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Lido Advisors, LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$25.3B

AI Exposure

19.5%

AI vs Non-AI Sector Exposure

AI & Semiconductors19.1%
Other Tech0.0%
$AAPL

3.7%

$NVDA

3.5%

$MSFT

2.7%

$AMZN

1.4%

Portfolio Holdings

AI & Tech holdings for Lido Advisors, LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.3,719,659$944.0M
3.7%
Reduced by 16%
$NVDAAINVIDIA Corporation5,131,410$895.0M
3.5%
No change
$MSFTAIMicrosoft Corporation1,865,372$690.5M
2.7%
No change
$AMZNAIAmazon.com, Inc.1,750,612$364.6M
1.4%
No change
$GOOGLAIAlphabet Inc.1,023,106$294.2M
1.2%
Reduced by 12%
$AVGOAIBroadcom Inc.717,757$222.2M
0.9%
No change
$GOOGAIAlphabet Inc.725,211$208.0M
0.8%
Reduced by 5%
$TSLAAITesla, Inc.349,999$130.1M
0.5%
Reduced by 10%
$METAAIMeta Platforms, Inc.227,082$129.9M
0.5%
Reduced by 19%
$PLTRAIPalantir Technologies531,520$77.8M
0.3%
Increased by 28%
$TSMAITaiwan Semiconductor221,754$75.1M
0.3%
Reduced by 15%
$AMATAIApplied Materials193,414$66.1M
0.3%
Reduced by 23%
$LRCXAILam Research265,261$56.7M
0.2%
Reduced by 28%
$ADIAIAnalog Devices165,071$52.5M
0.2%
No change
$CRMAISalesforce Inc.254,843$47.6M
0.2%
Increased by 38%
$MUAIMicron Technology131,990$44.6M
0.2%
Reduced by 39%
$PANWAIPalo Alto Networks272,005$43.6M
0.2%
Reduced by 12%
$KLACAIKLA Corporation27,372$40.3M
0.2%
Reduced by 8%
$ORCLAIOracle Corporation264,993$39.0M
0.2%
Reduced by 8%
$NVDAAINVIDIA Corporation197,158$34.4M
0.1%
Reduced by 96%
$NOWAIServiceNow Inc.262,452$27.4M
0.1%
Increased by 135%
$MUAIMicron Technology75,790$25.6M
0.1%
Reduced by 65%
$QCOMAIQUALCOMM Inc.188,594$24.3M
0.1%
No change
$AMDAIAdvanced Micro Devices112,000$22.8M
0.1%
No change
$ANETAIArista Networks162,529$20.0M
0.1%
Reduced by 29%
$AAPLAIApple Inc.75,475$19.2M
0.1%
Reduced by 98%
$SNOWAISnowflake Inc.117,802$17.8M
0.1%
Increased by 269%
$TXNAITexas Instruments85,431$16.6M
0.1%
Reduced by 18%
$FTNTAIFortinet Inc.184,108$15.0M
0.1%
Increased by 13%
$ISRGAIIntuitive Surgical32,351$14.9M
0.1%
Reduced by 50%
$INTUAIIntuit Inc.31,555$13.6M
0.1%
No change
$INTCAIIntel Corporation307,495$13.6M
0.1%
Reduced by 5%
$ASMLAIASML Holding NV10,243$13.5M
0.1%
Reduced by 30%
$UBERAIUber Technologies180,934$13.0M
0.1%
Reduced by 17%
$MSFTAIMicrosoft Corporation34,768$12.9M
0.1%
Reduced by 98%
$ISRGAIIntuitive Surgical26,954$12.4M
0%
Reduced by 59%
$SHOPAIShopify Inc.91,629$10.9M
0%
Reduced by 22%
$AAPLAIApple Inc.41,622$10.6M
0%
Reduced by 99%
$BABAAIAlibaba Group72,064$9.0M
0%
Reduced by 6%
$ADBEAIAdobe Inc.37,185$9.0M
0%
Reduced by 68%
$DELLAIDell Technologies54,940$9.0M
0%
Increased by 86%
$NVDAAINVIDIA Corporation47,000$8.2M
0%
Reduced by 99%
$CRWDAICrowdStrike Holdings19,943$7.8M
0%
Reduced by 24%
$ABNBAIAirbnb Inc.46,171$5.8M
0%
Reduced by 34%
$CEGAIConstellation Energy20,703$5.8M
0%
No change
$MSFTAIMicrosoft Corporation14,107$5.2M
0%
Reduced by 99%
$TERAITeradyne Inc.17,382$5.2M
0%
Reduced by 34%
$TSLAAITesla, Inc.13,470$5.0M
0%
Reduced by 97%
$MRVLAIMarvell Technology48,017$4.8M
0%
Reduced by 47%
$VSTAIVistra Corp.28,972$4.4M
0%
Increased by 8%
$NETAICloudflare Inc.19,278$4.0M
0%
Reduced by 38%
$TERAITeradyne Inc.13,130$3.9M
0%
Reduced by 50%
$MCHPAIMicrochip Technology57,742$3.7M
0%
Reduced by 30%
$AMZNAIAmazon.com, Inc.17,145$3.6M
0%
Reduced by 99%
$GOOGAIAlphabet Inc.12,181$3.5M
0%
Reduced by 98%
$PYPLAIPayPal Holdings74,545$3.4M
0%
Increased by 25%
$GOOGLAIAlphabet Inc.11,721$3.4M
0%
Reduced by 99%
$VRTAIVertiv Holdings13,101$3.3M
0%
Increased by 111%
$APPAIAppLovin Corporation8,190$3.3M
0%
Reduced by 47%
$AMZNAIAmazon.com, Inc.15,102$3.1M
0%
Reduced by 99%
$NXPIAINXP Semiconductors15,694$3.1M
0%
Reduced by 50%
$SAPAISAP SE15,810$2.7M
0%
Reduced by 32%
$ANETAIArista Networks21,150$2.6M
0%
Reduced by 91%
$SNPSAISynopsys Inc.6,277$2.5M
0%
Increased by 7%
$ARMAIARM Holdings plc15,724$2.4M
0%
Increased by 24%
$CDNSAICadence Design Systems8,226$2.3M
0%
Reduced by 8%
$TSMAITaiwan Semiconductor5,906$2.0M
0%
Reduced by 98%
$SQAIBlock Inc.30,856$1.9M
0%
Reduced by 31%
$AVGOAIBroadcom Inc.5,776$1.8M
0%
Reduced by 99%
$PANWAIPalo Alto Networks10,826$1.7M
0%
Reduced by 97%
$METAAIMeta Platforms, Inc.2,999$1.7M
0%
Reduced by 99%
$WDAYAIWorkday Inc.13,101$1.7M
0%
No change
$NVDAAINVIDIA Corporation9,342$1.6M
0%
Reduced by 100%
$INTCAIIntel Corporation32,846$1.4M
0%
Reduced by 90%
$AAPLAIApple Inc.5,676$1.4M
0%
Reduced by 100%
$MCHPAIMicrochip Technology22,269$1.4M
0%
Reduced by 73%
$COINAICoinbase Global7,806$1.4M
0%
Reduced by 6%
$MPWRAIMonolithic Power Systems1,194$1.3M
0%
Reduced by 38%
$ONAION Semiconductor19,354$1.2M
0%
Reduced by 21%
$MSFTAIMicrosoft Corporation2,755$1.0M
0%
Reduced by 100%
$ZSAIZscaler Inc.6,914$970.2K
0%
Reduced by 75%
$MUAIMicron Technology2,815$951.4K
0%
Reduced by 99%
$DDOGAIDatadog Inc.7,525$888.4K
0%
Reduced by 40%
$CRMAISalesforce Inc.4,660$869.9K
0%
Reduced by 97%
$AMZNAIAmazon.com, Inc.3,913$815.0K
0%
Reduced by 100%
$AMATAIApplied Materials2,377$812.4K
0%
Reduced by 99%
$METAAIMeta Platforms, Inc.1,387$793.5K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.2,197$680.0K
0%
Reduced by 100%
$PLTRAIPalantir Technologies4,032$589.8K
0%
Reduced by 99%
$GOOGLAIAlphabet Inc.1,978$568.8K
0%
Reduced by 100%
$ADIAIAnalog Devices1,502$477.8K
0%
Reduced by 99%
$SMCIAISuper Micro Computer20,728$472.0K
0%
Increased by 7%
$METAAIMeta Platforms, Inc.770$440.5K
0%
Reduced by 100%
$TSLAAITesla, Inc.1,102$409.7K
0%
Reduced by 100%
$GOOGAIAlphabet Inc.1,418$406.8K
0%
Reduced by 100%
$RIVNAIRivian Automotive23,814$358.4K
0%
Increased by 28%
$SNOWAISnowflake Inc.2,161$325.9K
0%
Reduced by 93%
$TSMAITaiwan Semiconductor921$312.1K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.1,056$303.7K
0%
Reduced by 100%
$ORCLAIOracle Corporation1,822$268.0K
0%
Reduced by 99%
$ASMLAIASML Holding NV193$254.9K
0%
Reduced by 99%
$LRCXAILam Research1,181$252.6K
0%
Reduced by 100%
$BIDUAIBaidu, Inc.2,259$251.9K
0%
New Position
$MDBAIMongoDB Inc.1,013$248.2K
0%
Reduced by 7%
$LRCXAILam Research1,000$213.9K
0%
Reduced by 100%
$INTCAIIntel Corporation4,835$213.4K
0%
Reduced by 99%
$LRCXAILam Research755$161.5K
0%
Reduced by 100%
$APPAIAppLovin Corporation362$144.1K
0%
Reduced by 98%
$PYPLAIPayPal Holdings3,075$139.1K
0%
Reduced by 95%
$CRWDAICrowdStrike Holdings350$136.6K
0%
Reduced by 99%
$AMDAIAdvanced Micro Devices657$133.7K
0%
Reduced by 99%
$ISRGAIIntuitive Surgical288$132.8K
0%
Reduced by 100%
$ADBEAIAdobe Inc.516$125.4K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices562$114.3K
0%
Reduced by 100%
$BABAAIAlibaba Group865$108.5K
0%
Reduced by 99%
$MUAIMicron Technology308$104.1K
0%
Reduced by 100%
$AMATAIApplied Materials279$95.4K
0%
Reduced by 100%
$MCHPAIMicrochip Technology1,456$94.1K
0%
Reduced by 98%
$ANETAIArista Networks747$91.7K
0%
Reduced by 100%
$PYPLAIPayPal Holdings1,660$75.1K
0%
Reduced by 97%
$NOWAIServiceNow Inc.713$74.5K
0%
Reduced by 99%
$ORCLAIOracle Corporation504$74.1K
0%
Reduced by 100%
$KLACAIKLA Corporation45$66.3K
0%
Reduced by 100%
$ORCLAIOracle Corporation429$63.1K
0%
Reduced by 100%
$FTNTAIFortinet Inc.762$62.3K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.466$60.1K
0%
Reduced by 100%
$SQAIBlock Inc.987$59.4K
0%
Reduced by 98%
$INTUAIIntuit Inc.131$56.6K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical120$55.3K
0%
Reduced by 100%
$ADBEAIAdobe Inc.213$51.8K
0%
Reduced by 100%
$INTCAIIntel Corporation1,138$50.2K
0%
Reduced by 100%
$PLTRAIPalantir Technologies326$47.7K
0%
Reduced by 100%
$TSLAAITesla, Inc.120$44.6K
0%
Reduced by 100%
$ADIAIAnalog Devices124$39.4K
0%
Reduced by 100%
$INTUAIIntuit Inc.90$38.9K
0%
Reduced by 100%
$ASMLAIASML Holding NV29$38.3K
0%
Reduced by 100%
$CDNSAICadence Design Systems131$36.4K
0%
Reduced by 99%
$UBERAIUber Technologies490$35.2K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.273$35.2K
0%
Reduced by 100%
$TXNAITexas Instruments179$34.8K
0%
Reduced by 100%
$INTUAIIntuit Inc.77$33.3K
0%
Reduced by 100%
$ANETAIArista Networks271$33.3K
0%
Reduced by 100%
$RIVNAIRivian Automotive1,960$29.5K
0%
Reduced by 90%
$SNPSAISynopsys Inc.72$28.5K
0%
Reduced by 99%
$CEGAIConstellation Energy101$28.2K
0%
Reduced by 100%
$TXNAITexas Instruments132$25.6K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings63$24.6K
0%
Reduced by 100%
$NOWAIServiceNow Inc.231$24.2K
0%
Reduced by 100%
$PANWAIPalo Alto Networks139$22.3K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.71$22.0K
0%
Reduced by 100%
$SNPSAISynopsys Inc.51$20.2K
0%
Reduced by 99%
$NETAICloudflare Inc.96$19.8K
0%
Reduced by 100%
$COINAICoinbase Global107$18.7K
0%
Reduced by 99%
$UBERAIUber Technologies256$18.4K
0%
Reduced by 100%
$CRMAISalesforce Inc.91$17.1K
0%
Reduced by 100%
$SAPAISAP SE91$15.6K
0%
Reduced by 100%
$NXPIAINXP Semiconductors77$15.2K
0%
Reduced by 100%
$FTNTAIFortinet Inc.180$14.7K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems13$14.2K
0%
Reduced by 99%
$APPAIAppLovin Corporation35$13.9K
0%
Reduced by 100%
$COINAICoinbase Global75$13.1K
0%
Reduced by 99%
$DDOGAIDatadog Inc.109$12.9K
0%
Reduced by 99%
$MRVLAIMarvell Technology125$12.4K
0%
Reduced by 100%
$VRTAIVertiv Holdings44$11.0K
0%
Reduced by 99%
$DELLAIDell Technologies64$10.5K
0%
Reduced by 100%
$ADBEAIAdobe Inc.41$10.0K
0%
Reduced by 100%
$WDAYAIWorkday Inc.76$9.9K
0%
Reduced by 99%
$PLTRAIPalantir Technologies63$9.2K
0%
Reduced by 100%
$CEGAIConstellation Energy32$8.9K
0%
Reduced by 100%
$KLACAIKLA Corporation6$8.8K
0%
Reduced by 100%
$MDBAIMongoDB Inc.33$8.1K
0%
Reduced by 97%
$DELLAIDell Technologies47$7.7K
0%
Reduced by 100%
$MCHPAIMicrochip Technology115$7.4K
0%
Reduced by 100%
$UBERAIUber Technologies87$6.3K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.47$5.9K
0%
Reduced by 100%
$ONAION Semiconductor91$5.6K
0%
Reduced by 100%
$TXNAITexas Instruments28$5.4K
0%
Reduced by 100%
$ARMAIARM Holdings plc35$5.3K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.41$5.2K
0%
Reduced by 100%
$PYPLAIPayPal Holdings96$4.3K
0%
Reduced by 100%
$CDNSAICadence Design Systems12$3.3K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings7$2.7K
0%
Reduced by 100%
$VSTAIVistra Corp.15$2.3K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems2$2.2K
0%
Reduced by 100%