Managed by
Hedge FundAUM Tracked
$60.7B
AI Exposure
28.3%
AI & Tech holdings for LAZARD ASSET MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 8,215,006 | $2.1B | 3.4% | Increased by 11% |
| $MSFTAI | Microsoft Corporation | 5,288,901 | $2.0B | 3.2% | Increased by 7% |
| $NVDAAI | NVIDIA Corporation | 10,319,195 | $1.8B | 3% | Increased by 23% |
| $AMZNAI | Amazon.com, Inc. | 7,704,086 | $1.6B | 2.6% | Increased by 6% |
| $GOOGLAI | Alphabet Inc. | 3,496,708 | $1.0B | 1.7% | No change |
| $GOOGAI | Alphabet Inc. | 3,437,265 | $986.0M | 1.6% | Increased by 20% |
| $TSMAI | Taiwan Semiconductor | 2,659,457 | $898.8M | 1.5% | Reduced by 18% |
| $AVGOAI | Broadcom Inc. | 2,721,649 | $842.4M | 1.4% | Increased by 12% |
| $ADIAI | Analog Devices | 1,705,474 | $542.6M | 0.9% | Increased by 6% |
| $ASMLAI | ASML Holding NV | 339,533 | $448.5M | 0.7% | Increased by 26% |
| $KLACAI | KLA Corporation | 292,486 | $430.7M | 0.7% | Increased by 14% |
| $METAAI | Meta Platforms, Inc. | 636,977 | $364.4M | 0.6% | Increased by 17% |
| $PANWAI | Palo Alto Networks | 2,068,967 | $331.7M | 0.5% | Increased by 82% |
| $QCOMAI | QUALCOMM Inc. | 2,542,547 | $327.4M | 0.5% | Increased by 11% |
| $ISRGAI | Intuitive Surgical | 648,649 | $299.0M | 0.5% | Increased by 18% |
| $MUAI | Micron Technology | 770,167 | $260.2M | 0.4% | Reduced by 35% |
| $CDNSAI | Cadence Design Systems | 895,986 | $249.0M | 0.4% | Increased by 5% |
| $TERAI | Teradyne Inc. | 830,964 | $246.3M | 0.4% | No change |
| $CRMAI | Salesforce Inc. | 1,166,927 | $217.8M | 0.4% | Reduced by 13% |
| $MRVLAI | Marvell Technology | 2,152,533 | $213.2M | 0.4% | Reduced by 26% |
| $AMDAI | Advanced Micro Devices | 948,429 | $192.9M | 0.3% | Increased by 10% |
| $TSLAAI | Tesla, Inc. | 511,170 | $190.0M | 0.3% | Increased by 13% |
| $AMATAI | Applied Materials | 540,067 | $184.6M | 0.3% | Increased by 63% |
| $ADBEAI | Adobe Inc. | 652,589 | $158.6M | 0.3% | Increased by 14% |
| $LRCXAI | Lam Research | 729,835 | $155.9M | 0.3% | Increased by 23% |
| $SNPSAI | Synopsys Inc. | 390,010 | $154.6M | 0.3% | No change |
| $INTUAI | Intuit Inc. | 241,376 | $104.4M | 0.2% | Reduced by 12% |
| $TSMAI | Taiwan Semiconductor | 289,671 | $97.9M | 0.2% | Reduced by 91% |
| $UBERAI | Uber Technologies | 1,312,658 | $94.4M | 0.2% | Increased by 9% |
| $BABAAI | Alibaba Group | 711,585 | $89.3M | 0.1% | Reduced by 31% |
| $PDDAI | PDD Holdings Inc. | 804,388 | $82.2M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 370,656 | $73.0M | 0.1% | Increased by 8% |
| $NOWAI | ServiceNow Inc. | 688,863 | $72.0M | 0.1% | Increased by 109% |
| $INTCAI | Intel Corporation | 1,403,852 | $62.0M | 0.1% | Reduced by 27% |
| $SHOPAI | Shopify Inc. | 417,786 | $49.6M | 0.1% | Increased by 141% |
| $ANETAI | Arista Networks | 376,473 | $46.2M | 0.1% | Increased by 552% |
| $PLTRAI | Palantir Technologies | 312,758 | $45.8M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 292,214 | $36.9M | 0.1% | Increased by 62% |
| $ORCLAI | Oracle Corporation | 211,026 | $31.0M | 0.1% | Reduced by 36% |
| $DELLAI | Dell Technologies | 171,295 | $28.1M | 0% | Reduced by 49% |
| $BABAAI | Alibaba Group | 203,704 | $25.6M | 0% | Reduced by 80% |
| $PYPLAI | PayPal Holdings | 537,800 | $24.3M | 0% | Reduced by 74% |
| $WDAYAI | Workday Inc. | 55,882 | $7.3M | 0% | Reduced by 49% |
| $APPAI | AppLovin Corporation | 16,493 | $6.6M | 0% | Reduced by 27% |
| $CEGAI | Constellation Energy | 22,308 | $6.2M | 0% | Increased by 12% |
| $TXNAI | Texas Instruments | 25,647 | $5.0M | 0% | Reduced by 89% |
| $MPWRAI | Monolithic Power Systems | 4,210 | $4.6M | 0% | Reduced by 82% |
| $TEAMAI | Atlassian Corporation | 59,666 | $4.1M | 0% | Reduced by 57% |
| $FTNTAI | Fortinet Inc. | 48,123 | $3.9M | 0% | Reduced by 22% |
| $CRWDAI | CrowdStrike Holdings | 9,952 | $3.9M | 0% | No change |
| $AAPLAI | Apple Inc. | 15,226 | $3.9M | 0% | Reduced by 100% |
| $VRTAI | Vertiv Holdings | 14,721 | $3.7M | 0% | Reduced by 11% |
| $GOOGLAI | Alphabet Inc. | 11,961 | $3.4M | 0% | Reduced by 100% |
| $BIDUAI | Baidu, Inc. | 30,359 | $3.4M | 0% | No change |
| $SAPAI | SAP SE | 18,554 | $3.2M | 0% | No change |
| $MSFTAI | Microsoft Corporation | 8,060 | $3.0M | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 20,432 | $2.4M | 0% | No change |
| $VSTAI | Vistra Corp. | 11,690 | $1.8M | 0% | Increased by 353% |
| $AMZNAI | Amazon.com, Inc. | 7,703 | $1.6M | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 4,116 | $1.4M | 0% | Reduced by 99% |
| $SNOWAI | Snowflake Inc. | 8,451 | $1.3M | 0% | Reduced by 20% |
| $AAPLAI | Apple Inc. | 4,439 | $1.1M | 0% | Reduced by 100% |
| $GOOGAI | Alphabet Inc. | 3,807 | $1.1M | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 3,285 | $1.0M | 0% | Reduced by 100% |
| $ARMAI | ARM Holdings plc | 6,806 | $1.0M | 0% | Reduced by 8% |
| $CRMAI | Salesforce Inc. | 4,997 | $932.8K | 0% | Reduced by 100% |
| $NETAI | Cloudflare Inc. | 4,307 | $888.7K | 0% | Reduced by 33% |
| $MRVLAI | Marvell Technology | 8,855 | $877.1K | 0% | Reduced by 100% |
| $AMDAI | Advanced Micro Devices | 4,050 | $823.9K | 0% | Reduced by 100% |
| $PANWAI | Palo Alto Networks | 4,064 | $651.5K | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 876 | $324.3K | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 858 | $317.6K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 1,722 | $300.3K | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 2,437 | $146.7K | 0% | No change |
| $ASMLAI | ASML Holding NV | 109 | $144.0K | 0% | Reduced by 100% |
| $INTCAI | Intel Corporation | 3,100 | $136.8K | 0% | Reduced by 100% |
| $AAPLAI | Apple Inc. | 442 | $112.2K | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 351 | $100.9K | 0% | Reduced by 100% |
| $CDNSAI | Cadence Design Systems | 339 | $94.2K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 211 | $91.2K | 0% | Reduced by 100% |
| $ONAI | ON Semiconductor | 1,466 | $90.8K | 0% | Reduced by 90% |
| $COINAI | Coinbase Global | 479 | $83.6K | 0% | Reduced by 97% |
| $PANWAI | Palo Alto Networks | 450 | $72.1K | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 46 | $67.7K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 370 | $64.5K | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 160 | $49.5K | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 228 | $47.5K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 123 | $42.0K | 0% | Reduced by 100% |
| $GOOGAI | Alphabet Inc. | 110 | $31.6K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 99 | $31.5K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 147 | $27.4K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 246 | $24.4K | 0% | Reduced by 100% |
| $AMDAI | Advanced Micro Devices | 117 | $23.8K | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 22 | $12.6K | 0% | Reduced by 100% |
| $PDDAI | PDD Holdings Inc. | 23 | $2.4K | 0% | Reduced by 100% |