Philippe Laffont’s Infosys INFY Stock Holding History

Philippe Laffont’s Portfolio INFY Stock Details INFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,574,706	Closed	-$81.5M	–	68
2025 Q4	$81.5M	Buy	+4,574,706	New	+$79.2M	0.2%	39

Other funds holding INFY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Philippe Laffont's INFY Position: Q1 2026 in Review

Philippe Laffont sold out of Infosys (INFY) in Q1 2026, closing a stake of 4,574,706 shares — an estimated $81.5M sold.

Philippe Laffont first reported a position in INFY in Q4 2025 and held it in 1 quarter. The position peaked at $81.5M in Q4 2025. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

Philippe Laffont reported no remaining Infosys position as of Q1 2026 after selling out during the quarter.
Philippe Laffont sold 4,574,706 Infosys shares in Q1 2026, an estimated $81.5M.
Philippe Laffont first reported a position in Infosys in Q4 2025 and held it in 1 quarter.
Philippe Laffont's Infosys position peaked at $81.5M in Q4 2025.
447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.