Tracking Philippe Laffont's Coatue Management Holdings - Q4 2013 Update

Below is a spreadsheet that highlights the changes to Philippe Laffont's Coatue Management US long stock portfolio as of Q4 2013:

The 13F portfolio increased from $9.8B to $10.2B this quarter. Equinix (EQIX), the largest position as of last quarter at 8.37% was eliminated this quarter. Other activity in the quarter include:

• Large stake increases in Amazon (AMZN), Apple (AAPL), and Baidu (BIDU)
• A 1.49% of the US long portfolio new position in Pandora Media (P)
• Stake elimination of ~1.5% positions in Red Hat (RHAT) and Intuitive Surgical (ISRG)
  

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