Coatue Management discloses updated portfolio positions in 13F filing: New positions in TWTR, DATA, ADBE, WIX
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: TWTR (~7.86 mln shares), DATA (~0.87 mln), ADBE (~0.67 mln), WIX (~0.4 mln)
- Increased positions in: AAPL (to ~7.15 mln shares from ~2.89 mln shares), TER (to ~2.49 mln from ~1.32 mln), BABA (to ~5.83 mln from ~5.24 mln)
- Maintained positions in: SNAP (~23.6 mln shares), BAC (~13.85 mln shares), JD (~12.64 mln shares), ATVI (~11.91 mln shares),LBRDK (~8.65 mln shares), FB (~6.6 mln shares), PYPL (~5.18 mln shares), EA (~4.31 mln shares), NVDA (~4.11 mln shares),
- Closed positions in: EBAY (from ~5.39 mln shares), ON (from ~4.9 mln), DIS (from ~2.22 mln), NOW (from ~1.74 mln)
- Decreased positions in: SYMC (to ~7.97 mln shares from ~17.9 mln shares), FTR (to ~0.47 mln from ~7.09 mln), LBTY.A (to ~2.21 mln from ~3.29 mln), LBTYK (to ~3.04 mln from ~3.52 mln)