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Mitsubishi UFJ Trust & Banking Corp

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$40.6B

AI Exposure

34.3%

AI vs Non-AI Sector Exposure

AI & Semiconductors33.8%
Other Tech0.0%
$AAPL

4.1%

$MSFT

3.1%

$AMZN

2.5%

Portfolio Holdings

AI & Tech holdings for Mitsubishi UFJ Trust & Banking Corp

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation11,728,956$2.0B
5%
Reduced by 9%
$AAPLAIApple Inc.6,521,849$1.7B
4.1%
Reduced by 13%
$MSFTAIMicrosoft Corporation3,448,510$1.3B
3.1%
Reduced by 10%
$AMZNAIAmazon.com, Inc.4,796,081$998.9M
2.5%
Reduced by 14%
$GOOGLAIAlphabet Inc.2,874,345$826.5M
2%
Reduced by 13%
$METAAIMeta Platforms, Inc.1,127,260$644.9M
1.6%
Reduced by 13%
$GOOGAIAlphabet Inc.2,244,518$643.9M
1.6%
Reduced by 15%
$AVGOAIBroadcom Inc.1,968,716$609.3M
1.5%
Reduced by 6%
$TSLAAITesla, Inc.1,203,122$447.3M
1.1%
Reduced by 6%
$PDDAIPDD Holdings Inc.3,032,938$309.9M
0.8%
No change
$AAPLAIApple Inc.989,120$251.0M
0.6%
Reduced by 87%
$NVDAAINVIDIA Corporation1,125,724$196.3M
0.5%
Reduced by 91%
$MUAIMicron Technology476,257$160.9M
0.4%
Reduced by 7%
$LRCXAILam Research707,383$151.1M
0.4%
Reduced by 20%
$MSFTAIMicrosoft Corporation386,310$143.0M
0.4%
Reduced by 90%
$AMATAIApplied Materials416,811$142.5M
0.4%
Reduced by 6%
$PLTRAIPalantir Technologies973,420$142.4M
0.4%
No change
$AMDAIAdvanced Micro Devices692,767$140.9M
0.3%
Reduced by 5%
$AMZNAIAmazon.com, Inc.639,744$133.2M
0.3%
Reduced by 88%
$ISRGAIIntuitive Surgical264,137$121.8M
0.3%
No change
$ORCLAIOracle Corporation785,557$115.6M
0.3%
Reduced by 6%
$APPAIAppLovin Corporation282,091$112.3M
0.3%
No change
$GOOGLAIAlphabet Inc.368,907$106.1M
0.3%
Reduced by 89%
$NETAICloudflare Inc.511,468$105.5M
0.3%
No change
$GOOGAIAlphabet Inc.364,613$104.6M
0.3%
Reduced by 86%
$TXNAITexas Instruments537,393$104.3M
0.3%
Reduced by 6%
$KLACAIKLA Corporation65,376$96.3M
0.2%
Reduced by 21%
$CRMAISalesforce Inc.477,205$89.1M
0.2%
Reduced by 11%
$ADIAIAnalog Devices267,702$85.2M
0.2%
Reduced by 11%
$INTCAIIntel Corporation1,878,778$82.9M
0.2%
Reduced by 7%
$METAAIMeta Platforms, Inc.144,341$82.6M
0.2%
Reduced by 89%
$UBERAIUber Technologies1,131,416$81.4M
0.2%
Reduced by 11%
$ANETAIArista Networks625,566$76.8M
0.2%
Reduced by 19%
$INTUAIIntuit Inc.171,946$74.3M
0.2%
Reduced by 9%
$AVGOAIBroadcom Inc.232,447$71.9M
0.2%
Reduced by 89%
$ADBEAIAdobe Inc.295,144$71.7M
0.2%
Reduced by 17%
$QCOMAIQUALCOMM Inc.548,699$70.7M
0.2%
Reduced by 31%
$TSMAITaiwan Semiconductor181,588$61.4M
0.2%
Reduced by 24%
$PANWAIPalo Alto Networks372,950$59.8M
0.1%
Increased by 10%
$NOWAIServiceNow Inc.563,053$58.9M
0.1%
No change
$CRWDAICrowdStrike Holdings126,184$49.3M
0.1%
No change
$CDNSAICadence Design Systems162,899$45.3M
0.1%
Reduced by 10%
$VRTAIVertiv Holdings176,561$44.2M
0.1%
No change
$TSLAAITesla, Inc.103,224$38.4M
0.1%
Reduced by 92%
$PDDAIPDD Holdings Inc.374,904$38.3M
0.1%
Reduced by 88%
$SHOPAIShopify Inc.319,620$37.9M
0.1%
Reduced by 17%
$CEGAIConstellation Energy128,883$36.0M
0.1%
No change
$MRVLAIMarvell Technology360,847$35.7M
0.1%
No change
$SNPSAISynopsys Inc.81,256$32.2M
0.1%
No change
$MPWRAIMonolithic Power Systems28,251$30.9M
0.1%
No change
$FTNTAIFortinet Inc.358,977$29.3M
0.1%
Reduced by 53%
$ADBEAIAdobe Inc.117,564$28.6M
0.1%
Reduced by 67%
$LRCXAILam Research123,490$26.4M
0.1%
Reduced by 86%
$ABNBAIAirbnb Inc.181,942$23.0M
0.1%
Reduced by 19%
$AMATAIApplied Materials64,658$22.1M
0.1%
Reduced by 85%
$NXPIAINXP Semiconductors110,341$21.7M
0.1%
Reduced by 14%
$DELLAIDell Technologies130,647$21.4M
0.1%
Reduced by 48%
$TERAITeradyne Inc.71,145$21.1M
0.1%
Reduced by 23%
$SNOWAISnowflake Inc.139,557$21.0M
0.1%
No change
$MUAIMicron Technology60,781$20.5M
0.1%
Reduced by 88%
$VSTAIVistra Corp.136,488$20.5M
0.1%
Reduced by 20%
$QCOMAIQUALCOMM Inc.154,863$19.9M
0%
Reduced by 81%
$KLACAIKLA Corporation13,178$19.4M
0%
Reduced by 84%
$PYPLAIPayPal Holdings414,667$18.8M
0%
Reduced by 49%
$COINAICoinbase Global103,781$18.1M
0%
No change
$BABAAIAlibaba Group142,259$17.8M
0%
Increased by 17%
$DDOGAIDatadog Inc.150,654$17.8M
0%
Reduced by 45%
$INTCAIIntel Corporation390,187$17.2M
0%
Reduced by 81%
$RIVNAIRivian Automotive1,110,966$16.7M
0%
No change
$PDDAIPDD Holdings Inc.157,579$16.1M
0%
Reduced by 95%
$DELLAIDell Technologies92,820$15.2M
0%
Reduced by 63%
$UBERAIUber Technologies210,707$15.2M
0%
Reduced by 83%
$MCHPAIMicrochip Technology234,233$15.1M
0%
No change
$ONAION Semiconductor238,561$14.8M
0%
Reduced by 8%
$ABNBAIAirbnb Inc.116,347$14.7M
0%
Reduced by 48%
$AMDAIAdvanced Micro Devices69,383$14.1M
0%
Reduced by 90%
$ORCLAIOracle Corporation95,721$14.1M
0%
Reduced by 89%
$WDAYAIWorkday Inc.107,695$14.0M
0%
Reduced by 9%
$TEAMAIAtlassian Corporation197,691$13.5M
0%
Reduced by 31%
$SQAIBlock Inc.217,205$13.1M
0%
Reduced by 33%
$PLTRAIPalantir Technologies80,600$11.8M
0%
Reduced by 92%
$PYPLAIPayPal Holdings255,713$11.6M
0%
Reduced by 69%
$SQAIBlock Inc.157,957$9.5M
0%
Reduced by 51%
$TXNAITexas Instruments44,631$8.7M
0%
Reduced by 92%
$MDBAIMongoDB Inc.32,925$8.1M
0%
Reduced by 5%
$FTNTAIFortinet Inc.98,077$8.0M
0%
Reduced by 87%
$ZSAIZscaler Inc.54,812$7.7M
0%
Increased by 12%
$CRMAISalesforce Inc.34,593$6.5M
0%
Reduced by 94%
$ISRGAIIntuitive Surgical13,479$6.2M
0%
Reduced by 95%
$APPAIAppLovin Corporation14,776$5.9M
0%
Reduced by 95%
$ANETAIArista Networks47,056$5.8M
0%
Reduced by 94%
$NVDAAINVIDIA Corporation31,574$5.5M
0%
Reduced by 100%
$AAPLAIApple Inc.21,265$5.4M
0%
Reduced by 100%
$TEAMAIAtlassian Corporation74,730$5.1M
0%
Reduced by 74%
$SMCIAISuper Micro Computer214,520$4.9M
0%
No change
$BIDUAIBaidu, Inc.43,778$4.9M
0%
Increased by 467%
$SHOPAIShopify Inc.36,800$4.4M
0%
Reduced by 90%
$CRWDAICrowdStrike Holdings10,932$4.3M
0%
Reduced by 92%
$NOWAIServiceNow Inc.40,128$4.2M
0%
Reduced by 93%
$ANETAIArista Networks33,140$4.1M
0%
Reduced by 96%
$NXPIAINXP Semiconductors19,947$3.9M
0%
Reduced by 84%
$VSTAIVistra Corp.26,088$3.9M
0%
Reduced by 85%
$MPWRAIMonolithic Power Systems3,553$3.9M
0%
Reduced by 88%
$FTNTAIFortinet Inc.42,702$3.5M
0%
Reduced by 94%
$IONQAIIonQ Inc.118,629$3.4M
0%
No change
$CDNSAICadence Design Systems11,846$3.3M
0%
Reduced by 93%
$FTNTAIFortinet Inc.39,440$3.2M
0%
Reduced by 95%
$CEGAIConstellation Energy10,634$3.0M
0%
Reduced by 92%
$ADIAIAnalog Devices9,063$2.9M
0%
Reduced by 97%
$MRVLAIMarvell Technology28,684$2.8M
0%
Reduced by 92%
$MSFTAIMicrosoft Corporation7,631$2.8M
0%
Reduced by 100%
$TERAITeradyne Inc.9,443$2.8M
0%
Reduced by 90%
$KLACAIKLA Corporation1,897$2.8M
0%
Reduced by 98%
$INTUAIIntuit Inc.6,352$2.7M
0%
Reduced by 97%
$VRTAIVertiv Holdings10,531$2.6M
0%
Reduced by 94%
$ANETAIArista Networks19,726$2.4M
0%
Reduced by 97%
$AMZNAIAmazon.com, Inc.10,622$2.2M
0%
Reduced by 100%
$KLACAIKLA Corporation1,482$2.2M
0%
Reduced by 98%
$GOOGAIAlphabet Inc.7,525$2.2M
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.7,174$2.1M
0%
Reduced by 100%
$AVGOAIBroadcom Inc.6,096$1.9M
0%
Reduced by 100%
$TXNAITexas Instruments8,490$1.6M
0%
Reduced by 99%
$TXNAITexas Instruments7,855$1.5M
0%
Reduced by 99%
$SNPSAISynopsys Inc.3,581$1.4M
0%
Reduced by 96%
$METAAIMeta Platforms, Inc.2,334$1.3M
0%
Reduced by 100%
$SNPSAISynopsys Inc.3,315$1.3M
0%
Reduced by 96%
$MDBAIMongoDB Inc.4,859$1.2M
0%
Reduced by 86%
$ZSAIZscaler Inc.5,876$824.3K
0%
Reduced by 88%
$TSLAAITesla, Inc.2,056$764.3K
0%
Reduced by 100%
$SNOWAISnowflake Inc.5,047$761.2K
0%
Reduced by 97%
$LRCXAILam Research3,228$689.7K
0%
Reduced by 100%
$AMATAIApplied Materials1,900$649.4K
0%
Reduced by 100%
$PLTRAIPalantir Technologies4,101$599.9K
0%
Reduced by 100%
$ADBEAIAdobe Inc.2,253$547.7K
0%
Reduced by 99%
$MUAIMicron Technology1,168$394.6K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.2,808$354.6K
0%
Reduced by 99%
$SQAIBlock Inc.4,883$293.9K
0%
Reduced by 98%
$MCHPAIMicrochip Technology4,183$270.3K
0%
Reduced by 98%
$AMDAIAdvanced Micro Devices1,132$230.3K
0%
Reduced by 100%
$APPAIAppLovin Corporation507$201.8K
0%
Reduced by 100%
$DELLAIDell Technologies1,197$196.5K
0%
Reduced by 100%
$UBERAIUber Technologies2,421$174.1K
0%
Reduced by 100%
$TEAMAIAtlassian Corporation2,502$170.8K
0%
Reduced by 99%
$ORCLAIOracle Corporation931$137.0K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems104$113.7K
0%
Reduced by 100%
$TERAITeradyne Inc.291$86.3K
0%
Reduced by 100%
$VSTAIVistra Corp.192$28.9K
0%
Reduced by 100%
$CEGAIConstellation Energy71$19.8K
0%
Reduced by 100%