The Verdict
Philippe Laffont has returned -4.2% vs S&P +1.6% over matched windows (56% win rate across 19 picks).
The Report Card
Every pick at a glance. Green = beat S&P. Red = didn't.
Philippe Laffont's Stock Recommendations, Graded
- TTD · SELL · Feb 24, 2026
The Trade Desk
Return -9.6% vs S&P -3.6%
- MSFT · BUY · Feb 21, 2026
Microsoft
Return +2.9% vs S&P -3.0%
- NFLX · BUY · Feb 20, 2026
Netflix
Return +21.1% vs S&P -3.9%
- NVDA · SELL · Feb 20, 2026
Nvidia
Return +5.0% vs S&P -3.9%
Philippe Laffont's Best and Worst Stock Picks
Best: SMCI (+24.6%) · Worst: ORCL (-46.3%).
Philippe Laffont's Full Track Record
| Action | Ticker | Date | Headline | Return | vs S&P |
|---|
| SELL | TTD | | TTD: The Trade Desk — SELL Feb 2026Sold Its Entire Stake in The Trade Desk | -9.6% | -6.0% |
| BUY | MSFT | | MSFT: Microsoft — BUY Feb 2026boosts Microsoft stake by 528,926 shares | +2.9% | +5.8% |
| BUY | NFLX | | NFLX: Netflix — BUY Feb 2026Buys Netflix (NFLX) | +21.1% | +25.1% |
| SELL | NVDA | | NVDA: Nvidia — SELL Feb 2026Billionaire Philippe Laffont Sells Nvidia (NVDA) Stock | +5.0% | +9.0% |
| BUY | GOOGL | | GOOGL: Alphabet — BUY Dec 2025Boosts Alphabet Stock in Strategic AI Shift | -1.6% | +1.1% |
| BUY | BLK | | BLK: BlackRock ETF — BUY Dec 2025Buys a BlackRock ETF That Could Soar 20,300% | -13.8% | -10.4% |
| SELL | IPO | | IPO: Recent IPOs — SELL Nov 2025Piling Into 2 Recent IPOs | +3.4% | +4.3% |
| SELL | NVDA | | NVDA: Nvidia — SELL Nov 2025Selling CoreWeave, Nvidia | -3.5% | -2.8% |
| SELL | TSLA | | TSLA: Tesla — SELL Nov 2025Selling Tesla to Buy More Alibaba Stock | +1.0% | -0.5% |
| BUY | ORCL | | ORCL: Oracle Corporation — BUY Oct 2025Recently Bought CoreWeave, Broadcom and Oracle | -46.3% | -44.6% |
| SELL | AMZN | | AMZN: Amazon — SELL Oct 2025Billionaire Philippe Laffont Offloads Amazon Shares | +7.8% | +9.4% |
| BUY | NVDA | | NVDA: Nvidia — BUY Oct 2025Billionaires Ken Griffin, David Tepper, Philippe Laffont And More Load Up On Nvidia Stock | -3.5% | -2.8% |
| SELL | SMCI | | SMCI: Super Micro Computer — SELL Aug 2025Billionaire Philippe Laffont Just Sold Coatue Management's Stake in Super Micro Computer | +24.6% | +21.2% |
| SELL | ORCL | | ORCL: Oracle Corporation — SELL Aug 2025Loads Up on Oracle | +1.4% | +1.6% |
| SELL | NVDA | | NVDA: Nvidia — SELL Aug 2025Sold Shares of Nvidia for 8 Consecutive Quarters | +1.0% | -1.7% |
| BUY | ORCL | | ORCL: Oracle Corporation — BUY Aug 2025takes new stake in Oracle | +1.4% | +1.6% |
| BUY | BTC | | BTC: Bitcoin — BUY Jun 2025Billionaire Investor Philippe Laffont Just Gave Bitcoin Investors Great News | -28.0% | -38.3% |
| BUY | CRM | | CRM: Salesforce — BUY Feb 2024Philippe Laffont's Coatue Management Makes a Significant Bet on Salesforce | -33.3% | -66.2% |
FAQ
Is Philippe Laffont good at picking stocks?
Philippe Laffont has 19 scored picks with 56% win rate and -5.8% vs S&P.
What stocks does Philippe Laffont recommend?
NVDA, ORCL, CRM, BTC, BLK, GOOGL.
What date range does this track record cover?
Feb 14, 2024 to Feb 24, 2026.
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