COATUE MANAGEMENT LLC Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$12.8T
Holdings
43
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM LTD | 3,735,957 | $959.8B | 7.51% | |
| 2 | METAFACEBOOK INC | 4,893,461 | $863.5B | 6.76% | |
| 3 | NVDANVIDIA CORP | 4,093,945 | $792.2B | 6.20% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 4,556,219 | $785.6B | 6.15% | |
| 5 | LBRDKLIBERTY BROADBAND CORP | 8,654,352 | $737.0B | 5.77% | |
| 6 | AAPLAPPLE INC | 4,314,889 | $730.2B | 5.71% | |
| 7 | SHOPSHOPIFY INC | 7,006,613 | $707.7B | 5.54% | |
| 8 | ATVIEURACTIVISION BLIZZARD INC | 9,498,840 | $601.5B | 4.71% | |
| 9 | AMZNAMAZON COM INC | 501,596 | $586.6B | 4.59% | |
| 10 | TWTRUSDTWITTER INC | 24,354,222 | $584.7B | 4.58% | |
| 11 | NFLXNETFLIX INC | 2,923,474 | $561.2B | 4.39% | |
| 12 | JDJD COM INC | 12,640,721 | $523.6B | 4.10% | |
| 13 | EAELECTRONIC ARTS INC | 4,312,233 | $453.0B | 3.55% | |
| 14 | BACBANK AMER CORP | 13,852,992 | $408.9B | 3.20% | |
| 15 | GOOGALPHABET INC | 388,126 | $406.1B | 3.18% | |
| 16 | SNAPSNAP INC | 27,390,619 | $400.2B | 3.13% | |
| 17 | MSFTMICROSOFT CORP | 4,580,902 | $391.9B | 3.07% | |
| 18 | PYPLPAYPAL HLDGS INC | 5,157,829 | $379.7B | 2.97% | |
| 19 | TWXCHFTIME WARNER INC | 2,797,714 | $255.9B | 2.00% | |
| 20 | EQIXEQUINIX INC | 530,558 | $240.5B | 1.88% | |
| 21 | FWONALIBERTY MEDIA CORP DELAWARE | 6,000,000 | $205.0B | 1.60% | |
| 22 | VMWEURVMWARE INC | 1,249,472 | $156.6B | 1.23% | |
| 23 | GOOGLALPHABET INC | 118,088 | $124.4B | 0.97% | |
| 24 | CGNXCOGNEX CORP | 2,031,260 | $124.2B | 0.97% | |
| 25 | NTESNETEASE INC | 355,998 | $122.8B | 0.96% | |
| 26 | TERTERADYNE INC | 2,479,769 | $103.8B | 0.81% | |
| 27 | LBTYBLIBERTY GLOBAL PLC | 3,043,764 | $103.0B | 0.81% | |
| 28 | ADBEADOBE SYS INC | 566,149 | $99.2B | 0.78% | |
| 29 | LBTYBLIBERTY GLOBAL PLC | 2,208,488 | $79.2B | 0.62% | |
| 30 | CHTRCHARTER COMMUNICATIONS INC N | 223,077 | $74.9B | 0.59% | |
| 31 | HAINHAIN CELESTIAL GROUP INC | 992,774 | $42.1B | 0.33% | |
| 32 | DELLDELL TECHNOLOGIES INC | 494,280 | $40.2B | 0.31% | |
| 33 | HTTQUDIAN INC | 2,200,259 | $27.6B | 0.22% | |
| 34 | —FITBIT INC | 4,477,953 | $25.6B | 0.20% | |
| 35 | CMGCHIPOTLE MEXICAN GRILL INC | 85,200 | $24.6B | 0.19% | |
| 36 | OVEROVERSTOCK COM INC DEL | 249,333 | $15.9B | 0.12% | |
| 37 | ZZILLOW GROUP INC | 337,424 | $13.8B | 0.11% | |
| 38 | FEYECHFFIREEYE INC | 882,755 | $12.5B | 0.10% | |
| 39 | CMCM1EURCHEETAH MOBILE INC | 510,803 | $6.2B | 0.05% | |
| 40 | SSYSSTRATASYS LTD | 135,181 | $2.7B | 0.02% | |
| 41 | DDD3-D SYS CORP DEL | 290,888 | $2.5B | 0.02% | |
| 42 | —ACACIA COMMUNICATIONS INC | 61,864 | $2.2B | 0.02% | |
| 43 | —FRONTIER COMMUNICATIONS CORP | 77,037 | $521.0M | 0.00% |