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Philippe Laffont exited CoreWeave Inc, selling 6,724,615 shares and causing a -2.26% portfolio impact. He added 677,909 shares of MasTec Inc ($147.36 million), 828,947 shares of Vertiv Holdings Co ($134.30 million), and 6,747,052 shares of Rocket Companies Inc ($130.62 million).

Laffont increased his stake in Applied Materials Inc by 2,635,284 shares, a 78.69% increase, totaling $1,537.91 million, and in Natera Inc by 2,463,008 shares, a 1,446.06% increase valued at $603.27 million. He reduced PayPal Holdings Inc by 3,540,479 shares (-67.59%) and Meta Platforms Inc by 253,768 shares (-6.29%). His portfolio included 52 stocks with significant holdings in Taiwan Semiconductor Manufacturing Co Ltd (6.56%) and Microsoft Corp (6.26%).