Coatue's Billionaire Philippe Laffont Exits Supermicro, Piles into AI Giant for First Time in 9 Quarters

Saturday, Aug 23, 2025 5:59 am ET1min read
NVDA--
SMCI--

Philippe Laffont, billionaire and CEO of Coatue Management, sold nearly 9 million shares of Super Micro Computer in Q2 and exited the company's stock entirely. Meanwhile, Laffont increased his stake in Nvidia, an artificial intelligence (AI) company, by 34% in just three months. The sale of Super Micro Computer shares may be due to profit-taking, but it is also possible that Laffont is shifting his focus to AI-related investments.

Coatue's Billionaire Philippe Laffont Exits Supermicro, Piles into AI Giant for First Time in 9 Quarters

Stay ahead of the market.

Get curated U.S. market news, insights and key dates delivered to your inbox.

Comments



Add a public comment...
No comments

No comments yet