Managed by
Hedge FundAUM Tracked
$18.6B
AI Exposure
27.9%
AI & Tech holdings for BROWN BROTHERS HARRIMAN & CO
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGAI | Alphabet Inc. | 2,826,005 | $810.7M | 4.3% | Reduced by 6% |
| $MSFTAI | Microsoft Corporation | 1,947,381 | $720.9M | 3.9% | No change |
| $AAPLAI | Apple Inc. | 2,708,731 | $687.4M | 3.7% | Increased by 16% |
| $KLACAI | KLA Corporation | 349,901 | $515.2M | 2.8% | Reduced by 19% |
| $AMZNAI | Amazon.com, Inc. | 2,282,640 | $475.4M | 2.5% | No change |
| $NVDAAI | NVIDIA Corporation | 1,898,205 | $331.0M | 1.8% | Increased by 16% |
| $AMATAI | Applied Materials | 879,089 | $300.5M | 1.6% | Reduced by 18% |
| $ORCLAI | Oracle Corporation | 1,886,497 | $277.5M | 1.5% | Reduced by 16% |
| $GOOGLAI | Alphabet Inc. | 589,515 | $169.5M | 0.9% | Increased by 9% |
| $TXNAI | Texas Instruments | 774,141 | $150.3M | 0.8% | Reduced by 7% |
| $CDNSAI | Cadence Design Systems | 540,303 | $150.1M | 0.8% | No change |
| $AVGOAI | Broadcom Inc. | 450,849 | $139.5M | 0.7% | Increased by 349% |
| $ADIAI | Analog Devices | 323,041 | $102.8M | 0.6% | Increased by 22% |
| $PANWAI | Palo Alto Networks | 600,388 | $96.3M | 0.5% | Increased by 3651% |
| $ANETAI | Arista Networks | 538,886 | $66.2M | 0.4% | No change |
| $ISRGAI | Intuitive Surgical | 115,476 | $53.2M | 0.3% | Increased by 1980% |
| $NOWAI | ServiceNow Inc. | 301,180 | $31.5M | 0.2% | Reduced by 59% |
| $METAAI | Meta Platforms, Inc. | 44,550 | $25.5M | 0.1% | Increased by 41% |
| $TSLAAI | Tesla, Inc. | 45,207 | $16.8M | 0.1% | Increased by 64% |
| $TSMAI | Taiwan Semiconductor | 19,395 | $6.6M | 0% | No change |
| $CRMAI | Salesforce Inc. | 33,995 | $6.3M | 0% | Increased by 19% |
| $AMDAI | Advanced Micro Devices | 30,786 | $6.3M | 0% | Increased by 54% |
| $MUAI | Micron Technology | 18,305 | $6.2M | 0% | Increased by 80% |
| $LRCXAI | Lam Research | 28,050 | $6.0M | 0% | Increased by 34% |
| $PLTRAI | Palantir Technologies | 37,077 | $5.4M | 0% | Increased by 70% |
| $ADBEAI | Adobe Inc. | 20,067 | $4.9M | 0% | Reduced by 94% |
| $QCOMAI | QUALCOMM Inc. | 37,461 | $4.8M | 0% | Increased by 14% |
| $BABAAI | Alibaba Group | 32,496 | $4.1M | 0% | No change |
| $INTUAI | Intuit Inc. | 7,177 | $3.1M | 0% | Increased by 27% |
| $INTCAI | Intel Corporation | 69,424 | $3.1M | 0% | Increased by 83% |
| $ASMLAI | ASML Holding NV | 2,158 | $2.9M | 0% | No change |
| $UBERAI | Uber Technologies | 28,664 | $2.1M | 0% | Increased by 140% |
| $SNPSAI | Synopsys Inc. | 4,807 | $1.9M | 0% | Increased by 18% |
| $PYPLAI | PayPal Holdings | 41,127 | $1.9M | 0% | Increased by 14% |
| $CEGAI | Constellation Energy | 6,618 | $1.8M | 0% | Increased by 56% |
| $DELLAI | Dell Technologies | 10,239 | $1.7M | 0% | Increased by 63% |
| $APPAI | AppLovin Corporation | 3,922 | $1.6M | 0% | Increased by 113% |
| $CRWDAI | CrowdStrike Holdings | 3,789 | $1.5M | 0% | Increased by 93% |
| $FTNTAI | Fortinet Inc. | 17,442 | $1.4M | 0% | Increased by 100% |
| $NXPIAI | NXP Semiconductors | 6,186 | $1.2M | 0% | No change |
| $MCHPAI | Microchip Technology | 16,673 | $1.1M | 0% | Reduced by 11% |
| $VSTAI | Vistra Corp. | 6,373 | $958.1K | 0% | Increased by 44% |
| $COINAI | Coinbase Global | 5,261 | $918.6K | 0% | Increased by 426% |
| $ABNBAI | Airbnb Inc. | 7,170 | $905.4K | 0% | Increased by 248% |
| $TERAI | Teradyne Inc. | 2,791 | $827.4K | 0% | Increased by 51% |
| $VRTAI | Vertiv Holdings | 3,302 | $827.4K | 0% | Increased by 1488% |
| $DDOGAI | Datadog Inc. | 6,498 | $767.1K | 0% | Increased by 414% |
| $MPWRAI | Monolithic Power Systems | 699 | $764.3K | 0% | Increased by 94% |
| $SHOPAI | Shopify Inc. | 5,910 | $701.0K | 0% | Reduced by 27% |
| $SQAI | Block Inc. | 9,199 | $553.6K | 0% | Increased by 170% |
| $WDAYAI | Workday Inc. | 4,039 | $524.7K | 0% | No change |
| $SAPAI | SAP SE | 2,883 | $493.6K | 0% | Increased by 11% |
| $ONAI | ON Semiconductor | 5,723 | $354.4K | 0% | Increased by 111% |
| $SMCIAI | Super Micro Computer | 5,550 | $126.4K | 0% | Increased by 329% |
| $TEAMAI | Atlassian Corporation | 958 | $65.4K | 0% | Increased by 705% |
| $BIDUAI | Baidu, Inc. | 405 | $45.1K | 0% | No change |
| $MRVLAI | Marvell Technology | 433 | $42.9K | 0% | Increased by 17% |
| $NETAI | Cloudflare Inc. | 140 | $28.9K | 0% | No change |
| $ZSAI | Zscaler Inc. | 182 | $25.5K | 0% | No change |
| $IONQAI | IonQ Inc. | 758 | $21.9K | 0% | Reduced by 7% |
| $SNOWAI | Snowflake Inc. | 94 | $14.2K | 0% | Reduced by 20% |
| $RIVNAI | Rivian Automotive | 675 | $10.2K | 0% | No change |
| $MDBAI | MongoDB Inc. | 36 | $8.8K | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 27 | $2.8K | 0% | No change |