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ALLIANCEBERNSTEIN L.P.

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$308.8B

AI Exposure

37%

AI vs Non-AI Sector Exposure

AI & Semiconductors36.8%
Other Tech0.0%
$NVDA

5.9%

$AMZN

3.9%

$GOOG

3.9%

Portfolio Holdings

AI & Tech holdings for ALLIANCEBERNSTEIN L.P.

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation98,506,691$18.4B
5.9%
No change
$MSFTAIMicrosoft Corporation31,782,159$15.4B
5%
Reduced by 12%
$AMZNAIAmazon.com, Inc.52,607,732$12.1B
3.9%
No change
$GOOGAIAlphabet Inc.38,449,040$12.1B
3.9%
No change
$AAPLAIApple Inc.42,677,473$11.6B
3.8%
No change
$AVGOAIBroadcom Inc.24,873,857$8.6B
2.8%
No change
$METAAIMeta Platforms, Inc.12,678,273$8.4B
2.7%
No change
$GOOGLAIAlphabet Inc.10,522,677$3.3B
1.1%
Increased by 6%
$TSMAITaiwan Semiconductor8,482,882$2.6B
0.8%
Reduced by 17%
$ISRGAIIntuitive Surgical3,812,663$2.2B
0.7%
No change
$CDNSAICadence Design Systems4,995,854$1.6B
0.5%
Increased by 26%
$TSLAAITesla, Inc.3,243,437$1.5B
0.5%
No change
$SHOPAIShopify Inc.8,813,928$1.4B
0.5%
Increased by 35%
$AMATAIApplied Materials5,466,276$1.4B
0.5%
Reduced by 15%
$TXNAITexas Instruments7,631,442$1.3B
0.4%
No change
$APPAIAppLovin Corporation1,880,716$1.3B
0.4%
Increased by 11%
$QCOMAIQUALCOMM Inc.6,301,487$1.1B
0.3%
Reduced by 24%
$ORCLAIOracle Corporation4,573,844$891.5M
0.3%
No change
$ASMLAIASML Holding NV800,412$856.3M
0.3%
No change
$CRMAISalesforce Inc.2,464,289$652.8M
0.2%
Reduced by 24%
$INTUAIIntuit Inc.884,352$585.8M
0.2%
Reduced by 63%
$NXPIAINXP Semiconductors2,697,003$585.4M
0.2%
No change
$AMDAIAdvanced Micro Devices2,576,111$551.7M
0.2%
No change
$PLTRAIPalantir Technologies2,909,875$517.2M
0.2%
No change
$KLACAIKLA Corporation419,437$509.6M
0.2%
Increased by 66%
$LRCXAILam Research2,966,378$507.8M
0.2%
Reduced by 7%
$MUAIMicron Technology1,720,961$491.2M
0.2%
Reduced by 13%
$NOWAIServiceNow Inc.2,932,110$449.2M
0.1%
Reduced by 67%
$ADIAIAnalog Devices1,389,841$376.9M
0.1%
Increased by 9%
$UBERAIUber Technologies3,816,779$311.9M
0.1%
Reduced by 16%
$INTCAIIntel Corporation7,414,489$273.6M
0.1%
No change
$CRWDAICrowdStrike Holdings548,278$257.0M
0.1%
Reduced by 16%
$CEGAIConstellation Energy576,979$203.8M
0.1%
Reduced by 19%
$ANETAIArista Networks1,448,819$189.8M
0.1%
No change
$ADBEAIAdobe Inc.527,558$184.6M
0.1%
Reduced by 37%
$PANWAIPalo Alto Networks996,173$183.5M
0.1%
Reduced by 40%
$ONAION Semiconductor2,165,193$117.2M
0%
Reduced by 11%
$MDBAIMongoDB Inc.273,335$114.7M
0%
Reduced by 6%
$MPWRAIMonolithic Power Systems124,647$113.0M
0%
Reduced by 7%
$TERAITeradyne Inc.566,925$109.7M
0%
Reduced by 24%
$SNPSAISynopsys Inc.231,137$108.6M
0%
Reduced by 7%
$VRTAIVertiv Holdings551,565$89.4M
0%
Increased by 97%
$ABNBAIAirbnb Inc.565,823$76.8M
0%
No change
$FTNTAIFortinet Inc.842,825$66.9M
0%
Increased by 20%
$DDOGAIDatadog Inc.453,422$61.7M
0%
Increased by 7%
$WDAYAIWorkday Inc.286,588$61.6M
0%
Increased by 31%
$VSTAIVistra Corp.375,166$60.5M
0%
Increased by 10%
$PYPLAIPayPal Holdings957,568$55.9M
0%
Reduced by 10%
$COINAICoinbase Global246,252$55.7M
0%
No change
$NETAICloudflare Inc.264,568$52.2M
0%
Increased by 34%
$SNOWAISnowflake Inc.222,194$48.7M
0%
Reduced by 17%
$DELLAIDell Technologies322,968$40.7M
0%
No change
$BABAAIAlibaba Group275,123$40.3M
0%
Reduced by 30%
$MCHPAIMicrochip Technology578,329$36.9M
0%
Reduced by 12%
$SQAIBlock Inc.562,380$36.6M
0%
No change
$MRVLAIMarvell Technology282,960$24.0M
0%
Reduced by 12%
$ARMAIARM Holdings plc217,999$23.8M
0%
Increased by 768%
$IONQAIIonQ Inc.465,507$20.9M
0%
Reduced by 75%
$SMCIAISuper Micro Computer498,223$14.6M
0%
Reduced by 8%
$RIVNAIRivian Automotive638,623$12.6M
0%
Reduced by 58%
$TEAMAIAtlassian Corporation64,235$10.4M
0%
Reduced by 62%
$ZSAIZscaler Inc.42,851$9.6M
0%
Increased by 6%
$PDDAIPDD Holdings Inc.65,067$7.4M
0%
Reduced by 93%
$AMZNAIAmazon.com, Inc.31,842$7.3M
0%
Reduced by 100%
$MSFTAIMicrosoft Corporation15,143$7.3M
0%
Reduced by 100%
$SOUNAISoundHound AI450,901$4.5M
0%
No change
$NVDAAINVIDIA Corporation21,794$4.1M
0%
Reduced by 100%
$CDNSAICadence Design Systems12,811$4.0M
0%
Reduced by 100%
$SAPAISAP SE11,086$2.7M
0%
Reduced by 46%
$AEHRAIAehr Test Systems36,420$735.3K
0%
No change