Highlights from 13F for Laffont's Coatue Mgmt: New Stakes in Amazon, American Tower, MGM; Sells Out of Level 3, RIM, Eastman Kodak

Philippe Laffont's Coatue Management filed its 13F for the quarter ended December 31, 2009 on Tuesday Feb. 16.

The value of the disclosed portfolio is down from $2.265 billion at September 30, 2009 to $2.051 billion at December 31, 2009, but it should be noted that cash, short positions and various other securities are not required to be disclosed in the 13F filing.

The fund sold-out of numerous positions during the quarter, including Level 3, Eastman Kodak, Research In Motion and SanDisk. On the other hand, Coatue also built new stakes in Amazon.com, American Tower, Crown Castle and MGM Mirage.

New Stakes:

• Amazon.com (Nasdaq: AMZN) 170,000 shares
  
• Amedisys (Nasdaq: AMED) 301,700 shares
  
• American Tower (NYSE: AMT) 1,724,551 shares
  
• Applied Materials (Nasdaq: AMAT) 853,800 shares
  
• Barnes & Noble (NYSE: BKS) 712,306 shares
  
• Brocade (Nasdaq: BRCD) 2,975,000 shares
  
• Crown Castle (NYSE: CCI) 3,116,099 shares
  
• Emulex (NYSE: ELX) 1,000,995 shares
  
• MGM Mirage (NYSE: MGM) 3,705,427 shares

Raised Stakes:

• Equinix (Nasdaq: EQIX) from 1,268,593 shares to 1,710,823 shares
  
• F5 Networks (Nasdaq: FFIV) from 1,442,228 shares to 3,312,182 shares
  
• Google (Nasdaq: GOOG) from 232,798 shares to 331,250 shares
  
• STEC (Nasdaq: STEC) from 1,649,134 shares to 1,864,941 shares
  
• Synaptics (Nasdaq: SYNA) from 918,711 shares to 1,347,309 shares
  
• Yahoo! (Nasdaq: YHOO) from 2,554,700 shares to 3,862,800 shares

Maintained Stakes:

• Las Vegas Sands (NYSE: LVS) 449,501 shares

Lowered Stakes:

• American Superconductor (Nasdaq: AMSC) from 667,567 shares to 341,267 shares
  
• Apple (Nasdaq: AAPL) from 1,733,058 shares to 1,680,850 shares
  
• E*TRADE (Nasdaq: ETFC) from 81,557,572 shares to 72,310,782 shares
  
• Juniper Networks (Nasdaq: JNPR) from 978,349 shares to 971,749 shares
  
• TD AMeritrade (Nasdaq: AMTD) from 5,513,569 shares to 5,459,781 shares
  
• TechTarget (Nasdaq: TRGT) from 859,544 shares to 756,658 shares
  
• Visa (NYSE: V) from 966,762 shares to 960,262 shares

Liquidated Stakes:

• Baidu (Nasdaq: BIDU) from 526,696 shares to 0 shares
  
• Eastman Kodak (NYSE: EK) from 10,775,389 shares to 0 shares
  
• Gannett (NYSE: GCI) from 455,000 shares to 0 shares
  
• Garmin (Nasdaq: GRMN) from 355,000 shares to 0 shares
  
• Level 3 Communications (Nasdaq: LVLT) from 31,249,931 shares to 0 shares
  
• Microsemi (Nasdaq: MSCC) from 1,320,424 to 0 shares
  
• Netease.com (Nasdaq: NTES) from 1,508,488 shares to 0 shares
  
• Netflix (Nasdaq: NFLX) from 425,000 shares to 0 shares
  
• Novatel Wireless (Nasdaq: NVTL) from 740,001 shares to 0 shares
  
• Nutrisystem (Nasdaq: NTRI) from 728,383 shares to 0 shares
  
• Research In Motion (Nasdaq: RIMM) from 3,302,072 shares to 0 shares
  
• SanDisk (Nasdaq: SNDK) from 390,685 shares to 0 shares
  
• Silicon Motion Technology (Nasdaq: SIMO) from 2,452,014 shares to 0 shares
  
• SOHU.com (Nasdaq: SOHU) from 2,775,073 shares to 0 shares
  
• Synopsys (Nasdaq: SNPS) from 1,921,577 shares to 0 shares
  
• Taiwan Semi (NYSE: TSM) from 4,936,700 shares to 0 shares
  
• Travelzoo (Nasdaq: TZOO) from 474,965 shares to 0 shares
  
• UTStarcom (Nasdaq: UTSI) from 1,181,844 shares to 0 shares

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