<div id="readability-page-1"><div><div>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 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 up over 150% since its IPO.Meanwhile, Laffont has continued to allocate funds to tech giants by adding 663,073 shares of Microsoft Corp MSFT and 2,942,694 shares of NVIDIA Corp NVDA, up 5% and 15%, respectively. He substantially increased his stake in Broadcom Inc AVGO by 58%, adding 2,075,267 shares.Laffont also added 1,264,722 shares of Carvana Co CVNA, the online car retailer, which struggled in the aftermath of the COVID-19 pandemic but has since seen a resurgence in 2024 and 2025.<div><div><div>Trending Investment Opportunities</div></div></div>There are several notable newcomers to Laffont’s portfolio. The MIT alum bought 3,857,262 shares of Oracle Corp ORCL in 2025’s second quarter. He previously owned shares of the company in 2023. Other notable additions include Arm Holdings PLC ARM, Chime Financial Inc CHYM and Webull Corp BULL.Laffont shed his shares in Alibaba Group Holding Ltd BABA and Advanced Micro Devices Inc AMD by 77% and 53%, respectively. He exited his stake in Super Micro Computer Inc SMCI entirely, which he purchased in late 2024.Also Read:<ul> <li>Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More</li> </ul>Photo: Wirestock Creators via Shutterstock</div></div></div>

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Hedge fund manager Philippe Laffont's Coatue Management increased its investments in AI and tech stocks during Q2 2025, with holdings totaling $35.9 billion as of June 30. Key moves included adding shares of Oracle, NVIDIA, and Broadcom, while also investing in Carvana. Laffont's largest holding was CoreWeave, despite a recent stock decline. He reduced stakes in Alibaba and AMD, and exited Super Micro Computer entirely. New additions to the portfolio included Arm Holdings and Chime Financial.

- Hedge fund billionaire Philippe Laffont increased his investments in AI-related stocks during the second quarter of 2025, focusing on semiconductor and cloud companies.  
- His firm, Coatue Management, reported $35.9 billion in holdings, with significant purchases including 3,394,574 shares of CoreWeave Inc, and increased stakes in Microsoft, NVIDIA, and Broadcom.  
- Laffont also added shares of Oracle and other companies while reducing his positions in Alibaba and AMD, and completely exiting Super Micro Computer.

Philippe Laffont's Coatue Management Adds Oracle, Ups Nvidia, Broadcom Stake In Q2