Coatue Management 13F holdings, Q1 2002
Holdings as of March 31, 2002 · filings on SEC EDGAR · latest filing →
Coatue Management disclosed 39 US equity positions worth $327.6m in its Q1 2002 13F filing. The largest position was YAHOO! INC at 55.3% of the reported book, followed by ECHOSTAR COMMUNICATIONS CORP and TSM.
What did Coatue Management own in Q1 2002? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | YAHOO! INC | 55.3% | $181.3m | 11,896,041 | – | ||
| 2 | ECHOSTAR COMMUNICATIONS CORP | 4.1% | $13.5m | 476,200 | – | ||
| 3 | TSM TAIWAN SEMICONDUCTOR MFG (ADS) Sponsored | Technology | 3.3% | $10.9m | 525,200 | – | |
| 4 | CSCO CISCO SYSTEMS, INC | Technology | 2.5% | $8.2m | 487,000 | – | |
| 5 | TXN TEXAS INSTRUMENTS INC | Technology | 2.2% | $7.2m | 218,300 | – | |
| 6 | COMPUTER ASSOCIATES | 1.8% | $5.7m | 262,000 | – | ||
| 7 | SPRINT CORP (PCS GRP) | 1.7% | $5.6m | 547,000 | – | ||
| 8 | EMC CORPORATION MASS | 1.7% | $5.4m | 455,000 | – | ||
| 9 | NOKIA CORP SPON | 1.7% | $5.4m | 261,000 | – | ||
| 10 | AMD ADVANCED MICRO DEVICES CMN | Technology | 1.6% | $5.4m | 364,700 | – | |
| 11 | WEBEX COMMUNICATIONS INC | 1.5% | $5.1m | 307,900 | – | ||
| 12 | MXIM MAXIM INTEGRATED PRODUCTS INC | 1.5% | $4.9m | 88,500 | – | ||
| 13 | CYPRESS SEMICONDUCTOR CORP | 1.5% | $4.9m | 211,500 | – | ||
| 14 | LINEAR TECHNOLOGY CORP | 1.5% | $4.8m | 109,000 | – | ||
| 15 | CHECK POINT SOFTWARE TECH. LTD Ordinary | 1.5% | $4.8m | 156,400 | – | ||
| 16 | SBC COMMUNICATIONS INC | 1.4% | $4.7m | 126,700 | – | ||
| 17 | NETIQ CORPORATION | 1.4% | $4.6m | 211,000 | – | ||
| 18 | ORCL ORACLE CORPORATION | Technology | 1.3% | $4.2m | 329,000 | – | |
| 19 | CREE | 1.2% | $4.0m | 296,100 | – | ||
| 20 | CSG SYSTEMS INTL INC | 1.1% | $3.6m | 127,300 | – | ||
| 21 | NEXTEL COMMUNICATIONS | 1.0% | $3.4m | 636,900 | – | ||
| 22 | MCDATA CORP | 1.0% | $3.2m | 268,000 | – | ||
| 23 | USA NETWORKS INC | 0.9% | $3.1m | 97,000 | – | ||
| 24 | DOCUMENTUM INC | 0.9% | $2.9m | 115,000 | – | ||
| 25 | MANUGISTICS | 0.9% | $2.8m | 130,000 | – | ||
| 26 | McAFEE | 0.8% | $2.8m | 168,500 | – | ||
| 27 | INFORMATICA CORP | 0.8% | $2.6m | 359,700 | – | ||
| 28 | ALPHA INDUSTRIES CMN | 0.7% | $2.5m | 161,000 | – | ||
| 29 | KOPN KOPIN CORP | 0.7% | $2.3m | 247,700 | – | ||
| 30 | INTERNET SEC SYS INC | 0.5% | $1.8m | 78,000 | – | ||
| 31 | POLYCOM INC | 0.5% | $1.6m | 65,000 | – | ||
| 32 | I2 TECHNOLOGIES, INC | 0.4% | $1.4m | 275,000 | – | ||
| 33 | FALCONSTOR SOFTWARE INC | 0.2% | $761.0k | 120,000 | – | ||
| 34 | ARIBA INC | 0.2% | $716.0k | 157,950 | – | ||
| 35 | NTL INCORPORATED (NEW) | 0.2% | $512.0k | 1,860,200 | – | ||
| 36 | SIEBEL SYSTEMS INC | 0.1% | $336.0k | 10,300 | – | ||
| 37 | RCN CORP | 0.1% | $333.0k | 236,200 | – | ||
| 38 | XEROX CORPORATION | 0.0% | $146.0k | 13,600 | – | ||
| 39 | STORAGENETWORKS INC | 0.0% | $139.0k | 40,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.