Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

2 months ago 16

Joel South

Thu, July 23, 2026 astatine 9:33 AM CDT 6 min read

Quick Read

Broadcom's Hock Tan guided Q3 AI spot gross to $16 billion, up implicit 200% year-over-year, portion TSMC guided full-year 2026 gross maturation supra 40%.
Laffont's 5 holdings signifier a closed AI infrastructure loop spanning power, fabrication, tools, and customized silicon, with 4 of the 5 presently rated BUY.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't marque the cut. Grab the names FREE today.

Philippe Laffont's Coatue Management conscionable showed its hand: the latest 13F filing (holdings arsenic of March 31, 2026) parks its biggest chips connected a azygous trade: the AI infrastructure buildout. The 5 names below, each US-listed, correspond Laffont's largest agelong common-stock and ADR positions. One of them conscionable booked $10.80 cardinal successful AI semiconductor gross successful a azygous quarter, increasing 143% year-over-year. The setup is worthy knowing earlier it reprices.

A close-up, high-angle changeable of a vibrant greenish circuit committee with galore glowing bluish and greenish physics components and intricate circuitry. Superimposed implicit the committee is simply a translucent, illuminated enactment graph with an upward trend, marked by circular information points, alongside a acceptable of rising barroom charts. The inheritance is softly blurred with greenish bokeh lights, creating a dynamic and futuristic feel.

1. GE Vernova (GEV): The Non-Obvious Power Play

Every AI accelerator connected this database is useless without electrons. That is wherefore GE Vernova (NYSE:GEV) is the astir astonishing sanction successful Laffont's tech basket: it sits 1 level upstream of the chips, gathering the state turbines, grid equipment, and electrification hardware that hyperscalers are present ordering by the gigawatt. This is the AI commercialized 1 level upstream of NVIDIA. Q1 2026 gross roseate 15.8% year-over-year to $9.30 billion, but the existent awesome was orders: $18.30 billion, up 71% organically, with Electrification booking $2.4 cardinal successful information halfway instrumentality orders successful Q1 alone, much than each of 2025. CEO Scott Strazik enactment it plainly: "Demand is accelerating for our Power and Electrification solutions... backlog increasing by much than $13 cardinal quarter-over-quarter."

The banal is up 58.84% year-to-date and our exemplary reads it arsenic a HOLD with a basal lawsuit of $1,098.40 (4.44% upside): the casual wealth has been made, but the bull lawsuit inactive points to $1,269.82 (20.74% upside) if information halfway powerfulness orders support compounding. Analysts stay 79% bullish. Next up, the sanction that turns those electrons into revenue.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't marque the cut. Grab the names FREE today.

2. Broadcom (AVGO): The Custom-Silicon Cash Machine

Broadcom (NASDAQ:AVGO) is the hyperscaler whisperer. Its customized ASICs and AI networking silicon beryllium wrong the largest unreality grooming clusters connected earth, and the request curve has gone vertical. If Laffont is playing the AI infrastructure trade, this is the ticker with the shortest region betwixt bid publication and escaped currency flow.

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