Managed by
Hedge FundAUM Tracked
$21.8B
AI Exposure
18.4%
AI & Tech holdings for DAVIS SELECTED ADVISERS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $METAAI | Meta Platforms, Inc. | 1,719,156 | $983.6M | 4.5% | No change |
| $GOOGLAI | Alphabet Inc. | 3,094,659 | $889.9M | 4.1% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,425,252 | $713.4M | 3.3% | No change |
| $TXNAI | Texas Instruments | 2,849,671 | $553.2M | 2.5% | No change |
| $AMATAI | Applied Materials | 1,197,102 | $409.2M | 1.9% | Reduced by 72% |
| $GOOGAI | Alphabet Inc. | 677,607 | $194.4M | 0.9% | No change |
| $APPAI | AppLovin Corporation | 335,810 | $133.7M | 0.6% | Increased by 35% |
| $SAPAI | SAP SE | 317,422 | $54.3M | 0.2% | Increased by 463% |
| $MSFTAI | Microsoft Corporation | 78,489 | $29.1M | 0.1% | Increased by 29% |
| $NVDAAI | NVIDIA Corporation | 113,556 | $19.8M | 0.1% | No change |
| $ORCLAI | Oracle Corporation | 80,414 | $11.8M | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 45,139 | $11.0M | 0.1% | New Position |
| $SNPSAI | Synopsys Inc. | 25,913 | $10.3M | 0% | Increased by 199% |
| $TSMAI | Taiwan Semiconductor | 7,200 | $2.4M | 0% | No change |
| $LRCXAI | Lam Research | 2,780 | $594.0K | 0% | Reduced by 77% |