Philippe Laffont's hedge fund, Coatue Management, is shifting its bets on the AI trend.Within 45 days of the end of each quarter, every institutional investor managing over $100 million is required to file a Form 13F with the Securities and Exchange Commission (SEC). These filings itemize which stocks they bought and sold during that quarter. This provides everyday investors with a glimpse -- though a delayed one -- into what the "smart money" on Wall Street is doing.During the third quarter, Philippe Laffo ...