Managed by
Hedge FundAUM Tracked
$36.9B
AI Exposure
42.8%
AI & Tech holdings for AXA Investment Managers S.A.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,925,263 | $1.7B | 4.5% | New Position |
| $MSFTAI | Microsoft Corporation | 2,430,617 | $1.3B | 3.4% | New Position |
| $AAPLAI | Apple Inc. | 4,050,058 | $1.0B | 2.8% | New Position |
| $NVDAAI | NVIDIA Corporation | 5,027,527 | $938.0M | 2.5% | New Position |
| $MSFTAI | Microsoft Corporation | 1,762,158 | $912.7M | 2.5% | New Position |
| $AMZNAI | Amazon.com, Inc. | 3,106,622 | $682.1M | 1.8% | New Position |
| $AVGOAI | Broadcom Inc. | 1,891,062 | $623.9M | 1.7% | New Position |
| $AAPLAI | Apple Inc. | 2,293,926 | $584.1M | 1.6% | New Position |
| $GOOGAI | Alphabet Inc. | 2,137,257 | $519.6M | 1.4% | New Position |
| $AMZNAI | Amazon.com, Inc. | 2,160,264 | $474.3M | 1.3% | New Position |
| $METAAI | Meta Platforms, Inc. | 625,040 | $459.0M | 1.2% | New Position |
| $GOOGLAI | Alphabet Inc. | 1,751,671 | $425.8M | 1.2% | New Position |
| $METAAI | Meta Platforms, Inc. | 443,803 | $325.9M | 0.9% | New Position |
| $GOOGLAI | Alphabet Inc. | 1,119,282 | $272.1M | 0.7% | New Position |
| $CDNSAI | Cadence Design Systems | 749,030 | $263.1M | 0.7% | New Position |
| $AVGOAI | Broadcom Inc. | 764,449 | $252.2M | 0.7% | New Position |
| $NOWAI | ServiceNow Inc. | 265,101 | $244.0M | 0.7% | New Position |
| $UBERAI | Uber Technologies | 1,946,391 | $190.7M | 0.5% | New Position |
| $TSMAI | Taiwan Semiconductor | 660,802 | $184.6M | 0.5% | New Position |
| $NOWAI | ServiceNow Inc. | 195,367 | $179.8M | 0.5% | New Position |
| $GOOGAI | Alphabet Inc. | 699,642 | $170.1M | 0.5% | New Position |
| $ISRGAI | Intuitive Surgical | 377,598 | $168.9M | 0.5% | New Position |
| $TSLAAI | Tesla, Inc. | 378,261 | $168.2M | 0.5% | New Position |
| $TSLAAI | Tesla, Inc. | 371,874 | $165.4M | 0.4% | New Position |
| $NXPIAI | NXP Semiconductors | 706,616 | $160.9M | 0.4% | New Position |
| $BABAAI | Alibaba Group | 890,705 | $159.2M | 0.4% | New Position |
| $ORCLAI | Oracle Corporation | 530,666 | $149.2M | 0.4% | New Position |
| $ISRGAI | Intuitive Surgical | 314,720 | $140.8M | 0.4% | New Position |
| $INTUAI | Intuit Inc. | 183,179 | $125.1M | 0.3% | New Position |
| $QCOMAI | QUALCOMM Inc. | 684,126 | $113.8M | 0.3% | New Position |
| $PANWAI | Palo Alto Networks | 533,153 | $108.6M | 0.3% | New Position |
| $TSMAI | Taiwan Semiconductor | 383,010 | $107.0M | 0.3% | New Position |
| $APPAI | AppLovin Corporation | 133,972 | $96.3M | 0.3% | New Position |
| $PANWAI | Palo Alto Networks | 467,038 | $95.1M | 0.3% | New Position |
| $MPWRAI | Monolithic Power Systems | 103,133 | $94.9M | 0.3% | New Position |
| $CRMAI | Salesforce Inc. | 386,363 | $91.6M | 0.2% | New Position |
| $AMATAI | Applied Materials | 432,675 | $88.6M | 0.2% | New Position |
| $LRCXAI | Lam Research | 580,871 | $77.8M | 0.2% | New Position |
| $CRMAI | Salesforce Inc. | 323,035 | $76.6M | 0.2% | New Position |
| $PLTRAI | Palantir Technologies | 415,943 | $75.9M | 0.2% | New Position |
| $AMDAI | Advanced Micro Devices | 464,843 | $75.2M | 0.2% | New Position |
| $SHOPAI | Shopify Inc. | 475,665 | $70.7M | 0.2% | New Position |
| $ORCLAI | Oracle Corporation | 249,663 | $70.2M | 0.2% | New Position |
| $CDNSAI | Cadence Design Systems | 188,721 | $66.3M | 0.2% | New Position |
| $INTUAI | Intuit Inc. | 88,285 | $60.3M | 0.2% | New Position |
| $AMATAI | Applied Materials | 291,069 | $59.6M | 0.2% | New Position |
| $BABAAI | Alibaba Group | 333,388 | $59.6M | 0.2% | New Position |
| $NETAI | Cloudflare Inc. | 277,448 | $59.5M | 0.2% | New Position |
| $TERAI | Teradyne Inc. | 410,982 | $56.6M | 0.2% | New Position |
| $ADBEAI | Adobe Inc. | 149,604 | $52.8M | 0.1% | New Position |
| $PLTRAI | Palantir Technologies | 279,903 | $51.1M | 0.1% | New Position |
| $ANETAI | Arista Networks | 336,321 | $49.0M | 0.1% | New Position |
| $SNOWAI | Snowflake Inc. | 207,431 | $46.8M | 0.1% | New Position |
| $QCOMAI | QUALCOMM Inc. | 270,531 | $45.0M | 0.1% | New Position |
| $ANETAI | Arista Networks | 300,131 | $43.7M | 0.1% | New Position |
| $KLACAI | KLA Corporation | 38,893 | $41.9M | 0.1% | New Position |
| $AMDAI | Advanced Micro Devices | 237,763 | $38.5M | 0.1% | New Position |
| $ZSAI | Zscaler Inc. | 126,816 | $38.0M | 0.1% | New Position |
| $INTCAI | Intel Corporation | 1,125,170 | $37.7M | 0.1% | New Position |
| $SHOPAI | Shopify Inc. | 242,063 | $36.0M | 0.1% | New Position |
| $ADBEAI | Adobe Inc. | 100,813 | $35.6M | 0.1% | New Position |
| $MUAI | Micron Technology | 200,456 | $33.5M | 0.1% | New Position |
| $MUAI | Micron Technology | 197,916 | $33.1M | 0.1% | New Position |
| $SNPSAI | Synopsys Inc. | 66,222 | $32.7M | 0.1% | New Position |
| $FTNTAI | Fortinet Inc. | 384,175 | $32.3M | 0.1% | New Position |
| $DDOGAI | Datadog Inc. | 224,546 | $32.0M | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 44,430 | $31.9M | 0.1% | New Position |
| $TXNAI | Texas Instruments | 171,931 | $31.6M | 0.1% | New Position |
| $NVDAAI | NVIDIA Corporation | 158,833 | $29.6M | 0.1% | New Position |
| $AAPLAI | Apple Inc. | 114,427 | $29.1M | 0.1% | New Position |
| $MSFTAI | Microsoft Corporation | 53,889 | $27.9M | 0.1% | New Position |
| $LRCXAI | Lam Research | 194,082 | $26.0M | 0.1% | New Position |
| $ADIAI | Analog Devices | 102,958 | $25.3M | 0.1% | New Position |
| $KLACAI | KLA Corporation | 22,564 | $24.3M | 0.1% | New Position |
| $UBERAI | Uber Technologies | 242,540 | $23.8M | 0.1% | New Position |
| $NXPIAI | NXP Semiconductors | 95,087 | $21.7M | 0.1% | New Position |
| $CEGAI | Constellation Energy | 60,979 | $20.1M | 0.1% | New Position |
| $GOOGLAI | Alphabet Inc. | 78,486 | $19.1M | 0.1% | New Position |
| $PDDAI | PDD Holdings Inc. | 136,888 | $18.1M | 0% | New Position |
| $CRWDAI | CrowdStrike Holdings | 35,643 | $17.5M | 0% | New Position |
| $CRWDAI | CrowdStrike Holdings | 33,129 | $16.2M | 0% | New Position |
| $SNPSAI | Synopsys Inc. | 31,882 | $15.7M | 0% | New Position |
| $FTNTAI | Fortinet Inc. | 182,526 | $15.3M | 0% | New Position |
| $ASMLAI | ASML Holding NV | 13,741 | $13.3M | 0% | New Position |
| $DDOGAI | Datadog Inc. | 88,628 | $12.6M | 0% | New Position |
| $CEGAI | Constellation Energy | 38,001 | $12.5M | 0% | New Position |
| $AMZNAI | Amazon.com, Inc. | 53,749 | $11.8M | 0% | New Position |
| $MRVLAI | Marvell Technology | 138,762 | $11.7M | 0% | New Position |
| $MPWRAI | Monolithic Power Systems | 12,439 | $11.5M | 0% | New Position |
| $ARMAI | ARM Holdings plc | 78,937 | $11.2M | 0% | New Position |
| $VRTAI | Vertiv Holdings | 65,702 | $9.9M | 0% | New Position |
| $PYPLAI | PayPal Holdings | 138,100 | $9.3M | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 39,584 | $8.9M | 0% | New Position |
| $AVGOAI | Broadcom Inc. | 25,414 | $8.4M | 0% | New Position |
| $METAAI | Meta Platforms, Inc. | 11,180 | $8.2M | 0% | New Position |
| $PDDAI | PDD Holdings Inc. | 57,846 | $7.6M | 0% | New Position |
| $COINAI | Coinbase Global | 20,280 | $6.8M | 0% | New Position |
| $TSLAAI | Tesla, Inc. | 14,599 | $6.5M | 0% | New Position |
| $MCHPAI | Microchip Technology | 88,664 | $5.7M | 0% | New Position |
| $BIDUAI | Baidu, Inc. | 43,000 | $5.7M | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 44,981 | $5.5M | 0% | New Position |
| $WDAYAI | Workday Inc. | 21,451 | $5.2M | 0% | New Position |
| $ZSAI | Zscaler Inc. | 16,216 | $4.9M | 0% | New Position |
| $ORCLAI | Oracle Corporation | 16,140 | $4.5M | 0% | New Position |
| $NVDAAI | NVIDIA Corporation | 22,141 | $4.1M | 0% | New Position |
| $NETAI | Cloudflare Inc. | 18,658 | $4.0M | 0% | New Position |
| $COINAI | Coinbase Global | 10,753 | $3.6M | 0% | New Position |
| $AAPLAI | Apple Inc. | 13,765 | $3.5M | 0% | New Position |
| $WDAYAI | Workday Inc. | 14,213 | $3.4M | 0% | New Position |
| $MSFTAI | Microsoft Corporation | 6,514 | $3.4M | 0% | New Position |
| $TXNAI | Texas Instruments | 17,284 | $3.2M | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 17,479 | $2.8M | 0% | New Position |
| $ONAI | ON Semiconductor | 53,970 | $2.7M | 0% | New Position |
| $SQAI | Block Inc. | 32,688 | $2.4M | 0% | New Position |
| $GOOGLAI | Alphabet Inc. | 9,670 | $2.4M | 0% | New Position |
| $CRMAI | Salesforce Inc. | 9,113 | $2.2M | 0% | New Position |
| $PYPLAI | PayPal Holdings | 30,725 | $2.1M | 0% | New Position |
| $QCOMAI | QUALCOMM Inc. | 11,937 | $2.0M | 0% | New Position |
| $INTUAI | Intuit Inc. | 2,907 | $2.0M | 0% | New Position |
| $ADIAI | Analog Devices | 8,076 | $2.0M | 0% | New Position |
| $AMZNAI | Amazon.com, Inc. | 8,544 | $1.9M | 0% | New Position |
| $AVGOAI | Broadcom Inc. | 5,567 | $1.8M | 0% | New Position |
| $ARMAI | ARM Holdings plc | 10,611 | $1.5M | 0% | New Position |
| $METAAI | Meta Platforms, Inc. | 1,956 | $1.4M | 0% | New Position |
| $TERAI | Teradyne Inc. | 10,423 | $1.4M | 0% | New Position |
| $RIVNAI | Rivian Automotive | 93,060 | $1.4M | 0% | New Position |
| $CEGAI | Constellation Energy | 4,069 | $1.3M | 0% | New Position |
| $TSLAAI | Tesla, Inc. | 2,568 | $1.1M | 0% | New Position |
| $ORCLAI | Oracle Corporation | 3,231 | $908.7K | 0% | New Position |
| $VRTAI | Vertiv Holdings | 4,997 | $753.8K | 0% | New Position |
| $MUAI | Micron Technology | 4,309 | $721.0K | 0% | New Position |
| $ANETAI | Arista Networks | 4,626 | $674.1K | 0% | New Position |
| $MDBAI | MongoDB Inc. | 1,742 | $540.7K | 0% | New Position |
| $INTCAI | Intel Corporation | 15,393 | $516.4K | 0% | New Position |
| $SMCIAI | Super Micro Computer | 9,917 | $475.4K | 0% | New Position |
| $PLTRAI | Palantir Technologies | 2,247 | $409.9K | 0% | New Position |
| $SQAI | Block Inc. | 4,192 | $303.0K | 0% | New Position |
| $INTCAI | Intel Corporation | 8,476 | $284.4K | 0% | New Position |
| $PDDAI | PDD Holdings Inc. | 2,107 | $278.5K | 0% | New Position |
| $PDDAI | PDD Holdings Inc. | 2,107 | $278.5K | 0% | New Position |
| $MRVLAI | Marvell Technology | 3,049 | $256.3K | 0% | New Position |
| $AMDAI | Advanced Micro Devices | 1,498 | $242.4K | 0% | New Position |
| $ADIAI | Analog Devices | 942 | $231.4K | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 1,560 | $189.4K | 0% | New Position |
| $APPAI | AppLovin Corporation | 259 | $186.1K | 0% | New Position |
| $DELLAI | Dell Technologies | 1,229 | $174.2K | 0% | New Position |
| $UBERAI | Uber Technologies | 1,737 | $170.2K | 0% | New Position |
| $SHOPAI | Shopify Inc. | 1,140 | $169.4K | 0% | New Position |
| $ISRGAI | Intuitive Surgical | 378 | $169.1K | 0% | New Position |
| $QCOMAI | QUALCOMM Inc. | 992 | $165.0K | 0% | New Position |
| $LRCXAI | Lam Research | 1,188 | $159.1K | 0% | New Position |
| $AMATAI | Applied Materials | 749 | $153.3K | 0% | New Position |
| $CEGAI | Constellation Energy | 429 | $141.2K | 0% | New Position |
| $TXNAI | Texas Instruments | 765 | $140.6K | 0% | New Position |
| $KLACAI | KLA Corporation | 124 | $133.7K | 0% | New Position |
| $CRMAI | Salesforce Inc. | 494 | $117.1K | 0% | New Position |
| $CRWDAI | CrowdStrike Holdings | 232 | $113.8K | 0% | New Position |
| $INTUAI | Intuit Inc. | 150 | $102.4K | 0% | New Position |
| $ADBEAI | Adobe Inc. | 286 | $100.9K | 0% | New Position |
| $VSTAI | Vistra Corp. | 489 | $95.8K | 0% | New Position |
| $VRTAI | Vertiv Holdings | 629 | $94.9K | 0% | New Position |
| $NOWAI | ServiceNow Inc. | 93 | $85.6K | 0% | New Position |
| $PANWAI | Palo Alto Networks | 376 | $76.6K | 0% | New Position |
| $MRVLAI | Marvell Technology | 861 | $72.4K | 0% | New Position |
| $CDNSAI | Cadence Design Systems | 196 | $68.8K | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 291 | $65.6K | 0% | New Position |
| $COINAI | Coinbase Global | 188 | $63.4K | 0% | New Position |
| $NETAI | Cloudflare Inc. | 295 | $63.3K | 0% | New Position |
| $SNPSAI | Synopsys Inc. | 112 | $55.3K | 0% | New Position |
| $NXPIAI | NXP Semiconductors | 236 | $53.7K | 0% | New Position |
| $FTNTAI | Fortinet Inc. | 610 | $51.3K | 0% | New Position |
| $DELLAI | Dell Technologies | 330 | $46.8K | 0% | New Position |
| $PYPLAI | PayPal Holdings | 690 | $46.3K | 0% | New Position |
| $MPWRAI | Monolithic Power Systems | 46 | $42.3K | 0% | New Position |
| $DDOGAI | Datadog Inc. | 286 | $40.7K | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 316 | $38.4K | 0% | New Position |
| $MCHPAI | Microchip Technology | 543 | $34.9K | 0% | New Position |
| $WDAYAI | Workday Inc. | 138 | $33.2K | 0% | New Position |
| $SQAI | Block Inc. | 427 | $30.9K | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 165 | $26.4K | 0% | New Position |
| $TERAI | Teradyne Inc. | 183 | $25.2K | 0% | New Position |
| $ZSAI | Zscaler Inc. | 82 | $24.6K | 0% | New Position |
| $MDBAI | MongoDB Inc. | 67 | $20.8K | 0% | New Position |
| $ONAI | ON Semiconductor | 411 | $20.3K | 0% | New Position |
| $RIVNAI | Rivian Automotive | 634 | $9.3K | 0% | New Position |
| $SMCIAI | Super Micro Computer | 165 | $7.9K | 0% | New Position |