Managed by
Hedge FundAUM Tracked
$53.7B
AI Exposure
43%
AI & Tech holdings for Ensign Peak Advisors, Inc
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 23,040,560 | $4.0B | 7.5% | No change |
| $AAPLAI | Apple Inc. | 11,717,641 | $3.0B | 5.5% | No change |
| $MSFTAI | Microsoft Corporation | 6,631,072 | $2.5B | 4.6% | No change |
| $AMZNAI | Amazon.com, Inc. | 8,837,145 | $1.8B | 3.4% | No change |
| $GOOGLAI | Alphabet Inc. | 6,176,752 | $1.8B | 3.3% | No change |
| $METAAI | Meta Platforms, Inc. | 2,475,537 | $1.4B | 2.6% | No change |
| $AVGOAI | Broadcom Inc. | 4,306,891 | $1.3B | 2.5% | No change |
| $GOOGAI | Alphabet Inc. | 4,440,415 | $1.3B | 2.4% | Increased by 9% |
| $TSLAAI | Tesla, Inc. | 1,957,405 | $727.7M | 1.4% | No change |
| $ORCLAI | Oracle Corporation | 3,920,584 | $576.8M | 1.1% | Increased by 9% |
| $MUAI | Micron Technology | 1,136,835 | $384.1M | 0.7% | Increased by 34% |
| $AMATAI | Applied Materials | 1,120,721 | $383.1M | 0.7% | Reduced by 10% |
| $UBERAI | Uber Technologies | 4,536,074 | $326.3M | 0.6% | Reduced by 7% |
| $ADIAI | Analog Devices | 937,721 | $298.3M | 0.6% | Reduced by 5% |
| $PLTRAI | Palantir Technologies | 1,342,614 | $196.4M | 0.4% | No change |
| $CRMAI | Salesforce Inc. | 1,049,385 | $195.9M | 0.4% | Increased by 37% |
| $ISRGAI | Intuitive Surgical | 411,891 | $189.9M | 0.4% | No change |
| $NOWAI | ServiceNow Inc. | 1,757,648 | $183.8M | 0.3% | Increased by 26% |
| $LRCXAI | Lam Research | 814,576 | $174.0M | 0.3% | Reduced by 9% |
| $APPAI | AppLovin Corporation | 390,585 | $155.5M | 0.3% | Reduced by 20% |
| $VRTAI | Vertiv Holdings | 590,134 | $147.9M | 0.3% | Increased by 28% |
| $KLACAI | KLA Corporation | 99,751 | $146.9M | 0.3% | Increased by 158% |
| $AMDAI | Advanced Micro Devices | 700,245 | $142.5M | 0.3% | No change |
| $TXNAI | Texas Instruments | 658,926 | $127.9M | 0.2% | No change |
| $INTUAI | Intuit Inc. | 278,293 | $120.3M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 666,969 | $106.9M | 0.2% | Increased by 11% |
| $CDNSAI | Cadence Design Systems | 348,283 | $96.8M | 0.2% | Increased by 8% |
| $ANETAI | Arista Networks | 749,786 | $92.1M | 0.2% | Increased by 23% |
| $CEGAI | Constellation Energy | 319,948 | $89.3M | 0.2% | No change |
| $CRWDAI | CrowdStrike Holdings | 219,794 | $85.8M | 0.2% | No change |
| $INTCAI | Intel Corporation | 1,940,867 | $85.7M | 0.2% | No change |
| $VSTAI | Vistra Corp. | 569,342 | $85.6M | 0.2% | Increased by 20% |
| $MPWRAI | Monolithic Power Systems | 78,096 | $85.4M | 0.2% | No change |
| $DDOGAI | Datadog Inc. | 642,060 | $75.8M | 0.1% | Increased by 7% |
| $QCOMAI | QUALCOMM Inc. | 587,999 | $75.7M | 0.1% | Increased by 6% |
| $ASMLAI | ASML Holding NV | 56,947 | $75.2M | 0.1% | No change |
| $MDBAI | MongoDB Inc. | 276,559 | $67.7M | 0.1% | Reduced by 32% |
| $SNOWAI | Snowflake Inc. | 353,392 | $53.3M | 0.1% | Reduced by 14% |
| $SHOPAI | Shopify Inc. | 406,669 | $48.2M | 0.1% | Reduced by 5% |
| $TEAMAI | Atlassian Corporation | 667,517 | $45.6M | 0.1% | Reduced by 54% |
| $ADBEAI | Adobe Inc. | 166,288 | $40.4M | 0.1% | Reduced by 20% |
| $ZSAI | Zscaler Inc. | 275,793 | $38.7M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 156,757 | $32.3M | 0.1% | Increased by 29% |
| $DELLAI | Dell Technologies | 174,721 | $28.7M | 0.1% | Increased by 15% |
| $COINAI | Coinbase Global | 142,530 | $24.9M | 0% | Reduced by 19% |
| $SNPSAI | Synopsys Inc. | 60,589 | $24.0M | 0% | Reduced by 15% |
| $WDAYAI | Workday Inc. | 163,050 | $21.2M | 0% | Increased by 165% |
| $MRVLAI | Marvell Technology | 211,254 | $20.9M | 0% | Increased by 36% |
| $TERAI | Teradyne Inc. | 57,266 | $17.0M | 0% | Increased by 15% |
| $FTNTAI | Fortinet Inc. | 196,230 | $16.0M | 0% | Increased by 13% |
| $ABNBAI | Airbnb Inc. | 113,580 | $14.3M | 0% | Increased by 32% |
| $TSMAI | Taiwan Semiconductor | 35,090 | $11.9M | 0% | Reduced by 13% |
| $NXPIAI | NXP Semiconductors | 55,387 | $10.9M | 0% | No change |
| $PYPLAI | PayPal Holdings | 218,962 | $9.9M | 0% | Increased by 25% |
| $SQAI | Block Inc. | 159,542 | $9.6M | 0% | Increased by 13% |
| $SMCIAI | Super Micro Computer | 363,433 | $8.3M | 0% | No change |
| $MCHPAI | Microchip Technology | 66,578 | $4.3M | 0% | Increased by 25% |
| $PDDAI | PDD Holdings Inc. | 34,000 | $3.5M | 0% | Reduced by 6% |
| $ONAI | ON Semiconductor | 52,140 | $3.2M | 0% | Increased by 47% |
| $RIVNAI | Rivian Automotive | 209,517 | $3.2M | 0% | Reduced by 52% |
| $IONQAI | IonQ Inc. | 56,409 | $1.6M | 0% | No change |
| $SOUNAI | SoundHound AI | 23,050 | $158.4K | 0% | No change |