Managed by
Hedge FundAUM Tracked
$75.5B
AI Exposure
21.2%
AI & Tech holdings for 1832 Asset Management L.P.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 6,323,428 | $2.3B | 3.1% | Increased by 12% |
| $AMZNAI | Amazon.com, Inc. | 8,349,910 | $1.7B | 2.3% | Increased by 7% |
| $NVDAAI | NVIDIA Corporation | 9,466,648 | $1.7B | 2.2% | Increased by 33% |
| $AAPLAI | Apple Inc. | 5,073,214 | $1.3B | 1.7% | Increased by 15% |
| $SHOPAI | Shopify Inc. | 10,187,742 | $1.2B | 1.6% | Increased by 30% |
| $GOOGLAI | Alphabet Inc. | 3,848,693 | $1.1B | 1.5% | Reduced by 31% |
| $TSMAI | Taiwan Semiconductor | 2,616,954 | $884.4M | 1.2% | Reduced by 7% |
| $GOOGAI | Alphabet Inc. | 3,053,037 | $875.8M | 1.2% | Increased by 21% |
| $METAAI | Meta Platforms, Inc. | 660,844 | $378.1M | 0.5% | No change |
| $ASMLAI | ASML Holding NV | 279,479 | $369.1M | 0.5% | Increased by 277% |
| $AVGOAI | Broadcom Inc. | 1,174,029 | $363.4M | 0.5% | Reduced by 29% |
| $ORCLAI | Oracle Corporation | 2,356,324 | $346.6M | 0.5% | Reduced by 8% |
| $KLACAI | KLA Corporation | 198,458 | $292.2M | 0.4% | Increased by 88% |
| $AMATAI | Applied Materials | 807,088 | $275.9M | 0.4% | Increased by 461% |
| $NETAI | Cloudflare Inc. | 1,212,900 | $250.3M | 0.3% | Increased by 6% |
| $INTUAI | Intuit Inc. | 540,214 | $233.6M | 0.3% | Increased by 223% |
| $ANETAI | Arista Networks | 1,563,143 | $191.9M | 0.3% | Increased by 121% |
| $DDOGAI | Datadog Inc. | 1,529,500 | $180.6M | 0.2% | Increased by 25% |
| $ADIAI | Analog Devices | 512,638 | $163.1M | 0.2% | Reduced by 35% |
| $VRTAI | Vertiv Holdings | 649,982 | $162.9M | 0.2% | Reduced by 60% |
| $MUAI | Micron Technology | 464,551 | $156.9M | 0.2% | Reduced by 13% |
| $AMDAI | Advanced Micro Devices | 738,246 | $150.2M | 0.2% | Increased by 6772% |
| $SNOWAI | Snowflake Inc. | 876,900 | $132.3M | 0.2% | No change |
| $PLTRAI | Palantir Technologies | 891,605 | $130.4M | 0.2% | Increased by 28% |
| $CDNSAI | Cadence Design Systems | 451,039 | $125.3M | 0.2% | Reduced by 31% |
| $CRWDAI | CrowdStrike Holdings | 288,509 | $112.6M | 0.1% | Reduced by 35% |
| $DELLAI | Dell Technologies | 630,676 | $103.5M | 0.1% | New Position |
| $MRVLAI | Marvell Technology | 956,457 | $94.7M | 0.1% | Reduced by 49% |
| $MDBAI | MongoDB Inc. | 377,000 | $92.3M | 0.1% | Reduced by 50% |
| $ISRGAI | Intuitive Surgical | 163,918 | $75.6M | 0.1% | Increased by 15% |
| $NOWAI | ServiceNow Inc. | 607,316 | $63.5M | 0.1% | Increased by 483% |
| $APPAI | AppLovin Corporation | 155,170 | $61.8M | 0.1% | Reduced by 53% |
| $TXNAI | Texas Instruments | 302,134 | $58.7M | 0.1% | Increased by 467% |
| $UBERAI | Uber Technologies | 764,651 | $55.0M | 0.1% | Increased by 12% |
| $TSLAAI | Tesla, Inc. | 146,107 | $54.3M | 0.1% | Reduced by 56% |
| $ARMAI | ARM Holdings plc | 300,000 | $45.4M | 0.1% | New Position |
| $VSTAI | Vistra Corp. | 274,878 | $41.3M | 0.1% | Increased by 85% |
| $SAPAI | SAP SE | 180,926 | $31.0M | 0% | No change |
| $CEGAI | Constellation Energy | 108,929 | $30.4M | 0% | Increased by 6% |
| $LRCXAI | Lam Research | 130,879 | $28.0M | 0% | Reduced by 89% |
| $WDAYAI | Workday Inc. | 143,800 | $18.7M | 0% | New Position |
| $CRMAI | Salesforce Inc. | 92,451 | $17.3M | 0% | Reduced by 43% |
| $MPWRAI | Monolithic Power Systems | 13,400 | $14.7M | 0% | Reduced by 16% |
| $ADBEAI | Adobe Inc. | 47,580 | $11.6M | 0% | Increased by 40% |
| $TEAMAI | Atlassian Corporation | 112,752 | $7.7M | 0% | Increased by 33% |
| $TERAI | Teradyne Inc. | 16,400 | $4.9M | 0% | Increased by 93% |
| $MCHPAI | Microchip Technology | 73,902 | $4.8M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 32,810 | $4.1M | 0% | Increased by 26% |
| $PANWAI | Palo Alto Networks | 20,824 | $3.3M | 0% | Increased by 7% |
| $SNPSAI | Synopsys Inc. | 7,000 | $2.8M | 0% | No change |
| $QCOMAI | QUALCOMM Inc. | 16,467 | $2.1M | 0% | Reduced by 31% |
| $IONQAI | IonQ Inc. | 8,900 | $256.6K | 0% | New Position |