOUR INC
UAA · 904311107
CL A$1.98M0.02%99,023+37.1%
134ZYNGA INC
ZNGAEUR · 98986T108
CL A$1.96M0.02%335,885+268.1%
135SCOTTS MIRACLE GRO CO
SMG · 810186106
CL A$1.94M0.02%19,046+221.6%
136CENTRAL GARDEN & PET CO
CENTA · 153527205
CL A NON-VTG$1.91M0.02%68,892+119.3%
137DINE BRANDS GLOBAL INC
DIN · 254423106
COM$1.82M0.02%23,931+196.4%
138SHAKE SHACK INC
SHAK · 819047101
CL A$1.71M0.01%17,449+136.1%
139GROUPON INC
GRPNCHF · 399473107
COM$1.67M0.01%628,389New
140PENNEY J C CORP INC
JCPCHF · 708160106
COM$1.66M0.01%1,869,634New
141TYSON FOODS INC
TSN · 902494103
CL A$1.56M0.01%18,150+36.3%
142G-III APPAREL GROUP LTD
GIII · 36237H101
COM$1.55M0.01%59,972New
143SHOE CARNIVAL INC
SCVL · 824889109
COM$1.52M0.01%46,818New
144WEIS MKTS INC
WMK · 948849104
COM$1.47M0.01%38,625+92.8%
145BEST BUY INC
BBY · 086516101
COM$1.42M0.01%20,612+55.1%
146MONDELEZ INTL INC
MDLZ · 609207105
CL A$1.4M0.01%25,318+9.2%
147GROCERY OUTLET HLDG CORP
GO · 39874R101
COM$1.37M0.01%39,610New
148CHURCH & DWIGHT INC
CHD · 171340102
COM$1.37M0.01%18,171+290.3%
149PEPSICO INC
PEP · 713448108
COM$1.36M0.01%9,885-2.0%
150SHUTTERSTOCK INC
SSTK · 825690100
COM$1.29M0.01%35,667+290.5%
151WILLIAMS SONOMA INC
WSM · 969904101
COM$1.29M0.01%18,954-54.6%
152FRESHPET INC
FRPT · 358039105
COM$1.24M0.01%24,965+97.4%
153TIVITY HEALTH INC
HWAYEUR · 88870R102
COM$1.22M0.01%73,384New
154REVLON INC
REVEUR · 761525609
CL A NEW$1.18M0.01%50,125+378.7%
155SPIRIT AIRLS INC
SAVEEUR · 848577102
COM$1.12M0.01%30,848+262.9%
156DARDEN RESTAURANTS INC
DRI · 237194105
COM$1.09M0.01%9,218+5.9%
157ISHARES INC
EWA · 464286103
MSCI AUST ETF$1.09M0.01%48,769+103.0%
158GUIDEWIRE SOFTWARE INC
GWRE · 40171V100
COM$1.07M0.01%10,147-95.6%
159CALERES INC
CAL · 129500104
COM$1.05M0.01%45,035+24.7%
160AVALARA INC
AVLRUSD · 05338G106
COM$1.01M0.01%15,066New
161MONGODB INC
MDB · 60937P106
CL A$966K0.01%8,022New
162KONTOOR BRANDS INC
KTB · 50050N103
COM$931K0.01%26,524New
163VECTOR GROUP LTD
VGREUR · 92240M108
COM$931K0.01%78,211New
164MOLSON COORS BREWING CO
TAP · 60871R209
CL B$906K0.01%15,765New
165MONSTER BEVERAGE CORP NEW
MNST · 61174X109
COM$897K0.01%15,444+170.4%
166CERIDIAN HCM HLDG INC
DAY · 15677J108
COM$879K0.01%17,796New
167VMWARE INC
VMWEUR · 928563402
CL A COM$854K0.01%5,690New
168FLOOR & DECOR HLDGS INC
FND · 339750101
CL A$848K0.01%16,580-71.6%
169FRESH DEL MONTE PRODUCE INC
FDP · G36738105
ORD$847K0.01%24,845New
170AUTODESK INC
ADSK · 052769106
COM$840K0.01%5,689New
171COUPA SOFTWARE INC
COUPEUR · 22266L106
COM$836K0.01%6,449New
172ALTERYX INC
AYXEUR · 02156B103
COM CL A$834K0.01%7,760New
173EVERBRIDGE INC
EVBGEUR · 29978A104
COM$830K0.01%13,448New
174FLWS/1-800 FLOWERS
FLWS · 68243Q106
CL A$800K0.01%54,093New
175NIKE INC
NKE · 654106103
CL B$771K0.01%8,212New
176COCA COLA CO
KO · 191216100
COM$769K0.01%14,131New
177AUTOZONE INC
AZO · 053332102
COM$742K0.01%684New
178FRONTIER COMMUNICATIONS CORP
ULCC · 35906A306
COM NEW$736K0.01%848,516
179DULUTH HLDGS INC
DLTH · 26443V101
COM CL B$722K0.01%85,136New
180COSTCO WHSL CORP NEW
COST · 22160K105
COM$721K0.01%2,504+131.0%
181CAL MAINE FOODS INC
CALM · 128030202
COM NEW$714K0.01%17,862New
182GARMIN LTD
GRMN · H2906T109
SHS$709K0.01%8,366New
183FOSSIL GROUP INC
FOSL · 34988V106
COM$704K0.01%56,262+313.4%
184THE REALREAL INC
REAL · 88339P101
COM$688K0.01%30,773New
185RENT A CTR INC NEW
UPBD · 76009N100
COM$686K0.01%26,604New
186O REILLY AUTOMOTIVE INC NEW
ORLY · 67103H107
COM$624K0.01%1,565New
187BOSTON BEER INC
SAM · 100557107
CL A$620K0.01%1,703-59.9%
188CONTAINER STORE GROUP INC
TCSUSD · 210751103
COM$619K0.01%139,999New
189KIMBERLY CLARK CORP
KMB · 494368103
COM$612K0.01%4,307-11.7%
190SPORTSMANS WHSE HLDGS INC
SPWH · 84920Y106
COM$590K0.01%113,853+235.8%
191MICHAELS COS INC
MIKUSD · 59408Q106
COM$586K0.01%59,814-79.8%
192
EXPRESS INC
30219E103
COM$576K0.00%167,506New
193ENERGIZER HLDGS INC NEW
ENR · 29272W109
COM$551K0.00%12,632New
194HOSTESS BRANDS INC
TWNKEUR · 44109J106
CL A$529K0.00%37,797-60.8%
195DROPBOX INC
DBX · 26210C104
CL A$517K0.00%25,639New
196ROLLINS INC
ROL · 775711104
COM$488K0.00%14,313New
197SIMPLY GOOD FOODS CO
SMPL · 82900L102
COM$480K0.00%16,574-70.4%
198BROWN FORMAN CORP
BF/B · 115637209
CL B$427K0.00%6,799+15.7%
199
MALLINCKRODT PUB LTD CO
G5785G107
SHS$396K0.00%164,356-78.7%
200SOUTHWEST AIRLS CO
LUV · 844741108
COM$377K0.00%6,978New
201WOLVERINE WORLD WIDE INC
WWW · 978097103
COM$369K0.00%13,050New
202CVS HEALTH CORP
CVS · 126650100
COM$357K0.00%5,664-83.9%
203ALASKA AIR GROUP INC
ALK · 011659109
COM$347K0.00%5,342New
204HANESBRANDS INC
HN9 · 410345102
COM$333K0.00%21,759New
205PARTY CITY HOLDCO INC
PRTY1EUR · 702149105
COM$331K0.00%57,910New
206SLEEP NUMBER CORP
SNBR · 83125X103
COM$319K0.00%7,713New
207FARFETCH LTD
FTCHQ · 30744W107
ORD SH CL A$316K0.00%36,588New
208TURNING PT BRANDS INC
TPB · 90041L105
COM$302K0.00%13,095+10.8%
209COTY INC
COTY · 222070203
COM CL A$271K0.00%25,753New
210ISHARES TR
EWU · 46435G334
MSCI UK ETF NEW$271K0.00%8,634-72.4%
211HARLEY DAVIDSON INC
HOG · 412822108
COM$249K0.00%6,919New
212INGLES MKTS INC
IMKTA · 457030104
CL A$244K0.00%6,283New
213GENUINE PARTS CO
GPC · 372460105
COM$231K0.00%2,318New
214NOODLES & CO
NDLSUSD · 65540B105
COM CL A$164K0.00%29,047New
215LANDS END INC NEW
LE · 51509F105
COM$155K0.00%13,623New
Total filing value: $11.67B