Managed by
Hedge FundAUM Tracked
$18.9B
AI Exposure
13.9%
AI & Tech holdings for Beacon Pointe Advisors, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 2,142,646 | $543.8M | 2.9% | Increased by 28% |
| $NVDAAI | NVIDIA Corporation | 2,325,513 | $405.6M | 2.2% | Increased by 20% |
| $MSFTAI | Microsoft Corporation | 891,062 | $329.8M | 1.7% | Increased by 32% |
| $AMZNAI | Amazon.com, Inc. | 1,020,307 | $212.5M | 1.1% | Increased by 57% |
| $GOOGLAI | Alphabet Inc. | 617,457 | $177.6M | 0.9% | Increased by 33% |
| $METAAI | Meta Platforms, Inc. | 271,958 | $155.6M | 0.8% | Increased by 135% |
| $AVGOAI | Broadcom Inc. | 358,212 | $110.9M | 0.6% | Increased by 38% |
| $GOOGAI | Alphabet Inc. | 365,929 | $105.0M | 0.6% | Increased by 82% |
| $AMDAI | Advanced Micro Devices | 242,234 | $49.3M | 0.3% | Increased by 21% |
| $TSLAAI | Tesla, Inc. | 120,931 | $45.0M | 0.2% | Increased by 37% |
| $PANWAI | Palo Alto Networks | 247,635 | $39.7M | 0.2% | Increased by 28% |
| $PLTRAI | Palantir Technologies | 253,075 | $37.0M | 0.2% | Increased by 8% |
| $FTNTAI | Fortinet Inc. | 394,508 | $32.2M | 0.2% | No change |
| $TSMAI | Taiwan Semiconductor | 78,912 | $26.7M | 0.1% | Increased by 174% |
| $ORCLAI | Oracle Corporation | 165,908 | $24.4M | 0.1% | No change |
| $QCOMAI | QUALCOMM Inc. | 181,752 | $23.4M | 0.1% | Increased by 81% |
| $SNOWAI | Snowflake Inc. | 134,031 | $20.2M | 0.1% | Increased by 6% |
| $CRMAI | Salesforce Inc. | 107,804 | $20.1M | 0.1% | Increased by 62% |
| $UBERAI | Uber Technologies | 248,358 | $17.9M | 0.1% | Increased by 78% |
| $LRCXAI | Lam Research | 78,835 | $16.8M | 0.1% | Increased by 27% |
| $CRWDAI | CrowdStrike Holdings | 39,564 | $15.4M | 0.1% | Increased by 34% |
| $PYPLAI | PayPal Holdings | 322,105 | $14.6M | 0.1% | Increased by 133% |
| $TXNAI | Texas Instruments | 69,147 | $13.4M | 0.1% | Increased by 15% |
| $DELLAI | Dell Technologies | 80,954 | $13.3M | 0.1% | Increased by 661% |
| $SQAI | Block Inc. | 206,096 | $12.4M | 0.1% | Increased by 12% |
| $ABNBAI | Airbnb Inc. | 97,416 | $12.3M | 0.1% | Increased by 85% |
| $MUAI | Micron Technology | 31,871 | $10.8M | 0.1% | Increased by 55% |
| $AMATAI | Applied Materials | 30,882 | $10.6M | 0.1% | Increased by 33% |
| $INTCAI | Intel Corporation | 205,363 | $9.1M | 0% | Increased by 41% |
| $KLACAI | KLA Corporation | 5,737 | $8.4M | 0% | Increased by 54% |
| $WDAYAI | Workday Inc. | 59,030 | $7.7M | 0% | Increased by 2163% |
| $DDOGAI | Datadog Inc. | 59,008 | $7.0M | 0% | Increased by 1240% |
| $SHOPAI | Shopify Inc. | 56,293 | $6.7M | 0% | Increased by 17% |
| $ISRGAI | Intuitive Surgical | 12,567 | $5.8M | 0% | Increased by 126% |
| $ASMLAI | ASML Holding NV | 4,025 | $5.3M | 0% | Increased by 66% |
| $MRVLAI | Marvell Technology | 52,256 | $5.2M | 0% | Increased by 12% |
| $ADIAI | Analog Devices | 15,613 | $5.0M | 0% | Increased by 65% |
| $MCHPAI | Microchip Technology | 69,667 | $4.5M | 0% | Increased by 44% |
| $NOWAI | ServiceNow Inc. | 41,572 | $4.3M | 0% | Increased by 63% |
| $NETAI | Cloudflare Inc. | 19,616 | $4.0M | 0% | Reduced by 7% |
| $COINAI | Coinbase Global | 22,245 | $3.9M | 0% | Increased by 118% |
| $INTUAI | Intuit Inc. | 8,749 | $3.8M | 0% | Increased by 42% |
| $VSTAI | Vistra Corp. | 23,499 | $3.5M | 0% | Increased by 405% |
| $ADBEAI | Adobe Inc. | 14,334 | $3.5M | 0% | No change |
| $VRTAI | Vertiv Holdings | 12,649 | $3.2M | 0% | Increased by 53% |
| $BABAAI | Alibaba Group | 23,501 | $2.9M | 0% | Increased by 169% |
| $MDBAI | MongoDB Inc. | 11,917 | $2.9M | 0% | Increased by 23% |
| $APPAI | AppLovin Corporation | 6,998 | $2.8M | 0% | Increased by 28% |
| $ZSAI | Zscaler Inc. | 17,278 | $2.4M | 0% | Reduced by 15% |
| $ANETAI | Arista Networks | 18,725 | $2.3M | 0% | Increased by 272% |
| $CEGAI | Constellation Energy | 7,144 | $2.0M | 0% | Increased by 59% |
| $SNPSAI | Synopsys Inc. | 4,857 | $1.9M | 0% | Increased by 188% |
| $CDNSAI | Cadence Design Systems | 6,851 | $1.9M | 0% | Increased by 215% |
| $MPWRAI | Monolithic Power Systems | 1,360 | $1.5M | 0% | Increased by 257% |
| $SAPAI | SAP SE | 8,015 | $1.4M | 0% | Increased by 158% |
| $ARMAI | ARM Holdings plc | 7,000 | $1.1M | 0% | Increased by 139% |
| $NXPIAI | NXP Semiconductors | 4,195 | $825.7K | 0% | Increased by 27% |
| $RIVNAI | Rivian Automotive | 48,777 | $734.1K | 0% | Increased by 22% |
| $BIDUAI | Baidu, Inc. | 5,688 | $633.8K | 0% | Increased by 7% |
| $TERAI | Teradyne Inc. | 2,128 | $630.8K | 0% | Increased by 71% |
| $TEAMAI | Atlassian Corporation | 4,893 | $333.9K | 0% | Increased by 20% |
| $SMCIAI | Super Micro Computer | 9,543 | $217.3K | 0% | Increased by 36% |
| $ONAI | ON Semiconductor | 3,471 | $214.9K | 0% | New Position |