Philippe Laffont's Coatue Management unveiled a new position in Oracle, and doubled down on key artificial intelligence beneficiaries Nvidia and Microsoft, as the tech rally came back with a fury in the second quarter. Fund founder Laffont — known as one of the "Tiger Cub" fund managers that worked under the late investor Julian Robertson — disclosed a stake in enterprise software company Oracle that amounts to a more than $843.3 million holding for the three months ending June, according to the firm's latest regulatory filing. Oracle outperformed in the second quarter, surging more than 56% on the strength of…