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Coatue Management's Philippe Laffont - 2 Julian Robertson - 2 Coatue - 2 Instacart - 1 David Tepper's - 1 Point's Dan Loeb - 1 Ole Andreas Halvorsen - 1 Baidu - 1
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Search resuls for: "Coatue Management's Philippe Laffont"


6 mentions found


☆ 'Tiger Cub' hedge fund Coatue reveals Instacart bet, keeps AI plays as top holdings
  + stars: | 2023-11-14 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Coatue Management's Philippe Laffont bought into Instacart 's initial public offering last quarter, while maintaining his artificial intelligence plays as top holdings. Laffont, one of the so-called Tiger Cubs who worked under the late Julian Robertson at Tiger Management, revealed a $305 million stake in Instacart, according to a new filing. The grocery delivery company went public in September, and shares have dropped about 40% from their opening price of $42. Other popular AI plays can also be found in Coatue's top holdings, including Amazon , Advanced Micro Devices , Microsoft and Alphabet. Elsewhere, Coatue doubled its stake in Eaton Public , an American-Irish power management company, last quarter, according to the filing.
Persons: Coatue Management's Philippe Laffont, Julian Robertson, Instacart, Coatue Organizations: Tiger Cubs, Tiger Management, Nvidia, Devices, Microsoft, Eaton Public Locations: Instacart, U.S, New York, Meta, American
☆ Hedge funds bought these Chinese technology stocks in the second quarter
  + stars: | 2023-08-16 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Big investors took a selective approach to China-based technology stocks in the second quarter, recent regulatory filings suggest. Technology stocks continued their upward trend during the second quarter, including a slew of 2022's China-based tech losers. The fund scooped up a fresh position in e-commerce company JD.com worth nearly $64 million, and bought up China-focused exchange-traded funds KraneShares CSI China Internet (KWEB) and iShares China Large-Cap (FXI) . Other hedge funds raising bets on the company included Third Point's Dan Loeb, while Viking Global's Ole Andreas Halvorsen opened a minor stake worth $77.7 million. Not every investor bet big on the sector during the second quarter.
Persons: David Tepper's, Point's Dan Loeb, Ole Andreas Halvorsen, Baidu, Management's Philippe Laffont, Dan Sundheim, Tiger Global's Chase Coleman, — CNBC's Michael Bloom Organizations: Technology, Reuters, Retail, CSI China Internet, Viking, Li, PDD Holdings, Kanzhun Locations: China, Alibaba
☆ Tiger Cub hedge fund Coatue trims Nvidia exposure, hikes bet on Microsoft
  + stars: | 2023-08-14 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Coatue Management's Philippe Laffont trimmed his exposure to top holding Nvidia in the second quarter, while raising his bet on Microsoft, according to the firm's latest 13F regulatory filing to the SEC. Laffont, a so-called Tiger Cub for previously working under Julian Robertson at Tiger Management, showed in a Monday filing that Coatue trimmed its stake in Nvidia by 6.7%. Instead, Coatue raised the size of its position in its No. 2 holding, Microsoft — another key AI beneficiary. Electric vehicle play Separately, Laffont raised his bets on the future of electric vehicles.
Persons: Coatue Management's Philippe Laffont, Cub, Julian Robertson, Coatue, Laffont, Nikola Organizations: Nvidia, Microsoft, SEC, Tiger Management Locations: Amazon, ChargePoint
☆ Hedge funds piled into these A.I. stocks during the first quarter
  + stars: | 2023-05-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Securities filings released this week signaled that many hedge funds also appear to be catching the AI bug. Betting on AI heavyweights Alphabet popped up as one of the most common AI plays among big investors in the first quarter. Microsoft bet billions on AI capabilities, funneling another multibillion-dollar investment in January into ChatGPT maker OpenAI. Beyond Alphabet and Microsoft Outside heavyweight giants Alphabet and Microsoft, many hedge funds beefed up other AI-related holdings in the first quarter. His Nvidia bet equaled roughly $1.4 billion at the end of March.
☆ Tiger-cub hedge fund Coatue drastically increases Big Tech holdings, doubles down on chip stocks
  + stars: | 2023-05-15 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Meta became Coatue's biggest holding at the end of March, with a stake worth $1.7 billion, the filing showed. The Facebook parent has been one of the biggest winners in the tech sector this year, rising nearly 100%. Chip giant Nvidia was Coatue's second-biggest holding at the end of March after the hedge fund raised the stake slightly. The New York-based fund also upped its AMD stake dramatically last quarter, making it its seventh-largest holding. The hedge fund also picked up Taiwan Semiconductor , building a new stake worth more than $500 million.
☆ Tiger-cub hedge fund Coatue slashes big Tesla bet, doubles down on chip stocks
  + stars: | 2022-11-14 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Coatue Management's Philippe Laffont trimmed his big Tesla holding in the third quarter, while ramping up his exposure to semiconductor stocks. The stock has shed 27% in the fourth quarter partly because Musk has been selling billions of dollars worth of Tesla shares to fund his acquisition of Twitter. The hedge fund significantly added to its Nvidia holding, making it the fifth-largest bet at the end of the third quarter, the filing showed. Coatue kept its big Moderna holding unchanged in the third quarter. The hedge fund's other top holdings included Rivian , Uber, PayPal , Amazon and Disney at the end of the third quarter.
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