Managed by
Hedge FundAUM Tracked
$64.6B
AI Exposure
32.6%
AI & Tech holdings for BROWN ADVISORY INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 5,276,666 | $2.0B | 3% | Reduced by 46% |
| $TSMAI | Taiwan Semiconductor | 3,591,174 | $1.7B | 2.7% | Reduced by 42% |
| $NVDAAI | NVIDIA Corporation | 7,963,647 | $1.6B | 2.5% | Reduced by 18% |
| $GOOGAI | Alphabet Inc. | 4,333,167 | $1.5B | 2.4% | Reduced by 36% |
| $AMZNAI | Amazon.com, Inc. | 5,755,967 | $1.4B | 2.1% | Reduced by 25% |
| $GOOGAI | Alphabet Inc. | 3,084,493 | $1.1B | 1.7% | Reduced by 54% |
| $TSMAI | Taiwan Semiconductor | 2,264,585 | $1.1B | 1.7% | Reduced by 63% |
| $MSFTAI | Microsoft Corporation | 2,683,836 | $1.0B | 1.6% | Reduced by 72% |
| $AAPLAI | Apple Inc. | 3,121,342 | $903.2M | 1.4% | Reduced by 22% |
| $AVGOAI | Broadcom Inc. | 1,744,178 | $658.9M | 1% | Reduced by 28% |
| $GOOGLAI | Alphabet Inc. | 1,727,611 | $617.4M | 1% | Reduced by 16% |
| $MRVLAI | Marvell Technology | 1,679,023 | $500.2M | 0.8% | Reduced by 66% |
| $METAAI | Meta Platforms, Inc. | 708,728 | $399.2M | 0.6% | Reduced by 18% |
| $ASMLAI | ASML Holding NV | 198,991 | $395.9M | 0.6% | Reduced by 40% |
| $ISRGAI | Intuitive Surgical | 936,743 | $372.5M | 0.6% | Reduced by 26% |
| $NVDAAI | NVIDIA Corporation | 1,842,282 | $368.6M | 0.6% | Reduced by 81% |
| $PANWAI | Palo Alto Networks | 1,018,160 | $347.2M | 0.5% | Reduced by 42% |
| $SNOWAI | Snowflake Inc. | 1,302,087 | $331.4M | 0.5% | Reduced by 20% |
| $UBERAI | Uber Technologies | 4,477,403 | $323.1M | 0.5% | Reduced by 29% |
| $DDOGAI | Datadog Inc. | 1,166,612 | $303.7M | 0.5% | Reduced by 58% |
| $ANETAI | Arista Networks | 1,742,922 | $296.1M | 0.5% | Increased by 7381% |
| $CDNSAI | Cadence Design Systems | 734,280 | $275.6M | 0.4% | Reduced by 39% |
| $ABNBAI | Airbnb Inc. | 1,914,934 | $274.0M | 0.4% | Reduced by 17% |
| $MPWRAI | Monolithic Power Systems | 177,540 | $245.5M | 0.4% | Reduced by 53% |
| $AAPLAI | Apple Inc. | 845,197 | $244.6M | 0.4% | Reduced by 79% |
| $KLACAI | KLA Corporation | 794,006 | $239.6M | 0.4% | Increased by 729% |
| $SHOPAI | Shopify Inc. | 1,916,203 | $218.8M | 0.3% | Increased by 29% |
| $ASMLAI | ASML Holding NV | 108,508 | $215.9M | 0.3% | Reduced by 67% |
| $INTUAI | Intuit Inc. | 764,566 | $199.6M | 0.3% | Reduced by 32% |
| $ADIAI | Analog Devices | 475,187 | $188.7M | 0.3% | Reduced by 14% |
| $MSFTAI | Microsoft Corporation | 460,740 | $171.9M | 0.3% | Reduced by 95% |
| $GOOGAI | Alphabet Inc. | 412,714 | $145.8M | 0.2% | Reduced by 94% |
| $SAPAI | SAP SE | 665,833 | $102.6M | 0.2% | Increased by 56% |
| $NVDAAI | NVIDIA Corporation | 455,044 | $91.0M | 0.1% | Reduced by 95% |
| $AMZNAI | Amazon.com, Inc. | 379,206 | $90.4M | 0.1% | Reduced by 95% |
| $GOOGLAI | Alphabet Inc. | 220,474 | $78.8M | 0.1% | Reduced by 89% |
| $CEGAI | Constellation Energy | 278,517 | $69.2M | 0.1% | Reduced by 12% |
| $DELLAI | Dell Technologies | 155,307 | $67.0M | 0.1% | Reduced by 30% |
| $AMATAI | Applied Materials | 89,117 | $64.4M | 0.1% | Reduced by 14% |
| $MRVLAI | Marvell Technology | 172,139 | $51.3M | 0.1% | Reduced by 97% |
| $ISRGAI | Intuitive Surgical | 126,285 | $50.2M | 0.1% | Reduced by 90% |
| $TSMAI | Taiwan Semiconductor | 98,894 | $47.2M | 0.1% | Reduced by 98% |
| $MUAI | Micron Technology | 34,339 | $39.6M | 0.1% | Reduced by 49% |
| $ORCLAI | Oracle Corporation | 238,227 | $34.9M | 0.1% | No change |
| $MSFTAI | Microsoft Corporation | 83,057 | $31.0M | 0% | Reduced by 99% |
| $METAAI | Meta Platforms, Inc. | 51,679 | $29.1M | 0% | Reduced by 94% |
| $NXPIAI | NXP Semiconductors | 92,467 | $26.0M | 0% | Reduced by 14% |
| $INTCAI | Intel Corporation | 186,069 | $26.0M | 0% | Reduced by 27% |
| $NOWAI | ServiceNow Inc. | 251,281 | $24.9M | 0% | Reduced by 83% |
| $UBERAI | Uber Technologies | 336,713 | $24.3M | 0% | Reduced by 95% |
| $AVGOAI | Broadcom Inc. | 61,288 | $23.2M | 0% | Reduced by 97% |
| $CRWDAI | CrowdStrike Holdings | 29,369 | $22.4M | 0% | No change |
| $PLTRAI | Palantir Technologies | 186,811 | $21.8M | 0% | Increased by 847% |
| $MUAI | Micron Technology | 16,686 | $19.3M | 0% | Reduced by 75% |
| $TSLAAI | Tesla, Inc. | 42,350 | $17.8M | 0% | Reduced by 12% |
| $AMDAI | Advanced Micro Devices | 30,092 | $17.5M | 0% | Reduced by 10% |
| $GOOGAI | Alphabet Inc. | 48,399 | $17.1M | 0% | Reduced by 99% |
| $QCOMAI | QUALCOMM Inc. | 87,291 | $16.1M | 0% | Reduced by 20% |
| $ANETAI | Arista Networks | 94,837 | $16.1M | 0% | Increased by 307% |
| $CEGAI | Constellation Energy | 60,755 | $15.1M | 0% | Reduced by 81% |
| $FTNTAI | Fortinet Inc. | 94,717 | $14.6M | 0% | No change |
| $TXNAI | Texas Instruments | 47,101 | $14.0M | 0% | Reduced by 20% |
| $PANWAI | Palo Alto Networks | 39,933 | $13.6M | 0% | Reduced by 98% |
| $ADIAI | Analog Devices | 32,836 | $13.0M | 0% | Reduced by 94% |
| $CRMAI | Salesforce Inc. | 75,567 | $11.8M | 0% | Reduced by 48% |
| $LRCXAI | Lam Research | 27,062 | $11.7M | 0% | Reduced by 25% |
| $AAPLAI | Apple Inc. | 38,011 | $11.0M | 0% | Reduced by 99% |
| $KLACAI | KLA Corporation | 35,181 | $10.6M | 0% | Reduced by 63% |
| $DELLAI | Dell Technologies | 24,549 | $10.6M | 0% | Reduced by 89% |
| $TSMAI | Taiwan Semiconductor | 21,691 | $10.4M | 0% | Reduced by 100% |
| $APPAI | AppLovin Corporation | 18,006 | $9.3M | 0% | No change |
| $ASMLAI | ASML Holding NV | 4,647 | $9.2M | 0% | Reduced by 99% |
| $INTUAI | Intuit Inc. | 33,050 | $8.6M | 0% | Reduced by 97% |
| $CRMAI | Salesforce Inc. | 54,468 | $8.5M | 0% | Reduced by 62% |
| $DDOGAI | Datadog Inc. | 32,571 | $8.5M | 0% | Reduced by 99% |
| $VSTAI | Vistra Corp. | 49,753 | $7.9M | 0% | Reduced by 28% |
| $ADBEAI | Adobe Inc. | 37,163 | $7.6M | 0% | Reduced by 48% |
| $CDNSAI | Cadence Design Systems | 19,961 | $7.5M | 0% | Reduced by 98% |
| $SAPAI | SAP SE | 47,005 | $7.2M | 0% | Reduced by 89% |
| $GOOGLAI | Alphabet Inc. | 18,083 | $6.5M | 0% | Reduced by 99% |
| $NOWAI | ServiceNow Inc. | 62,509 | $6.2M | 0% | Reduced by 96% |
| $GOOGLAI | Alphabet Inc. | 16,947 | $6.1M | 0% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 18,974 | $5.5M | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 22,690 | $5.4M | 0% | Reduced by 100% |
| $INTCAI | Intel Corporation | 35,999 | $5.0M | 0% | Reduced by 86% |
| $INTCAI | Intel Corporation | 32,444 | $4.5M | 0% | Reduced by 87% |
| $NETAI | Cloudflare Inc. | 18,251 | $4.5M | 0% | Reduced by 21% |
| $MCHPAI | Microchip Technology | 47,546 | $4.3M | 0% | Reduced by 28% |
| $NXPIAI | NXP Semiconductors | 15,155 | $4.3M | 0% | Reduced by 86% |
| $MPWRAI | Monolithic Power Systems | 2,894 | $4.0M | 0% | Reduced by 99% |
| $TXNAI | Texas Instruments | 13,077 | $3.9M | 0% | Reduced by 78% |
| $QCOMAI | QUALCOMM Inc. | 21,003 | $3.9M | 0% | Reduced by 81% |
| $PLTRAI | Palantir Technologies | 32,412 | $3.8M | 0% | Increased by 64% |
| $ADBEAI | Adobe Inc. | 17,410 | $3.6M | 0% | Reduced by 75% |
| $WDAYAI | Workday Inc. | 26,962 | $3.3M | 0% | Reduced by 99% |
| $AMZNAI | Amazon.com, Inc. | 13,799 | $3.3M | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 16,000 | $3.2M | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 15,994 | $3.2M | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 6,217 | $3.0M | 0% | Reduced by 14% |
| $AAPLAI | Apple Inc. | 9,787 | $2.8M | 0% | Reduced by 100% |
| $ORCLAI | Oracle Corporation | 17,851 | $2.6M | 0% | Reduced by 93% |
| $GOOGLAI | Alphabet Inc. | 6,659 | $2.4M | 0% | Reduced by 100% |
| $SNOWAI | Snowflake Inc. | 9,302 | $2.4M | 0% | Reduced by 99% |
| $VRTAI | Vertiv Holdings | 6,133 | $2.1M | 0% | Reduced by 6% |
| $MSFTAI | Microsoft Corporation | 4,650 | $1.7M | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 3,033 | $1.7M | 0% | Reduced by 100% |
| $MCHPAI | Microchip Technology | 18,420 | $1.7M | 0% | Reduced by 72% |
| $ABNBAI | Airbnb Inc. | 11,325 | $1.6M | 0% | Reduced by 100% |
| $PYPLAI | PayPal Holdings | 37,190 | $1.6M | 0% | Reduced by 47% |
| $METAAI | Meta Platforms, Inc. | 2,847 | $1.6M | 0% | Reduced by 100% |
| $TSLAAI | Tesla, Inc. | 3,757 | $1.6M | 0% | Reduced by 92% |
| $AMATAI | Applied Materials | 2,010 | $1.5M | 0% | Reduced by 98% |
| $SHOPAI | Shopify Inc. | 11,203 | $1.3M | 0% | Reduced by 99% |
| $SNOWAI | Snowflake Inc. | 4,486 | $1.1M | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 4,786 | $1.1M | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 2,649 | $1.0M | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 2,620 | $989.7K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 5,793 | $907.5K | 0% | Reduced by 96% |
| $ARMAI | ARM Holdings plc | 2,547 | $903.1K | 0% | New Position |
| $KLACAI | KLA Corporation | 2,833 | $854.7K | 0% | Reduced by 97% |
| $SNPSAI | Synopsys Inc. | 1,837 | $819.4K | 0% | Reduced by 18% |
| $AMATAI | Applied Materials | 1,118 | $808.3K | 0% | Reduced by 99% |
| $LRCXAI | Lam Research | 1,745 | $756.2K | 0% | Reduced by 95% |
| $METAAI | Meta Platforms, Inc. | 1,336 | $752.6K | 0% | Reduced by 100% |
| $TSLAAI | Tesla, Inc. | 1,786 | $751.2K | 0% | Reduced by 96% |
| $AMDAI | Advanced Micro Devices | 1,291 | $750.0K | 0% | Reduced by 96% |
| $PYPLAI | PayPal Holdings | 16,914 | $730.3K | 0% | Reduced by 76% |
| $ASMLAI | ASML Holding NV | 334 | $664.5K | 0% | Reduced by 100% |
| $TSLAAI | Tesla, Inc. | 1,558 | $655.3K | 0% | Reduced by 97% |
| $ISRGAI | Intuitive Surgical | 1,633 | $649.4K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 1,507 | $598.5K | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 1,960 | $591.4K | 0% | Reduced by 98% |
| $RIVNAI | Rivian Automotive | 30,194 | $523.9K | 0% | Reduced by 11% |
| $ADIAI | Analog Devices | 1,305 | $518.3K | 0% | Reduced by 100% |
| $CRWDAI | CrowdStrike Holdings | 647 | $493.8K | 0% | Reduced by 98% |
| $PANWAI | Palo Alto Networks | 1,434 | $489.0K | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 1,000 | $483.8K | 0% | Reduced by 86% |
| $AVGOAI | Broadcom Inc. | 1,274 | $481.3K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 1,538 | $458.2K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 1,507 | $448.9K | 0% | Reduced by 100% |
| $COINAI | Coinbase Global | 2,952 | $431.5K | 0% | Reduced by 19% |
| $AMATAI | Applied Materials | 580 | $419.3K | 0% | Reduced by 99% |
| $ZSAI | Zscaler Inc. | 2,882 | $406.8K | 0% | Reduced by 70% |
| $SAPAI | SAP SE | 2,526 | $389.3K | 0% | Reduced by 99% |
| $UBERAI | Uber Technologies | 4,956 | $357.6K | 0% | Reduced by 100% |
| $BABAAI | Alibaba Group | 3,444 | $330.6K | 0% | Reduced by 30% |
| $ANETAI | Arista Networks | 1,843 | $313.1K | 0% | Reduced by 92% |
| $NOWAI | ServiceNow Inc. | 3,131 | $310.8K | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 720 | $310.7K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 1,189 | $310.2K | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 4,067 | $309.1K | 0% | No change |
| $TEAMAI | Atlassian Corporation | 3,866 | $300.7K | 0% | Reduced by 27% |
| $MDBAI | MongoDB Inc. | 889 | $298.6K | 0% | New Position |
| $KLACAI | KLA Corporation | 890 | $268.5K | 0% | Reduced by 99% |
| $LRCXAI | Lam Research | 590 | $255.7K | 0% | Reduced by 98% |
| $INTCAI | Intel Corporation | 1,625 | $226.9K | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 290 | $221.3K | 0% | Reduced by 99% |