Philippe Laffont

Coatue Management, founded by Philippe Laffont, has invested nearly 23% of its public equity portfolio in three AI-related stocks, with the fund's public equity value reaching $48.6 billion in Q2 2026…

AI and semiconductor stock sell-offs in July 2026 hit stockpicking hedge funds, with Whale Rock Capital's flagship fund down 21.7% in the month, cutting its 2026 gains to 35.1% from 72.5% through June…