Copy a legendary investor

Copy Philippe Laffont’s AI sleeve

Philippe Laffont’s (Coatue Management) current AI-related holdings, with the Compass Consensus Score of this "sleeve." For education and information only — not advice or a recommendation.

Disclaimer:For education and information only. Not investment advice.
This sleeve’s Consensus Score0100SLEEVE0WeakOpen this sleeve in Portfolio CheckSee full thesis & sources
Share:

AI-related holdings

TSMTSMC32Weak

#1 holding (AI manufacturing)

GEVGE Vernova16Weak

Top-5 holding (AI power equipment)

LRCXLam Research16Weak

Top-5 (semicap equipment)

AMATApplied Materials16Weak

Top-5 (semicap equipment)

MSFTMicrosoft22Weak

Added 18% (enterprise AI platform)

NVDANvidia42Split

Trimmed

Get quarterly 13F updates

Each quarter: how the legends moved + Consensus Score changes, in one email. Subscribers get first access when Pro tools launch. Free, unsubscribe anytime.

Want to own what the legends own?

Once you’ve done the research, you’ll need a brokerage account for U.S. stocks. Common choices:

This section contains referral links; we may earn a commission if you open an account through them. This does not affect our content and is not investment advice.