Coatue

Q2 2013 13F · by Philippe Laffont, founder

As of: Jun 30, 2013
Filed: Aug 14, 2013
US stock: $9.0B
Positions: 58
Options notional: $0
Documents: 1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

US stock listed on a US exchange 100.0%
Foreign stock not listed in the US 0.0%
Notes debt, at principal 0.0%
Puts at notional value 0.0%
Calls at notional value 0.0%

Moves

First filing on record. Nothing to compare against.

The book

Focused · behaves like 21 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Turnover · first filing on record

Low
Moderate
High

Top 5 positions39% of US stock

unresolved Equinix Inc held held9.4%
unresolved CBS Corp held held7.8%
TWX Time Warner Inc held held7.6%
LBTYA Liberty Global Ltd. Class A held held7.5%
AAPL Apple Inc. held held7.0%

Positions58 in this filing · 0 exited


unresolvedEquinix Inc	9.41%	4,596,003	$849M	held	—	new
unresolvedCBS Corp	7.82%	14,441,084	$706M	held	—	new
TWXTime Warner Inc	7.61%	11,874,982	$687M	held	—	new
LBTYALiberty Global Ltd. Class A	7.45%	9,146,979	$672M	held	—	new
AAPLApple Inc.	7.00%	1,593,383	$632M	held	—	new
unresolvedPriceline Grp Inc	4.92%	536,754	$444M	held	—	new
unresolvedBroadcom Corp	4.60%	12,292,671	$415M	held	—	new
unresolvedNews Corp	4.29%	11,873,652	$387M	held	—	new
unresolvedGoogle Inc.	4.22%	432,663	$381M	held	—	new
unresolvedCharter Comm's Inc	3.82%	2,784,806	$345M	held	—	new
unresolvedGreen Mtn Coffee Roasters In	2.54%	3,051,463	$230M	held	—	new
NFLXNetFlix Inc	2.49%	1,065,828	$225M	held	—	new
TRIPTripAdvisor, Inc.	2.24%	3,315,573	$202M	held	—	new
RHTRed Hat Inc	2.20%	4,146,508	$198M	held	—	new
HOUSAnywhere Real Estate Inc.	2.19%	4,107,702	$197M	held	—	new
LBBath & Body Works, Inc.	2.18%	3,991,623	$197M	held	—	new
unresolvedLinkedin Corp Cl A	1.90%	963,070	$172M	held	—	new
unresolvedWhole Foods Market	1.77%	3,094,088	$159M	held	—	new
AMZNAmazon.Com Inc	1.74%	565,679	$157M	held	—	new
ISRGIntuitive Surgical Inc.	1.74%	309,964	$157M	held	—	new
VRSNVeriSign Inc	1.61%	3,252,753	$145M	held	—	new
unresolvedSirius Xm Radio Inc	1.59%	42,914,664	$144M	held	—	new
unresolvedTime Warner Cable Inc	1.53%	1,224,854	$138M	held	—	new
HAINHain Celestial Group Inc	1.52%	2,113,576	$137M	held	—	new
AMTAmerican Tower Corporation	1.07%	1,321,547	$97M	held	—	new
TSLATesla, Inc.	0.84%	709,791	$76M	held	—	new
NBISNebius Group N.V. Class A	0.83%	2,694,820	$75M	held	—	new
LVSLas Vegas Sands Corp.	0.74%	1,260,815	$67M	held	—	new
unresolvedResearch In Motion	0.73%	6,291,159	$66M	held	—	new
unresolvedCrwn Castle Int'l Corp.	0.69%	857,152	$62M	held	—	new
LBTYKLiberty Global Ltd. Class C	0.60%	803,836	$55M	held	—	new
BBYBest Buy Company, Inc.	0.53%	1,759,469	$48M	held	—	new
unresolvedSupervalu Inc	0.52%	7,498,848	$47M	held	—	new
unresolvedRackspace Hosting Inc	0.50%	1,185,868	$45M	held	—	new
MLNXMellanox Technologies Ltd	0.47%	865,594	$43M	held	—	new
NUANNuance Communications, Inc.	0.41%	2,004,085	$37M	held	—	new
GAPThe Gap, Inc.	0.40%	865,963	$36M	held	—	new
GRPNGroupon, Inc.	0.37%	3,956,101	$34M	held	—	new
unresolvedJoy Global Inc	0.25%	468,900	$23M	held	—	new
unresolvedNii Hldgs Inc	0.25%	3,415,697	$23M	held	—	new
ATMLAtmel Corp	0.24%	2,978,198	$22M	held	—	new
unresolvedPolycom Inc	0.24%	2,049,497	$22M	held	—	new
BIDUBaidu, Inc.	0.23%	217,908	$21M	held	—	new
unresolvedDonnelley R R & Sons Co	0.23%	1,490,789	$21M	held	—	new
CRUSCirrus Logic Inc	0.20%	1,043,030	$18M	held	—	new
unresolvedThe Adt Corporation	0.19%	428,531	$17M	held	—	new
PBIPitney Bowes Inc.	0.16%	989,971	$15M	held	—	new
DFSDiscover Financial Services	0.12%	218,214	$10M	held	—	new
unresolvedFusion-io Inc	0.12%	754,305	$11M	held	—	new
unresolvedLevel 3 Communications Inc	0.12%	509,122	$11M	held	—	new
unresolvedStec Inc	0.09%	1,199,889	$8M	held	—	new
unresolvedMichael Kors Hldgs Ltd	0.09%	133,070	$8M	held	—	new
LOGILogitech International SA	0.09%	1,125,376	$8M	held	—	new
MCPMolycorp Inc Com Stk	0.08%	1,115,505	$7M	held	—	new
unresolvedNutri Sys Inc New	0.08%	634,902	$7M	held	—	new
AIGAmerican International Group, Inc.	0.05%	92,927	$4M	held	—	new
QNSTQuinStreet, Inc.	0.05%	526,593	$5M	held	—	new
UFSDOMTAR CORPORATION (New)	0.01%	17,429	$1M	held	—	new