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13F Insights: Coatue Management Tech Star

The top three holdings of Coatue Management are Apple (AAPL), Facebook (FB) and Netflix (NFLX). This comes as Coatue triples its NFLX stake. 

Large notable compelte selloffs for Coatue include T-Mobile (TMUS), Alibaba (BABA) and GE (GE). 

Key new positions include Wayfair (W), Autodesk (ADSK) and Cliffs Natural Resources (CLF).

Coatue also doubled its Expedia (EXPE) and Adobe (ADBE) positions, putting both as top 10 holdings. 

RECAP:

Top 5 - AAPL FB NFLX AVGO CHTR;

Largest stake increases - NFLX (+197%), GBX (+152%), BOX (+142%), ADBE (+118%), EXPE (+104%);

Largest news positions - Z, ADSK, VDSI, W, CLF;

Biggest reductions - BRCM (-60%), AKAM (-25%), LNKD (-45%), ILMN (-26%), VIPS (-49%).