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Cohen, Asness, Laffont Bet On ChargePoint - Will Q1 Earnings Spark A Breakout?
Wednesday, June 4, 2025 - 10:32am | 479ChargePoint Holdings Inc (NYSE:CHPT) is about to plug into the earnings grid, and Wall Street's biggest brains are already circling the EV charging play. The company reports first quarter results after the bell Wednesday, with expectations for a loss of 5 cents per share on $108.07 million in...
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Legendary Hedge Fund Coatue Buys Nvidia Stock Hand Over Fist, Ups Stake Nearly 10x
Friday, August 16, 2024 - 2:38pm | 637In a move that solidifies its bullish stance on Nvidia Corp (NASDAQ:NVDA), legendary hedge fund Coatue Management LLC, led by Philippe Laffont, has dramatically increased its position in the chip giant. According to the latest 13F filings, Coatue boosted its stake in Nvidia by an eye-popping 893%...
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OpenSea's Valuation Plummets 90%: Why Hedge Fund Coatue Management Soured On NFT Marketplace
Wednesday, November 8, 2023 - 2:24pm | 616Coatue Management, a tech-focused investment firm, has lowered its valuation of its investment in the NFT marketplace OpenSea. Coatue's stake has been decreased drastically from $120 million to just $13 million, The Information reported. This adjustment suggests that OpenSea's...
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Coatue Management Bullish On AI, Electric Vehicles In Q2 While Cautious On Chinese Equities
Monday, August 14, 2023 - 4:35pm | 499Coatue Management, under the lead of Tiger Cub Philippe Laffont, realigned its focus in the second quarter, according to its latest 13F filing. While the filings are backwards looking, investors use them as a source for market trends. Here’s what you need to know. Key Adjustments: Coatue...
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Hedge Funds Buck Trend In AI Investing, Nvidia Not Their First Choice
Wednesday, June 7, 2023 - 2:40pm | 699AI has recently become a dominant topic in business and tech sectors. With its entry into the mainstream largely ignited by the success of OpenAI’s ChatGPT in November 2022, AI has since become a central point of interest for investors, driving valuations and market trends. Among the most...
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Hedge Fund Coatue Management Doubles Down On Meta, Nvidia, And Microsoft As Tech Stocks Regain Momentum
Monday, May 15, 2023 - 2:58pm | 450Coatue Management, led by Tiger Cub Philippe Laffont, significantly ramped up its investments in Big Tech, particularly Meta Platforms Inc (NASDAQ:META), while making sizeable investments in semiconductor stocks. What Happened: In Q1, the hedge fund more than doubled its stake in Meta to 8,061,803...
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Tesla, Wirecard — A Long-Short Bet Has Helped 'Tiger Cub' Post 52% Gains This Year
Monday, December 7, 2020 - 7:54am | 497Philippe Laffont’s Coatue Management has returned 52% gains this year, as of November-end, betting big on Tesla Inc (NASDAQ: TSLA) and against beleaguered Wirecard AG (OTC: WCAGY), the Financial Times reported. What Happened: Even though global markets have risen more than 10%, till the...
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Everything You Need To Know About Apple In The Hedge Fund World
Monday, May 16, 2016 - 5:13pm | 344Shares of Apple Inc. (NASDAQ: AAPL) gained 3.71 percent on Monday. The tech behemoth was among the most popular stocks among money managers. Below is a look into some of the most relevant 13F moves and positions seen in Apple in the January to March period. Stealing the thunder was Berkshire...
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13F Season: A Look Back At Q4 2015
Friday, May 13, 2016 - 2:07pm | 455Institutional investment firms with more than $100 million in assets under management and relevant long stakes in U.S. listed equities are required to disclose their long positions with the SEC once per quarter via 13F filings. Filings for the first quarter of 2016 are due this Friday and, while...
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Beyond Netflix: Carl Icahn's Q2 Moves Included Icahn Enterprises, Gannett & Cheniere Energy
Monday, August 17, 2015 - 4:09pm | 548Carl Icahn recently filed his 13F for the second quarter of the year, disclosing his long equity stakes as of June 30, 2015. On top of his much-discussed Netflix, Inc. (NASDAQ: NFLX) closure, the quarter saw three more moves from the billionaire. Following these transactions, Icahn’s...
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Tiger Global Management Bullish On Tech, Bearish On Traditional Media
Friday, August 14, 2015 - 5:00pm | 551Chase Coleman’s Tiger Global Management filed its Form 13F for the second quarter of the year on Friday, disclosing its long equity positions as of June 30, 2015. This article will look into the firm’s portfolio and some of its most interesting moves and positions. After adding...
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Report: Snapchat Nearing Financing Deal With Kleiner Perkins
Tuesday, August 26, 2014 - 6:36pm | 169Snapchat is set to get funding from venture capital firm Kleiner Perkins Caufield & Byers that would value the company at close to $10 billion, according to The Wall Street Journal Tuesday. The three-year-old messaging service has no revenue but raised $50 million in December from Phillippe...
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Philippe Laffont Sees Liberty Global/Vodafone Deal Intriguing, Shorts WWE
Tuesday, May 6, 2014 - 2:38pm | 347On Monday, Philippe Laffont spoke at the Ira Sohn Conference. Laffont recommended to go long on Liberty Global (NASDAQ: LBTYA), as the speed of cable has increasingly progressed over fiber and DSL. The founder of Coatue Management added that Netflix's (NASDAQ: NFLX) demand for better internet...
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Business Insider: Coatue Management Being Investigated For Possible Insider Trading
Monday, February 14, 2011 - 2:42pm | 490According to an exclusive article at businessinsider.com, $3.5 billion hedge fund Coatue Management is being investigated for possible insider trading violations as part of a sprawling inquiry that has been sweeping across Wall Street. According to a Business Insider source, the technology focused...