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Billionaire Philippe Laffont Trimmed 8 of His Fund's Top 10 Positions Last Quarter. Here's What the Other 2 Have in Common.
Key takeaways
- NVDA INTC TSM Philippe Laffont is one of the smartest growth-stock investors in the market.
- Laffont often shifts his portfolio in response to macro factors, and last quarter saw a significant tilt.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
NVDA INTC TSM Philippe Laffont is one of the smartest growth-stock investors in the market. His hedge fund Coatue Management oversees a $33 billion public equity portfolio with even more capital held in private companies.
Laffont often shifts his portfolio in response to macro factors, and last quarter saw a significant tilt. He sold off shares in eight of the fund s 10 largest positions while adding to just two of them.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
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