Philippe Laffont's Coatue Management Trims Most of Fund's Top Holdings; Adds to AI Infrastructure Stocks
Billionaire Philippe Laffont, through his hedge fund Coatue Management, reduced eight out of ten top positions in the first quarter. The two stocks he added to were Taiwan Semiconductor Manufacturing (TSM) and Lam Research (LRCX), both key players in semiconductor manufacturing and AI infrastructure.
Tickers: $AMZN $AVGO $GOOGL $LRCX $META $MSFT $NVDA $TSM
Topics: AI infrastructure hedge fund stock portfolio adjustments