Philippe Laffont
Add $1.4B of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Add $1.4B of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Trim $1.3B of disclosed value in NVIDIA Corporation - Common Stock $NVDA.
Add $1.4B of disclosed value in Salesforce, Inc. Common Stock $CRM.
Exit $308.7M of disclosed value in Mattel, Inc. $MAT.
Exit $270.3M of disclosed value in Generac Holdings Inc. $GNRC.
Exit $229.1M of disclosed value in The Carlyle Group Inc. $CG.
Trim $1.2B of disclosed value in Unmapped 13F security.
Trim $449.9M of disclosed value in Tesla, Inc. $TSLA.
Add $538.7M of disclosed value in Paypal Holdings $PYPL.
Exit $-470.6M of disclosed value in Apple Inc. $AAPL.MX.
Trim $642.0M of disclosed value in Netflix Inc $NFLX.
Add $675.9M of disclosed value in Alphabet Cl A $GOOGL.
Exit $252.7M of disclosed value in Charles River Laboratories International, Inc. $CRL.
Exit $229.4M of disclosed value in Kennametal Inc. $KMT.
Exit $269.6M of disclosed value in RESIDEO TECHNOLOGIES, INC. $REZI.
Exit $214.4M of disclosed value in First American Financial Corporation $FAF.
Exit $525.3M of disclosed value in Madison Square Garden Entertainment Corp. $MSGE.
Exit $226.7M of disclosed value in Check Point Software Technologies Ltd. $CHKP.
Exit $227.0M of disclosed value in NORTHERN TRUST CORP $NTRS.
Exit $244.9M of disclosed value in Mohawk Industries, Inc. $MHK.