Laffont Sells CoreWeave Shares Amid Tech Focus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Source: NASDAQ.COM
- Portfolio Adjustment: Billionaire Philippe Laffont bought shares of CoreWeave in Q1 last year but sold his entire position in Q4, indicating a strategic shift in his tech stock investments, likely to lock in gains and seek new growth opportunities.
- CoreWeave Performance: As an AI company, CoreWeave achieved triple-digit revenue growth and stock price gains, with Laffont's investment seeing an approximately 80% increase since its IPO, showcasing the success of his investment strategy.
- New Investment Direction: During the same quarter, Laffont pivoted to investing in biotech firm Moderna, which, despite struggling in recent years, saw its stock rise nearly 50% in January, reflecting Laffont's focus on emerging growth opportunities.
- Biotech Outlook: Moderna is developing multiple vaccines and conducting clinical trials; despite regulatory challenges, its innovative capabilities and potential market demand may offer long-term returns for investors, suggesting Laffont's investment strategy could benefit from this shift.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall
20 Analyst Rating
1 Buy
16 Hold
3 Sell
Hold
Current: 46.880
Low
17.00
Averages
32.47
High
63.00
Current: 46.880
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is engaged in developing medicines across infectious disease vaccines, oncology therapeutics and rare disease therapeutics. Its platform incorporates advances across three components, mRNA, delivery, and the manufacturing process, to advance its medicines. Its products are Spikevax and mNEXSPIKE (its COVID vaccines), and mRESVIA (its vaccine against respiratory syncytial virus (RSV)). It also has a diverse development pipeline that consists of 35 therapeutic and vaccine programs, six of which are in late-stage development. It has regulatory filings under review for its seasonal flu+COVID vaccine (mRNA-1083) in Europe and Canada and for its seasonal flu vaccine (mRNA-1010) in the United States, Europe, Canada and Australia. Its rare disease programs are Propionic acidemia (mRNA-3927); Methylmalonic acidemia (mRNA-3705), and Cystic Fibrosis (mRNA-3692/VX-522).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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