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Coatue Soars 24% in 2026 with Strategic Bets on Semiconductors and Energy

Philippe Laffont’s Coatue Management ticked higher by 4.7% in June, bringing its year-to-date return to 24.5%, according to Bloomberg. That’s outpa...

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Applied Materials, Inc. (AMAT)

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Lam Research Corporation (LRCX)

Taiwan Semiconductor Manufacturing Company Ltd. (TSM)