Managed by
Hedge FundAUM Tracked
$14.0B
AI Exposure
23%
AI & Tech holdings for CONGRESS ASSET MANAGEMENT CO
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 2,510,028 | $437.7M | 3.1% | No change |
| $AAPLAI | Apple Inc. | 1,631,485 | $414.1M | 3% | No change |
| $GOOGLAI | Alphabet Inc. | 1,054,554 | $303.2M | 2.2% | No change |
| $MSFTAI | Microsoft Corporation | 638,107 | $236.2M | 1.7% | No change |
| $AVGOAI | Broadcom Inc. | 757,731 | $234.5M | 1.7% | No change |
| $ANETAI | Arista Networks | 1,732,854 | $212.8M | 1.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 903,120 | $188.1M | 1.3% | No change |
| $METAAI | Meta Platforms, Inc. | 303,914 | $173.9M | 1.2% | No change |
| $ISRGAI | Intuitive Surgical | 312,410 | $144.0M | 1% | No change |
| $ASMLAI | ASML Holding NV | 82,626 | $109.1M | 0.8% | Increased by 539% |
| $UBERAI | Uber Technologies | 1,396,539 | $100.5M | 0.7% | No change |
| $SHOPAI | Shopify Inc. | 791,990 | $93.9M | 0.7% | No change |
| $MPWRAI | Monolithic Power Systems | 83,343 | $91.1M | 0.7% | Reduced by 8% |
| $NOWAI | ServiceNow Inc. | 815,871 | $85.3M | 0.6% | No change |
| $MDBAI | MongoDB Inc. | 301,897 | $73.9M | 0.5% | Increased by 200% |
| $PLTRAI | Palantir Technologies | 484,714 | $70.9M | 0.5% | Increased by 34% |
| $NETAI | Cloudflare Inc. | 273,756 | $56.5M | 0.4% | Reduced by 20% |
| $TERAI | Teradyne Inc. | 108,447 | $32.2M | 0.2% | Increased by 2710% |
| $DDOGAI | Datadog Inc. | 266,506 | $31.5M | 0.2% | Reduced by 19% |
| $ADIAI | Analog Devices | 82,159 | $26.1M | 0.2% | No change |
| $DELLAI | Dell Technologies | 146,071 | $24.0M | 0.2% | Reduced by 87% |
| $GOOGAI | Alphabet Inc. | 73,391 | $21.1M | 0.2% | No change |
| $VSTAI | Vistra Corp. | 89,850 | $13.5M | 0.1% | Increased by 152% |
| $LRCXAI | Lam Research | 46,281 | $9.9M | 0.1% | Increased by 1117% |
| $CDNSAI | Cadence Design Systems | 35,212 | $9.8M | 0.1% | Increased by 7% |
| $SNPSAI | Synopsys Inc. | 20,279 | $8.0M | 0.1% | Reduced by 92% |
| $FTNTAI | Fortinet Inc. | 48,388 | $4.0M | 0% | Reduced by 6% |
| $VRTAI | Vertiv Holdings | 7,800 | $2.0M | 0% | No change |
| $ORCLAI | Oracle Corporation | 6,487 | $954.3K | 0% | Reduced by 93% |
| $PANWAI | Palo Alto Networks | 5,561 | $891.5K | 0% | Reduced by 99% |
| $TXNAI | Texas Instruments | 4,480 | $869.8K | 0% | No change |
| $ADBEAI | Adobe Inc. | 3,179 | $772.8K | 0% | Reduced by 58% |
| $INTUAI | Intuit Inc. | 1,708 | $738.5K | 0% | Reduced by 44% |
| $NXPIAI | NXP Semiconductors | 3,717 | $731.8K | 0% | Reduced by 17% |
| $TSLAAI | Tesla, Inc. | 1,565 | $581.8K | 0% | No change |
| $MRVLAI | Marvell Technology | 3,990 | $395.2K | 0% | No change |