Biggest winner since filing
GEVGE VERNOVA LLC
+443.7%
+$2.76B
Biggest loser since filing
SNOWSNOWFLAKE INC
-36.2%
−$203.0M
Investment strategy
Philippe Laffont is a large fund tilted toward technology names. 40% of the disclosed equity book is in Technology.
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9 sectors52 positions
Top 3 = 19% of book · TSM, MSFT, META
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Philippe Laffont has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
SOLD ZG — and 4 more recent moves.
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Recent transactions
See full activity →
NEW
INFOSYS LTD
+4,574,706
~$17.82 · 2025Q4
2026-02-17
ADD
ADOBE SYSTEMS INCORPORATED
+263,529
~$349.99 · 2025Q4
2026-02-17
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