Coatue Management discloses updated portfolio positions in 13F filing: New positions in FTR, ON, SHOP; increased positions in TWLO; closed position in JPM
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: FTR (~7.09 mln shares), ON (~4.9 mln), SHOP (~2.63 mln), NOW (~1.74 mln), TER (~1.32 mln), CRM (~1.09 mln), CGNX (~1.03 mln)
- Increased positions in: TWLO (to ~1.86 mln shares from ~0.43 mln shares), BABA (to ~5.24 mln from ~4.18 mln)
- Maintained positions in: SNAP (~21.9 mln shares), SYMC (~17.9 mln shares), JD (~12.57 mln shares), ATVI (~11.91 mln shares)
- Closed positions in: JPM (from ~2.63 mln shares), ZAYO (from ~2.49 mln), UAA (from ~1.53 mln)
- Decreased positions in: BAC (to ~13.85 mln shares from ~22.76 mln shares), EBAY (to ~5.39 mln from ~8.1 mln)