Coatue Management discloses updated portfolio positions in 13F filing:
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: CBS (~0.3 mln shares), TREE (~0.6 mln), LNKD (~0.1 mln),LILA (~0.8 mln), LILA.K (~0.8 mln), MTCH (~0.8 mln), MTCH (~0.8 mln)
- Increased positions in: CMCM (to ~1 mln shares from ~0.5 mln shares), FIT (to ~2.5 mln from ~1.4 mln), EXPE (to ~2 mln from ~1.5 mln), LBTY.A (to ~6.4 mln from ~5.1 mln), LBTY.K (to ~6.5 mln from ~4.9 mln), PYPL (to ~9 mln from ~4.3 mln), PYPL (to ~9 mln from ~4.3 mln)
- Decreased positions in: ADBE (to ~1.7 mln shares from ~3.8 mln shares),GOOG (to ~0.5 mln from ~0.7 mln), AMZN (to ~0.3 mln from ~0.6 mln), FB (to ~4.2 mln from ~5.7 mln), EQIX (to ~0.9 mln from ~1.3 mln), MSFT (to ~4.9 mln from ~10.8 mln), NTRI (to ~0.4 mln from ~0.7 mln), SPLK (to ~1.3 mln from ~2.2 mln), SQ (to ~0.6 mln from ~1.2 mln), MSFT (to ~4.9 mln from ~10.8 mln)
- Closed positions in: DDD (from ~1.1 mln shares), CAR (from ~1.8 mln), BRFS(from ~0.9 mln), CHTR (from ~1.9 mln), CTRP (from ~0.1 mln), GPRO (from ~0 mln), HRI (from ~5.2 mln), GPRO (from ~0 mln)