Philippe Laffont recommended Equinix (EQIX) and Virgin Media (VMED) at the Ira Sohn Conference. He said Equinix could reach $500 within the next few years. We think he is sincere in these stoco picks. His hedge fund, Coatue Management, had more than $900 million in Apple (AAPL). His second biggest position is Equinix. Laffont had $573 million invested in this stock at the end of March. Philippe Laffont's third largest position is Google (GOOG), followed by a $343 million bet on Virgin Media (VMED).