He also increased his stake in JD.com by 8.2 million shares, or 33,490%, and PDD Holdings by roughly 2.28 million shares, or 741%.
Laffont also created new positions in iShares China Large-Cap ETF and KraneShares CSI China Internet ETF .
Laffont also made a couple of significant increases to the fund's holdings in Eli Lilly and Novo Nordisk .
Facebook parent Meta still remains the fund's largest holding, while Amazon, Microsoft and Nvidia remain in the fund's top 10.
The filing also showed increased bets on Eaton Corporation, a name closely tied to the artificial intelligence-related energy infrastructure boom, as well as Constellation Energy and NextEra Energy .
Persons:
Philippe Laffont's Coatue, Julian Robertson, Laffont, Donald Trump's, Xi Jinping, Eli Lilly
Organizations:
Philippe Laffont's Coatue Management, U.S . Securities, Exchange Commission, Tiger Management, PDD Holdings, KraneShares CSI China Internet, Novo Nordisk, Novo Nordisk's ADRs, Broadcom, Microsoft, Nvidia, chipmakers Qualcomm, Devices, Taiwan Semiconductor, Facebook, Amazon, Eaton Corporation, Constellation Energy, NextEra Energy
Locations:
Alibaba, JD.com, iShares China, China, Novo, chipmakers