Buzz Shock

Smooth icon storytelling with classy flair.

news

Coastal Investment Management, L.P. 13F annual report

Written by Andrew Davis — 1 Views

Coastal Investment Management, L.P. is an investment fund managing more than $71.8 million ran by Todd Plutsky. There are currently 12 companies in Mr. Plutsky’s portfolio. The largest investments include Microsoft and Zscaler Inc, together worth $47.6 million.

$71.8 million Assets Under Management (AUM)

As of 11th October 2021, Coastal Investment Management, L.P.’s top holding is 105,943 shares of Microsoft currently worth over $29.9 million and making up 41.6% of the portfolio value.Relative to the number of outstanding shares of Microsoft, Coastal Investment Management, L.P. owns more than approximately 0.1% of the company.In addition, the fund holds 67,800 shares of Zscaler Inc worth $17.8 million, whose value fell approximately 0.1% in the past six months. The third-largest holding is Salesforce.Com Inc worth $5.7 million and the next is Cars.com worth $4.47 million, with 353,565 shares owned.

Currently, Coastal Investment Management, L.P.'s portfolio is worth at least $71.8 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Coastal Investment Management, L.P.

The Coastal Investment Management, L.P. office and employees reside in Los Angeles, California. According to the last 13-F report filed with the SEC, Todd Plutsky serves as the Managing Partner at Coastal Investment Management, L.P..