Coatue Management Llc Buys The Walt Disney Co, PayPal Holdings Inc, Boeing Co, Sells Microsoft Corp, Liberty Broadband Corp, Alibaba Group Holding

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New York, NY, based Investment company Coatue Management Llc (Current Portfolio) buys The Walt Disney Co, PayPal Holdings Inc, Boeing Co, Zoom Video Communications Inc, Shopify Inc, sells Microsoft Corp, Liberty Broadband Corp, Alibaba Group Holding, JD.com Inc, Twitter Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Coatue Management Llc. As of 2020Q2, Coatue Management Llc owns 88 stocks with a total value of $11.4 billion. These are the details of the buys and sells.

For the details of Philippe Laffont's stock buys and sells, go to https://www.gurufocus.com/guru/philippe+laffont/current-portfolio/portfolio

These are the top 5 holdings of Philippe Laffont
  1. PayPal Holdings Inc (PYPL) - 7,055,251 shares, 10.82% of the total portfolio. Shares added by 84.21%
  2. The Walt Disney Co (DIS) - 9,199,122 shares, 9.03% of the total portfolio. Shares added by 19729.54%
  3. Netflix Inc (NFLX) - 1,404,316 shares, 5.62% of the total portfolio. Shares reduced by 21.05%
  4. Zoom Video Communications Inc (ZM) - 2,521,307 shares, 5.62% of the total portfolio. Shares added by 323.09%
  5. Amazon.com Inc (AMZN) - 209,364 shares, 5.08% of the total portfolio. Shares reduced by 22.45%
New Purchase: Boeing Co (BA)

Coatue Management Llc initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $178.55. The impact to a portfolio due to this purchase was 4.44%. The holding were 2,750,028 shares as of .

New Purchase: DocuSign Inc (DOCU)

Coatue Management Llc initiated holding in DocuSign Inc. The purchase prices were between $79 and $177.58, with an estimated average price of $125.09. The stock is now traded at around $197.51. The impact to a portfolio due to this purchase was 1.3%. The holding were 856,094 shares as of .

New Purchase: Inovio Pharmaceuticals Inc (INO)

Coatue Management Llc initiated holding in Inovio Pharmaceuticals Inc. The purchase prices were between $7.14 and $31.69, with an estimated average price of $13.22. The stock is now traded at around $14.89. The impact to a portfolio due to this purchase was 0.65%. The holding were 2,750,000 shares as of .

New Purchase: DexCom Inc (DXCM)

Coatue Management Llc initiated holding in DexCom Inc. The purchase prices were between $250.71 and $421.36, with an estimated average price of $355.93. The stock is now traded at around $428.17. The impact to a portfolio due to this purchase was 0.58%. The holding were 162,877 shares as of .

New Purchase: Wynn Resorts Ltd (WYNN)

Coatue Management Llc initiated holding in Wynn Resorts Ltd. The purchase prices were between $48.5 and $108.8, with an estimated average price of $79.68. The stock is now traded at around $84.79. The impact to a portfolio due to this purchase was 0.57%. The holding were 864,119 shares as of .

New Purchase: Howmet Aerospace Inc (HWM)

Coatue Management Llc initiated holding in Howmet Aerospace Inc. The purchase prices were between $10.59 and $17.73, with an estimated average price of $13.12. The stock is now traded at around $17.78. The impact to a portfolio due to this purchase was 0.39%. The holding were 2,785,176 shares as of .

Added: The Walt Disney Co (DIS)

Coatue Management Llc added to a holding in The Walt Disney Co by 19729.54%. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $130.81. The impact to a portfolio due to this purchase was 8.98%. The holding were 9,199,122 shares as of .

Added: PayPal Holdings Inc (PYPL)

Coatue Management Llc added to a holding in PayPal Holdings Inc by 84.21%. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $191.29. The impact to a portfolio due to this purchase was 4.95%. The holding were 7,055,251 shares as of .

Added: Zoom Video Communications Inc (ZM)

Coatue Management Llc added to a holding in Zoom Video Communications Inc by 323.09%. The purchase prices were between $113.75 and $259.51, with an estimated average price of $178.45. The stock is now traded at around $242.95. The impact to a portfolio due to this purchase was 4.29%. The holding were 2,521,307 shares as of .

Added: Shopify Inc (SHOP)

Coatue Management Llc added to a holding in Shopify Inc by 12090.12%. The purchase prices were between $346.3 and $949.2, with an estimated average price of $687.7. The stock is now traded at around $984.96. The impact to a portfolio due to this purchase was 1.38%. The holding were 166,639 shares as of .

Added: Lam Research Corp (LRCX)

Coatue Management Llc added to a holding in Lam Research Corp by 89.41%. The purchase prices were between $218.15 and $323.46, with an estimated average price of $271.81. The stock is now traded at around $375.26. The impact to a portfolio due to this purchase was 1.28%. The holding were 952,212 shares as of .

Added: CrowdStrike Holdings Inc (CRWD)

Coatue Management Llc added to a holding in CrowdStrike Holdings Inc by 39.37%. The purchase prices were between $54.58 and $105.71, with an estimated average price of $79.52. The stock is now traded at around $102.05. The impact to a portfolio due to this purchase was 1.1%. The holding were 4,430,076 shares as of .

Sold Out: RingCentral Inc (RNG)

Coatue Management Llc sold out a holding in RingCentral Inc. The sale prices were between $194.99 and $289.29, with an estimated average price of $251.73.

Sold Out: Snap Inc (SNAP)

Coatue Management Llc sold out a holding in Snap Inc. The sale prices were between $11.06 and $24.48, with an estimated average price of $17.63.

Sold Out: Beyond Meat Inc (BYND)

Coatue Management Llc sold out a holding in Beyond Meat Inc. The sale prices were between $57.95 and $162.46, with an estimated average price of $117.2.

Sold Out: Glu Mobile Inc (GLUU)

Coatue Management Llc sold out a holding in Glu Mobile Inc. The sale prices were between $5.64 and $10.28, with an estimated average price of $8.45.

Sold Out: Intuitive Surgical Inc (ISRG)

Coatue Management Llc sold out a holding in Intuitive Surgical Inc. The sale prices were between $458.26 and $592.76, with an estimated average price of $536.99.

Sold Out: Canopy Growth Corp (CGC)

Coatue Management Llc sold out a holding in Canopy Growth Corp. The sale prices were between $13.25 and $21.72, with an estimated average price of $16.18.

Reduced: Microsoft Corp (MSFT)

Coatue Management Llc reduced to a holding in Microsoft Corp by 82.29%. The sale prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $208.36. The impact to a portfolio due to this sale was -4.25%. Coatue Management Llc still held 457,536 shares as of .

Reduced: Liberty Broadband Corp (LBRDK)

Coatue Management Llc reduced to a holding in Liberty Broadband Corp by 59.54%. The sale prices were between $106.88 and $137.79, with an estimated average price of $125.16. The stock is now traded at around $141.84. The impact to a portfolio due to this sale was -4.04%. Coatue Management Llc still held 1,954,115 shares as of .

Reduced: Alibaba Group Holding Ltd (BABA)

Coatue Management Llc reduced to a holding in Alibaba Group Holding Ltd by 53.66%. The sale prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $252.60. The impact to a portfolio due to this sale was -3.33%. Coatue Management Llc still held 1,167,006 shares as of .

Reduced: JD.com Inc (JD)

Coatue Management Llc reduced to a holding in JD.com Inc by 52.36%. The sale prices were between $39.89 and $62.01, with an estimated average price of $50.34. The stock is now traded at around $61.14. The impact to a portfolio due to this sale was -2.62%. Coatue Management Llc still held 4,645,790 shares as of .

Reduced: Twitter Inc (TWTR)

Coatue Management Llc reduced to a holding in Twitter Inc by 94.67%. The sale prices were between $23.02 and $36.64, with an estimated average price of $30.07. The stock is now traded at around $37.48. The impact to a portfolio due to this sale was -1.96%. Coatue Management Llc still held 353,829 shares as of .

Reduced: Netflix Inc (NFLX)

Coatue Management Llc reduced to a holding in Netflix Inc by 21.05%. The sale prices were between $361.76 and $468.04, with an estimated average price of $424.08. The stock is now traded at around $481.68. The impact to a portfolio due to this sale was -1.78%. Coatue Management Llc still held 1,404,316 shares as of .



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