Coatue Management

Conviction looks different after risk comes off the table. Netflix Inc (NASDAQ:NFLX) stock was trading higher on Monday after spiking over 13% on Friday, following reports that the company is pulling out of talks to increase its offer for Warner Bros Discovery Inc (NASDAQ: WBD). The move removes a...

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) didn't just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but the more interesting story sits beneath the headline numbers: how much wealth this AI rally just locked...

Robotics just delivered a breakout moment — and it's happening in Intuitive Surgical Inc (NASDAQ:ISRG), a stock already sitting deep inside the portfolios of three billionaire heavyweights. Track ISRG stock here. ISRG: Golden Cross Breakout Chart created using Benzinga Pro ISRG just printed the...

Billionaire Philippe Laffont, the head of a $70 billion hedge fund at Coatue Management, has significantly ramped up his investments in Nvidia Corp. (NASDAQ:NVDA) and its leading AI-cloud collaborator, CoreWeave Inc (NASDAQ:CRWV). What Happened: Laffont has structured a...

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...

ChargePoint Holdings Inc (NYSE:CHPT) is about to plug into the earnings grid, and Wall Street's biggest brains are already circling the EV charging play. The company reports first quarter results after the bell Wednesday, with expectations for a loss of 5 cents per share on $108.07 million in...

In a move that solidifies its bullish stance on Nvidia Corp (NASDAQ:NVDA), legendary hedge fund Coatue Management LLC, led by Philippe Laffont, has dramatically increased its position in the chip giant. According to the latest 13F filings, Coatue boosted its stake in Nvidia by an eye-popping 893%...

Coatue Management, a tech-focused investment firm, has lowered its valuation of its investment in the NFT marketplace OpenSea. Coatue's stake has been decreased drastically from $120 million to just $13 million, The Information reported. This adjustment suggests that OpenSea's...

Coatue Management, under the lead of Tiger Cub Philippe Laffont, realigned its focus in the second quarter, according to its latest 13F filing. While the filings are backwards looking, investors use them as a source for market trends. Here’s what you need to know. Key Adjustments: Coatue...

AI has recently become a dominant topic in business and tech sectors. With its entry into the mainstream largely ignited by the success of OpenAI’s ChatGPT in November 2022, AI has since become a central point of interest for investors, driving valuations and market trends. Among the most...

Coatue Management, led by Tiger Cub Philippe Laffont, significantly ramped up its investments in Big Tech, particularly Meta Platforms Inc (NASDAQ:META), while making sizeable investments in semiconductor stocks. What Happened: In Q1, the hedge fund more than doubled its stake in Meta to 8,061,803...

Philippe Laffont’s Coatue Management has returned 52% gains this year, as of November-end, betting big on Tesla Inc (NASDAQ: TSLA) and against beleaguered Wirecard AG (OTC: WCAGY), the Financial Times reported. What Happened: Even though global markets have risen more than 10%, till the...