Managed by
Hedge FundAUM Tracked
$36.1B
AI Exposure
27.3%
AI & Tech holdings for FIRST MANHATTAN CO. LLC.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 4,371,164 | $1.6B | 4.5% | No change |
| $AAPLAI | Apple Inc. | 5,016,495 | $1.3B | 3.5% | No change |
| $GOOGAI | Alphabet Inc. | 4,051,938 | $1.2B | 3.2% | No change |
| $ASMLAI | ASML Holding NV | 754,352 | $996.4M | 2.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,255,105 | $677.9M | 1.9% | Increased by 53% |
| $AVGOAI | Broadcom Inc. | 2,183,157 | $675.7M | 1.9% | No change |
| $ORCLAI | Oracle Corporation | 3,940,029 | $579.6M | 1.6% | No change |
| $AMATAI | Applied Materials | 1,505,425 | $514.5M | 1.4% | Reduced by 20% |
| $CRMAI | Salesforce Inc. | 2,645,328 | $493.8M | 1.4% | No change |
| $NVDAAI | NVIDIA Corporation | 2,542,978 | $443.5M | 1.2% | Increased by 25% |
| $GOOGLAI | Alphabet Inc. | 1,516,693 | $436.1M | 1.2% | Reduced by 5% |
| $SNPSAI | Synopsys Inc. | 848,592 | $336.4M | 0.9% | Increased by 8% |
| $INTCAI | Intel Corporation | 5,691,060 | $251.1M | 0.7% | Increased by 93% |
| $VRTAI | Vertiv Holdings | 552,093 | $138.3M | 0.4% | Reduced by 19% |
| $METAAI | Meta Platforms, Inc. | 189,550 | $108.4M | 0.3% | No change |
| $UBERAI | Uber Technologies | 630,380 | $45.3M | 0.1% | Increased by 30% |
| $TSMAI | Taiwan Semiconductor | 58,232 | $19.7M | 0.1% | Increased by 10% |
| $AMDAI | Advanced Micro Devices | 83,986 | $17.1M | 0% | No change |
| $LRCXAI | Lam Research | 62,214 | $13.3M | 0% | Reduced by 18% |
| $QCOMAI | QUALCOMM Inc. | 55,636 | $7.2M | 0% | No change |
| $TXNAI | Texas Instruments | 36,727 | $7.1M | 0% | No change |
| $KLACAI | KLA Corporation | 4,383 | $6.5M | 0% | No change |
| $ADIAI | Analog Devices | 14,749 | $4.7M | 0% | Reduced by 16% |
| $MUAI | Micron Technology | 11,876 | $4.0M | 0% | Increased by 14% |
| $NOWAI | ServiceNow Inc. | 34,450 | $3.6M | 0% | No change |
| $TSLAAI | Tesla, Inc. | 5,625 | $2.1M | 0% | Increased by 22% |
| $PANWAI | Palo Alto Networks | 7,303 | $1.2M | 0% | Increased by 15% |
| $ISRGAI | Intuitive Surgical | 2,471 | $1.1M | 0% | No change |
| $PYPLAI | PayPal Holdings | 23,696 | $1.1M | 0% | Reduced by 38% |
| $SHOPAI | Shopify Inc. | 8,661 | $1.0M | 0% | Reduced by 28% |
| $DELLAI | Dell Technologies | 5,111 | $838.9K | 0% | New Position |
| $SOUNAI | SoundHound AI | 121,359 | $833.7K | 0% | No change |
| $CEGAI | Constellation Energy | 2,403 | $671.0K | 0% | Reduced by 23% |
| $ADBEAI | Adobe Inc. | 2,721 | $661.4K | 0% | Reduced by 31% |
| $PLTRAI | Palantir Technologies | 4,449 | $650.8K | 0% | Increased by 16% |
| $ANETAI | Arista Networks | 4,455 | $547.0K | 0% | No change |
| $CDNSAI | Cadence Design Systems | 1,384 | $384.6K | 0% | No change |
| $BABAAI | Alibaba Group | 2,646 | $332.0K | 0% | Increased by 12% |
| $ABNBAI | Airbnb Inc. | 2,395 | $302.4K | 0% | Reduced by 13% |
| $MCHPAI | Microchip Technology | 3,476 | $224.6K | 0% | No change |
| $FTNTAI | Fortinet Inc. | 2,744 | $224.2K | 0% | No change |