Top 10 Growth Stocks in Billionaire Philippe Laffont’s Portfolio

7. NVIDIA Corporation (NASDAQ:NVDA)

Stock Upside Potential: 53.22%

Number of Hedge Fund Holders: 264

Coatue Management’s Stake Value: $1,716,422,538

NVIDIA Corporation (NASDAQ:NVDA) is one of the top growth stocks in billionaire Philippe Laffont’s portfolio. In April, NVIDIA Corporation (NASDAQ:NVDA) announced a strategic collaboration with Google to optimize Gemma 4 for NVIDIA GPUs. The two are joining forces to enable efficient performance across a range of systems from data center deployments to NVIDIA RTX-powered PCs and workstations.

Consequently, they have introduced new models, including E2B, E4B, 26B, and 31B variants designed to support various tasks such as reasoning, coding, and multimodal interactions. The models are designed for efficient deployment across devices to high-performance systems like RTX PCs and DGX Spark.

NVIDIA and Google’s collaboration on Gemma 4 aims to enable local, agentic AI capabilities, enabling users to automate tasks using personal context. In addition, the Gemma Models allow users to build capable local agents that automate tasks and draw context from personal files and workflows. NVIDIA has already collaborated with Ollama and llama.cpp to provide the best local deployment experience.

NVIDIA Corporation (NASDAQ:NVDA) is a leading technology company that pioneered the graphics processing unit (GPU) in 1999, specializing in accelerated computing and artificial intelligence (AI). They design chips, software, and systems for data centers, gaming, professional visualization, and automotive markets, powering generative AI, robotics, and cloud computing.