Back to Dashboard

Corient Private Wealth LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$69.9B

AI Exposure

22.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors21.5%
Other Tech0.0%
$AAPL

3.6%

$NVDA

2.6%

$GOOGL

1.9%

Portfolio Holdings

AI & Tech holdings for Corient Private Wealth LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.10,104,366$2.5B
3.6%
Reduced by 67%
$MSFTAIMicrosoft Corporation5,503,910$2.1B
3%
Reduced by 69%
$NVDAAINVIDIA Corporation10,364,151$1.8B
2.6%
Reduced by 23%
$GOOGLAIAlphabet Inc.4,663,080$1.3B
1.9%
Reduced by 60%
$AMZNAIAmazon.com, Inc.6,206,856$1.3B
1.8%
Reduced by 55%
$GOOGAIAlphabet Inc.4,240,904$1.2B
1.8%
Reduced by 39%
$AVGOAIBroadcom Inc.3,489,354$1.1B
1.5%
Reduced by 44%
$METAAIMeta Platforms, Inc.1,023,827$580.5M
0.8%
Reduced by 81%
$TSLAAITesla, Inc.802,525$288.5M
0.4%
Reduced by 96%
$ASMLAIASML Holding NV198,272$261.4M
0.4%
Reduced by 33%
$TXNAITexas Instruments1,191,130$230.8M
0.3%
No change
$LRCXAILam Research1,079,803$228.6M
0.3%
Reduced by 79%
$ORCLAIOracle Corporation1,148,621$172.1M
0.2%
No change
$ISRGAIIntuitive Surgical327,160$154.0M
0.2%
Reduced by 37%
$PANWAIPalo Alto Networks789,963$133.6M
0.2%
Reduced by 41%
$NOWAIServiceNow Inc.1,227,610$127.9M
0.2%
Reduced by 22%
$AMDAIAdvanced Micro Devices601,023$121.3M
0.2%
No change
$TSMAITaiwan Semiconductor332,898$110.8M
0.2%
Reduced by 79%
$NVDAAINVIDIA Corporation612,307$106.8M
0.2%
Reduced by 95%
$AMATAIApplied Materials305,929$103.7M
0.1%
Reduced by 72%
$UBERAIUber Technologies1,425,107$101.5M
0.1%
No change
$MUAIMicron Technology295,696$99.5M
0.1%
Reduced by 70%
$ADIAIAnalog Devices302,335$95.5M
0.1%
Reduced by 43%
$AAPLAIApple Inc.314,408$79.8M
0.1%
Reduced by 99%
$QCOMAIQUALCOMM Inc.614,744$78.9M
0.1%
Reduced by 24%
$CRMAISalesforce Inc.400,175$74.9M
0.1%
Reduced by 48%
$PLTRAIPalantir Technologies487,602$70.9M
0.1%
Reduced by 91%
$MSFTAIMicrosoft Corporation164,575$60.9M
0.1%
Reduced by 99%
$KLACAIKLA Corporation38,591$56.2M
0.1%
Reduced by 97%
$AVGOAIBroadcom Inc.172,540$53.4M
0.1%
Reduced by 97%
$APPAIAppLovin Corporation132,985$52.7M
0.1%
Reduced by 97%
$INTUAIIntuit Inc.118,407$51.0M
0.1%
Reduced by 41%
$INTCAIIntel Corporation1,082,034$47.6M
0.1%
Reduced by 7%
$AMZNAIAmazon.com, Inc.211,825$44.1M
0.1%
Reduced by 98%
$ADBEAIAdobe Inc.154,673$36.9M
0.1%
Reduced by 64%
$GOOGLAIAlphabet Inc.123,928$35.6M
0.1%
Reduced by 99%
$GOOGAIAlphabet Inc.120,080$34.4M
0%
Reduced by 98%
$CDNSAICadence Design Systems110,039$31.8M
0%
Reduced by 62%
$MCHPAIMicrochip Technology416,843$26.9M
0%
Reduced by 73%
$METAAIMeta Platforms, Inc.45,491$26.0M
0%
Reduced by 99%
$ANETAIArista Networks212,976$25.4M
0%
Reduced by 62%
$TERAITeradyne Inc.79,980$23.4M
0%
Reduced by 93%
$CEGAIConstellation Energy76,449$21.1M
0%
Reduced by 90%
$TSLAAITesla, Inc.56,794$21.1M
0%
Reduced by 100%
$ABNBAIAirbnb Inc.161,724$20.2M
0%
Reduced by 34%
$PYPLAIPayPal Holdings446,206$19.9M
0%
Increased by 30%
$MPWRAIMonolithic Power Systems14,873$16.2M
0%
Reduced by 99%
$VSTAIVistra Corp.95,742$14.4M
0%
Reduced by 89%
$SHOPAIShopify Inc.119,916$13.4M
0%
Reduced by 87%
$DELLAIDell Technologies87,101$13.0M
0%
Reduced by 61%
$CRWDAICrowdStrike Holdings33,172$12.7M
0%
Reduced by 77%
$ONAION Semiconductor176,896$10.9M
0%
Increased by 61%
$VRTAIVertiv Holdings45,142$10.5M
0%
Reduced by 94%
$ADIAIAnalog Devices29,450$9.4M
0%
Reduced by 94%
$SNPSAISynopsys Inc.23,045$9.1M
0%
Reduced by 34%
$PLTRAIPalantir Technologies61,081$8.9M
0%
Reduced by 99%
$SQAIBlock Inc.145,511$8.7M
0%
Increased by 220%
$DDOGAIDatadog Inc.72,930$8.4M
0%
Increased by 100%
$MDBAIMongoDB Inc.34,252$8.3M
0%
Increased by 87%
$ORCLAIOracle Corporation48,805$7.2M
0%
Reduced by 96%
$AMDAIAdvanced Micro Devices34,408$7.0M
0%
Reduced by 95%
$MUAIMicron Technology20,620$7.0M
0%
Reduced by 98%
$TSMAITaiwan Semiconductor19,397$6.6M
0%
Reduced by 99%
$LRCXAILam Research26,094$5.6M
0%
Reduced by 99%
$NXPIAINXP Semiconductors27,619$5.4M
0%
Reduced by 43%
$BABAAIAlibaba Group43,918$5.3M
0%
Reduced by 18%
$AMATAIApplied Materials14,739$5.0M
0%
Reduced by 99%
$MRVLAIMarvell Technology48,989$4.8M
0%
Reduced by 95%
$UBERAIUber Technologies66,438$4.8M
0%
Reduced by 95%
$ISRGAIIntuitive Surgical9,603$4.4M
0%
Reduced by 98%
$SAPAISAP SE25,458$4.3M
0%
Reduced by 33%
$ASMLAIASML Holding NV3,242$4.3M
0%
Reduced by 99%
$ZSAIZscaler Inc.30,088$4.2M
0%
Reduced by 44%
$TXNAITexas Instruments18,836$3.7M
0%
Reduced by 98%
$RIVNAIRivian Automotive244,891$3.6M
0%
Increased by 42%
$KLACAIKLA Corporation2,403$3.5M
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.26,544$3.4M
0%
Reduced by 97%
$NETAICloudflare Inc.16,384$3.4M
0%
Reduced by 99%
$WDAYAIWorkday Inc.27,823$3.3M
0%
Increased by 13%
$SNOWAISnowflake Inc.22,505$3.3M
0%
Reduced by 89%
$CRMAISalesforce Inc.17,334$3.2M
0%
Reduced by 98%
$INTUAIIntuit Inc.7,319$3.2M
0%
Reduced by 96%
$FTNTAIFortinet Inc.37,693$3.1M
0%
Reduced by 85%
$COINAICoinbase Global15,956$2.6M
0%
Reduced by 15%
$ANETAIArista Networks19,171$2.4M
0%
Reduced by 97%
$INTCAIIntel Corporation52,590$2.3M
0%
Reduced by 95%
$PANWAIPalo Alto Networks14,315$2.3M
0%
Reduced by 99%
$NOWAIServiceNow Inc.20,946$2.2M
0%
Reduced by 99%
$CRWDAICrowdStrike Holdings5,079$2.0M
0%
Reduced by 96%
$SNPSAISynopsys Inc.4,973$2.0M
0%
Reduced by 86%
$APPAIAppLovin Corporation4,933$2.0M
0%
Reduced by 100%
$VRTAIVertiv Holdings7,166$1.8M
0%
Reduced by 99%
$CEGAIConstellation Energy6,322$1.8M
0%
Reduced by 99%
$SNOWAISnowflake Inc.11,024$1.7M
0%
Reduced by 95%
$IONQAIIonQ Inc.58,766$1.6M
0%
Reduced by 5%
$ADBEAIAdobe Inc.6,220$1.5M
0%
Reduced by 99%
$TERAITeradyne Inc.4,851$1.4M
0%
Reduced by 100%
$CDNSAICadence Design Systems5,052$1.4M
0%
Reduced by 98%
$SHOPAIShopify Inc.11,654$1.4M
0%
Reduced by 99%
$DELLAIDell Technologies7,721$1.3M
0%
Reduced by 97%
$NETAICloudflare Inc.5,813$1.2M
0%
Reduced by 100%
$VSTAIVistra Corp.7,507$1.1M
0%
Reduced by 99%
$TEAMAIAtlassian Corporation16,430$1.1M
0%
Increased by 91%
$ARMAIARM Holdings plc7,161$1.1M
0%
No change
$MRVLAIMarvell Technology10,306$1.0M
0%
Reduced by 99%
$ABNBAIAirbnb Inc.7,932$1.0M
0%
Reduced by 97%
$BABAAIAlibaba Group7,792$977.6K
0%
Reduced by 85%
$PDDAIPDD Holdings Inc.9,201$933.5K
0%
Increased by 9%
$COINAICoinbase Global5,115$893.1K
0%
Reduced by 73%
$MPWRAIMonolithic Power Systems811$887.0K
0%
Reduced by 100%
$MCHPAIMicrochip Technology11,422$738.0K
0%
Reduced by 99%
$PYPLAIPayPal Holdings13,978$632.2K
0%
Reduced by 96%
$BIDUAIBaidu, Inc.5,551$589.2K
0%
Reduced by 42%
$DDOGAIDatadog Inc.4,347$513.2K
0%
Reduced by 88%
$WDAYAIWorkday Inc.3,798$493.4K
0%
Reduced by 85%
$SMCIAISuper Micro Computer21,766$476.5K
0%
Reduced by 23%
$ONAION Semiconductor7,627$472.3K
0%
Reduced by 93%
$SQAIBlock Inc.6,088$366.4K
0%
Reduced by 87%
$MDBAIMongoDB Inc.1,344$329.0K
0%
Reduced by 93%
$SAPAISAP SE1,572$269.2K
0%
Reduced by 96%
$RIVNAIRivian Automotive16,039$241.4K
0%
Reduced by 91%
$AEHRAIAehr Test Systems6,150$228.0K
0%
New Position
$ZSAIZscaler Inc.1,432$200.9K
0%
Reduced by 97%
$SOUNAISoundHound AI20,152$127.4K
0%
Increased by 70%