3 Trillion-Dollar Stocks Billionaire Philippe Laffont Can't Stop Buying

Core Insights - The recent federal court ruling in September 2025, which determined that Alphabet would not have to sell its Chrome browser, has significantly boosted investor confidence in the company, allowing a renewed focus on its growing sales and profits [1] Group 1: Alphabet (GOOGL, GOOG) - Billionaire Philippe Laffont of Coatue Management has made substantial investments in Alphabet, acquiring 2,091,574 shares of Class C (GOOG) and increasing his stake in Class A (GOOGL) by 259%, adding 5,210,434 shares [2] - Alphabet's advertising channels remain a strong foundation, with Google holding approximately 90% of the global internet search market share and YouTube being the second-most-visited social media platform [8] - The company is well-positioned to capitalize on the AI revolution, with Google Cloud experiencing growth rates exceeding 30% due to the integration of generative AI solutions [9] - As of September, Alphabet had $98.5 billion in cash, cash equivalents, and marketable securities, generating over $112 billion in net cash from operating activities in the first nine months of 2025, allowing for aggressive investments in technology [10] Group 2: Broadcom (AVGO) - Laffont has consistently purchased shares of Broadcom throughout 2025, recognizing its potential in AI networking solutions and its role in connecting GPUs for enhanced computing capabilities [11] - Broadcom's application-specific integrated circuit (ASIC) technology is expected to drive foundational growth, while the company also plays a significant role in wireless chips for smartphones and IoT devices [12][13] Group 3: Microsoft (MSFT) - Laffont has increased his holdings in Microsoft, acquiring 663,073 shares in Q2 and 710,653 shares in Q3, totaling 4,643,050 shares as of September 30 [14] - Microsoft's Azure is the world's second-largest cloud infrastructure service platform, with a year-over-year growth rate nearing 40% driven by generative AI and large language model solutions [15] - The company ended September with $102 billion in cash and generated over $45 billion in net cash from operations in its fiscal first quarter, allowing for dividends, stock buybacks, and strategic acquisitions [17] - Microsoft's shares are currently valued at approximately 25 times forward-year earnings, representing a 16% discount compared to its average forward earnings multiple over the past five years [18]