Managed by
Hedge FundAUM Tracked
$21.4B
AI Exposure
27.1%
AI & Tech holdings for FLOSSBACH VON STORCH SE
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGLAI | Alphabet Inc. | 4,998,554 | $1.4B | 6.7% | Reduced by 16% |
| $MSFTAI | Microsoft Corporation | 3,524,051 | $1.3B | 6.1% | Increased by 12% |
| $AMZNAI | Amazon.com, Inc. | 5,962,801 | $1.2B | 5.8% | Reduced by 8% |
| $AAPLAI | Apple Inc. | 2,712,526 | $688.4M | 3.2% | Reduced by 17% |
| $METAAI | Meta Platforms, Inc. | 396,709 | $227.0M | 1.1% | Reduced by 13% |
| $ADIAI | Analog Devices | 632,481 | $201.2M | 0.9% | Reduced by 22% |
| $CRMAI | Salesforce Inc. | 817,369 | $152.6M | 0.7% | Reduced by 6% |
| $INTUAI | Intuit Inc. | 344,723 | $149.1M | 0.7% | Increased by 1888% |
| $AMATAI | Applied Materials | 396,117 | $135.4M | 0.6% | Reduced by 47% |
| $AVGOAI | Broadcom Inc. | 271,335 | $84.0M | 0.4% | Reduced by 6% |
| $TSMAI | Taiwan Semiconductor | 228,274 | $77.1M | 0.4% | Reduced by 69% |
| $NVDAAI | NVIDIA Corporation | 324,300 | $56.6M | 0.3% | Increased by 10% |
| $UBERAI | Uber Technologies | 697,969 | $50.2M | 0.2% | Reduced by 8% |
| $ABNBAI | Airbnb Inc. | 14,972 | $1.9M | 0% | Increased by 12% |
| $FTNTAI | Fortinet Inc. | 13,989 | $1.1M | 0% | Increased by 7% |
| $BABAAI | Alibaba Group | 6,656 | $835.1K | 0% | Reduced by 90% |
| $GOOGAI | Alphabet Inc. | 2,239 | $642.3K | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 6,081 | $621.4K | 0% | Increased by 7% |
| $CDNSAI | Cadence Design Systems | 1,561 | $433.8K | 0% | Increased by 57% |