Managed by
Hedge FundAUM Tracked
$716.8B
AI Exposure
41.5%
AI & Tech holdings for Capital Research Global Investors
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AVGOAI | Broadcom Inc. | 113,126,312 | $42.7B | 6% | No change |
| $NVDAAI | NVIDIA Corporation | 202,740,420 | $40.6B | 5.7% | Increased by 5% |
| $MSFTAI | Microsoft Corporation | 94,750,369 | $35.3B | 4.9% | No change |
| $AMZNAI | Amazon.com, Inc. | 120,603,873 | $28.7B | 4% | No change |
| $GOOGLAI | Alphabet Inc. | 62,527,250 | $22.3B | 3.1% | Increased by 9% |
| $METAAI | Meta Platforms, Inc. | 39,619,778 | $22.3B | 3.1% | Increased by 28% |
| $AAPLAI | Apple Inc. | 59,393,712 | $17.2B | 2.4% | Reduced by 7% |
| $AMATAI | Applied Materials | 22,159,097 | $16.0B | 2.2% | Reduced by 25% |
| $GOOGAI | Alphabet Inc. | 42,891,466 | $15.2B | 2.1% | Increased by 6% |
| $INTCAI | Intel Corporation | 73,749,883 | $10.3B | 1.4% | No change |
| $UBERAI | Uber Technologies | 130,662,156 | $9.4B | 1.3% | Increased by 12% |
| $ORCLAI | Oracle Corporation | 39,746,237 | $5.8B | 0.8% | Increased by 24% |
| $TSMAI | Taiwan Semiconductor | 10,474,198 | $5.0B | 0.7% | No change |
| $MUAI | Micron Technology | 3,827,473 | $4.4B | 0.6% | Reduced by 8% |
| $TSLAAI | Tesla, Inc. | 8,499,204 | $3.6B | 0.5% | No change |
| $KLACAI | KLA Corporation | 9,747,977 | $2.9B | 0.4% | Increased by 898% |
| $ANETAI | Arista Networks | 13,164,137 | $2.2B | 0.3% | Reduced by 11% |
| $CRMAI | Salesforce Inc. | 11,742,835 | $1.8B | 0.3% | Reduced by 14% |
| $TXNAI | Texas Instruments | 5,652,557 | $1.7B | 0.2% | Reduced by 37% |
| $CEGAI | Constellation Energy | 5,750,152 | $1.4B | 0.2% | Increased by 20% |
| $SNPSAI | Synopsys Inc. | 2,279,877 | $1.0B | 0.1% | Increased by 11% |
| $APPAI | AppLovin Corporation | 1,905,302 | $981.6M | 0.1% | Reduced by 28% |
| $MRVLAI | Marvell Technology | 3,085,747 | $919.2M | 0.1% | Reduced by 30% |
| $SHOPAI | Shopify Inc. | 7,491,701 | $855.4M | 0.1% | Reduced by 36% |
| $ARMAI | ARM Holdings plc | 2,401,422 | $851.4M | 0.1% | Reduced by 43% |
| $CRWDAI | CrowdStrike Holdings | 1,081,875 | $825.5M | 0.1% | No change |
| $LRCXAI | Lam Research | 1,702,812 | $737.8M | 0.1% | Reduced by 35% |
| $AMDAI | Advanced Micro Devices | 1,084,575 | $630.0M | 0.1% | Reduced by 37% |
| $ISRGAI | Intuitive Surgical | 1,551,664 | $617.1M | 0.1% | Increased by 61% |
| $PANWAI | Palo Alto Networks | 1,037,093 | $353.7M | 0% | Reduced by 47% |
| $ASMLAI | ASML Holding NV | 156,338 | $310.6M | 0% | No change |
| $QCOMAI | QUALCOMM Inc. | 1,171,837 | $216.5M | 0% | Reduced by 18% |
| $PLTRAI | Palantir Technologies | 876,300 | $102.2M | 0% | Reduced by 30% |
| $ADBEAI | Adobe Inc. | 447,454 | $91.7M | 0% | Reduced by 38% |
| $INTUAI | Intuit Inc. | 323,936 | $84.5M | 0% | Reduced by 32% |
| $TERAI | Teradyne Inc. | 69,802 | $33.8M | 0% | No change |
| $SAPAI | SAP SE | 4,693 | $726.9K | 0% | Reduced by 27% |