Billionaire Philippe Laffont Has 20% of His Hedge Fund's $39 Billion Portfolio Invested in 3 Clever AI Stocks

2026-03-01 08:10:00 ET

Philippe Laffont is one of the best portfolio managers at identifying and investing in major technology trends. His fund company, Coatue Management, invests billions across public and private markets. Its funds include over $39 billion of publicly traded U.S. equities as of this writing, and over 20% of that is held in just three stocks offering a smart way to play the continued growth in artificial intelligence (AI).

While chipmakers like Nvidia and Broadcom often capture investors' attention, Laffont has made even bigger bets on companies further up the supply chain that provide essential tools and services for those chipmakers. These three stocks stand to benefit from the growing spending on AI compute, no matter who designs the chips that end up in data centers .

Image source: Getty Images.

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