Back to Dashboard

Chevy Chase Trust Holdings, LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$34.7B

AI Exposure

42%

AI vs Non-AI Sector Exposure

AI & Semiconductors42.0%
Other Tech0.0%
$NVDA

7.3%

$AAPL

6.4%

$MSFT

4.5%

$AMZN

3.5%

Portfolio Holdings

AI & Tech holdings for Chevy Chase Trust Holdings, LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation14,507,559$2.5B
7.3%
Reduced by 5%
$AAPLAIApple Inc.8,711,980$2.2B
6.4%
Reduced by 6%
$MSFTAIMicrosoft Corporation4,247,249$1.6B
4.5%
Reduced by 6%
$AMZNAIAmazon.com, Inc.5,806,559$1.2B
3.5%
No change
$GOOGLAIAlphabet Inc.3,502,546$1.0B
2.9%
Reduced by 6%
$GOOGAIAlphabet Inc.3,093,697$887.5M
2.6%
Reduced by 6%
$AVGOAIBroadcom Inc.2,628,067$813.4M
2.3%
No change
$METAAIMeta Platforms, Inc.1,048,933$600.1M
1.7%
Reduced by 5%
$TSLAAITesla, Inc.1,344,319$499.8M
1.4%
Reduced by 6%
$MUAIMicron Technology542,298$183.2M
0.5%
Reduced by 6%
$PLTRAIPalantir Technologies1,090,522$159.5M
0.5%
Reduced by 6%
$AMDAIAdvanced Micro Devices778,890$158.4M
0.5%
Reduced by 6%
$ASMLAIASML Holding NV117,116$154.7M
0.4%
No change
$ISRGAIIntuitive Surgical325,162$149.9M
0.4%
Reduced by 6%
$CDNSAICadence Design Systems480,793$133.6M
0.4%
No change
$AMATAIApplied Materials379,348$129.7M
0.4%
Reduced by 14%
$LRCXAILam Research604,824$129.2M
0.4%
Reduced by 6%
$ORCLAIOracle Corporation832,995$122.5M
0.4%
Reduced by 5%
$CRWDAICrowdStrike Holdings293,184$114.5M
0.3%
No change
$INTCAIIntel Corporation2,255,506$99.5M
0.3%
No change
$KLACAIKLA Corporation62,728$92.4M
0.3%
Reduced by 6%
$TXNAITexas Instruments436,935$84.8M
0.2%
Reduced by 6%
$CRMAISalesforce Inc.447,922$83.6M
0.2%
Reduced by 7%
$ADIAIAnalog Devices234,940$74.7M
0.2%
Reduced by 7%
$UBERAIUber Technologies983,192$70.7M
0.2%
Reduced by 7%
$AAPLAIApple Inc.269,445$68.4M
0.2%
Reduced by 97%
$NVDAAINVIDIA Corporation382,428$66.7M
0.2%
Reduced by 98%
$QCOMAIQUALCOMM Inc.512,242$66.0M
0.2%
Reduced by 6%
$PANWAIPalo Alto Networks386,347$61.9M
0.2%
Increased by 11%
$ANETAIArista Networks494,384$60.7M
0.2%
Reduced by 10%
$INTUAIIntuit Inc.133,727$57.8M
0.2%
Reduced by 6%
$SNOWAISnowflake Inc.352,390$53.1M
0.2%
No change
$NOWAIServiceNow Inc.499,693$52.2M
0.2%
Reduced by 5%
$APPAIAppLovin Corporation129,281$51.5M
0.1%
Reduced by 6%
$MSFTAIMicrosoft Corporation138,966$51.4M
0.1%
Reduced by 97%
$ADBEAIAdobe Inc.197,177$47.9M
0.1%
Reduced by 19%
$VRTAIVertiv Holdings182,752$45.8M
0.1%
New Position
$CEGAIConstellation Energy152,505$42.6M
0.1%
No change
$SNPSAISynopsys Inc.91,282$36.2M
0.1%
No change
$AMZNAIAmazon.com, Inc.153,738$32.0M
0.1%
Reduced by 97%
$GOOGAIAlphabet Inc.109,426$31.4M
0.1%
Reduced by 97%
$GOOGLAIAlphabet Inc.91,625$26.3M
0.1%
Reduced by 98%
$MPWRAIMonolithic Power Systems23,486$25.7M
0.1%
No change
$ABNBAIAirbnb Inc.202,004$25.5M
0.1%
Reduced by 6%
$FTNTAIFortinet Inc.302,553$24.7M
0.1%
Reduced by 6%
$NXPIAINXP Semiconductors120,025$23.6M
0.1%
Reduced by 6%
$DELLAIDell Technologies142,750$23.4M
0.1%
Reduced by 7%
$AVGOAIBroadcom Inc.74,617$23.1M
0.1%
Reduced by 97%
$VSTAIVistra Corp.152,043$22.9M
0.1%
Reduced by 6%
$TERAITeradyne Inc.74,686$22.1M
0.1%
Reduced by 24%
$IONQAIIonQ Inc.731,800$21.1M
0.1%
Increased by 21%
$PYPLAIPayPal Holdings445,852$20.2M
0.1%
Reduced by 8%
$METAAIMeta Platforms, Inc.34,421$19.7M
0.1%
Reduced by 97%
$COINAICoinbase Global106,617$18.6M
0.1%
Reduced by 8%
$DDOGAIDatadog Inc.156,615$18.5M
0.1%
Reduced by 5%
$MCHPAIMicrochip Technology259,928$16.8M
0%
Reduced by 6%
$TSLAAITesla, Inc.44,261$16.5M
0%
Reduced by 97%
$SQAIBlock Inc.262,737$15.8M
0%
Reduced by 6%
$WDAYAIWorkday Inc.102,262$13.3M
0%
Reduced by 7%
$ONAION Semiconductor187,911$11.6M
0%
Reduced by 8%
$ADBEAIAdobe Inc.47,286$11.5M
0%
Reduced by 81%
$AMATAIApplied Materials33,224$11.4M
0%
Reduced by 92%
$MUAIMicron Technology17,713$6.0M
0%
Reduced by 97%
$SMCIAISuper Micro Computer239,956$5.5M
0%
Reduced by 6%
$PLTRAIPalantir Technologies35,951$5.3M
0%
Reduced by 97%
$AMDAIAdvanced Micro Devices25,658$5.2M
0%
Reduced by 97%
$ANETAIArista Networks39,708$4.9M
0%
Reduced by 93%
$LRCXAILam Research19,653$4.2M
0%
Reduced by 97%
$ORCLAIOracle Corporation26,687$3.9M
0%
Reduced by 97%
$INTCAIIntel Corporation73,893$3.3M
0%
Reduced by 97%
$KLACAIKLA Corporation2,062$3.0M
0%
Reduced by 97%
$TXNAITexas Instruments14,283$2.8M
0%
Reduced by 97%
$CRMAISalesforce Inc.14,746$2.8M
0%
Reduced by 97%
$ISRGAIIntuitive Surgical5,589$2.6M
0%
Reduced by 98%
$ADIAIAnalog Devices7,689$2.4M
0%
Reduced by 97%
$UBERAIUber Technologies32,390$2.3M
0%
Reduced by 97%
$QCOMAIQUALCOMM Inc.16,792$2.2M
0%
Reduced by 97%
$PANWAIPalo Alto Networks12,717$2.0M
0%
Reduced by 96%
$INTUAIIntuit Inc.4,379$1.9M
0%
Reduced by 97%
$TSMAITaiwan Semiconductor5,544$1.9M
0%
Reduced by 15%
$NOWAIServiceNow Inc.16,462$1.7M
0%
Reduced by 97%
$APPAIAppLovin Corporation4,265$1.7M
0%
Reduced by 97%
$CRWDAICrowdStrike Holdings3,967$1.5M
0%
Reduced by 99%
$VRTAIVertiv Holdings6,020$1.5M
0%
New Position
$CEGAIConstellation Energy4,904$1.4M
0%
Reduced by 97%
$SNPSAISynopsys Inc.3,011$1.2M
0%
Reduced by 97%
$CDNSAICadence Design Systems4,284$1.2M
0%
Reduced by 99%
$ABNBAIAirbnb Inc.6,666$841.8K
0%
Reduced by 97%
$MPWRAIMonolithic Power Systems766$837.5K
0%
Reduced by 97%
$FTNTAIFortinet Inc.9,948$813.0K
0%
Reduced by 97%
$NXPIAINXP Semiconductors3,961$779.8K
0%
Reduced by 97%
$DELLAIDell Technologies4,678$767.8K
0%
Reduced by 97%
$VSTAIVistra Corp.5,013$753.6K
0%
Reduced by 97%
$TERAITeradyne Inc.2,465$730.8K
0%
Reduced by 98%
$PYPLAIPayPal Holdings14,488$655.3K
0%
Reduced by 97%
$COINAICoinbase Global3,510$612.9K
0%
Reduced by 97%
$DDOGAIDatadog Inc.5,166$609.8K
0%
Reduced by 97%
$MCHPAIMicrochip Technology8,516$550.2K
0%
Reduced by 97%
$SQAIBlock Inc.8,619$518.7K
0%
Reduced by 97%
$SHOPAIShopify Inc.4,126$489.4K
0%
No change
$WDAYAIWorkday Inc.3,353$435.6K
0%
Reduced by 97%
$ONAION Semiconductor6,201$384.0K
0%
Reduced by 97%
$SMCIAISuper Micro Computer7,918$180.3K
0%
Reduced by 97%