The Verdict
Philippe Laffont has returned -8.3% vs S&P +10.3% over matched windows (38% 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
- MSFT · BUY · Feb 21, 2026
Microsoft
Return +11.7% vs S&P +4.3%
- NFLX · BUY · Feb 20, 2026
Netflix
Return +17.3% vs S&P +3.2%
- GOOGL · BUY · Dec 19, 2025
Alphabet
Return +13.9% vs S&P +4.6%
- BLK · BUY · Dec 05, 2025
BlackRock ETF
Return -2.1% vs S&P +3.8%
Philippe Laffont's Best and Worst Stock Picks
Best: NFLX (+17.3%) · Worst: ORCL (-42.5%).
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 | ✓ Correct | +10.4% |
| BUY | MSFT | | MSFT: Microsoft — BUY Feb 2026boosts Microsoft stake by 528,926 shares | +11.7% | +7.4% |
| BUY | NFLX | | NFLX: Netflix — BUY Feb 2026Buys Netflix (NFLX) | +17.3% | +14.1% |
| SELL | NVDA | | NVDA: Nvidia — SELL Feb 2026Billionaire Philippe Laffont Sells Nvidia (NVDA) Stock | ✗ Incorrect | -9.1% |
| BUY | GOOGL | | GOOGL: Alphabet — BUY Dec 2025Boosts Alphabet Stock in Strategic AI Shift | +13.9% | +9.3% |
| BUY | BLK | | BLK: BlackRock ETF — BUY Dec 2025Buys a BlackRock ETF That Could Soar 20,300% | -2.1% | -5.9% |
| SELL | IPO | | IPO: Recent IPOs — SELL Nov 2025Piling Into 2 Recent IPOs | ✗ Incorrect | -1.3% |
| SELL | NVDA | | NVDA: Nvidia — SELL Nov 2025Selling CoreWeave, Nvidia | ✗ Incorrect | -10.3% |
| SELL | TSLA | | TSLA: Tesla — SELL Nov 2025Selling Tesla to Buy More Alibaba Stock | ✓ Correct | +13.9% |
| SELL | AMZN | | AMZN: Amazon — SELL Oct 2025Billionaire Philippe Laffont Offloads Amazon Shares | ✗ Incorrect | -9.6% |
| BUY | NVDA | | NVDA: Nvidia — BUY Oct 2025Billionaires Ken Griffin, David Tepper, Philippe Laffont And More Load Up On Nvidia Stock | -3.5% | -2.8% |
| BUY | ORCL | | ORCL: Oracle Corporation — BUY Oct 2025Recently Bought CoreWeave, Broadcom and Oracle | -42.5% | -48.2% |
| SELL | SMCI | | SMCI: Super Micro Computer — SELL Aug 2025Billionaire Philippe Laffont Just Sold Coatue Management's Stake in Super Micro Computer | ✓ Correct | +44.3% |
| SELL | ORCL | | ORCL: Oracle Corporation — SELL Aug 2025Loads Up on Oracle | ✗ Incorrect | -11.6% |
| SELL | NVDA | | NVDA: Nvidia — SELL Aug 2025Sold Shares of Nvidia for 8 Consecutive Quarters | ✓ Correct | +0.5% |
| BUY | ORCL | | ORCL: Oracle Corporation — BUY Aug 2025takes new stake in Oracle | — | — |
| BUY | BTC | | BTC: Bitcoin — BUY Jun 2025Billionaire Investor Philippe Laffont Just Gave Bitcoin Investors Great News | -24.3% | -42.9% |
| BUY | CRM | | CRM: Salesforce — BUY Feb 2024Philippe Laffont's Coatue Management Makes a Significant Bet on Salesforce | -37.3% | -80.0% |
FAQ
Is Philippe Laffont good at picking stocks?
Philippe Laffont has 19 scored picks with 38% win rate and -18.6% vs S&P.
What stocks does Philippe Laffont recommend?
NVDA, ORCL, CRM, BTC, SMCI, AMZN.
What date range does this track record cover?
Feb 14, 2024 to Feb 24, 2026.
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