Managed by
Hedge FundAUM Tracked
$14.3B
AI Exposure
34%
AI & Tech holdings for BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 4,842,216 | $837.1M | 5.9% | Increased by 7% |
| $AAPLAI | Apple Inc. | 2,087,181 | $528.8M | 3.7% | Reduced by 7% |
| $MSFTAI | Microsoft Corporation | 1,417,836 | $523.3M | 3.7% | Increased by 19% |
| $GOOGLAI | Alphabet Inc. | 1,266,078 | $362.8M | 2.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 1,567,542 | $324.9M | 2.3% | Increased by 18% |
| $AVGOAI | Broadcom Inc. | 1,020,928 | $315.4M | 2.2% | Increased by 17% |
| $METAAI | Meta Platforms, Inc. | 548,272 | $310.9M | 2.2% | Increased by 15% |
| $GOOGAI | Alphabet Inc. | 681,427 | $195.4M | 1.4% | Reduced by 24% |
| $PLTRAI | Palantir Technologies | 749,328 | $108.9M | 0.8% | Increased by 28% |
| $MUAI | Micron Technology | 315,209 | $105.4M | 0.7% | Increased by 70% |
| $LRCXAI | Lam Research | 379,762 | $81.0M | 0.6% | Increased by 8% |
| $KLACAI | KLA Corporation | 48,817 | $71.7M | 0.5% | Increased by 11% |
| $COINAI | Coinbase Global | 388,812 | $66.3M | 0.5% | Increased by 26% |
| $AMATAI | Applied Materials | 193,993 | $66.1M | 0.5% | Increased by 91% |
| $AMDAI | Advanced Micro Devices | 309,869 | $62.9M | 0.4% | No change |
| $TSLAAI | Tesla, Inc. | 156,542 | $57.7M | 0.4% | Reduced by 38% |
| $ORCLAI | Oracle Corporation | 374,824 | $54.7M | 0.4% | Increased by 20% |
| $BABAAI | Alibaba Group | 418,303 | $51.9M | 0.4% | Increased by 11% |
| $ADIAI | Analog Devices | 156,400 | $49.7M | 0.3% | Increased by 103% |
| $INTCAI | Intel Corporation | 1,109,125 | $48.2M | 0.3% | Reduced by 20% |
| $ANETAI | Arista Networks | 359,430 | $44.1M | 0.3% | Increased by 21% |
| $INTUAI | Intuit Inc. | 87,643 | $37.8M | 0.3% | Increased by 24% |
| $CRMAI | Salesforce Inc. | 193,067 | $35.9M | 0.3% | Increased by 6% |
| $QCOMAI | QUALCOMM Inc. | 272,699 | $35.1M | 0.2% | Reduced by 7% |
| $CEGAI | Constellation Energy | 120,799 | $33.4M | 0.2% | Increased by 192% |
| $APPAI | AppLovin Corporation | 80,704 | $32.0M | 0.2% | No change |
| $ADBEAI | Adobe Inc. | 128,601 | $31.2M | 0.2% | Reduced by 12% |
| $UBERAI | Uber Technologies | 409,665 | $29.2M | 0.2% | Increased by 24% |
| $NOWAI | ServiceNow Inc. | 275,788 | $28.8M | 0.2% | No change |
| $TXNAI | Texas Instruments | 147,885 | $28.7M | 0.2% | Increased by 35% |
| $CRWDAI | CrowdStrike Holdings | 64,434 | $25.1M | 0.2% | Increased by 25% |
| $SNPSAI | Synopsys Inc. | 58,130 | $23.0M | 0.2% | Increased by 17% |
| $ISRGAI | Intuitive Surgical | 49,562 | $22.8M | 0.2% | Increased by 8% |
| $PANWAI | Palo Alto Networks | 138,048 | $22.0M | 0.2% | Increased by 14% |
| $PYPLAI | PayPal Holdings | 464,367 | $20.9M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 234,032 | $19.1M | 0.1% | No change |
| $MRVLAI | Marvell Technology | 196,819 | $18.7M | 0.1% | Increased by 30% |
| $SHOPAI | Shopify Inc. | 135,392 | $15.9M | 0.1% | Increased by 9% |
| $MPWRAI | Monolithic Power Systems | 14,525 | $15.8M | 0.1% | Increased by 663% |
| $CDNSAI | Cadence Design Systems | 51,825 | $14.4M | 0.1% | Increased by 54% |
| $SNOWAI | Snowflake Inc. | 82,334 | $12.4M | 0.1% | Increased by 13% |
| $ASMLAI | ASML Holding NV | 9,035 | $11.7M | 0.1% | Reduced by 19% |
| $MCHPAI | Microchip Technology | 126,505 | $8.1M | 0.1% | Increased by 26% |
| $SQAI | Block Inc. | 127,443 | $7.6M | 0.1% | Reduced by 16% |
| $NETAI | Cloudflare Inc. | 33,573 | $6.7M | 0% | Reduced by 50% |
| $DELLAI | Dell Technologies | 34,397 | $5.4M | 0% | Reduced by 13% |
| $TSMAI | Taiwan Semiconductor | 16,231 | $5.3M | 0% | Increased by 16% |
| $WDAYAI | Workday Inc. | 38,164 | $5.0M | 0% | Reduced by 51% |
| $ONAI | ON Semiconductor | 76,420 | $4.7M | 0% | No change |
| $ZSAI | Zscaler Inc. | 33,328 | $4.7M | 0% | Reduced by 8% |
| $BIDUAI | Baidu, Inc. | 39,063 | $4.3M | 0% | Increased by 90% |
| $ABNBAI | Airbnb Inc. | 33,245 | $4.2M | 0% | No change |
| $ARMAI | ARM Holdings plc | 27,708 | $4.0M | 0% | New Position |
| $TERAI | Teradyne Inc. | 13,779 | $3.9M | 0% | Reduced by 6% |
| $SMCIAI | Super Micro Computer | 165,291 | $3.6M | 0% | Increased by 30% |
| $VRTAI | Vertiv Holdings | 14,075 | $3.5M | 0% | New Position |
| $MDBAI | MongoDB Inc. | 13,102 | $3.2M | 0% | Increased by 97% |
| $SAPAI | SAP SE | 12,826 | $2.2M | 0% | Increased by 177% |
| $VSTAI | Vistra Corp. | 13,513 | $2.0M | 0% | Increased by 49% |
| $DDOGAI | Datadog Inc. | 16,780 | $2.0M | 0% | Reduced by 36% |
| $IONQAI | IonQ Inc. | 45,841 | $1.3M | 0% | Increased by 203% |
| $PDDAI | PDD Holdings Inc. | 5,929 | $591.4K | 0% | Increased by 25% |
| $TEAMAI | Atlassian Corporation | 4,814 | $327.7K | 0% | Reduced by 88% |