Coatue Management Llc Buys Uber Technologies Inc, Square Inc, Intuitive Surgical Inc, Sells Tableau Software Inc, NVIDIA Corp, Micron Technology Inc

New York, NY, based Investment company Coatue Management Llc (Current Portfolio) buys Uber Technologies Inc, Square Inc, Intuitive Surgical Inc, Global Payments Inc, Motorola Solutions Inc, sells Tableau Software Inc, NVIDIA Corp, Micron Technology Inc, Amazon.com Inc, Tencent Music Entertainment Group during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Coatue Management Llc. As of 2019Q2, Coatue Management Llc owns 164 stocks with a total value of $11.8 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/portfolioportfolio

These are the top 5 holdings of Philippe Laffont
  1. Liberty Broadband Corp (LBRDK) - 8,044,273 shares, 7.09% of the total portfolio.
  2. ServiceNow Inc (NOW) - 2,743,722 shares, 6.37% of the total portfolio. Shares added by 0.94%
  3. Facebook Inc (FB) - 3,668,030 shares, 5.99% of the total portfolio. Shares reduced by 3.49%
  4. Microsoft Corp (MSFT) - 5,234,529 shares, 5.93% of the total portfolio. Shares added by 28.40%
  5. Netflix Inc (NFLX) - 1,690,391 shares, 5.25% of the total portfolio.
New Purchase: Uber Technologies Inc (UBER)

Coatue Management Llc initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $35.26. The impact to a portfolio due to this purchase was 4.1%. The holding were 10,459,110 shares as of .

New Purchase: Square Inc (SQ)

Coatue Management Llc initiated holding in Square Inc. The purchase prices were between $60.62 and $77.05, with an estimated average price of $69.8. The stock is now traded at around $61.78. The impact to a portfolio due to this purchase was 2.7%. The holding were 4,403,521 shares as of .

New Purchase: Intuitive Surgical Inc (ISRG)

Coatue Management Llc initiated holding in Intuitive Surgical Inc. The purchase prices were between $458.27 and $585.89, with an estimated average price of $513.67. The stock is now traded at around $511.34. The impact to a portfolio due to this purchase was 2.56%. The holding were 576,652 shares as of .

New Purchase: Global Payments Inc (GPN)

Coatue Management Llc initiated holding in Global Payments Inc. The purchase prices were between $135.69 and $161.76, with an estimated average price of $148.61. The stock is now traded at around $155.53. The impact to a portfolio due to this purchase was 2.51%. The holding were 1,855,215 shares as of .

New Purchase: NetEase Inc (NTES)

Coatue Management Llc initiated holding in NetEase Inc. The purchase prices were between $244.66 and $285.44, with an estimated average price of $265.28. The stock is now traded at around $253.93. The impact to a portfolio due to this purchase was 1.77%. The holding were 819,287 shares as of .

New Purchase: Zoom Video Communications Inc (ZM)

Coatue Management Llc initiated holding in Zoom Video Communications Inc. The purchase prices were between $62 and $102.77, with an estimated average price of $81.76. The stock is now traded at around $93.73. The impact to a portfolio due to this purchase was 0.93%. The holding were 1,235,238 shares as of .

Added: Motorola Solutions Inc (MSI)

Coatue Management Llc added to a holding in Motorola Solutions Inc by 1019.87%. The purchase prices were between $140.63 and $166.86, with an estimated average price of $150.54. The stock is now traded at around $174.18. The impact to a portfolio due to this purchase was 2.19%. The holding were 1,712,277 shares as of .

Added: Microsoft Corp (MSFT)

Coatue Management Llc added to a holding in Microsoft Corp by 28.40%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $136.15. The impact to a portfolio due to this purchase was 1.31%. The holding were 5,234,529 shares as of .

Added: Anaplan Inc (PLAN)

Coatue Management Llc added to a holding in Anaplan Inc by 33.72%. The purchase prices were between $35.07 and $51.35, with an estimated average price of $41.18. The stock is now traded at around $56.11. The impact to a portfolio due to this purchase was 1.3%. The holding were 12,110,110 shares as of .

Added: Okta Inc (OKTA)

Coatue Management Llc added to a holding in Okta Inc by 234.15%. The purchase prices were between $84.23 and $133.38, with an estimated average price of $108.29. The stock is now traded at around $129.03. The impact to a portfolio due to this purchase was 0.74%. The holding were 1,014,699 shares as of .

Added: Twilio Inc (TWLO)

Coatue Management Llc added to a holding in Twilio Inc by 22.17%. The purchase prices were between $122.12 and $146.66, with an estimated average price of $133. The stock is now traded at around $126.91. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,632,823 shares as of .

Added: CVS Health Corp (CVS)

Coatue Management Llc added to a holding in CVS Health Corp by 371.79%. The purchase prices were between $52.13 and $57.33, with an estimated average price of $53.82. The stock is now traded at around $58.94. The impact to a portfolio due to this purchase was 0.02%. The holding were 35,125 shares as of .

Sold Out: Micron Technology Inc (MU)

Coatue Management Llc sold out a holding in Micron Technology Inc. The sale prices were between $32.43 and $43.9, with an estimated average price of $38.12.

Sold Out: Coupa Software Inc (COUP)

Coatue Management Llc sold out a holding in Coupa Software Inc. The sale prices were between $89.95 and $127.05, with an estimated average price of $107.11.

Sold Out: iQIYI Inc (IQ)

Coatue Management Llc sold out a holding in iQIYI Inc. The sale prices were between $17.66 and $24.79, with an estimated average price of $20.67.

Sold Out: The Container Store Group Inc (TCS)

Coatue Management Llc sold out a holding in The Container Store Group Inc. The sale prices were between $7.03 and $9, with an estimated average price of $8.06.

Sold Out: Cheesecake Factory Inc (CAKE)

Coatue Management Llc sold out a holding in Cheesecake Factory Inc. The sale prices were between $43.03 and $50.84, with an estimated average price of $46.69.

Sold Out: Lands' End Inc (LE)

Coatue Management Llc sold out a holding in Lands' End Inc. The sale prices were between $11.85 and $19, with an estimated average price of $15.15.



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