Amazon's share price has gained 63% since January while Meta's has climbed 144.5%.
Coatue Management, founded by Philippe Laffont, increased its position in Amazon by 125% and raised its holdings of Microsoft, whose semiconductors back artificial-intelligence systems and whose market value topped $1 trillion in June, by 1,332%, the filing showed. Investment managers must disclose what they hold in U.S. stocks at the end of each quarter and report that information to the Securities and Exchange Commission 45 days after the end of the quarter. The deadline for so-called 13-F filings for the second quarter is on Monday.stock market index up 16% in the first half after a 20% drop in full-year 2022. But only a small number of companies - the so-called magnificent seven - fueled the rally.