Managed by
Hedge FundAUM Tracked
$16.3B
AI Exposure
24.4%
AI & Tech holdings for CONGRESS ASSET MANAGEMENT CO
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 2,627,947 | $525.8M | 3.2% | No change |
| $AAPLAI | Apple Inc. | 1,609,746 | $465.8M | 2.9% | No change |
| $GOOGLAI | Alphabet Inc. | 1,020,191 | $364.6M | 2.2% | No change |
| $MSFTAI | Microsoft Corporation | 815,323 | $304.1M | 1.9% | Increased by 28% |
| $AVGOAI | Broadcom Inc. | 738,306 | $278.9M | 1.7% | No change |
| $ANETAI | Arista Networks | 1,176,606 | $199.9M | 1.2% | Reduced by 32% |
| $ASMLAI | ASML Holding NV | 88,265 | $175.6M | 1.1% | Increased by 7% |
| $AMZNAI | Amazon.com, Inc. | 733,843 | $174.9M | 1.1% | Reduced by 19% |
| $MDBAI | MongoDB Inc. | 511,227 | $171.7M | 1.1% | Increased by 69% |
| $METAAI | Meta Platforms, Inc. | 292,203 | $164.6M | 1% | No change |
| $ARMAI | ARM Holdings plc | 409,049 | $145.0M | 0.9% | New Position |
| $ISRGAI | Intuitive Surgical | 300,950 | $119.7M | 0.7% | No change |
| $MPWRAI | Monolithic Power Systems | 80,425 | $111.2M | 0.7% | No change |
| $UBERAI | Uber Technologies | 1,341,826 | $96.8M | 0.6% | No change |
| $SHOPAI | Shopify Inc. | 764,601 | $87.3M | 0.5% | No change |
| $TXNAI | Texas Instruments | 265,222 | $79.1M | 0.5% | Increased by 5820% |
| $MUAI | Micron Technology | 59,538 | $68.7M | 0.4% | New Position |
| $DDOGAI | Datadog Inc. | 261,023 | $68.0M | 0.4% | No change |
| $PLTRAI | Palantir Technologies | 512,991 | $59.9M | 0.4% | Increased by 6% |
| $NETAI | Cloudflare Inc. | 226,921 | $55.7M | 0.3% | Reduced by 17% |
| $TERAI | Teradyne Inc. | 107,915 | $52.2M | 0.3% | No change |
| $DELLAI | Dell Technologies | 94,675 | $40.8M | 0.3% | Reduced by 35% |
| $ADIAI | Analog Devices | 88,902 | $35.3M | 0.2% | Increased by 8% |
| $KLACAI | KLA Corporation | 78,629 | $23.7M | 0.1% | New Position |
| $LRCXAI | Lam Research | 53,337 | $23.1M | 0.1% | Increased by 15% |
| $GOOGAI | Alphabet Inc. | 63,061 | $22.3M | 0.1% | Reduced by 14% |
| $VSTAI | Vistra Corp. | 92,432 | $14.7M | 0.1% | No change |
| $CDNSAI | Cadence Design Systems | 34,920 | $13.1M | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 31,420 | $8.0M | 0% | New Position |
| $FTNTAI | Fortinet Inc. | 47,169 | $7.2M | 0% | No change |
| $SNPSAI | Synopsys Inc. | 5,808 | $2.6M | 0% | Reduced by 71% |
| $NOWAI | ServiceNow Inc. | 19,314 | $1.9M | 0% | Reduced by 98% |
| $VRTAI | Vertiv Holdings | 5,000 | $1.7M | 0% | Reduced by 36% |
| $MRVLAI | Marvell Technology | 3,569 | $1.1M | 0% | Reduced by 11% |
| $PANWAI | Palo Alto Networks | 2,648 | $903.0K | 0% | Reduced by 52% |
| $NXPIAI | NXP Semiconductors | 2,971 | $834.9K | 0% | Reduced by 20% |
| $ORCLAI | Oracle Corporation | 5,649 | $827.9K | 0% | Reduced by 13% |
| $TSLAAI | Tesla, Inc. | 1,565 | $658.2K | 0% | No change |
| $ADBEAI | Adobe Inc. | 2,348 | $481.4K | 0% | Reduced by 26% |