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Asset Management One Co., Ltd.

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$39.0B

AI Exposure

37.5%

AI vs Non-AI Sector Exposure

AI & Semiconductors37.4%
Other Tech0.0%
$NVDA

5.5%

$AAPL

5%

$MSFT

3.3%

$AMZN

2.9%

Portfolio Holdings

AI & Tech holdings for Asset Management One Co., Ltd.

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation10,758,962$2.2B
5.5%
No change
$AAPLAIApple Inc.6,707,060$1.9B
5%
No change
$MSFTAIMicrosoft Corporation3,425,583$1.3B
3.3%
No change
$AMZNAIAmazon.com, Inc.4,661,019$1.1B
2.9%
No change
$GOOGLAIAlphabet Inc.2,884,732$1.0B
2.6%
No change
$AVGOAIBroadcom Inc.2,147,884$811.4M
2.1%
No change
$GOOGAIAlphabet Inc.2,211,427$781.4M
2%
No change
$MUAIMicron Technology530,154$612.0M
1.6%
No change
$METAAIMeta Platforms, Inc.1,073,040$604.4M
1.6%
No change
$TSLAAITesla, Inc.1,357,562$571.0M
1.5%
Increased by 5%
$AMDAIAdvanced Micro Devices762,209$442.8M
1.1%
No change
$INTCAIIntel Corporation2,094,705$292.5M
0.8%
No change
$LRCXAILam Research630,534$273.2M
0.7%
Reduced by 6%
$AMATAIApplied Materials370,282$267.7M
0.7%
Increased by 9%
$KLACAIKLA Corporation698,179$210.6M
0.5%
Increased by 850%
$PANWAIPalo Alto Networks413,429$141.0M
0.4%
No change
$MRVLAIMarvell Technology423,344$126.1M
0.3%
Increased by 19%
$TXNAITexas Instruments423,074$126.1M
0.3%
No change
$ORCLAIOracle Corporation781,350$114.5M
0.3%
No change
$PLTRAIPalantir Technologies948,849$110.7M
0.3%
No change
$CRWDAICrowdStrike Holdings140,668$107.3M
0.3%
No change
$ANETAIArista Networks557,896$94.8M
0.2%
Reduced by 7%
$QCOMAIQUALCOMM Inc.508,755$94.0M
0.2%
Increased by 6%
$ADIAIAnalog Devices227,195$90.2M
0.2%
No change
$CRMAISalesforce Inc.495,789$77.7M
0.2%
Reduced by 9%
$ISRGAIIntuitive Surgical194,218$77.2M
0.2%
No change
$TSMAITaiwan Semiconductor152,054$72.6M
0.2%
No change
$UBERAIUber Technologies840,989$60.7M
0.2%
Reduced by 9%
$FTNTAIFortinet Inc.391,287$60.1M
0.2%
Reduced by 5%
$DELLAIDell Technologies137,043$59.1M
0.2%
Increased by 6%
$VRTAIVertiv Holdings175,607$58.8M
0.2%
No change
$CDNSAICadence Design Systems153,157$57.5M
0.1%
Increased by 27%
$APPAIAppLovin Corporation105,909$54.6M
0.1%
Increased by 6%
$NETAICloudflare Inc.212,875$52.2M
0.1%
No change
$NOWAIServiceNow Inc.516,138$51.2M
0.1%
Increased by 6%
$ADBEAIAdobe Inc.198,136$40.6M
0.1%
No change
$SNOWAISnowflake Inc.141,193$35.9M
0.1%
No change
$SNPSAISynopsys Inc.78,882$35.2M
0.1%
No change
$DDOGAIDatadog Inc.133,195$34.7M
0.1%
No change
$INTUAIIntuit Inc.129,970$33.9M
0.1%
Increased by 6%
$TERAITeradyne Inc.67,867$32.8M
0.1%
No change
$CEGAIConstellation Energy131,220$32.6M
0.1%
No change
$NXPIAINXP Semiconductors110,046$30.9M
0.1%
No change
$ABNBAIAirbnb Inc.208,083$29.8M
0.1%
Increased by 14%
$MPWRAIMonolithic Power Systems21,424$29.6M
0.1%
No change
$MCHPAIMicrochip Technology248,341$22.6M
0.1%
Increased by 11%
$VSTAIVistra Corp.140,924$22.4M
0.1%
No change
$PYPLAIPayPal Holdings408,691$17.6M
0%
No change
$SQAIBlock Inc.219,648$16.7M
0%
No change
$ONAION Semiconductor172,618$16.3M
0%
No change
$ZSAIZscaler Inc.108,753$15.4M
0%
Increased by 8%
$COINAICoinbase Global89,714$13.1M
0%
No change
$SHOPAIShopify Inc.101,804$11.6M
0%
Increased by 8%
$MDBAIMongoDB Inc.33,924$11.4M
0%
No change
$WDAYAIWorkday Inc.89,547$11.0M
0%
Reduced by 6%
$PDDAIPDD Holdings Inc.99,965$7.6M
0%
Reduced by 16%
$IONQAIIonQ Inc.131,535$7.0M
0%
Increased by 14%
$SMCIAISuper Micro Computer237,511$7.0M
0%
Increased by 5%
$RIVNAIRivian Automotive393,846$6.8M
0%
Increased by 9%
$TEAMAIAtlassian Corporation74,551$5.8M
0%
No change
$ARMAIARM Holdings plc10,911$3.9M
0%
Increased by 29%
$ASMLAIASML Holding NV33$65.7K
0%
Increased by 136%