Philippe Laffont's Coatue Management Adds Oracle, Ups Nvidia, Broadcom Stake In Q2
Hedge fund billionaire Philippe Laffont upped his bets on the AI trade in 2025’s second quarter, buying up shares of semiconductor and cloud companies.Laffont’s Coatue Management filed its quarterly 13F filings on Thursday, reflecting the firm’s $35.9 billion in holdings as of June 30.The French fund manager cashed in on CoreWeave Inc‘s (NASDAQ:CRWV) meteoric rise following its initial public offering earlier in 2025, adding 3,394,574 shares. At the time of filing, the Livingston, New Jersey-based company was Laffont’s largest holding. While the stock has since fallen 30%, it is still ...Full story available on Benzinga.com
