Managed by
Hedge FundAUM Tracked
$38.4B
AI Exposure
30.1%
AI & Tech holdings for BLAIR WILLIAM & CO/IL
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 5,722,792 | $1.7B | 4.3% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,870,301 | $1.4B | 3.6% | No change |
| $MSFTAI | Microsoft Corporation | 3,437,794 | $1.3B | 3.3% | No change |
| $NVDAAI | NVIDIA Corporation | 5,356,883 | $1.1B | 2.8% | No change |
| $GOOGAI | Alphabet Inc. | 2,953,724 | $1.0B | 2.7% | No change |
| $GOOGLAI | Alphabet Inc. | 2,397,463 | $856.8M | 2.2% | No change |
| $PANWAI | Palo Alto Networks | 1,226,519 | $418.3M | 1.1% | Reduced by 6% |
| $METAAI | Meta Platforms, Inc. | 669,007 | $376.8M | 1% | Reduced by 7% |
| $MUAI | Micron Technology | 315,878 | $364.6M | 0.9% | No change |
| $AVGOAI | Broadcom Inc. | 925,572 | $349.6M | 0.9% | No change |
| $ANETAI | Arista Networks | 1,604,716 | $272.6M | 0.7% | Increased by 39% |
| $NOWAI | ServiceNow Inc. | 2,236,902 | $222.1M | 0.6% | Increased by 24% |
| $CRWDAI | CrowdStrike Holdings | 271,719 | $207.4M | 0.5% | Increased by 8% |
| $UBERAI | Uber Technologies | 2,794,590 | $201.7M | 0.5% | Reduced by 15% |
| $ISRGAI | Intuitive Surgical | 397,640 | $158.1M | 0.4% | Reduced by 6% |
| $MRVLAI | Marvell Technology | 530,549 | $158.0M | 0.4% | Reduced by 27% |
| $AMDAI | Advanced Micro Devices | 233,707 | $135.8M | 0.4% | Increased by 16% |
| $TSLAAI | Tesla, Inc. | 273,193 | $114.9M | 0.3% | Reduced by 8% |
| $TSMAI | Taiwan Semiconductor | 190,124 | $90.8M | 0.2% | Increased by 38% |
| $KLACAI | KLA Corporation | 288,392 | $87.0M | 0.2% | Increased by 799% |
| $QCOMAI | QUALCOMM Inc. | 468,859 | $86.6M | 0.2% | No change |
| $MDBAI | MongoDB Inc. | 208,408 | $70.0M | 0.2% | Reduced by 23% |
| $APPAI | AppLovin Corporation | 120,816 | $62.2M | 0.2% | Reduced by 14% |
| $ASMLAI | ASML Holding NV | 30,599 | $60.9M | 0.2% | Increased by 147% |
| $SHOPAI | Shopify Inc. | 521,868 | $59.6M | 0.2% | Reduced by 17% |
| $AMATAI | Applied Materials | 79,398 | $57.4M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 579,940 | $52.9M | 0.1% | No change |
| $TXNAI | Texas Instruments | 168,739 | $50.3M | 0.1% | No change |
| $INTCAI | Intel Corporation | 344,628 | $48.1M | 0.1% | No change |
| $ORCLAI | Oracle Corporation | 305,552 | $44.8M | 0.1% | Reduced by 13% |
| $VRTAI | Vertiv Holdings | 132,835 | $44.5M | 0.1% | Increased by 6% |
| $NETAI | Cloudflare Inc. | 176,202 | $43.2M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 30,259 | $41.8M | 0.1% | No change |
| $CRMAI | Salesforce Inc. | 256,268 | $40.1M | 0.1% | Reduced by 34% |
| $INTUAI | Intuit Inc. | 119,900 | $31.3M | 0.1% | Reduced by 21% |
| $DELLAI | Dell Technologies | 58,198 | $25.1M | 0.1% | Increased by 178% |
| $FTNTAI | Fortinet Inc. | 153,799 | $23.6M | 0.1% | No change |
| $CEGAI | Constellation Energy | 82,871 | $20.6M | 0.1% | Increased by 6% |
| $ADIAI | Analog Devices | 49,572 | $19.7M | 0.1% | Reduced by 10% |
| $COINAI | Coinbase Global | 132,565 | $19.4M | 0.1% | Reduced by 53% |
| $WDAYAI | Workday Inc. | 142,904 | $17.5M | 0% | Reduced by 44% |
| $LRCXAI | Lam Research | 37,565 | $16.3M | 0% | No change |
| $ADBEAI | Adobe Inc. | 77,307 | $15.8M | 0% | Reduced by 40% |
| $PLTRAI | Palantir Technologies | 119,250 | $13.9M | 0% | Reduced by 47% |
| $ABNBAI | Airbnb Inc. | 90,453 | $12.9M | 0% | No change |
| $SQAI | Block Inc. | 146,280 | $11.1M | 0% | Reduced by 32% |
| $SNOWAI | Snowflake Inc. | 41,294 | $10.5M | 0% | Increased by 56% |
| $BABAAI | Alibaba Group | 87,910 | $8.4M | 0% | No change |
| $SNPSAI | Synopsys Inc. | 16,064 | $7.2M | 0% | No change |
| $ARMAI | ARM Holdings plc | 20,050 | $7.1M | 0% | Increased by 25% |
| $TERAI | Teradyne Inc. | 14,329 | $6.9M | 0% | Increased by 6% |
| $BIDUAI | Baidu, Inc. | 36,998 | $4.2M | 0% | Increased by 9% |
| $PYPLAI | PayPal Holdings | 93,060 | $4.0M | 0% | Reduced by 32% |
| $DDOGAI | Datadog Inc. | 15,185 | $4.0M | 0% | Reduced by 35% |
| $NVDAAI | NVIDIA Corporation | 17,541 | $3.5M | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 19,088 | $3.0M | 0% | No change |
| $CDNSAI | Cadence Design Systems | 7,316 | $2.7M | 0% | No change |
| $AAPLAI | Apple Inc. | 8,733 | $2.5M | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 5,158 | $1.8M | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 4,780 | $1.8M | 0% | Reduced by 100% |
| $AEHRAI | Aehr Test Systems | 17,838 | $1.7M | 0% | New Position |
| $AVGOAI | Broadcom Inc. | 4,144 | $1.6M | 0% | Reduced by 100% |
| $NXPIAI | NXP Semiconductors | 4,406 | $1.2M | 0% | No change |
| $AMZNAI | Amazon.com, Inc. | 4,823 | $1.1M | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 1,874 | $1.1M | 0% | Reduced by 100% |
| $IONQAI | IonQ Inc. | 16,839 | $896.8K | 0% | Increased by 35% |
| $AMDAI | Advanced Micro Devices | 1,507 | $875.4K | 0% | Reduced by 99% |
| $TEAMAI | Atlassian Corporation | 10,445 | $812.5K | 0% | Reduced by 50% |
| $TSMAI | Taiwan Semiconductor | 1,538 | $734.5K | 0% | Reduced by 99% |
| $ASMLAI | ASML Holding NV | 307 | $610.8K | 0% | Reduced by 98% |
| $SMCIAI | Super Micro Computer | 14,972 | $439.1K | 0% | Increased by 28% |
| $RIVNAI | Rivian Automotive | 23,933 | $415.2K | 0% | Reduced by 7% |
| $SNOWAI | Snowflake Inc. | 1,591 | $404.9K | 0% | Reduced by 94% |
| $AMATAI | Applied Materials | 560 | $404.9K | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 516 | $393.8K | 0% | Reduced by 100% |
| $TXNAI | Texas Instruments | 1,066 | $317.7K | 0% | Reduced by 99% |
| $NOWAI | ServiceNow Inc. | 3,128 | $310.5K | 0% | Reduced by 100% |
| $SOUNAI | SoundHound AI | 45,816 | $296.4K | 0% | Increased by 67% |
| $ZSAI | Zscaler Inc. | 2,092 | $295.3K | 0% | Increased by 27% |
| $ONAI | ON Semiconductor | 3,066 | $289.9K | 0% | Reduced by 9% |
| $INTUAI | Intuit Inc. | 709 | $185.0K | 0% | Reduced by 100% |