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NEW YORK, NY · CIK 0001135730
Portfolio Value
$8.03B
Positions
44
New
15
Increased
12
Decreased
9
Sold Out
10
COATUE MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $8.03B across 44 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). The top 10 positions account for 64.0% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | $938.26M | 11.68% | +4344.0% |
| 2 | NFLXNETFLIX INC | $918.17M | 11.43% | +34.9% |
| 3 | MUMICRON TECHNOLOGY INC | $532.97M | 6.64% | +35.8% |
| 4 | AVAGO TECHNOLOGIES LTD | $523.40M | 6.52% | +137.4% |
| 5 | CHTRCHARTER COMMUNICATIONS INC D | $431.78M | 5.38% | +97.5% |
| 6 | METAFACEBOOK INC | $395.29M | 4.92% | -7.0% |
| 7 | ADBEADOBE SYS INC | $381.92M | 4.76% | +296.4% |
| 8 | TWXCHFTIME WARNER INC | $369.45M | 4.60% | +12.0% |
| 9 | CBS CORP NEW | $365.15M | 4.55% | -13.1% |
| 10 | LBTYALIBERTY GLOBAL PLC | $282.00M | 3.51% | +149.2% |
| Stock | Value | Shares |
|---|---|---|
| CRMSALESFORCE COM INC | $211.87M | 3,647,826 |
| AKAMAKAMAI TECHNOLOGIES INC | $206.29M | 3,378,479 |
| AMATAPPLIED MATLS INC | $195.46M | 8,667,985 |
| SOLARCITY CORP | $99.61M | 1,410,960 |
| MSFTMICROSOFT CORP | $81.22M | 1,947,663 |
| FNSRFINISAR CORP | $72.18M | 3,654,526 |
| GOOGLE INC | $59.07M | 102,674 |
| DDD3-D SYS CORP DEL | $54.06M | 903,964 |
| EBAYEBAY INC | $33.40M | 667,115 |
| MELLANOX TECHNOLOGIES LTD | $32.69M | 937,883 |
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