Quick Read – Broadcom’s Hock Tan guided Q3 AI chip revenue to $16 billion, up over 200% year-over-year, while TSMC guided full-year 2026 revenue growth above 40%. – Laffont’s five holdings form a closed AI infrastructure loop spanning power, fabrication, tools, and custom…
licon, with four of the five currently rated BUY. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn’t make the cut. Grab the names FREE today
Philippe Laffont’s Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout. The five names below, all US-listed, represent Laffont’s largest long common-stock and ADR positions. One of them just booked $10.80 billion in AI semiconductor revenue in a single quarter, growing 143% year-over-year.
The setup is worth understanding before it reprices. 1. GE Vernova (GEV): The Non-Obvious Power Play Every AI accelerator on this list is useless without electrons. That is why GE Vernova (NYSE:GEV) is the most surprising name in Laffont’s tech basket: it sits one level upstream of the chips, building the gas turbines, grid equipment, and electrification hardware that hyperscalers are now ordering by the gigawatt.