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Philippe Laffont’s 13F portfolio value increased from $18.24B to $25.52B. The largest 3 positions - DoorDash, Amazon, Moderna - add up to ~18% of the portfolio.

Related tickers: AI, AMZN, API, AVGO, AVGOP, BA, BILL, BLND, BNTX, BZ, CFLT, CHPT, COIN, CRWD, CVAC, DASH, DDD, DDL, DDOG, DIS, DOCS, DXCM, EAF, EDR, FB, FTCH, GH, GPN, INTU, JD, LAZR, LCID, LCIDW, LEAP, LI, LMND, LRCX, LSPD, LZ, MAC, MQ, MRNA, MSDA, MSDAU, MSDAW, MSFT, MVIS, NFLX, NKLA, NUAN, NVDA, OMIC, OSCR, PATH, PINS, PLAN, PODD, PTON, PYPL, QS, RBLX, RLX, ROOT, RUN, SE, SFIX, SHOP, SKLZ, SNAP, SNOW, SOFI, SOFIW, SQ, SSYS, TSLA, TWLO, UBER, VIAC, VIACA, VIACP, XPEV, Z.

The number of SPACs has soared in 2020 and 2021 as investor demand soared, and deal volumes surged much higher.

Related tickers: AGC, AGCUU, ARVL, BWMX, CHPT, DKNG, FFIE, FFIEW, FSR, FST, GOEV, IRDM, JOBY, LCID, LCIDW, LEGO, LEGOU, MILE, MNTS, MP, NKLA, PRIM, PRPL, PSFE, PTRA, QS, RICE, RIDE, RMO, RTPY, RTPYU, SOFI, SOFIW, SPAK, STEM, VIEW, VIEWW, XL, ZEV.