This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030.

Billionaire Philippe Laffont's hedge fund Coatue Management holds Taiwan Semiconductor Manufacturing (TSMC) as its largest position at nearly 9% of publicly traded U.S. equities. TSMC dominates third-party semiconductor fabrication with 73% market share in advanced chips, supported by strong pricing power and capacity constraints. With management forecasting 25% compound annual revenue growth through 2029 and actual 2026 growth exceeding 35%, analysts project $10,000 invested today could reach $15,200-$19,000 by 2030.