Managed by
Hedge FundAUM Tracked
$19.2B
AI Exposure
42.9%
AI & Tech holdings for AustralianSuper Pty Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 10,469,496 | $1.8B | 9.5% | Reduced by 16% |
| $AAPLAI | Apple Inc. | 6,033,707 | $1.5B | 8% | Increased by 7% |
| $GOOGLAI | Alphabet Inc. | 2,933,234 | $843.5M | 4.4% | Reduced by 5% |
| $AVGOAI | Broadcom Inc. | 2,397,962 | $742.2M | 3.9% | Reduced by 23% |
| $MSFTAI | Microsoft Corporation | 1,716,818 | $635.5M | 3.3% | Reduced by 35% |
| $METAAI | Meta Platforms, Inc. | 821,969 | $470.3M | 2.5% | Reduced by 27% |
| $TSLAAI | Tesla, Inc. | 838,798 | $311.8M | 1.6% | Increased by 360% |
| $AMZNAI | Amazon.com, Inc. | 1,353,014 | $281.8M | 1.5% | Reduced by 59% |
| $ADBEAI | Adobe Inc. | 731,268 | $177.8M | 0.9% | Increased by 39% |
| $LRCXAI | Lam Research | 704,267 | $150.5M | 0.8% | Reduced by 62% |
| $MUAI | Micron Technology | 433,886 | $146.6M | 0.8% | Increased by 139% |
| $TSMAI | Taiwan Semiconductor | 432,236 | $146.1M | 0.8% | Reduced by 26% |
| $GOOGAI | Alphabet Inc. | 446,985 | $128.2M | 0.7% | Increased by 460% |
| $PDDAI | PDD Holdings Inc. | 1,173,300 | $119.9M | 0.6% | Increased by 1381% |
| $PYPLAI | PayPal Holdings | 2,488,715 | $112.6M | 0.6% | Increased by 335% |
| $AMDAI | Advanced Micro Devices | 515,664 | $104.9M | 0.5% | Reduced by 44% |
| $ISRGAI | Intuitive Surgical | 214,163 | $98.7M | 0.5% | Increased by 325% |
| $APPAI | AppLovin Corporation | 202,514 | $80.6M | 0.4% | Increased by 99% |
| $ANETAI | Arista Networks | 465,771 | $57.2M | 0.3% | Reduced by 32% |
| $NETAI | Cloudflare Inc. | 246,327 | $50.8M | 0.3% | Reduced by 41% |
| $SHOPAI | Shopify Inc. | 365,577 | $43.4M | 0.2% | Reduced by 34% |
| $CRWDAI | CrowdStrike Holdings | 98,252 | $38.4M | 0.2% | New Position |
| $SNOWAI | Snowflake Inc. | 188,070 | $28.4M | 0.1% | Increased by 63% |
| $CDNSAI | Cadence Design Systems | 99,407 | $27.6M | 0.1% | Increased by 42% |
| $QCOMAI | QUALCOMM Inc. | 184,752 | $23.8M | 0.1% | Increased by 144% |
| $UBERAI | Uber Technologies | 248,604 | $17.9M | 0.1% | Reduced by 82% |
| $MPWRAI | Monolithic Power Systems | 11,496 | $12.6M | 0.1% | New Position |
| $BABAAI | Alibaba Group | 84,409 | $10.6M | 0.1% | Reduced by 68% |
| $PLTRAI | Palantir Technologies | 37,661 | $5.5M | 0% | Reduced by 84% |
| $AMATAI | Applied Materials | 13,237 | $4.5M | 0% | Reduced by 36% |
| $CRMAI | Salesforce Inc. | 15,564 | $2.9M | 0% | Increased by 83% |
| $ORCLAI | Oracle Corporation | 16,129 | $2.4M | 0% | Increased by 81% |
| $RIVNAI | Rivian Automotive | 56,863 | $855.8K | 0% | No change |
| $SNPSAI | Synopsys Inc. | 2,012 | $797.7K | 0% | No change |
| $INTUAI | Intuit Inc. | 1,556 | $672.8K | 0% | No change |
| $TEAMAI | Atlassian Corporation | 7,861 | $536.5K | 0% | Reduced by 90% |