Managed by
Hedge FundAUM Tracked
$35.7B
AI Exposure
51.1%
AI & Tech holdings for DnB Asset Management AS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 6,674,835 | $2.5B | 7% | Increased by 20% |
| $NVDAAI | NVIDIA Corporation | 11,424,021 | $2.3B | 6.4% | Increased by 12% |
| $GOOGLAI | Alphabet Inc. | 5,843,646 | $2.1B | 5.8% | Increased by 20% |
| $AMZNAI | Amazon.com, Inc. | 7,785,587 | $1.9B | 5.2% | No change |
| $AVGOAI | Broadcom Inc. | 4,133,220 | $1.6B | 4.4% | Increased by 68% |
| $AAPLAI | Apple Inc. | 4,808,315 | $1.4B | 3.9% | No change |
| $METAAI | Meta Platforms, Inc. | 2,093,653 | $1.2B | 3.3% | Increased by 27% |
| $TEAMAI | Atlassian Corporation | 9,830,768 | $764.7M | 2.1% | Increased by 22% |
| $GOOGAI | Alphabet Inc. | 1,193,420 | $421.7M | 1.2% | Increased by 11% |
| $TSLAAI | Tesla, Inc. | 885,706 | $372.5M | 1% | Increased by 5% |
| $MUAI | Micron Technology | 304,537 | $351.5M | 1% | Reduced by 14% |
| $TSMAI | Taiwan Semiconductor | 683,962 | $326.4M | 0.9% | Increased by 191% |
| $INTUAI | Intuit Inc. | 958,207 | $250.1M | 0.7% | Increased by 1424% |
| $AMDAI | Advanced Micro Devices | 425,397 | $247.1M | 0.7% | Reduced by 34% |
| $ORCLAI | Oracle Corporation | 1,410,210 | $206.7M | 0.6% | Reduced by 50% |
| $INTCAI | Intel Corporation | 1,432,695 | $200.0M | 0.6% | Reduced by 37% |
| $NOWAI | ServiceNow Inc. | 1,876,370 | $186.3M | 0.5% | No change |
| $AMATAI | Applied Materials | 199,163 | $144.0M | 0.4% | Reduced by 20% |
| $ADIAI | Analog Devices | 336,177 | $133.5M | 0.4% | Increased by 203% |
| $LRCXAI | Lam Research | 288,952 | $125.2M | 0.4% | Increased by 9% |
| $ISRGAI | Intuitive Surgical | 308,492 | $122.7M | 0.3% | Increased by 22% |
| $ANETAI | Arista Networks | 624,712 | $106.1M | 0.3% | Increased by 9% |
| $CRMAI | Salesforce Inc. | 644,039 | $100.9M | 0.3% | Increased by 79% |
| $KLACAI | KLA Corporation | 302,108 | $91.1M | 0.3% | Increased by 946% |
| $PLTRAI | Palantir Technologies | 740,723 | $86.4M | 0.2% | Increased by 53% |
| $TXNAI | Texas Instruments | 275,171 | $82.0M | 0.2% | Reduced by 7% |
| $APPAI | AppLovin Corporation | 138,312 | $71.3M | 0.2% | Reduced by 8% |
| $MRVLAI | Marvell Technology | 233,435 | $69.5M | 0.2% | Reduced by 88% |
| $VRTAI | Vertiv Holdings | 205,404 | $68.8M | 0.2% | Reduced by 14% |
| $BIDUAI | Baidu, Inc. | 594,363 | $68.0M | 0.2% | Increased by 10% |
| $ADBEAI | Adobe Inc. | 316,133 | $64.8M | 0.2% | Increased by 237% |
| $PANWAI | Palo Alto Networks | 181,136 | $61.8M | 0.2% | No change |
| $QCOMAI | QUALCOMM Inc. | 294,680 | $54.5M | 0.2% | Reduced by 77% |
| $ONAI | ON Semiconductor | 552,505 | $52.2M | 0.1% | Reduced by 18% |
| $CEGAI | Constellation Energy | 208,250 | $51.7M | 0.1% | Increased by 30% |
| $CRWDAI | CrowdStrike Holdings | 62,918 | $48.0M | 0.1% | Increased by 14% |
| $UBERAI | Uber Technologies | 539,807 | $39.0M | 0.1% | Increased by 13% |
| $MPWRAI | Monolithic Power Systems | 24,493 | $33.9M | 0.1% | Reduced by 6% |
| $SNOWAI | Snowflake Inc. | 131,780 | $33.5M | 0.1% | Increased by 83% |
| $MCHPAI | Microchip Technology | 349,336 | $31.9M | 0.1% | Increased by 112% |
| $DELLAI | Dell Technologies | 67,420 | $29.1M | 0.1% | No change |
| $VSTAI | Vistra Corp. | 150,973 | $23.9M | 0.1% | Increased by 45% |
| $DDOGAI | Datadog Inc. | 91,227 | $23.8M | 0.1% | Reduced by 58% |
| $CDNSAI | Cadence Design Systems | 61,728 | $23.2M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 143,247 | $22.0M | 0.1% | No change |
| $IONQAI | IonQ Inc. | 379,429 | $20.2M | 0.1% | Increased by 587% |
| $COINAI | Coinbase Global | 124,554 | $18.2M | 0.1% | Increased by 100% |
| $SNPSAI | Synopsys Inc. | 40,531 | $18.1M | 0.1% | No change |
| $SMCIAI | Super Micro Computer | 610,388 | $17.9M | 0.1% | Increased by 407% |
| $TERAI | Teradyne Inc. | 36,099 | $17.5M | 0% | No change |
| $NETAI | Cloudflare Inc. | 68,216 | $16.7M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 55,971 | $15.7M | 0% | Increased by 7% |
| $ZSAI | Zscaler Inc. | 96,372 | $13.6M | 0% | Increased by 344% |
| $ABNBAI | Airbnb Inc. | 94,843 | $13.6M | 0% | No change |
| $RIVNAI | Rivian Automotive | 541,084 | $9.4M | 0% | Increased by 64% |
| $SQAI | Block Inc. | 112,953 | $8.6M | 0% | No change |
| $PYPLAI | PayPal Holdings | 195,390 | $8.4M | 0% | No change |
| $MDBAI | MongoDB Inc. | 17,353 | $5.8M | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 75,921 | $5.8M | 0% | Reduced by 15% |
| $WDAYAI | Workday Inc. | 45,721 | $5.6M | 0% | No change |
| $SOUNAI | SoundHound AI | 18,258 | $118.1K | 0% | Reduced by 13% |