Managed by
Hedge FundAUM Tracked
$28.0B
AI Exposure
48.3%
AI & Tech holdings for DnB Asset Management AS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 5,541,288 | $2.1B | 7.3% | Increased by 9% |
| $NVDAAI | NVIDIA Corporation | 10,232,504 | $1.8B | 6.4% | No change |
| $AMZNAI | Amazon.com, Inc. | 7,450,247 | $1.6B | 5.5% | Increased by 13% |
| $GOOGLAI | Alphabet Inc. | 4,857,942 | $1.4B | 5% | No change |
| $AAPLAI | Apple Inc. | 4,806,571 | $1.2B | 4.3% | Reduced by 6% |
| $METAAI | Meta Platforms, Inc. | 1,644,478 | $940.9M | 3.4% | Reduced by 13% |
| $AVGOAI | Broadcom Inc. | 2,455,734 | $760.1M | 2.7% | Increased by 48% |
| $TEAMAI | Atlassian Corporation | 8,077,726 | $551.3M | 2% | Increased by 102% |
| $ORCLAI | Oracle Corporation | 2,818,172 | $414.6M | 1.5% | Increased by 112% |
| $TSLAAI | Tesla, Inc. | 841,266 | $312.7M | 1.1% | No change |
| $GOOGAI | Alphabet Inc. | 1,071,692 | $307.4M | 1.1% | Increased by 8% |
| $NOWAI | ServiceNow Inc. | 1,929,358 | $201.7M | 0.7% | Increased by 189% |
| $MRVLAI | Marvell Technology | 2,008,554 | $198.9M | 0.7% | Increased by 102% |
| $QCOMAI | QUALCOMM Inc. | 1,270,194 | $163.6M | 0.6% | Increased by 25% |
| $AMDAI | Advanced Micro Devices | 642,896 | $130.8M | 0.5% | Reduced by 26% |
| $MUAI | Micron Technology | 352,682 | $119.2M | 0.4% | Increased by 27% |
| $ISRGAI | Intuitive Surgical | 252,167 | $116.2M | 0.4% | No change |
| $INTCAI | Intel Corporation | 2,278,090 | $100.5M | 0.4% | Increased by 19% |
| $AMATAI | Applied Materials | 249,765 | $85.4M | 0.3% | Reduced by 11% |
| $TSMAI | Taiwan Semiconductor | 235,384 | $79.6M | 0.3% | Reduced by 66% |
| $PLTRAI | Palantir Technologies | 482,967 | $70.6M | 0.3% | Increased by 39007% |
| $ANETAI | Arista Networks | 573,822 | $70.5M | 0.3% | No change |
| $CRMAI | Salesforce Inc. | 360,112 | $67.2M | 0.2% | Reduced by 83% |
| $BIDUAI | Baidu, Inc. | 540,777 | $60.3M | 0.2% | Increased by 19% |
| $VRTAI | Vertiv Holdings | 238,592 | $59.8M | 0.2% | Increased by 97% |
| $APPAI | AppLovin Corporation | 149,666 | $59.6M | 0.2% | Increased by 196% |
| $TXNAI | Texas Instruments | 296,814 | $57.6M | 0.2% | Increased by 8% |
| $LRCXAI | Lam Research | 265,397 | $56.7M | 0.2% | Reduced by 74% |
| $CEGAI | Constellation Energy | 159,782 | $44.6M | 0.2% | Increased by 33% |
| $KLACAI | KLA Corporation | 28,895 | $42.5M | 0.2% | Increased by 7% |
| $ONAI | ON Semiconductor | 672,284 | $41.6M | 0.1% | Reduced by 18% |
| $ADIAI | Analog Devices | 110,971 | $35.3M | 0.1% | Reduced by 11% |
| $UBERAI | Uber Technologies | 476,490 | $34.3M | 0.1% | Reduced by 26% |
| $MPWRAI | Monolithic Power Systems | 26,049 | $28.5M | 0.1% | No change |
| $PANWAI | Palo Alto Networks | 177,088 | $28.4M | 0.1% | Increased by 26% |
| $INTUAI | Intuit Inc. | 62,882 | $27.2M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 216,457 | $25.6M | 0.1% | Reduced by 31% |
| $ADBEAI | Adobe Inc. | 93,782 | $22.8M | 0.1% | Increased by 6% |
| $CRWDAI | CrowdStrike Holdings | 55,048 | $21.5M | 0.1% | Increased by 6% |
| $CDNSAI | Cadence Design Systems | 60,193 | $16.7M | 0.1% | Increased by 7% |
| $SNPSAI | Synopsys Inc. | 41,838 | $16.6M | 0.1% | Reduced by 41% |
| $VSTAI | Vistra Corp. | 104,022 | $15.6M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 68,324 | $14.1M | 0.1% | Reduced by 19% |
| $ABNBAI | Airbnb Inc. | 94,201 | $11.9M | 0% | Increased by 11% |
| $FTNTAI | Fortinet Inc. | 143,013 | $11.7M | 0% | Reduced by 6% |
| $DELLAI | Dell Technologies | 67,118 | $11.0M | 0% | No change |
| $COINAI | Coinbase Global | 62,420 | $10.9M | 0% | Increased by 25% |
| $SNOWAI | Snowflake Inc. | 71,877 | $10.8M | 0% | Reduced by 42% |
| $MCHPAI | Microchip Technology | 164,828 | $10.6M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 52,517 | $10.3M | 0% | Increased by 7% |
| $TERAI | Teradyne Inc. | 34,588 | $10.3M | 0% | Increased by 7% |
| $PDDAI | PDD Holdings Inc. | 89,229 | $9.1M | 0% | Increased by 34% |
| $PYPLAI | PayPal Holdings | 191,654 | $8.7M | 0% | No change |
| $SQAI | Block Inc. | 113,150 | $6.8M | 0% | Increased by 7% |
| $WDAYAI | Workday Inc. | 46,019 | $6.0M | 0% | No change |
| $RIVNAI | Rivian Automotive | 330,144 | $5.0M | 0% | Increased by 8% |
| $MDBAI | MongoDB Inc. | 17,443 | $4.3M | 0% | No change |
| $ZSAI | Zscaler Inc. | 21,697 | $3.0M | 0% | Increased by 5% |
| $SMCIAI | Super Micro Computer | 120,438 | $2.7M | 0% | Reduced by 43% |
| $IONQAI | IonQ Inc. | 55,230 | $1.6M | 0% | No change |
| $SOUNAI | SoundHound AI | 20,930 | $143.8K | 0% | New Position |