Managed by
Hedge FundAUM Tracked
$189.5B
AI Exposure
33.2%
AI & Tech holdings for BNP PARIBAS FINANCIAL MARKETS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MUAI | Micron Technology | 8,099,683 | $9.3B | 4.9% | Increased by 74% |
| $NVDAAI | NVIDIA Corporation | 33,235,638 | $6.7B | 3.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 16,822,260 | $4.0B | 2.1% | Increased by 11% |
| $TSLAAI | Tesla, Inc. | 9,036,619 | $3.8B | 2% | Increased by 28% |
| $GOOGLAI | Alphabet Inc. | 9,896,252 | $3.5B | 1.9% | Increased by 23% |
| $AMDAI | Advanced Micro Devices | 5,860,597 | $3.4B | 1.8% | Increased by 37% |
| $AAPLAI | Apple Inc. | 10,796,101 | $3.1B | 1.6% | Reduced by 7% |
| $MSFTAI | Microsoft Corporation | 7,319,367 | $2.7B | 1.4% | Reduced by 43% |
| $GOOGAI | Alphabet Inc. | 7,154,783 | $2.5B | 1.3% | Reduced by 8% |
| $AVGOAI | Broadcom Inc. | 6,340,436 | $2.4B | 1.3% | Reduced by 19% |
| $INTCAI | Intel Corporation | 13,777,776 | $1.9B | 1% | No change |
| $METAAI | Meta Platforms, Inc. | 3,391,917 | $1.9B | 1% | No change |
| $LRCXAI | Lam Research | 2,869,530 | $1.2B | 0.7% | Increased by 27% |
| $AMATAI | Applied Materials | 1,682,004 | $1.2B | 0.6% | Reduced by 19% |
| $TSMAI | Taiwan Semiconductor | 2,474,456 | $1.2B | 0.6% | Increased by 60% |
| $ORCLAI | Oracle Corporation | 7,917,123 | $1.2B | 0.6% | Reduced by 11% |
| $KLACAI | KLA Corporation | 3,235,049 | $976.0M | 0.5% | Increased by 1003% |
| $TXNAI | Texas Instruments | 2,480,470 | $739.4M | 0.4% | Reduced by 43% |
| $ASMLAI | ASML Holding NV | 342,470 | $681.3M | 0.4% | Reduced by 33% |
| $PLTRAI | Palantir Technologies | 5,262,423 | $614.0M | 0.3% | Increased by 28% |
| $ADIAI | Analog Devices | 1,520,388 | $603.9M | 0.3% | Reduced by 39% |
| $PANWAI | Palo Alto Networks | 1,506,801 | $513.8M | 0.3% | Reduced by 32% |
| $QCOMAI | QUALCOMM Inc. | 2,705,051 | $499.9M | 0.3% | Increased by 10% |
| $NXPIAI | NXP Semiconductors | 1,478,201 | $415.4M | 0.2% | Reduced by 13% |
| $DELLAI | Dell Technologies | 864,966 | $373.2M | 0.2% | Reduced by 36% |
| $MCHPAI | Microchip Technology | 3,872,428 | $353.2M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 3,502,030 | $347.7M | 0.2% | Reduced by 28% |
| $ABNBAI | Airbnb Inc. | 2,225,741 | $318.5M | 0.2% | Increased by 51% |
| $TERAI | Teradyne Inc. | 657,407 | $318.1M | 0.2% | Reduced by 18% |
| $CRWDAI | CrowdStrike Holdings | 411,313 | $313.9M | 0.2% | Reduced by 20% |
| $ADBEAI | Adobe Inc. | 1,526,872 | $313.0M | 0.2% | No change |
| $PYPLAI | PayPal Holdings | 6,967,033 | $300.8M | 0.2% | Increased by 66% |
| $PDDAI | PDD Holdings Inc. | 3,805,975 | $290.3M | 0.2% | Reduced by 16% |
| $MPWRAI | Monolithic Power Systems | 207,881 | $287.4M | 0.2% | Reduced by 7% |
| $FTNTAI | Fortinet Inc. | 1,831,427 | $281.3M | 0.1% | Increased by 45% |
| $APPAI | AppLovin Corporation | 546,050 | $281.3M | 0.1% | Increased by 10% |
| $ANETAI | Arista Networks | 1,627,895 | $276.5M | 0.1% | Reduced by 22% |
| $CRMAI | Salesforce Inc. | 1,585,533 | $248.4M | 0.1% | Reduced by 41% |
| $INTUAI | Intuit Inc. | 927,060 | $242.0M | 0.1% | Increased by 43% |
| $ISRGAI | Intuitive Surgical | 587,223 | $233.5M | 0.1% | Increased by 32% |
| $SMCIAI | Super Micro Computer | 7,682,632 | $225.3M | 0.1% | Increased by 41% |
| $VRTAI | Vertiv Holdings | 663,520 | $222.2M | 0.1% | Increased by 11% |
| $UBERAI | Uber Technologies | 2,815,523 | $203.2M | 0.1% | Reduced by 14% |
| $SNPSAI | Synopsys Inc. | 447,640 | $199.7M | 0.1% | Increased by 13% |
| $ARMAI | ARM Holdings plc | 549,399 | $194.8M | 0.1% | Increased by 128% |
| $CDNSAI | Cadence Design Systems | 506,048 | $189.9M | 0.1% | No change |
| $SHOPAI | Shopify Inc. | 1,658,388 | $189.4M | 0.1% | Increased by 80% |
| $ONAI | ON Semiconductor | 1,913,016 | $180.9M | 0.1% | Reduced by 15% |
| $DDOGAI | Datadog Inc. | 601,288 | $156.6M | 0.1% | Increased by 23% |
| $SQAI | Block Inc. | 1,921,416 | $146.0M | 0.1% | Increased by 51% |
| $BABAAI | Alibaba Group | 1,269,094 | $121.8M | 0.1% | Increased by 28% |
| $ZSAI | Zscaler Inc. | 788,393 | $111.3M | 0.1% | Increased by 82% |
| $TEAMAI | Atlassian Corporation | 1,380,136 | $107.4M | 0.1% | Reduced by 45% |
| $COINAI | Coinbase Global | 733,179 | $107.2M | 0.1% | Reduced by 8% |
| $SNOWAI | Snowflake Inc. | 409,025 | $104.1M | 0.1% | Reduced by 15% |
| $VSTAI | Vistra Corp. | 529,142 | $83.9M | 0% | Reduced by 11% |
| $BIDUAI | Baidu, Inc. | 610,291 | $69.8M | 0% | Increased by 45% |
| $WDAYAI | Workday Inc. | 503,908 | $61.7M | 0% | Increased by 11% |
| $RIVNAI | Rivian Automotive | 2,636,228 | $45.7M | 0% | Increased by 204% |
| $MDBAI | MongoDB Inc. | 116,619 | $39.2M | 0% | Reduced by 43% |
| $NETAI | Cloudflare Inc. | 132,486 | $32.5M | 0% | Reduced by 76% |
| $SAPAI | SAP SE | 208,031 | $32.1M | 0% | Reduced by 79% |
| $IONQAI | IonQ Inc. | 424,314 | $22.6M | 0% | Reduced by 65% |
| $AEHRAI | Aehr Test Systems | 145,612 | $14.0M | 0% | Increased by 2205% |
| $SOUNAI | SoundHound AI | 287,316 | $1.9M | 0% | Reduced by 23% |
| $AMDAI | Advanced Micro Devices | 696 | $404.3K | 0% | Reduced by 100% |
| $MUAI | Micron Technology | 291 | $335.9K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 453 | $327.5K | 0% | Reduced by 100% |
| $ASMLAI | ASML Holding NV | 124 | $246.7K | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 514 | $194.2K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 918 | $183.7K | 0% | Reduced by 100% |
| $ANETAI | Arista Networks | 851 | $144.6K | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 399 | $63.3K | 0% | Reduced by 100% |