Billionaire Phillipe Laffont's Top 10 "Mostly AI" Stock Picks
Billionaire Philippe Laffont is a Founder & Portfolio Manager at Coatue Management, L.L.C. His fund’s top 10 holdings comprise of mostly tech stocks which depicts his love for technology.
Vertiv Holdings Co (VRT)
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Sector: Electronic Components, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Coatue Management Philippe Laffont | 9,245,342 | $755,067,082 | -34% | 2.96% |
| 2. | Locust Wood Capital Advisers Stephen J. Errico | 2,442,525 | $199,481,026 | -29% | 7.14% |
| 3. | Electron Capital Partners Jos Shaver | 2,333,003 | $190,536,355 | -13% | 8.35% |
| 4. | Millennium Management Israel Englander | 2,223,946 | $181,629,670 | -26% | 0.07% |
| 5. | Omega Advisors Leon Cooperman | 2,100,000 | $171,507,000 | -11% | 7.14% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.18 | 35,001 | Officer | 105,814 | 2023-06-09 | Filing | |
| $13.99 | 71,600 | Director | 71,600 | 2022-11-03 | Filing | |
| $13.47 | 13,000 | 220,679 | 2022-03-18 | Filing | ||
| $12.39 | 15,000 | 167,912 | 2022-03-16 | Filing | ||
| $11.50 | 10,000 | Officer | 152,912 | 2022-03-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $109.30 | 9,529 | Officer | 6,882,859 | 2024-05-28 | Filing | |
| $107.47 | 20,378 | Officer | 6,892,388 | 2024-05-24 | Filing | |
| $106.48 | 430,396 | Officer | 6,912,766 | 2024-05-24 | Filing | |
| $105.68 | 75,421 | Officer | 7,343,162 | 2024-05-24 | Filing | |
| $104.88 | 102,797 | Officer | 7,418,583 | 2024-05-24 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 49,082,204 | $2,357,418,252 | 0.18% | |
| 2. | 31,855,473 | $1,530,018,368 | 0.03% | |
| 3. | 22,871,779 | $1,098,531,545 | 3.86% | |
| 4. | 22,857,511 | $1,097,846,247 | 0.02% | |
| 5. | 10,259,769 | $492,776,681 | 0.11% |
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