Billionaire hedge fund manager Philippe Laffont is pouring capital into one AI semiconductor stock, but the bet’s not on market leaders Nvidia or AMD.
The latest F13 filings show Philippe Laffont’s Coatue Management has initiated a $749 million position in Arm Holdings (ARM).
The fund completed a 4.6 million share purchase of the AI chip designer in Q2 2025.
Arm’s energy-efficient architecture powers AI in data centers and devices.
Meanwhile, Coatue slashed its AMD stake by 53%, selling 1.7 million shares while holding onto $217 million.
Coatue boosted its Nvidia holdings by 34%, adding 2.9 million shares, with a position now valued at $1.8 billion.
Coatue has $36 billion in assets under management.
The firm’s top positions are currently Coreweave (CRWV), with 17.8 million shares valued at $2.9 billion, followed by Meta (META) with 3.68 million shares valued at $2.72 billion and Amazon (AMZN) with 10.16 million shares valued at $2.23 billion.
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