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ALLIANCEBERNSTEIN L.P.

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$302.3B

AI Exposure

35.1%

AI vs Non-AI Sector Exposure

AI & Semiconductors34.9%
Other Tech0.0%
$NVDA

5.5%

$KLAC

3.6%

$AAPL

3.6%

$GOOG

3.5%

Portfolio Holdings

AI & Tech holdings for ALLIANCEBERNSTEIN L.P.

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation96,200,112$16.8B
5.5%
No change
$KLACAIKLA Corporation7,470,622$11.0B
3.6%
Increased by 1681%
$AAPLAIApple Inc.43,021,577$10.9B
3.6%
No change
$GOOGAIAlphabet Inc.36,669,121$10.5B
3.5%
No change
$MSFTAIMicrosoft Corporation25,998,459$9.6B
3.2%
Reduced by 18%
$AMZNAIAmazon.com, Inc.37,705,483$7.9B
2.6%
Reduced by 28%
$AVGOAIBroadcom Inc.23,017,993$7.1B
2.4%
Reduced by 7%
$METAAIMeta Platforms, Inc.11,903,028$6.8B
2.3%
Reduced by 6%
$GOOGLAIAlphabet Inc.11,716,048$3.4B
1.1%
Increased by 11%
$TSMAITaiwan Semiconductor7,029,705$2.4B
0.8%
Reduced by 17%
$AMATAIApplied Materials5,426,770$1.9B
0.6%
No change
$TXNAITexas Instruments8,781,234$1.7B
0.6%
Increased by 15%
$ISRGAIIntuitive Surgical3,629,442$1.7B
0.6%
No change
$CDNSAICadence Design Systems4,747,408$1.3B
0.4%
Reduced by 5%
$TSLAAITesla, Inc.3,328,835$1.2B
0.4%
No change
$MUAIMicron Technology3,340,836$1.1B
0.4%
Increased by 94%
$AMDAIAdvanced Micro Devices5,389,368$1.1B
0.4%
Increased by 109%
$ASMLAIASML Holding NV765,221$1.0B
0.3%
No change
$SHOPAIShopify Inc.7,814,726$927.0M
0.3%
Reduced by 11%
$ORCLAIOracle Corporation4,864,222$715.6M
0.2%
Increased by 6%
$APPAIAppLovin Corporation1,603,673$638.3M
0.2%
Reduced by 15%
$LRCXAILam Research2,856,424$610.3M
0.2%
No change
$NXPIAINXP Semiconductors2,891,160$569.2M
0.2%
Increased by 7%
$QCOMAIQUALCOMM Inc.4,211,240$542.3M
0.2%
Reduced by 33%
$INTCAIIntel Corporation10,719,014$473.0M
0.2%
Increased by 45%
$ADIAIAnalog Devices1,404,621$446.9M
0.1%
No change
$PLTRAIPalantir Technologies2,492,400$364.6M
0.1%
Reduced by 14%
$CRMAISalesforce Inc.1,827,841$341.2M
0.1%
Reduced by 26%
$NOWAIServiceNow Inc.2,103,921$220.0M
0.1%
Reduced by 28%
$INTUAIIntuit Inc.475,268$205.5M
0.1%
Reduced by 46%
$PANWAIPalo Alto Networks1,274,081$204.3M
0.1%
Increased by 28%
$CEGAIConstellation Energy698,929$195.2M
0.1%
Increased by 21%
$MPWRAIMonolithic Power Systems175,738$192.1M
0.1%
Increased by 41%
$UBERAIUber Technologies2,586,960$186.1M
0.1%
Reduced by 32%
$ANETAIArista Networks1,512,599$185.7M
0.1%
No change
$CRWDAICrowdStrike Holdings468,328$182.8M
0.1%
Reduced by 15%
$ADBEAIAdobe Inc.484,216$117.7M
0%
Reduced by 8%
$MRVLAIMarvell Technology1,059,065$104.9M
0%
Increased by 274%
$DELLAIDell Technologies637,400$104.6M
0%
Increased by 97%
$VSTAIVistra Corp.625,019$94.0M
0%
Increased by 67%
$VRTAIVertiv Holdings368,345$92.3M
0%
Reduced by 33%
$TERAITeradyne Inc.298,576$88.5M
0%
Reduced by 47%
$SNPSAISynopsys Inc.205,926$81.6M
0%
Reduced by 11%
$MDBAIMongoDB Inc.297,159$72.7M
0%
Increased by 9%
$FTNTAIFortinet Inc.795,492$65.0M
0%
Reduced by 6%
$ABNBAIAirbnb Inc.513,344$64.8M
0%
Reduced by 9%
$DDOGAIDatadog Inc.489,454$57.8M
0%
Increased by 8%
$SNOWAISnowflake Inc.367,747$55.5M
0%
Increased by 66%
$NETAICloudflare Inc.239,287$49.4M
0%
Reduced by 10%
$PYPLAIPayPal Holdings1,005,122$45.5M
0%
No change
$ONAION Semiconductor695,780$43.1M
0%
Reduced by 68%
$COINAICoinbase Global213,189$37.2M
0%
Reduced by 13%
$MCHPAIMicrochip Technology542,053$35.0M
0%
Reduced by 6%
$ARMAIARM Holdings plc226,427$34.3M
0%
No change
$SQAIBlock Inc.556,765$33.5M
0%
No change
$WDAYAIWorkday Inc.253,167$32.9M
0%
Reduced by 12%
$SMCIAISuper Micro Computer521,547$11.9M
0%
No change
$TEAMAIAtlassian Corporation121,375$8.3M
0%
Increased by 89%
$IONQAIIonQ Inc.214,041$6.2M
0%
Reduced by 54%
$ZSAIZscaler Inc.42,444$6.0M
0%
No change
$PDDAIPDD Holdings Inc.57,239$5.8M
0%
Reduced by 12%
$RIVNAIRivian Automotive332,345$5.0M
0%
Reduced by 48%
$NVDAAINVIDIA Corporation20,733$3.6M
0%
Reduced by 100%
$SOUNAISoundHound AI524,139$3.6M
0%
Increased by 16%
$AMZNAIAmazon.com, Inc.16,942$3.5M
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.12,149$3.5M
0%
Reduced by 100%
$CDNSAICadence Design Systems11,076$3.1M
0%
Reduced by 100%
$AAPLAIApple Inc.11,859$3.0M
0%
Reduced by 100%
$SAPAISAP SE10,606$1.8M
0%
No change
$ISRGAIIntuitive Surgical3,324$1.5M
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems1,369$1.5M
0%
Reduced by 99%
$AEHRAIAehr Test Systems36,497$1.4M
0%
No change