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New Mag 7 / Next-generation tech leaders (basket)

private

Basket of next-generation technology companies proposed as successors to the original Magnificent Seven.

1 take · first discussed May 9, 2025

Where they land
—
Who's weighed in
G
Takes
1
First discussed
May 9, 2025

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

GGuests
Bullish

Philippe Lafont's stated north star for Coatue's new interval fund is to identify and build a basket of what will be the 10 largest S&P/Nasdaq companies in 10 years — a mix of current public companies that will grow larger and private companies like SpaceX and Stripe — which he calls 'the new Mag 7.'

E227 · May 9, 20251 call ↓

The discussion

Philippe Lafont, appearing as a guest, expressed high conviction that the central investment thesis for Coatue's new interval fund is to identify what he calls "the new Mag 7" — a basket of companies he believes will rank among the 10 largest S&P/Nasdaq constituents a decade from now. He describes this mix as partly current public companies poised to grow larger, and partly private companies such as SpaceX and Stripe. No other All-In hosts offered a competing or corroborating view on this specific thesis in the provided material, so the overall stance reflects Lafont's perspective alone. The framing is forward-looking and portfolio-construction-oriented rather than a single-stock call.

How they got there

GGuests1 mention since May 9, 2025
Philippe LaffontBullishE227May 9, 2025📌 scored callunverified · not scored⚑

Philippe Lafont's stated north star for Coatue's new interval fund is to identify and build a basket of what will be the 10 largest S&P/Nasdaq companies in 10 years — a mix of current public companies that will grow larger and private companies like SpaceX and Stripe — which he calls 'the new Mag 7.'

To me, the north star is, Jason, I got to build for you in 10 years the new Mag 7. That's my job... Some are already public, they're just going to get bigger, and some are private.”1:28:33
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.