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Aberdeen Group plc

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$71.2B

AI Exposure

46.8%

AI vs Non-AI Sector Exposure

AI & Semiconductors46.2%
Other Tech0.0%
$AAPL

5.3%

$MSFT

3.5%

$GOOGL

3.3%

Portfolio Holdings

AI & Tech holdings for Aberdeen Group plc

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.13,097,253$3.8B
5.3%
Reduced by 21%
$NVDAAINVIDIA Corporation14,124,345$2.8B
4%
Reduced by 30%
$MSFTAIMicrosoft Corporation6,659,884$2.5B
3.5%
Reduced by 24%
$GOOGLAIAlphabet Inc.6,505,856$2.3B
3.3%
Reduced by 21%
$AMZNAIAmazon.com, Inc.9,421,209$2.2B
3.2%
Reduced by 17%
$GOOGAIAlphabet Inc.5,296,911$1.9B
2.6%
Reduced by 22%
$TSLAAITesla, Inc.4,307,558$1.8B
2.5%
No change
$AVGOAIBroadcom Inc.2,783,215$1.1B
1.5%
Reduced by 36%
$AAPLAIApple Inc.3,350,719$969.6M
1.4%
Reduced by 80%
$NVDAAINVIDIA Corporation4,795,258$959.5M
1.3%
Reduced by 76%
$METAAIMeta Platforms, Inc.1,344,632$757.4M
1.1%
Reduced by 24%
$MUAIMicron Technology592,978$684.5M
1%
Reduced by 31%
$MSFTAIMicrosoft Corporation1,739,259$648.8M
0.9%
Reduced by 80%
$AMDAIAdvanced Micro Devices1,086,079$630.9M
0.9%
Reduced by 30%
$AMZNAIAmazon.com, Inc.2,195,291$523.2M
0.7%
Reduced by 81%
$GOOGLAIAlphabet Inc.1,416,199$506.1M
0.7%
Reduced by 83%
$GOOGAIAlphabet Inc.1,264,680$446.8M
0.6%
Reduced by 81%
$AMATAIApplied Materials589,008$425.9M
0.6%
Reduced by 21%
$AVGOAIBroadcom Inc.1,126,252$425.4M
0.6%
Reduced by 74%
$INTCAIIntel Corporation2,672,776$373.2M
0.5%
Reduced by 32%
$TSLAAITesla, Inc.801,483$337.1M
0.5%
Reduced by 81%
$LRCXAILam Research764,148$331.1M
0.5%
Reduced by 26%
$KLACAIKLA Corporation895,539$270.2M
0.4%
Increased by 623%
$TXNAITexas Instruments837,998$249.8M
0.4%
Reduced by 10%
$MUAIMicron Technology204,381$235.9M
0.3%
Reduced by 76%
$METAAIMeta Platforms, Inc.416,603$234.7M
0.3%
Reduced by 76%
$MSFTAIMicrosoft Corporation620,194$231.3M
0.3%
Reduced by 93%
$ORCLAIOracle Corporation1,447,947$212.2M
0.3%
Reduced by 17%
$NVDAAINVIDIA Corporation1,046,988$209.5M
0.3%
Reduced by 95%
$AMDAIAdvanced Micro Devices326,800$189.8M
0.3%
Reduced by 79%
$ADIAIAnalog Devices447,973$177.9M
0.2%
Reduced by 42%
$MRVLAIMarvell Technology583,243$173.7M
0.2%
Reduced by 61%
$GOOGLAIAlphabet Inc.477,394$170.6M
0.2%
Reduced by 94%
$ANETAIArista Networks974,215$165.5M
0.2%
Reduced by 6%
$PANWAIPalo Alto Networks453,068$154.5M
0.2%
Reduced by 28%
$CRMAISalesforce Inc.978,418$153.3M
0.2%
Reduced by 15%
$AVGOAIBroadcom Inc.347,743$131.4M
0.2%
Reduced by 92%
$PLTRAIPalantir Technologies1,073,111$125.2M
0.2%
Reduced by 16%
$AAPLAIApple Inc.427,901$123.8M
0.2%
Reduced by 97%
$INTCAIIntel Corporation863,805$120.6M
0.2%
Reduced by 78%
$QCOMAIQUALCOMM Inc.646,921$119.5M
0.2%
Reduced by 25%
$AMATAIApplied Materials159,767$115.5M
0.2%
Reduced by 78%
$DELLAIDell Technologies258,627$111.6M
0.2%
Reduced by 16%
$LRCXAILam Research244,576$106.0M
0.1%
Reduced by 76%
$CRWDAICrowdStrike Holdings134,122$102.4M
0.1%
Reduced by 14%
$CEGAIConstellation Energy383,604$95.3M
0.1%
Reduced by 15%
$MRVLAIMarvell Technology306,928$91.4M
0.1%
Reduced by 80%
$VRTAIVertiv Holdings265,921$89.0M
0.1%
Reduced by 7%
$UBERAIUber Technologies1,220,614$88.1M
0.1%
Reduced by 35%
$AMZNAIAmazon.com, Inc.363,050$86.5M
0.1%
Reduced by 97%
$ISRGAIIntuitive Surgical216,870$86.2M
0.1%
Reduced by 46%
$ADIAIAnalog Devices193,952$77.0M
0.1%
Reduced by 75%
$KLACAIKLA Corporation248,123$74.9M
0.1%
Increased by 100%
$NOWAIServiceNow Inc.711,702$70.7M
0.1%
Reduced by 53%
$NXPIAINXP Semiconductors234,115$65.8M
0.1%
Reduced by 61%
$GOOGAIAlphabet Inc.184,582$65.2M
0.1%
Reduced by 97%
$CDNSAICadence Design Systems171,479$64.4M
0.1%
Reduced by 62%
$MRVLAIMarvell Technology213,834$63.7M
0.1%
Reduced by 86%
$ORCLAIOracle Corporation432,191$63.3M
0.1%
Reduced by 75%
$CDNSAICadence Design Systems167,779$63.0M
0.1%
Reduced by 63%
$ADIAIAnalog Devices154,240$61.3M
0.1%
Reduced by 80%
$TXNAITexas Instruments203,274$60.6M
0.1%
Reduced by 78%
$FTNTAIFortinet Inc.391,721$60.2M
0.1%
Reduced by 19%
$ADBEAIAdobe Inc.292,940$60.1M
0.1%
Reduced by 43%
$ISRGAIIntuitive Surgical142,451$56.6M
0.1%
Reduced by 65%
$SNPSAISynopsys Inc.113,424$50.6M
0.1%
Reduced by 23%
$NXPIAINXP Semiconductors175,030$49.2M
0.1%
Reduced by 71%
$MPWRAIMonolithic Power Systems33,862$46.8M
0.1%
Reduced by 14%
$PANWAIPalo Alto Networks137,031$46.7M
0.1%
Reduced by 78%
$TERAITeradyne Inc.96,371$46.6M
0.1%
Reduced by 22%
$NOWAIServiceNow Inc.458,775$45.5M
0.1%
Reduced by 70%
$PLTRAIPalantir Technologies376,096$43.9M
0.1%
Reduced by 70%
$INTUAIIntuit Inc.168,061$43.9M
0.1%
Reduced by 28%
$TSMAITaiwan Semiconductor87,060$41.6M
0.1%
Reduced by 26%
$NETAICloudflare Inc.169,404$41.6M
0.1%
Reduced by 6%
$CRMAISalesforce Inc.254,760$39.9M
0.1%
Reduced by 78%
$DDOGAIDatadog Inc.152,237$39.6M
0.1%
Reduced by 9%
$SNOWAISnowflake Inc.152,869$38.9M
0.1%
No change
$ABNBAIAirbnb Inc.258,577$37.0M
0.1%
Reduced by 23%
$ANETAIArista Networks212,558$36.1M
0.1%
Reduced by 79%
$QCOMAIQUALCOMM Inc.194,841$36.0M
0.1%
Reduced by 77%
$MCHPAIMicrochip Technology365,413$33.3M
0%
Reduced by 18%
$DELLAIDell Technologies74,539$32.2M
0%
Reduced by 76%
$ONAION Semiconductor336,831$31.8M
0%
Reduced by 8%
$CRWDAICrowdStrike Holdings40,049$30.6M
0%
Reduced by 74%
$NOWAIServiceNow Inc.302,300$30.0M
0%
Reduced by 80%
$MUAIMicron Technology24,279$28.0M
0%
Reduced by 97%
$AMDAIAdvanced Micro Devices47,713$27.7M
0%
Reduced by 97%
$RIVNAIRivian Automotive1,560,414$27.1M
0%
Reduced by 8%
$SQAIBlock Inc.337,558$25.7M
0%
Reduced by 18%
$PYPLAIPayPal Holdings591,205$25.5M
0%
Reduced by 20%
$ISRGAIIntuitive Surgical64,003$25.5M
0%
Reduced by 84%
$VRTAIVertiv Holdings72,828$24.4M
0%
Reduced by 75%
$UBERAIUber Technologies329,478$23.8M
0%
Reduced by 82%
$CEGAIConstellation Energy93,214$23.2M
0%
Reduced by 79%
$ADBEAIAdobe Inc.111,163$22.8M
0%
Reduced by 78%
$PDDAIPDD Holdings Inc.294,249$22.4M
0%
Reduced by 65%
$PDDAIPDD Holdings Inc.279,760$21.3M
0%
Reduced by 67%
$METAAIMeta Platforms, Inc.37,140$20.9M
0%
Reduced by 98%
$CDNSAICadence Design Systems53,494$20.1M
0%
Reduced by 88%
$UBERAIUber Technologies276,155$19.9M
0%
Reduced by 85%
$LRCXAILam Research42,581$18.5M
0%
Reduced by 96%
$SAPAISAP SE119,200$18.4M
0%
No change
$WDAYAIWorkday Inc.148,348$18.2M
0%
Reduced by 33%
$FTNTAIFortinet Inc.113,918$17.5M
0%
Reduced by 76%
$MDBAIMongoDB Inc.48,739$16.4M
0%
Reduced by 34%
$INTUAIIntuit Inc.62,321$16.3M
0%
Reduced by 73%
$ADBEAIAdobe Inc.77,436$15.9M
0%
Reduced by 85%
$APPAIAppLovin Corporation30,518$15.7M
0%
Reduced by 52%
$SNPSAISynopsys Inc.32,279$14.4M
0%
Reduced by 78%
$TSMAITaiwan Semiconductor29,839$14.3M
0%
Reduced by 75%
$SMCIAISuper Micro Computer470,823$13.8M
0%
No change
$DDOGAIDatadog Inc.51,916$13.5M
0%
Reduced by 69%
$TERAITeradyne Inc.25,645$12.4M
0%
Reduced by 79%
$SNOWAISnowflake Inc.43,753$11.1M
0%
Reduced by 73%
$MPWRAIMonolithic Power Systems7,992$11.0M
0%
Reduced by 80%
$ABNBAIAirbnb Inc.77,173$11.0M
0%
Reduced by 77%
$NXPIAINXP Semiconductors31,909$9.0M
0%
Reduced by 95%
$MCHPAIMicrochip Technology94,761$8.6M
0%
Reduced by 79%
$ZSAIZscaler Inc.60,152$8.5M
0%
Reduced by 11%
$ONAION Semiconductor86,465$8.2M
0%
Reduced by 76%
$PDDAIPDD Holdings Inc.105,946$8.1M
0%
Reduced by 87%
$NETAICloudflare Inc.32,444$8.0M
0%
Reduced by 82%
$ORCLAIOracle Corporation53,500$7.8M
0%
Reduced by 97%
$TEAMAIAtlassian Corporation100,086$7.8M
0%
Reduced by 18%
$DELLAIDell Technologies17,612$7.6M
0%
Reduced by 94%
$CRMAISalesforce Inc.46,446$7.3M
0%
Reduced by 96%
$RIVNAIRivian Automotive414,313$7.2M
0%
Reduced by 76%
$PYPLAIPayPal Holdings152,331$6.6M
0%
Reduced by 79%
$WDAYAIWorkday Inc.50,265$6.2M
0%
Reduced by 77%
$SQAIBlock Inc.75,845$5.8M
0%
Reduced by 82%
$VSTAIVistra Corp.31,188$4.9M
0%
Reduced by 72%
$MDBAIMongoDB Inc.14,430$4.8M
0%
Reduced by 81%
$MDBAIMongoDB Inc.12,836$4.3M
0%
Reduced by 83%
$SMCIAISuper Micro Computer93,477$2.7M
0%
Reduced by 81%
$COINAICoinbase Global18,118$2.6M
0%
Reduced by 63%
$BABAAIAlibaba Group24,264$2.3M
0%
Reduced by 21%
$TEAMAIAtlassian Corporation23,043$1.8M
0%
Reduced by 81%
$ZSAIZscaler Inc.11,185$1.6M
0%
Reduced by 83%
$APPAIAppLovin Corporation817$420.9K
0%
Reduced by 99%
$VSTAIVistra Corp.1,204$191.0K
0%
Reduced by 99%
$COINAICoinbase Global739$108.0K
0%
Reduced by 99%