Top 5 Growth Stocks in Billionaire Philippe Laffont’s Portfolio

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In this article, we will list the Top 5 Growth Stocks in Billionaire Philippe Laffont’s Portfolio. Please visit Top 10 Growth Stocks in Billionaire Philippe Laffont’s Portfolio if you would like to see the extended list and the methodology behind it.

5. Constellation Energy Corporation (NASDAQ:CEG)

Stock Upside Potential: 39.50%

Number of Hedge Fund Holders: 76

Coatue Management’s Stake Value: $2,086,827,360

Constellation Energy Corporation (NASDAQ:CEG) is one of the top growth stocks in billionaire Philippe Laffont’s portfolio. On April 4, analysts at Barclays reiterated Constellation Energy Corporation (NASDAQ:CEG) with an Overweight and raised the price target to $360 from $356.

The price target hike comes on the heels of Constellation Energy reiterating that it expects its 2026 earnings to come in at between $11 and $12 a share. According to Barclays, the earnings guidance appears conservative as it expects it to track towards $19 per share in 2029.

Top 5 Growth Stocks in Billionaire Philippe Laffont's Portfolio

Philippe Laffont of Coatue Management

In addition to earnings growth, Constellation Energy plans $3.9 billion in capital spending in 2026. The company has also raised its share buyback authorization to $5 billion as it moves to meet growing demand for clean electricity in the US. The company is well-positioned to capitalize on strong US power demand after hitting a record high in 2025 due to rapid build-out in data centers for AI and cryptocurrency.

Constellation Energy Corporation (NASDAQ:CEG) is the largest producer of carbon-free energy in the U.S., generating and selling electricity and natural gas to commercial, industrial, and residential customers. They operate a massive fleet of nuclear, wind, solar, and hydro assets, and provide energy management services and sustainable solutions.

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