Philippe Laffont’s Coatue Is Betting Billions on These 3 AI Stocks. Here’s Why Smart Money Sees AI Dominance

1 hour ago 4

Thomas Richmond

Fri, April 24, 2026 astatine 11:16 AM CDT 4 min read

Taiwan Semiconductor (TSM) is positioned arsenic 1 of Coatue’s largest holdings astatine 6.56% of the portfolio aft a 6.9% presumption increase, arsenic it manufactures the astir precocious chips globally for each large AI accelerators and has surged 140% implicit the past year.
Microsoft (MSFT) present represents astir 6.25% of the portfolio aft an 11.4% addition, capitalizing connected its presumption arsenic 1 of the world’s largest deployers of AI infrastructure done Azure and OpenAI partnership.
Applied Materials (AMAT) received a much assertive 79% presumption summation to 3.85% of the portfolio, with Q1 net showing a 7.84% EPS bushed to $2.38, grounds DRAM gross of 34% of semiconductor systems revenue, and escaped currency travel enlargement of 91.18% twelvemonth implicit year.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

Philippe Laffont built Coatue Management by spotting large exertion shifts aboriginal and betting connected them with size. His money has consistently leaned into the biggest level changes successful tech, from unreality computing to mobile. Now, Coatue is making 1 of its clearest bets yet.

The steadfast has precocious added to positions worthy billions in Taiwan Semiconductor Manufacturing (NYSE:TSM), Microsoft (NASDAQ:MSFT), and Applied Materials (NASDAQ:AMAT) and GE Vernova (NYSE:GEV). These companies beryllium astatine the halfway of the AI buildout. Each plays a antithetic relation crossed the stack, from manufacturing precocious chips to supplying the tools that marque them, to deploying that compute astatine standard done the cloud. Artificial quality is shaping up to beryllium a multi-year superior cycle, and Coatue is expanding vulnerability crossed the ecosystem. The stake is simple: the companies gathering and enabling this infrastructure volition seizure a disproportionate stock of the worth created.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks. Get them present FREE.

Taiwan Semiconductor sits astatine the halfway of the planetary AI proviso chain. The institution manufactures the astir precocious chips successful the world, and each large AI accelerator, from NVIDIA GPUs to customized silicon from hyperscalers, depends connected its fabs. Coatue increased its presumption by about 6.9% past quarter, bringing Taiwan Semiconductor to roughly 6.56% of the portfolio, making it 1 of the fund’s largest holdings. This is simply a continued physique into a halfway position, which signals condemnation arsenic request for AI chips continues to accelerate.

The concern is delivering connected that demand. The banal has surged implicit 140% successful the past twelvemonth arsenic the marketplace recognizes that AI spot request is not a short-term rhythm but a multi-year expansion. For Coatue, owning the bottleneck successful semiconductor accumulation remains 1 of the clearest ways to seizure worth from the AI buildout.

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