Does Philippe Laffont Know Something Wall Street Doesn't? The Billionaire Investor Just Sold Nvidia and AMD, and Bought These Other Chip Stocks Instead
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Within 45 days of the end of each quarter, every institutional investor managing over $100 million is required to file a Form 13F with the Securities and Exchange Commission (SEC). These filings itemize which stocks they bought and sold during that quarter. This provides everyday investors with a glimpse -- though a delayed one -- into what the "smart money" on Wall Street is doing.During the third quarter, Philippe Laffont's firm, Coatue Management, made a number of interesting moves. It trimmed its exposure in semiconductor leaders Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) by 14% and 19%, respectively. In addition, Laffont more than tripled the fund's stakes in Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Marvell Technology (NASDAQ: MRVL).Let's break down what may have influenced these decisions and assess if Laffont could be onto something big.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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