The billionaire Philippe Laffont sold the favorite Domino’s pizza of Warren Buffett and has been supplied with hydrogen reserves that have risen 156% in a month

• 13F forms offer a snapshot of which actions buy and sell the smartest money managers of Wall Street.

• The billionaire Philippe Laffont sold all the participation of his background in Domino’s Pizza since 2025 began, and the profits could cover only part of the story.

• At the same time, the head of Coatue invested in a growing stock of hydrogen fuel batteries that has much to demonstrate to Wall Street and investors.

• 10 actions that we like more than plug power ›

The data is the fuel that the Wall Street engine is underway, and investors rarely need information to digest. Among the results season (the six -week period of each quarter in which the majority S&P 500 The components reveal their operational results and the publication of almost daily economic data, something of importance can easily go unnoticed.

For example, the quarterly presentation of Form 13F is possibly as important as results publications and economic data.

A 13F, which institutional investors must present with at least 100 million dollars in assets under management (AUM), tells investors what shares bought and sold the brightest fund managers of Wall Street in the last quarter. This can be especially useful to detect which companies and trends are aroused by the interest of successful asset managers.

Although Warren Buffett is the most often money administrator on Wall Street, it is far from being the only billionaire that has generated huge returns. Philippe Laffont, of Coatue Management, which supervises 35.9 billion dollars in assets under management, is another multimillionaire fund manager who, right rightly, attracts attention.

Laffont is a great supporter of putting the capital of his fund to work in high growth shares and revolutionary innovations with markets to be directed. According to the last two 13F of Coatue Management (which cover commercial activity from January 1 to June 30), Laffont was a vendor of Warren Buffett’s favorite. Domino’s Pizza (Nasdaq: DPZ)and a large buyer of hydrogen shares that increased more than 60% last week and 156% during the last month (October 3).

Although Domino’s Pizza actions have been crushing the reference index S&P 500 since the late 2000s, notoriety really gained when notoriety when Berkshire HathawayWarren Buffett began buying shares. Domino’s is one of the two actions that Oracle of Omaha, who will soon retire, has bought for four consecutive quarters.

However, the head of Coatue Management took a different direction and quickly showed at the door all 322,621 Domino’s Pizza shares that had at the end of 2024 during the first quarter of the year. Laffont’s background had Domino’s actions from the fourth quarter of 2023.

The most logical of all the reasons why Laffont sent Domino’s actions to the tailor is the simple gain taking. Although Coatue’s average position remains for almost two years and nine months, its billionaire boss tends to be a fairly active operator that regularly increases or reduces existing holdings. When the opportunity is presented to ensure gain, Laffont historically has not shun it.

But there may be something else behind this story than the simple increase in value of Domino’s actions since Laffont first added them to the portfolio of its background.

For example, there may be concerns, at least internally, about inflation impacts on Domino results. Although the price of informal fast food favors the company and should, in theory, boost more businesses as consumers seek to reduce their food costs, the growing cost of several ingredients could leave Domino’s Pizza in a difficult situation. You can be forced to assume some of these higher costs or increase prices and potentially lose some of your customers in front of your competitors.

The other possible concern with the actions of Domino’s Pizza is its assessment.

At one end of the spectrum, he has achieved 31 consecutive years of increases in international sales in the same stores and has demonstrated an amazing capacity to implement and overcome five -year strategic growth plans. In other words, there are reasons why investors have been willing to pay a premium for having Domino actions.

On the other hand, this is the second most expensive stock market in history, after performing retrospective tests of more than 150 years, and there is simply margin of error with a company whose price-benefit ratio (P/E) has ranged between 22 and 27 for much of the last year. While this is not extremely expensive, it is a bit exaggerated for annual sales growth from 4% to 6%.

Since 2025 began, Philippe Laffont has supervised the incorporation of 32 new actions into the Coatue Management portfolio. Some of them are high -profile artificial intelligence companies, such as Oracle, Armsand Central fabric. But most of these incorporations have been small and medium capitalization actions that are outside the radar of most investors (and even other multimillionaire money administrators).

Perhaps what caught the attention was the 13F of the first quarter of Coatue, which showed that he had bought 4,098,713 hydrogen fuel batteries. Power plug (Nasdaq: Plug). The plug shares rose more than 60% last week and have risen more than 155% during the last month. Yeah (Great Si) Coatue’s billionaire chief clung to this position, it is likely to have a considerable gain.

For years, Power Plug every day bread had been implementing lifting wheelbarrows driven by hydrogen fuel batteries. These forklifts are being used by Amazon In their stores as part of the compromise of electronic commerce giants to reduce their carbon footprint.

But Power Plug ambitions go far beyond lifting wheelbarrows. Its objective is to be a green hydrogen ecosystem, with its electrolyte plants and hydrogen infrastructure that drive everything, from hydrogen vehicles to lifting wheelbarrows worldwide. Hydrogen is a clean energy source and plug has a great demand for electrolyz technology.

The increase in Power Power shares last week had everything to do with an increase in the target price of $ 3 per share at $ 7 per share by HC Wainwright. The AMIT Dayal analyst raised its income estimate for PLUG to 11,000 million dollars by 2035 from an earlier forecast of 7,000 million dollars. Dayal believes that the highest prices of electricity are a catalyst for plug electrolyte technology that can lead to faster adoption.

However, Dayal also had an objective price of 78 dollars in Power Power and witnessed the fall of the shares below 1 dollar per share. The previous Dayal failure in Plug has to do with the fact that the company failed to demonstrate that its operational model is viable.

While a green hydrogen ecosystem sounds fantastic on paper, the costs to start everything have been burdensome for Power Power. The company is not particularly close to being profitable and has been spending an extraordinary amount of cash while installing the necessary infrastructure. Since its creation, Plug has lost more than 7 billion dollars.

While the business burned money, Power Power has become a kind of dilution machine. Actions are issued to obtain capital, which has a dilutive effect on existing shareholders. Without a clear end to the view for this current cash burning, do not be surprised if Philippe Laffont ensures the profits of its background sooner rather than later.

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Sean Williams has positions on Amazon. The Motley Fool has positions and recommends Amazon, Berkshire Hathaway, Domino’s Pizza and Oracle. The Motley Fool has a dissemination policy.

The billionaire Philippe Laffont sold the favorite Domino’s pizza of Warren Buffett and has supplied hydrogen reserves that have recovered 156% in a month. Originally published by The Motley Fool.