#coatue-management

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Business
from24/7 Wall St.
5 days ago

Billionaire Philippe Laffont Recently Bought CoreWeave, Broadcom and Oracle

CoreWeave, Broadcom, and Oracle are popular retail and Philippe Laffont holdings, with CoreWeave showing rapid AI-driven revenue growth and major strategic deals.
Business
fromThe Motley Fool
1 month ago

Billionaire Philippe Laffont Sells a Popular AI Stock and Buys the S&P 500's Worst Stock. Does He Know Something Wall Street Doesn't? | The Motley Fool

Philippe Laffont reduced his Meta stake and bought The Trade Desk, reallocating capital from a strong AI-driven ad giant to lagging ad tech.
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