Managed by
Hedge FundAUM Tracked
$16.4B
AI Exposure
42.9%
AI & Tech holdings for ING GROEP NV
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,449,955 | $1.5B | 9% | Reduced by 6% |
| $MSFTAI | Microsoft Corporation | 2,328,786 | $862.0M | 5.3% | Increased by 26% |
| $AAPLAI | Apple Inc. | 2,647,393 | $671.9M | 4.1% | Reduced by 39% |
| $GOOGAI | Alphabet Inc. | 2,019,829 | $579.4M | 3.5% | Increased by 94% |
| $GOOGLAI | Alphabet Inc. | 1,920,797 | $552.3M | 3.4% | Increased by 56% |
| $AVGOAI | Broadcom Inc. | 1,535,756 | $475.3M | 2.9% | Reduced by 32% |
| $AMZNAI | Amazon.com, Inc. | 1,547,956 | $322.4M | 2% | Increased by 426% |
| $MUAI | Micron Technology | 874,175 | $295.3M | 1.8% | Increased by 136% |
| $METAAI | Meta Platforms, Inc. | 419,729 | $240.1M | 1.5% | Increased by 41% |
| $TSLAAI | Tesla, Inc. | 598,811 | $222.6M | 1.4% | Increased by 57% |
| $PLTRAI | Palantir Technologies | 1,010,909 | $147.9M | 0.9% | Reduced by 5% |
| $AMDAI | Advanced Micro Devices | 557,723 | $113.5M | 0.7% | No change |
| $ORCLAI | Oracle Corporation | 760,711 | $111.9M | 0.7% | Increased by 53% |
| $LRCXAI | Lam Research | 462,789 | $98.9M | 0.6% | Increased by 19% |
| $AMATAI | Applied Materials | 267,937 | $91.6M | 0.6% | Increased by 232% |
| $ADIAI | Analog Devices | 280,398 | $89.2M | 0.5% | Increased by 26% |
| $INTCAI | Intel Corporation | 1,846,524 | $81.5M | 0.5% | Increased by 5% |
| $ISRGAI | Intuitive Surgical | 142,479 | $65.7M | 0.4% | Reduced by 28% |
| $ADBEAI | Adobe Inc. | 224,414 | $54.6M | 0.3% | Increased by 6% |
| $ANETAI | Arista Networks | 372,977 | $45.8M | 0.3% | Increased by 44% |
| $INTUAI | Intuit Inc. | 91,981 | $39.8M | 0.2% | Increased by 33% |
| $TXNAI | Texas Instruments | 196,892 | $38.2M | 0.2% | Increased by 8% |
| $NOWAI | ServiceNow Inc. | 339,603 | $35.5M | 0.2% | Increased by 54% |
| $MCHPAI | Microchip Technology | 530,854 | $34.3M | 0.2% | Reduced by 21% |
| $TERAI | Teradyne Inc. | 97,498 | $28.9M | 0.2% | Increased by 382% |
| $CRMAI | Salesforce Inc. | 140,649 | $26.3M | 0.2% | Reduced by 81% |
| $KLACAI | KLA Corporation | 17,251 | $25.4M | 0.2% | Reduced by 15% |
| $SNPSAI | Synopsys Inc. | 60,602 | $24.0M | 0.1% | Increased by 3058% |
| $ABNBAI | Airbnb Inc. | 181,608 | $22.9M | 0.1% | Increased by 73% |
| $PANWAI | Palo Alto Networks | 139,015 | $22.3M | 0.1% | Increased by 1495% |
| $CDNSAI | Cadence Design Systems | 71,885 | $20.0M | 0.1% | Reduced by 22% |
| $NXPIAI | NXP Semiconductors | 96,732 | $19.0M | 0.1% | Reduced by 38% |
| $QCOMAI | QUALCOMM Inc. | 90,485 | $11.7M | 0.1% | Reduced by 51% |
| $MDBAI | MongoDB Inc. | 42,655 | $10.4M | 0.1% | Reduced by 71% |
| $UBERAI | Uber Technologies | 130,344 | $9.4M | 0.1% | Reduced by 62% |
| $FTNTAI | Fortinet Inc. | 107,694 | $8.8M | 0.1% | Reduced by 56% |
| $TSMAI | Taiwan Semiconductor | 20,012 | $6.8M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 94,018 | $6.4M | 0% | Increased by 71% |
| $VSTAI | Vistra Corp. | 38,177 | $5.7M | 0% | Reduced by 79% |
| $CEGAI | Constellation Energy | 15,159 | $4.2M | 0% | Reduced by 61% |
| $SHOPAI | Shopify Inc. | 32,702 | $3.9M | 0% | Increased by 18% |
| $CRWDAI | CrowdStrike Holdings | 8,325 | $3.3M | 0% | Reduced by 88% |
| $ASMLAI | ASML Holding NV | 2,445 | $3.2M | 0% | Increased by 17% |
| $MPWRAI | Monolithic Power Systems | 1,648 | $1.8M | 0% | Increased by 53% |
| $SQAI | Block Inc. | 24,873 | $1.5M | 0% | No change |
| $PYPLAI | PayPal Holdings | 21,335 | $965.0K | 0% | Reduced by 13% |
| $PDDAI | PDD Holdings Inc. | 6,578 | $672.1K | 0% | Increased by 69% |
| $ZSAI | Zscaler Inc. | 4,472 | $627.4K | 0% | Increased by 19% |
| $ARMAI | ARM Holdings plc | 4,127 | $624.3K | 0% | New Position |
| $BABAAI | Alibaba Group | 3,875 | $486.2K | 0% | Reduced by 34% |
| $DDOGAI | Datadog Inc. | 3,531 | $416.8K | 0% | Reduced by 91% |