Managed by
Hedge FundAUM Tracked
$81.5B
AI Exposure
22.9%
AI & Tech holdings for 1832 Asset Management L.P.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 6,586,763 | $2.5B | 3% | No change |
| $NVDAAI | NVIDIA Corporation | 9,435,289 | $1.9B | 2.3% | No change |
| $AMZNAI | Amazon.com, Inc. | 7,183,134 | $1.7B | 2.1% | Reduced by 14% |
| $GOOGLAI | Alphabet Inc. | 4,751,760 | $1.7B | 2.1% | Increased by 23% |
| $AAPLAI | Apple Inc. | 4,967,048 | $1.4B | 1.8% | No change |
| $SHOPAI | Shopify Inc. | 9,079,131 | $1.0B | 1.3% | Reduced by 11% |
| $GOOGAI | Alphabet Inc. | 2,700,266 | $954.1M | 1.2% | Reduced by 12% |
| $TSMAI | Taiwan Semiconductor | 1,772,353 | $846.4M | 1% | Reduced by 32% |
| $AVGOAI | Broadcom Inc. | 1,739,123 | $657.0M | 0.8% | Increased by 48% |
| $KLACAI | KLA Corporation | 1,972,872 | $595.2M | 0.7% | Increased by 894% |
| $ASMLAI | ASML Holding NV | 298,655 | $594.2M | 0.7% | Increased by 7% |
| $AMDAI | Advanced Micro Devices | 952,660 | $553.4M | 0.7% | Increased by 29% |
| $METAAI | Meta Platforms, Inc. | 753,401 | $424.4M | 0.5% | Increased by 14% |
| $AMATAI | Applied Materials | 518,623 | $375.0M | 0.5% | Reduced by 36% |
| $DDOGAI | Datadog Inc. | 1,146,600 | $298.5M | 0.4% | Reduced by 25% |
| $SNOWAI | Snowflake Inc. | 1,004,900 | $255.7M | 0.3% | Increased by 15% |
| $TERAI | Teradyne Inc. | 525,480 | $254.2M | 0.3% | Increased by 3104% |
| $ORCLAI | Oracle Corporation | 1,612,948 | $236.4M | 0.3% | Reduced by 32% |
| $LRCXAI | Lam Research | 486,046 | $210.6M | 0.3% | Increased by 271% |
| $MRVLAI | Marvell Technology | 662,760 | $197.4M | 0.2% | Reduced by 31% |
| $PANWAI | Palo Alto Networks | 567,729 | $193.6M | 0.2% | Increased by 2626% |
| $DELLAI | Dell Technologies | 417,616 | $180.2M | 0.2% | Reduced by 34% |
| $CDNSAI | Cadence Design Systems | 450,564 | $169.1M | 0.2% | No change |
| $MUAI | Micron Technology | 141,535 | $163.4M | 0.2% | Reduced by 70% |
| $INTUAI | Intuit Inc. | 527,667 | $137.7M | 0.2% | No change |
| $ANETAI | Arista Networks | 768,604 | $130.6M | 0.2% | Reduced by 51% |
| $INTCAI | Intel Corporation | 839,447 | $117.2M | 0.1% | New Position |
| $ISRGAI | Intuitive Surgical | 256,393 | $102.0M | 0.1% | Increased by 56% |
| $TXNAI | Texas Instruments | 327,748 | $97.7M | 0.1% | Increased by 8% |
| $MDBAI | MongoDB Inc. | 269,300 | $90.5M | 0.1% | Reduced by 29% |
| $ARMAI | ARM Holdings plc | 249,400 | $88.4M | 0.1% | Reduced by 17% |
| $ADIAI | Analog Devices | 198,290 | $78.8M | 0.1% | Reduced by 61% |
| $NOWAI | ServiceNow Inc. | 712,644 | $70.8M | 0.1% | Increased by 17% |
| $FTNTAI | Fortinet Inc. | 451,637 | $69.4M | 0.1% | New Position |
| $CRWDAI | CrowdStrike Holdings | 327,909 | $62.6M | 0.1% | Increased by 14% |
| $UBERAI | Uber Technologies | 719,512 | $51.9M | 0.1% | Reduced by 6% |
| $VSTAI | Vistra Corp. | 302,851 | $48.0M | 0.1% | Increased by 10% |
| $NETAI | Cloudflare Inc. | 192,800 | $47.3M | 0.1% | Reduced by 84% |
| $SAPAI | SAP SE | 177,629 | $27.4M | 0% | No change |
| $CEGAI | Constellation Energy | 103,281 | $25.7M | 0% | Reduced by 5% |
| $APPAI | AppLovin Corporation | 25,298 | $13.0M | 0% | Reduced by 84% |
| $CRMAI | Salesforce Inc. | 74,801 | $11.7M | 0% | Reduced by 19% |
| $TSLAAI | Tesla, Inc. | 25,095 | $10.6M | 0% | Reduced by 83% |
| $ADBEAI | Adobe Inc. | 49,018 | $10.0M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 39,593 | $5.7M | 0% | Increased by 21% |
| $VRTAI | Vertiv Holdings | 16,200 | $5.4M | 0% | Reduced by 98% |
| $IONQAI | IonQ Inc. | 89,900 | $4.8M | 0% | Increased by 910% |
| $WDAYAI | Workday Inc. | 32,200 | $3.9M | 0% | Reduced by 78% |
| $SNPSAI | Synopsys Inc. | 7,000 | $3.1M | 0% | No change |
| $PLTRAI | Palantir Technologies | 19,708 | $2.3M | 0% | Reduced by 98% |
| $QCOMAI | QUALCOMM Inc. | 1,397 | $258.2K | 0% | Reduced by 92% |