Managed by
Hedge FundAUM Tracked
$22.2B
AI Exposure
23.1%
AI & Tech holdings for AGF MANAGEMENT LTD
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 5,419,184 | $945.1M | 4.3% | No change |
| $GOOGLAI | Alphabet Inc. | 2,456,637 | $706.4M | 3.2% | Reduced by 9% |
| $AMZNAI | Amazon.com, Inc. | 2,980,267 | $620.7M | 2.8% | No change |
| $AVGOAI | Broadcom Inc. | 1,330,189 | $411.7M | 1.9% | Reduced by 33% |
| $METAAI | Meta Platforms, Inc. | 606,657 | $347.1M | 1.6% | Reduced by 18% |
| $AMATAI | Applied Materials | 869,164 | $297.1M | 1.3% | No change |
| $MSFTAI | Microsoft Corporation | 688,543 | $254.9M | 1.1% | Increased by 8% |
| $TSLAAI | Tesla, Inc. | 576,504 | $214.3M | 1% | No change |
| $ISRGAI | Intuitive Surgical | 451,704 | $208.2M | 0.9% | No change |
| $TSMAI | Taiwan Semiconductor | 484,496 | $163.7M | 0.7% | No change |
| $PLTRAI | Palantir Technologies | 996,817 | $145.8M | 0.7% | Increased by 15638% |
| $NOWAI | ServiceNow Inc. | 1,050,231 | $109.8M | 0.5% | Increased by 12119% |
| $AMDAI | Advanced Micro Devices | 458,838 | $93.3M | 0.4% | No change |
| $ADIAI | Analog Devices | 248,787 | $79.1M | 0.4% | Reduced by 30% |
| $SHOPAI | Shopify Inc. | 568,300 | $67.4M | 0.3% | Increased by 292% |
| $MUAI | Micron Technology | 196,842 | $66.5M | 0.3% | New Position |
| $AAPLAI | Apple Inc. | 217,490 | $55.2M | 0.2% | Reduced by 93% |
| $GOOGLAI | Alphabet Inc. | 178,999 | $51.5M | 0.2% | Reduced by 93% |
| $PANWAI | Palo Alto Networks | 205,806 | $33.0M | 0.1% | Increased by 191% |
| $NVDAAI | NVIDIA Corporation | 148,811 | $26.0M | 0.1% | Reduced by 97% |
| $TERAI | Teradyne Inc. | 76,608 | $22.7M | 0.1% | Increased by 921% |
| $AAPLAI | Apple Inc. | 81,937 | $20.8M | 0.1% | Reduced by 97% |
| $GOOGAI | Alphabet Inc. | 71,835 | $20.6M | 0.1% | Reduced by 58% |
| $GOOGLAI | Alphabet Inc. | 69,879 | $20.1M | 0.1% | Reduced by 97% |
| $AMZNAI | Amazon.com, Inc. | 62,594 | $13.0M | 0.1% | Reduced by 98% |
| $ORCLAI | Oracle Corporation | 82,316 | $12.1M | 0.1% | Increased by 17% |
| $GOOGAI | Alphabet Inc. | 39,043 | $11.2M | 0.1% | Reduced by 77% |
| $METAAI | Meta Platforms, Inc. | 16,636 | $9.5M | 0% | Reduced by 98% |
| $GOOGAI | Alphabet Inc. | 31,637 | $9.1M | 0% | Reduced by 81% |
| $MSFTAI | Microsoft Corporation | 22,177 | $8.2M | 0% | Reduced by 97% |
| $AMZNAI | Amazon.com, Inc. | 38,499 | $8.0M | 0% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 27,439 | $7.0M | 0% | Reduced by 99% |
| $AMZNAI | Amazon.com, Inc. | 32,363 | $6.7M | 0% | Reduced by 99% |
| $MSFTAI | Microsoft Corporation | 17,884 | $6.6M | 0% | Reduced by 97% |
| $NVDAAI | NVIDIA Corporation | 35,166 | $6.1M | 0% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 23,043 | $5.8M | 0% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 22,197 | $5.6M | 0% | Reduced by 99% |
| $CEGAI | Constellation Energy | 15,337 | $4.3M | 0% | No change |
| $ORCLAI | Oracle Corporation | 24,326 | $3.6M | 0% | Reduced by 66% |
| $INTUAI | Intuit Inc. | 6,890 | $3.0M | 0% | Increased by 49% |
| $MSFTAI | Microsoft Corporation | 7,996 | $3.0M | 0% | Reduced by 99% |
| $VSTAI | Vistra Corp. | 18,450 | $2.8M | 0% | No change |
| $AMZNAI | Amazon.com, Inc. | 12,008 | $2.5M | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 8,026 | $2.3M | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 13,031 | $2.3M | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 6,082 | $2.3M | 0% | Reduced by 99% |
| $GOOGAI | Alphabet Inc. | 6,564 | $1.9M | 0% | Reduced by 96% |
| $VRTAI | Vertiv Holdings | 7,421 | $1.9M | 0% | Reduced by 30% |
| $GOOGLAI | Alphabet Inc. | 5,060 | $1.5M | 0% | Reduced by 100% |
| $LRCXAI | Lam Research | 6,664 | $1.4M | 0% | Reduced by 15% |
| $INTUAI | Intuit Inc. | 2,795 | $1.2M | 0% | Reduced by 40% |
| $MRVLAI | Marvell Technology | 11,298 | $1.1M | 0% | No change |
| $NVDAAI | NVIDIA Corporation | 6,127 | $1.1M | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 7,535 | $970.4K | 0% | Reduced by 33% |
| $UBERAI | Uber Technologies | 12,883 | $926.7K | 0% | Reduced by 29% |
| $METAAI | Meta Platforms, Inc. | 1,560 | $892.5K | 0% | Reduced by 100% |
| $ANETAI | Arista Networks | 6,658 | $817.5K | 0% | No change |
| $AVGOAI | Broadcom Inc. | 2,354 | $728.6K | 0% | Reduced by 100% |
| $CRWDAI | CrowdStrike Holdings | 1,826 | $712.9K | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 5,434 | $699.8K | 0% | Reduced by 51% |
| $BABAAI | Alibaba Group | 5,541 | $695.2K | 0% | Increased by 16% |
| $CRMAI | Salesforce Inc. | 3,700 | $690.7K | 0% | Reduced by 99% |
| $ABNBAI | Airbnb Inc. | 5,420 | $684.4K | 0% | New Position |
| $GOOGAI | Alphabet Inc. | 2,273 | $652.0K | 0% | Reduced by 99% |
| $KLACAI | KLA Corporation | 442 | $650.8K | 0% | No change |
| $BIDUAI | Baidu, Inc. | 5,511 | $614.0K | 0% | New Position |
| $SNPSAI | Synopsys Inc. | 1,442 | $571.7K | 0% | New Position |
| $TSLAAI | Tesla, Inc. | 1,078 | $400.7K | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 1,143 | $386.3K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 1,122 | $357.0K | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 585 | $334.7K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 920 | $292.7K | 0% | Reduced by 100% |
| $SHOPAI | Shopify Inc. | 1,678 | $277.0K | 0% | Reduced by 99% |
| $BABAAI | Alibaba Group | 1,669 | $209.4K | 0% | Reduced by 65% |