Managed by
Hedge FundAUM Tracked
$149.0B
AI Exposure
41.2%
AI & Tech holdings for Mitsubishi UFJ Asset Management Co., Ltd.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 56,396,439 | $9.8B | 6.6% | Increased by 7% |
| $AAPLAI | Apple Inc. | 33,951,353 | $8.6B | 5.8% | Increased by 7% |
| $MSFTAI | Microsoft Corporation | 19,158,356 | $7.1B | 4.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 25,846,743 | $5.4B | 3.6% | Increased by 21% |
| $GOOGLAI | Alphabet Inc. | 16,092,600 | $4.6B | 3.1% | No change |
| $AVGOAI | Broadcom Inc. | 11,032,501 | $3.4B | 2.3% | Increased by 8% |
| $GOOGAI | Alphabet Inc. | 11,382,948 | $3.3B | 2.2% | Increased by 10% |
| $METAAI | Meta Platforms, Inc. | 5,106,529 | $2.9B | 2% | Increased by 8% |
| $TSLAAI | Tesla, Inc. | 6,616,579 | $2.5B | 1.7% | Increased by 8% |
| $TXNAI | Texas Instruments | 5,157,982 | $1.0B | 0.7% | No change |
| $MUAI | Micron Technology | 2,655,682 | $897.2M | 0.6% | Increased by 7% |
| $PLTRAI | Palantir Technologies | 5,392,749 | $788.9M | 0.5% | Increased by 7% |
| $AMDAI | Advanced Micro Devices | 3,846,779 | $782.6M | 0.5% | Increased by 7% |
| $UBERAI | Uber Technologies | 10,344,022 | $744.0M | 0.5% | Increased by 10% |
| $LRCXAI | Lam Research | 3,167,860 | $676.8M | 0.5% | Increased by 6% |
| $SNPSAI | Synopsys Inc. | 1,659,702 | $658.0M | 0.4% | Increased by 15% |
| $AMATAI | Applied Materials | 1,889,050 | $645.8M | 0.4% | Increased by 7% |
| $ORCLAI | Oracle Corporation | 3,957,814 | $582.2M | 0.4% | Increased by 8% |
| $INTCAI | Intel Corporation | 10,960,356 | $483.7M | 0.3% | Increased by 10% |
| $KLACAI | KLA Corporation | 312,507 | $460.1M | 0.3% | Increased by 6% |
| $ISRGAI | Intuitive Surgical | 941,329 | $433.9M | 0.3% | Increased by 7% |
| $CRMAI | Salesforce Inc. | 2,236,889 | $417.6M | 0.3% | Increased by 5% |
| $ADIAI | Analog Devices | 1,173,463 | $373.3M | 0.3% | Increased by 7% |
| $QCOMAI | QUALCOMM Inc. | 2,576,292 | $331.8M | 0.2% | Increased by 6% |
| $PANWAI | Palo Alto Networks | 1,960,781 | $314.4M | 0.2% | Increased by 27% |
| $ANETAI | Arista Networks | 2,372,368 | $291.3M | 0.2% | Increased by 7% |
| $INTUAI | Intuit Inc. | 661,886 | $286.2M | 0.2% | Increased by 8% |
| $NOWAI | ServiceNow Inc. | 2,676,920 | $279.9M | 0.2% | Increased by 7% |
| $APPAI | AppLovin Corporation | 606,693 | $241.5M | 0.2% | Increased by 7% |
| $ADBEAI | Adobe Inc. | 977,620 | $237.6M | 0.2% | Increased by 6% |
| $CRWDAI | CrowdStrike Holdings | 593,907 | $231.9M | 0.2% | Increased by 6% |
| $CDNSAI | Cadence Design Systems | 776,269 | $215.7M | 0.1% | Increased by 6% |
| $CEGAI | Constellation Energy | 770,056 | $215.0M | 0.1% | Increased by 6% |
| $VRTAI | Vertiv Holdings | 844,430 | $211.6M | 0.1% | Increased by 140% |
| $MPWRAI | Monolithic Power Systems | 131,582 | $143.9M | 0.1% | Increased by 11% |
| $ABNBAI | Airbnb Inc. | 1,065,219 | $134.5M | 0.1% | Increased by 6% |
| $NXPIAI | NXP Semiconductors | 644,130 | $126.8M | 0.1% | Increased by 5% |
| $FTNTAI | Fortinet Inc. | 1,496,700 | $122.3M | 0.1% | Increased by 6% |
| $DELLAI | Dell Technologies | 704,677 | $115.7M | 0.1% | No change |
| $VSTAI | Vistra Corp. | 743,550 | $111.8M | 0.1% | Increased by 8% |
| $TERAI | Teradyne Inc. | 360,054 | $106.7M | 0.1% | Increased by 8% |
| $MRVLAI | Marvell Technology | 988,446 | $97.9M | 0.1% | Increased by 8% |
| $PDDAI | PDD Holdings Inc. | 942,174 | $96.3M | 0.1% | Increased by 9% |
| $PYPLAI | PayPal Holdings | 2,113,745 | $95.6M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 1,455,890 | $94.1M | 0.1% | Increased by 25% |
| $COINAI | Coinbase Global | 518,246 | $90.5M | 0.1% | Increased by 6% |
| $DDOGAI | Datadog Inc. | 751,240 | $88.7M | 0.1% | Increased by 7% |
| $SQAI | Block Inc. | 1,237,192 | $74.5M | 0% | Increased by 7% |
| $NETAI | Cloudflare Inc. | 344,503 | $71.1M | 0% | Increased by 12% |
| $WDAYAI | Workday Inc. | 494,486 | $64.2M | 0% | No change |
| $ONAI | ON Semiconductor | 949,850 | $58.8M | 0% | Increased by 7% |
| $SNOWAI | Snowflake Inc. | 366,260 | $55.2M | 0% | No change |
| $SMCIAI | Super Micro Computer | 1,237,663 | $28.2M | 0% | Increased by 8% |
| $MDBAI | MongoDB Inc. | 95,530 | $23.4M | 0% | Increased by 8% |
| $ZSAI | Zscaler Inc. | 129,297 | $18.1M | 0% | Increased by 13% |
| $RIVNAI | Rivian Automotive | 984,496 | $14.8M | 0% | Increased by 10% |
| $TEAMAI | Atlassian Corporation | 188,524 | $12.9M | 0% | Increased by 6% |
| $SHOPAI | Shopify Inc. | 108,394 | $12.9M | 0% | No change |
| $ASMLAI | ASML Holding NV | 7,950 | $10.5M | 0% | Increased by 5% |
| $IONQAI | IonQ Inc. | 305,354 | $8.8M | 0% | Increased by 8% |
| $TSMAI | Taiwan Semiconductor | 18,151 | $6.2M | 0% | Increased by 6% |
| $BABAAI | Alibaba Group | 31,823 | $4.0M | 0% | No change |
| $ARMAI | ARM Holdings plc | 21,737 | $3.3M | 0% | No change |
| $BIDUAI | Baidu, Inc. | 28,686 | $3.2M | 0% | No change |
| $SOUNAI | SoundHound AI | 270,552 | $1.9M | 0% | No change |
| $SAPAI | SAP SE | 5,729 | $980.9K | 0% | No change |