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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.
Copying this sleeve at each filing-date close+86.0%2024-08-142026-08-14 · QQQ +59.6%See the full scorecard →
This sleeve’s Consensus Score0100SLEEVE0SplitOpen this sleeve in Portfolio CheckSee full thesis & sources
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AI-related holdings

TSMTSMC48Split

#1 holding at 8.8%

LRCXLam Research16Weak

8.4% — semi equipment

MUMicron32Weak

7.5%

AMZNAmazon68Consensus

5.8%

AVGOBroadcom16Weak

4.5%

GOOGLAlphabet86Strong consensus

3.6%

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