Managed by
Hedge FundAUM Tracked
$34.9B
AI Exposure
27.9%
AI & Tech holdings for BLAIR WILLIAM & CO/IL
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 5,930,914 | $1.5B | 4.3% | No change |
| $MSFTAI | Microsoft Corporation | 3,498,110 | $1.3B | 3.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 6,057,938 | $1.3B | 3.6% | No change |
| $NVDAAI | NVIDIA Corporation | 5,427,875 | $946.6M | 2.7% | No change |
| $GOOGAI | Alphabet Inc. | 3,035,765 | $870.8M | 2.5% | No change |
| $GOOGLAI | Alphabet Inc. | 2,436,117 | $700.5M | 2% | No change |
| $METAAI | Meta Platforms, Inc. | 721,720 | $412.9M | 1.2% | No change |
| $AVGOAI | Broadcom Inc. | 918,328 | $284.2M | 0.8% | No change |
| $UBERAI | Uber Technologies | 3,299,596 | $237.3M | 0.7% | Reduced by 20% |
| $PANWAI | Palo Alto Networks | 1,304,858 | $209.2M | 0.6% | No change |
| $ISRGAI | Intuitive Surgical | 425,228 | $196.0M | 0.6% | No change |
| $NOWAI | ServiceNow Inc. | 1,800,988 | $188.3M | 0.5% | Reduced by 19% |
| $ANETAI | Arista Networks | 1,151,227 | $141.3M | 0.4% | No change |
| $MUAI | Micron Technology | 332,311 | $112.3M | 0.3% | Increased by 11% |
| $TSLAAI | Tesla, Inc. | 296,041 | $110.1M | 0.3% | No change |
| $CRWDAI | CrowdStrike Holdings | 252,379 | $98.5M | 0.3% | Increased by 12% |
| $SHOPAI | Shopify Inc. | 627,424 | $74.4M | 0.2% | No change |
| $CRMAI | Salesforce Inc. | 389,008 | $72.6M | 0.2% | Reduced by 30% |
| $MRVLAI | Marvell Technology | 723,976 | $71.7M | 0.2% | Increased by 46% |
| $MDBAI | MongoDB Inc. | 270,982 | $66.3M | 0.2% | Reduced by 8% |
| $INTUAI | Intuit Inc. | 152,554 | $66.0M | 0.2% | Reduced by 37% |
| $QCOMAI | QUALCOMM Inc. | 486,969 | $62.7M | 0.2% | Reduced by 10% |
| $APPAI | AppLovin Corporation | 139,951 | $55.7M | 0.2% | Reduced by 52% |
| $ORCLAI | Oracle Corporation | 351,104 | $51.7M | 0.1% | Reduced by 26% |
| $COINAI | Coinbase Global | 284,790 | $49.7M | 0.1% | Increased by 23% |
| $KLACAI | KLA Corporation | 32,080 | $47.2M | 0.1% | No change |
| $TSMAI | Taiwan Semiconductor | 137,755 | $46.6M | 0.1% | Increased by 14% |
| $AMDAI | Advanced Micro Devices | 201,948 | $41.1M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 589,868 | $38.1M | 0.1% | Increased by 125% |
| $NETAI | Cloudflare Inc. | 170,085 | $35.1M | 0.1% | Reduced by 14% |
| $MPWRAI | Monolithic Power Systems | 30,557 | $33.4M | 0.1% | Increased by 124% |
| $WDAYAI | Workday Inc. | 254,398 | $33.1M | 0.1% | Reduced by 69% |
| $PLTRAI | Palantir Technologies | 225,694 | $33.0M | 0.1% | Increased by 15% |
| $TXNAI | Texas Instruments | 168,472 | $32.7M | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 128,873 | $31.3M | 0.1% | Reduced by 60% |
| $VRTAI | Vertiv Holdings | 124,779 | $31.3M | 0.1% | Reduced by 19% |
| $AMATAI | Applied Materials | 79,196 | $27.1M | 0.1% | No change |
| $CEGAI | Constellation Energy | 77,925 | $21.8M | 0.1% | Increased by 20% |
| $ADIAI | Analog Devices | 54,790 | $17.4M | 0% | Increased by 21% |
| $ASMLAI | ASML Holding NV | 12,412 | $16.4M | 0% | No change |
| $INTCAI | Intel Corporation | 357,146 | $15.8M | 0% | No change |
| $SQAI | Block Inc. | 214,717 | $12.9M | 0% | Reduced by 6% |
| $FTNTAI | Fortinet Inc. | 156,820 | $12.8M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 88,840 | $11.2M | 0% | No change |
| $BABAAI | Alibaba Group | 86,167 | $10.8M | 0% | Reduced by 34% |
| $LRCXAI | Lam Research | 38,085 | $8.1M | 0% | Reduced by 11% |
| $SNPSAI | Synopsys Inc. | 15,530 | $6.2M | 0% | Reduced by 9% |
| $PYPLAI | PayPal Holdings | 136,007 | $6.2M | 0% | Reduced by 17% |
| $TERAI | Teradyne Inc. | 13,484 | $4.0M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 26,446 | $4.0M | 0% | Reduced by 25% |
| $BIDUAI | Baidu, Inc. | 34,008 | $3.8M | 0% | No change |
| $DELLAI | Dell Technologies | 20,968 | $3.4M | 0% | Increased by 115% |
| $DDOGAI | Datadog Inc. | 23,516 | $2.8M | 0% | Reduced by 26% |
| $VSTAI | Vistra Corp. | 18,261 | $2.7M | 0% | Reduced by 28% |
| $ARMAI | ARM Holdings plc | 16,047 | $2.4M | 0% | Increased by 23% |
| $CDNSAI | Cadence Design Systems | 7,501 | $2.1M | 0% | Increased by 30% |
| $TEAMAI | Atlassian Corporation | 20,730 | $1.4M | 0% | Reduced by 47% |
| $NXPIAI | NXP Semiconductors | 4,555 | $896.7K | 0% | No change |
| $RIVNAI | Rivian Automotive | 25,749 | $387.5K | 0% | Reduced by 12% |
| $IONQAI | IonQ Inc. | 12,517 | $360.9K | 0% | No change |
| $SMCIAI | Super Micro Computer | 11,712 | $266.7K | 0% | Increased by 23% |
| $ZSAI | Zscaler Inc. | 1,653 | $231.9K | 0% | Increased by 61% |
| $ONAI | ON Semiconductor | 3,358 | $207.9K | 0% | New Position |
| $SOUNAI | SoundHound AI | 27,496 | $188.9K | 0% | Increased by 77% |