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Benzinga
Benzinga
Business
Hayden Buckfire

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

Philippe Laffont Semiconductor
Coatue

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.

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