Hedge fund billionaire Philippe Laffont upped his bets on the AI commerce in 2025’s second quarter, shopping for up shares of semiconductor and cloud firms.
Laffont’s Coatue Administration filed its quarterly 13F filings on Thursday, reflecting the agency’s $35.9 billion in holdings as of June 30.
The French fund supervisor cashed in on CoreWeave Inc‘s CRWV meteoric rise following its preliminary public providing earlier in 2025, including 3,394,574 shares. On the time of submitting, the Livingston, New Jersey-based firm was Laffont’s largest holding. Whereas the inventory has since fallen 30%, it’s nonetheless up over 150% since its IPO.
In the meantime, Laffont has continued to allocate funds to tech giants by including 663,073 shares of Microsoft Corp MSFT and a couple of,942,694 shares of NVIDIA Corp NVDA, up 5% and 15%, respectively. He considerably elevated his stake in Broadcom Inc AVGO by 58%, including 2,075,267 shares.
Laffont additionally added 1,264,722 shares of Carvana Co CVNA, the net automobile retailer, which struggled within the aftermath of the COVID-19 pandemic however has since seen a resurgence in 2024 and 2025.
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There are a number of notable newcomers to Laffont’s portfolio. The MIT alum purchased 3,857,262 shares of Oracle Corp ORCL in 2025’s second quarter. He beforehand owned shares of the corporate in 2023. Different notable additions embrace Arm Holdings PLC ARM, Chime Monetary Inc CHYM and Webull Corp BULL.
Laffont shed his shares in Alibaba Group Holding Ltd BABA and Superior Micro Gadgets Inc AMD by 77% and 53%, respectively. He exited his stake in Tremendous Micro Pc Inc SMCI completely, which he bought in late 2024.
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