Managed by
Hedge FundAUM Tracked
$644.6B
AI Exposure
37.7%
AI & Tech holdings for Capital Research Global Investors
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AVGOAI | Broadcom Inc. | 116,025,298 | $35.9B | 5.6% | Increased by 34% |
| $MSFTAI | Microsoft Corporation | 96,093,061 | $35.6B | 5.5% | Increased by 31% |
| $NVDAAI | NVIDIA Corporation | 193,037,700 | $33.7B | 5.2% | Increased by 13% |
| $AMZNAI | Amazon.com, Inc. | 118,434,267 | $24.7B | 3.8% | Increased by 32% |
| $METAAI | Meta Platforms, Inc. | 30,909,975 | $17.7B | 2.7% | Increased by 73% |
| $GOOGLAI | Alphabet Inc. | 57,546,747 | $16.5B | 2.6% | Increased by 11% |
| $AAPLAI | Apple Inc. | 64,035,728 | $16.3B | 2.5% | Increased by 15% |
| $GOOGAI | Alphabet Inc. | 40,305,350 | $11.6B | 1.8% | Increased by 43% |
| $AMATAI | Applied Materials | 29,455,424 | $10.1B | 1.6% | Reduced by 10% |
| $UBERAI | Uber Technologies | 116,339,639 | $8.4B | 1.3% | No change |
| $ORCLAI | Oracle Corporation | 32,139,254 | $4.7B | 0.7% | Increased by 7% |
| $INTCAI | Intel Corporation | 77,301,863 | $3.4B | 0.5% | Increased by 190% |
| $TSMAI | Taiwan Semiconductor | 9,989,672 | $3.4B | 0.5% | Increased by 211% |
| $TSLAAI | Tesla, Inc. | 8,624,813 | $3.2B | 0.5% | Increased by 5% |
| $CRMAI | Salesforce Inc. | 13,705,564 | $2.6B | 0.4% | Increased by 45% |
| $ANETAI | Arista Networks | 14,759,167 | $1.8B | 0.3% | No change |
| $TXNAI | Texas Instruments | 8,911,443 | $1.7B | 0.3% | Reduced by 25% |
| $KLACAI | KLA Corporation | 976,438 | $1.4B | 0.2% | Increased by 409% |
| $MUAI | Micron Technology | 4,156,259 | $1.4B | 0.2% | Reduced by 45% |
| $SHOPAI | Shopify Inc. | 11,641,932 | $1.4B | 0.2% | Increased by 507% |
| $CEGAI | Constellation Energy | 4,787,994 | $1.3B | 0.2% | Increased by 155% |
| $APPAI | AppLovin Corporation | 2,638,869 | $1.1B | 0.2% | Increased by 118% |
| $SNPSAI | Synopsys Inc. | 2,062,878 | $817.8M | 0.1% | Increased by 9% |
| $ARMAI | ARM Holdings plc | 4,218,729 | $638.1M | 0.1% | Increased by 134% |
| $LRCXAI | Lam Research | 2,604,483 | $556.4M | 0.1% | No change |
| $ISRGAI | Intuitive Surgical | 966,639 | $445.6M | 0.1% | Reduced by 17% |
| $MRVLAI | Marvell Technology | 4,398,476 | $435.7M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 1,069,764 | $417.6M | 0.1% | Increased by 47% |
| $AMDAI | Advanced Micro Devices | 1,730,633 | $352.1M | 0.1% | No change |
| $PANWAI | Palo Alto Networks | 1,961,199 | $314.4M | 0% | No change |
| $INTUAI | Intuit Inc. | 477,023 | $206.3M | 0% | No change |
| $ASMLAI | ASML Holding NV | 155,902 | $205.7M | 0% | Increased by 3942% |
| $QCOMAI | QUALCOMM Inc. | 1,433,927 | $184.7M | 0% | No change |
| $PLTRAI | Palantir Technologies | 1,257,274 | $183.9M | 0% | No change |
| $ADBEAI | Adobe Inc. | 726,385 | $176.6M | 0% | Reduced by 19% |
| $NETAI | Cloudflare Inc. | 321,736 | $66.4M | 0% | New Position |
| $BABAAI | Alibaba Group | 423,917 | $53.2M | 0% | New Position |
| $ADIAI | Analog Devices | 115,400 | $36.7M | 0% | No change |
| $TERAI | Teradyne Inc. | 70,085 | $20.8M | 0% | New Position |
| $MDBAI | MongoDB Inc. | 69,136 | $16.9M | 0% | Reduced by 13% |
| $NOWAI | ServiceNow Inc. | 42,516 | $4.5M | 0% | Reduced by 99% |
| $PYPLAI | PayPal Holdings | 25,246 | $1.1M | 0% | Reduced by 100% |
| $SAPAI | SAP SE | 6,388 | $1.1M | 0% | Reduced by 69% |