21Vianet Group Inc
Company & Industry Overviews
Forward Intelligence notes that China’s public cloud market is expected to grow to $100.4 billion by 2020, up from $26.1 billion in 2016.
In 3Q14, Coatue Management sold its position in Lululemon Athletica (LULU). The stock accounted for 0.20% of the fund’s portfolio for the second quarter.
Coatue Management sold its position in Salesforce.com Inc. (CRM) during the third quarter of 2014. The stock accounted for 2.64% of the fund’s portfolio in 2Q14.
During 3Q14, Coatue Management added a new position in Zillow Inc. (Z). The stock accounted for 1.01% of the fund’s portfolio for the quarter.