COATUE MANAGEMENT LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$11.7B
Holdings
215
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (215 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND CORP | 8,044,273 | $842.0B | 7216.25% | |
| 2 | NOWSERVICENOW INC | 2,718,105 | $690.0B | 5913.52% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 3,909,005 | $653.7B | 5602.51% | |
| 4 | GPNGLOBAL PMTS INC | 4,082,229 | $649.1B | 5562.84% | |
| 5 | METAFACEBOOK INC | 3,511,664 | $625.4B | 5359.59% | |
| 6 | PLANUSDANAPLAN INC | 12,813,491 | $602.2B | 5161.40% | |
| 7 | MAMASTERCARD INC | 2,105,287 | $571.7B | 4900.00% | |
| 8 | MSFTMICROSOFT CORP | 4,005,847 | $556.9B | 4773.15% | |
| 9 | NFLXNETFLIX INC | 1,920,103 | $513.9B | 4403.98% | |
| 10 | AMZNAMAZON COM INC | 266,755 | $463.1B | 3968.65% | |
| 11 | VVISA INC | 2,258,063 | $388.4B | 3328.83% | |
| 12 | ADBEADOBE INC | 1,391,642 | $384.4B | 3294.82% | |
| 13 | XYZSQUARE INC | 5,996,044 | $371.5B | 3183.53% | |
| 14 | PYPLPAYPAL HLDGS INC | 3,099,820 | $321.1B | 2752.05% | |
| 15 | ATVIEURACTIVISION BLIZZARD INC | 6,059,113 | $320.6B | 2748.09% | |
| 16 | UBERUBER TECHNOLOGIES INC | 10,459,110 | $318.7B | 2731.30% | |
| 17 | ISRGINTUITIVE SURGICAL INC | 533,254 | $287.9B | 2467.60% | |
| 18 | MSIMOTOROLA SOLUTIONS INC | 1,592,277 | $271.3B | 2325.50% | |
| 19 | AVGOBROADCOM INC | 743,799 | $205.3B | 1759.86% | |
| 20 | SHOPSHOPIFY INC | 545,718 | $170.1B | 1457.64% | |
| 21 | SNAPSNAP INC | 10,513,250 | $166.1B | 1423.63% | |
| 22 | NTESNETEASE INC | 581,338 | $154.7B | 1326.20% | |
| 23 | SESEA LTD | 4,642,815 | $143.7B | 1231.53% | |
| 24 | TWTRUSDTWITTER INC | 3,243,779 | $133.6B | 1145.39% | |
| 25 | EAELECTRONIC ARTS INC | 1,323,687 | $129.5B | 1109.72% | |
| 26 | INTUINTUIT | 480,618 | $127.8B | 1095.44% | |
| 27 | PODDINSULET CORP | 707,408 | $116.7B | 999.94% | |
| 28 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,139,766 | $86.8B | 744.34% | |
| 29 | TWLOTWILIO INC | 783,840 | $86.2B | 738.69% | |
| 30 | OKTAOKTA INC | 872,326 | $85.9B | 736.11% | |
| 31 | WDAYWORKDAY INC | 410,300 | $69.7B | 597.66% | |
| 32 | DC4DEXCOM INC | 453,063 | $67.6B | 579.50% | |
| 33 | STNESTONECO LTD | 1,805,545 | $62.8B | 538.20% | |
| 34 | RNGRINGCENTRAL INC | 442,258 | $55.6B | 476.29% | |
| 35 | ILMNILLUMINA INC | 169,496 | $51.6B | 441.93% | |
| 36 | GHGUARDANT HEALTH INC | 792,983 | $50.6B | 433.80% | |
| 37 | IQVIQVIA HLDGS INC | 327,872 | $49.0B | 419.75% | |
| 38 | ALBALBEMARLE CORP | 703,045 | $48.9B | 418.89% | |
| 39 | FDO.FMACYS INC | 2,352,750 | $36.6B | 313.35% | |
| 40 | NVDANVIDIA CORP | 208,376 | $36.3B | 310.87% | |
| 41 | CRMSALESFORCE COM INC | 228,582 | $33.9B | 290.80% | |
| 42 | GDOTGREEN DOT CORP | 1,251,295 | $31.6B | 270.78% | |
| 43 | IQIQIYI INC | 1,913,455 | $30.9B | 264.52% | |
| 44 | TWTRADEWEB MKTS INC | 717,085 | $26.5B | 227.26% | |
| 45 | SMARGBPSMARTSHEET INC | 727,091 | $26.2B | 224.52% | |
| 46 | DDOGDATADOG INC | 501,500 | $17.0B | 145.75% | |
| 47 | ZZILLOW GROUP INC | 438,078 | $13.1B | 111.96% | |
| 48 | —FITBIT INC | 3,241,083 | $12.3B | 105.83% | |
| 49 | DDSDILLARDS INC | 185,882 | $12.3B | 105.32% | |
| 50 | DTDYNATRACE INC | 564,003 | $10.5B | 90.25% | |
| 51 | WIXWIX COM LTD | 89,301 | $10.4B | 89.35% | |
| 52 | LKNCYLUCKIN COFFEE INC | 514,823 | $9.8B | 83.83% | |
| 53 | TRUTRANSUNION | 117,620 | $9.5B | 81.76% | |
| 54 | NYTNEW YORK TIMES CO | 322,740 | $9.2B | 78.78% | |
| 55 | ETSYETSY INC | 160,830 | $9.1B | 77.88% | |
| 56 | PDDPINDUODUO INC | 267,318 | $8.6B | 73.82% | |
| 57 | —INTERXION HOLDING N.V | 104,353 | $8.5B | 72.86% | |
| 58 | MLB1MERCADOLIBRE INC | 15,090 | $8.3B | 71.29% | |
| 59 | GOOGLALPHABET INC | 6,736 | $8.2B | 70.50% | |
| 60 | AMATAPPLIED MATLS INC | 163,662 | $8.2B | 69.99% | |
| 61 | MRVLMARVELL TECHNOLOGY GROUP LTD | 325,593 | $8.1B | 69.68% | |
| 62 | DISDISNEY WALT CO | 60,914 | $7.9B | 68.03% | |
| 63 | FLT1EURFLEETCOR TECHNOLOGIES INC | 27,656 | $7.9B | 67.97% | |
| 64 | LVSLAS VEGAS SANDS CORP | 136,932 | $7.9B | 67.78% | |
| 65 | BKNGBOOKING HLDGS INC | 4,001 | $7.9B | 67.30% | |
| 66 | WYNNWYNN RESORTS LTD | 72,170 | $7.8B | 67.24% | |
| 67 | DDD3-D SYS CORP DEL | 961,067 | $7.8B | 67.13% | |
| 68 | GDSGDS HLDGS LTD | 192,205 | $7.7B | 66.03% | |
| 69 | JDJD COM INC | 268,740 | $7.6B | 64.97% | |
| 70 | MTCHEURMATCH GROUP INC | 105,378 | $7.5B | 64.52% | |
| 71 | —HERTZ GLOBAL HLDGS INC | 533,587 | $7.4B | 63.29% | |
| 72 | SPOTSPOTIFY TECHNOLOGY S A | 64,779 | $7.4B | 63.29% | |
| 73 | WWAYFAIR INC | 62,516 | $7.0B | 60.07% | |
| 74 | HUYAHUYA INC | 293,873 | $6.9B | 59.54% | |
| 75 | BILIBILIBILI INC | 478,183 | $6.8B | 57.87% | |
| 76 | MUMICRON TECHNOLOGY INC | 157,300 | $6.7B | 57.76% | |
| 77 | VTIVANGUARD INDEX FDS | 42,010 | $6.3B | 54.37% | |
| 78 | DKSDICKS SPORTING GOODS INC | 142,451 | $5.8B | 49.82% | |
| 79 | PAGSPAGSEGURO DIGITAL LTD | 120,024 | $5.6B | 47.63% | |
| 80 | QSRRESTAURANT BRANDS INTL INC | 77,780 | $5.5B | 47.42% | |
| 81 | WENWENDYS CO | 274,063 | $5.5B | 46.93% | |
| 82 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 87,241 | $5.1B | 43.85% | |
| 83 | WINGWINGSTOP INC | 58,071 | $5.1B | 43.43% | |
| 84 | SHOOMADDEN STEVEN LTD | 139,662 | $5.0B | 42.84% | |
| 85 | ROSTROSS STORES INC | 45,273 | $5.0B | 42.62% | |
| 86 | DGDOLLAR GEN CORP NEW | 30,585 | $4.9B | 41.66% | |
| 87 | TEAMATLASSIAN CORP PLC | 36,685 | $4.6B | 39.43% | |
| 88 | WMTWALMART INC | 38,741 | $4.6B | 39.41% | |
| 89 | SSYSSTRATASYS LTD | 215,702 | $4.6B | 39.39% | |
| 90 | RLRALPH LAUREN CORP | 47,467 | $4.5B | 38.84% | |
| 91 | ZM3ZUMIEZ INC | 142,422 | $4.5B | 38.66% | |
| 92 | CPRICAPRI HOLDINGS LIMITED | 133,638 | $4.4B | 37.98% | |
| 93 | S7VSALLY BEAUTY HLDGS INC | 279,451 | $4.2B | 35.66% | |
| 94 | KSSKOHLS CORP | 82,580 | $4.1B | 35.15% | |
| 95 | FUNCEDAR FAIR L P | 69,996 | $4.1B | 35.01% | |
| 96 | CHS1USDCHICOS FAS INC | 1,004,360 | $4.0B | 34.69% | |
| 97 | WOOFOOT LOCKER INC | 92,751 | $4.0B | 34.31% | |
| 98 | RHRH | 23,336 | $4.0B | 34.16% | |
| 99 | PZZAPAPA JOHNS INTL INC | 74,675 | $3.9B | 33.50% | |
| 100 | RRNRED ROBIN GOURMET BURGERS IN | 115,844 | $3.9B | 33.02% |
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