COATUE MANAGEMENT LLC Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$12.2T
Holdings
45
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 6,602,799 | $1.1T | 9.22% | |
| 2 | AAPLAPPLE INC | 7,152,786 | $1.1T | 9.00% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 5,829,208 | $1.0T | 8.22% | |
| 4 | LBRDKLIBERTY BROADBAND CORP | 8,654,352 | $824.8B | 6.74% | |
| 5 | ATVIEURACTIVISION BLIZZARD INC | 11,910,770 | $768.4B | 6.28% | |
| 6 | NVDANVIDIA CORP | 4,110,113 | $734.8B | 6.00% | |
| 7 | AVGOBROADCOM LTD | 2,914,218 | $706.8B | 5.77% | |
| 8 | NFLXNETFLIX INC | 2,925,574 | $530.6B | 4.33% | |
| 9 | EAELECTRONIC ARTS INC | 4,314,133 | $509.3B | 4.16% | |
| 10 | JDJD COM INC | 12,640,721 | $482.9B | 3.94% | |
| 11 | GOOGALPHABET INC | 407,848 | $391.2B | 3.20% | |
| 12 | AMZNAMAZON COM INC | 399,123 | $383.7B | 3.13% | |
| 13 | BACBANK AMER CORP | 13,852,992 | $351.0B | 2.87% | |
| 14 | SNAPSNAP INC | 23,599,451 | $343.1B | 2.80% | |
| 15 | PYPLPAYPAL HLDGS INC | 5,179,424 | $331.6B | 2.71% | |
| 16 | SHOPSHOPIFY INC | 2,625,710 | $305.9B | 2.50% | |
| 17 | TWXCHFTIME WARNER INC | 2,797,714 | $286.6B | 2.34% | |
| 18 | SYMCEURSYMANTEC CORP | 7,970,588 | $261.5B | 2.14% | |
| 19 | EQIXEQUINIX INC | 530,558 | $236.8B | 1.93% | |
| 20 | FWONALIBERTY MEDIA CORP DELAWARE | 6,000,000 | $228.5B | 1.87% | |
| 21 | AMTAMERICAN TOWER CORP NEW | 1,057,361 | $144.5B | 1.18% | |
| 22 | GOOGLALPHABET INC | 140,977 | $137.3B | 1.12% | |
| 23 | TWTRUSDTWITTER INC | 7,857,497 | $132.6B | 1.08% | |
| 24 | CGNXCOGNEX CORP | 1,019,635 | $112.4B | 0.92% | |
| 25 | CRMSALESFORCE COM INC | 1,088,872 | $101.7B | 0.83% | |
| 26 | LBTYBLIBERTY GLOBAL PLC | 3,043,764 | $99.5B | 0.81% | |
| 27 | ADBEADOBE SYS INC | 666,578 | $99.4B | 0.81% | |
| 28 | TERTERADYNE INC | 2,490,435 | $92.9B | 0.76% | |
| 29 | LBTYBLIBERTY GLOBAL PLC | 2,208,488 | $74.9B | 0.61% | |
| 30 | DATATABLEAU SOFTWARE INC | 865,976 | $64.9B | 0.53% | |
| 31 | TWLOTWILIO INC | 1,857,746 | $55.5B | 0.45% | |
| 32 | HAINHAIN CELESTIAL GROUP INC | 992,774 | $40.9B | 0.33% | |
| 33 | —FITBIT INC | 5,252,953 | $36.6B | 0.30% | |
| 34 | —MELLANOX TECHNOLOGIES LTD | 757,981 | $35.7B | 0.29% | |
| 35 | WIXWIX COM LTD | 399,868 | $28.7B | 0.23% | |
| 36 | FEYECHFFIREEYE INC | 882,755 | $14.8B | 0.12% | |
| 37 | DDD3-D SYS CORP DEL | 961,067 | $12.9B | 0.11% | |
| 38 | SSYSSTRATASYS LTD | 456,847 | $10.6B | 0.09% | |
| 39 | ALGTALLEGIANT TRAVEL CO | 66,530 | $8.8B | 0.07% | |
| 40 | NTNXNUTANIX INC | 294,550 | $6.6B | 0.05% | |
| 41 | —FRONTIER COMMUNICATIONS CORP | 472,593 | $5.6B | 0.05% | |
| 42 | CMCM1EURCHEETAH MOBILE INC | 510,803 | $4.3B | 0.04% | |
| 43 | —NUTRI SYS INC NEW | 66,300 | $3.7B | 0.03% | |
| 44 | —ACACIA COMMUNICATIONS INC | 61,864 | $2.9B | 0.02% | |
| 45 | SDRLSEADRILL LIMITED | 1,970,630 | $690.0M | 0.01% |