Managed by
Hedge FundAUM Tracked
$149.3B
AI Exposure
30.4%
AI & Tech holdings for BNP PARIBAS FINANCIAL MARKETS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 32,303,580 | $5.6B | 3.8% | Reduced by 6% |
| $MSFTAI | Microsoft Corporation | 12,842,350 | $4.8B | 3.2% | No change |
| $AMZNAI | Amazon.com, Inc. | 15,173,738 | $3.2B | 2.1% | Reduced by 17% |
| $AAPLAI | Apple Inc. | 11,663,650 | $3.0B | 2% | Reduced by 39% |
| $TSLAAI | Tesla, Inc. | 7,071,755 | $2.6B | 1.8% | No change |
| $AVGOAI | Broadcom Inc. | 7,806,595 | $2.4B | 1.6% | Increased by 11% |
| $GOOGLAI | Alphabet Inc. | 8,071,907 | $2.3B | 1.6% | No change |
| $GOOGAI | Alphabet Inc. | 7,801,298 | $2.2B | 1.5% | Increased by 33% |
| $METAAI | Meta Platforms, Inc. | 3,473,727 | $2.0B | 1.3% | Reduced by 29% |
| $MUAI | Micron Technology | 4,667,959 | $1.6B | 1.1% | Reduced by 6% |
| $ORCLAI | Oracle Corporation | 8,943,514 | $1.3B | 0.9% | Increased by 124% |
| $AMDAI | Advanced Micro Devices | 4,285,058 | $871.7M | 0.6% | Reduced by 31% |
| $TXNAI | Texas Instruments | 4,367,826 | $848.0M | 0.6% | Increased by 13% |
| $ADIAI | Analog Devices | 2,474,737 | $787.3M | 0.5% | Reduced by 18% |
| $AMATAI | Applied Materials | 2,074,096 | $708.9M | 0.5% | No change |
| $ASMLAI | ASML Holding NV | 509,241 | $672.6M | 0.5% | Increased by 95% |
| $PLTRAI | Palantir Technologies | 4,112,810 | $601.6M | 0.4% | No change |
| $INTCAI | Intel Corporation | 13,322,343 | $587.9M | 0.4% | No change |
| $TSMAI | Taiwan Semiconductor | 1,550,526 | $524.0M | 0.4% | Increased by 42% |
| $NOWAI | ServiceNow Inc. | 4,870,755 | $509.2M | 0.3% | Increased by 110% |
| $CRMAI | Salesforce Inc. | 2,684,595 | $501.1M | 0.3% | Increased by 36% |
| $LRCXAI | Lam Research | 2,266,862 | $484.3M | 0.3% | Reduced by 36% |
| $PDDAI | PDD Holdings Inc. | 4,554,257 | $465.4M | 0.3% | Reduced by 12% |
| $KLACAI | KLA Corporation | 293,350 | $431.9M | 0.3% | Reduced by 33% |
| $ADBEAI | Adobe Inc. | 1,582,804 | $384.7M | 0.3% | Increased by 13% |
| $PANWAI | Palo Alto Networks | 2,226,434 | $356.9M | 0.2% | Increased by 24% |
| $NXPIAI | NXP Semiconductors | 1,692,797 | $333.2M | 0.2% | No change |
| $QCOMAI | QUALCOMM Inc. | 2,455,947 | $316.3M | 0.2% | Reduced by 21% |
| $INTUAI | Intuit Inc. | 649,596 | $280.9M | 0.2% | No change |
| $MCHPAI | Microchip Technology | 4,016,050 | $259.5M | 0.2% | Increased by 35% |
| $ANETAI | Arista Networks | 2,077,130 | $255.0M | 0.2% | Increased by 13% |
| $MPWRAI | Monolithic Power Systems | 224,011 | $244.9M | 0.2% | Reduced by 9% |
| $TERAI | Teradyne Inc. | 798,467 | $236.7M | 0.2% | Increased by 29% |
| $UBERAI | Uber Technologies | 3,287,799 | $236.5M | 0.2% | Increased by 10% |
| $DELLAI | Dell Technologies | 1,349,846 | $221.6M | 0.1% | Increased by 29% |
| $ISRGAI | Intuitive Surgical | 443,925 | $204.6M | 0.1% | Reduced by 29% |
| $CRWDAI | CrowdStrike Holdings | 515,921 | $201.4M | 0.1% | Reduced by 13% |
| $APPAI | AppLovin Corporation | 496,723 | $197.7M | 0.1% | Reduced by 20% |
| $PYPLAI | PayPal Holdings | 4,196,675 | $189.8M | 0.1% | Increased by 35% |
| $ABNBAI | Airbnb Inc. | 1,469,395 | $185.6M | 0.1% | Reduced by 58% |
| $TEAMAI | Atlassian Corporation | 2,514,314 | $171.6M | 0.1% | Increased by 54% |
| $SAPAI | SAP SE | 983,106 | $168.3M | 0.1% | Increased by 96% |
| $SNPSAI | Synopsys Inc. | 396,478 | $157.2M | 0.1% | Reduced by 13% |
| $VRTAI | Vertiv Holdings | 599,257 | $150.2M | 0.1% | Increased by 203% |
| $COINAI | Coinbase Global | 798,336 | $139.4M | 0.1% | Increased by 35% |
| $ONAI | ON Semiconductor | 2,248,960 | $139.3M | 0.1% | Reduced by 14% |
| $CDNSAI | Cadence Design Systems | 491,031 | $136.4M | 0.1% | No change |
| $BABAAI | Alibaba Group | 989,164 | $124.1M | 0.1% | Reduced by 14% |
| $SMCIAI | Super Micro Computer | 5,432,942 | $123.7M | 0.1% | Increased by 21% |
| $NETAI | Cloudflare Inc. | 553,157 | $114.1M | 0.1% | No change |
| $SHOPAI | Shopify Inc. | 921,895 | $109.4M | 0.1% | Reduced by 11% |
| $FTNTAI | Fortinet Inc. | 1,258,818 | $102.9M | 0.1% | Reduced by 25% |
| $VSTAI | Vistra Corp. | 591,885 | $89.0M | 0.1% | Reduced by 41% |
| $SQAI | Block Inc. | 1,274,198 | $76.7M | 0.1% | Reduced by 36% |
| $SNOWAI | Snowflake Inc. | 480,602 | $72.5M | 0% | Increased by 46% |
| $ZSAI | Zscaler Inc. | 433,998 | $60.9M | 0% | Increased by 118% |
| $WDAYAI | Workday Inc. | 454,743 | $59.1M | 0% | Reduced by 10% |
| $DDOGAI | Datadog Inc. | 487,138 | $57.5M | 0% | Reduced by 48% |
| $MDBAI | MongoDB Inc. | 203,347 | $49.8M | 0% | Increased by 429% |
| $BIDUAI | Baidu, Inc. | 419,845 | $46.8M | 0% | Increased by 593% |
| $ARMAI | ARM Holdings plc | 240,520 | $36.4M | 0% | Reduced by 59% |
| $IONQAI | IonQ Inc. | 1,221,885 | $35.2M | 0% | Increased by 55% |
| $RIVNAI | Rivian Automotive | 847,085 | $12.7M | 0% | Reduced by 24% |
| $SOUNAI | SoundHound AI | 371,403 | $2.6M | 0% | Increased by 204% |
| $NVDAAI | NVIDIA Corporation | 3,609 | $629.4K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 2,703 | $504.6K | 0% | Reduced by 100% |
| $NOWAI | ServiceNow Inc. | 4,749 | $496.5K | 0% | Reduced by 100% |
| $RIVNAI | Rivian Automotive | 21,500 | $323.6K | 0% | Reduced by 98% |
| $AEHRAI | Aehr Test Systems | 6,317 | $234.2K | 0% | No change |
| $AMATAI | Applied Materials | 577 | $197.2K | 0% | Reduced by 100% |
| $AMDAI | Advanced Micro Devices | 724 | $147.3K | 0% | Reduced by 100% |
| $ASMLAI | ASML Holding NV | 105 | $138.7K | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 372 | $115.1K | 0% | Reduced by 100% |
| $ANETAI | Arista Networks | 689 | $84.6K | 0% | Reduced by 100% |
| $MUAI | Micron Technology | 248 | $83.8K | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 284 | $42.7K | 0% | Reduced by 100% |