Managed by
Hedge FundAUM Tracked
$60.8B
AI Exposure
46.6%
AI & Tech holdings for Ensign Peak Advisors, Inc
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 21,931,975 | $4.4B | 7.2% | No change |
| $AAPLAI | Apple Inc. | 11,804,995 | $3.4B | 5.6% | No change |
| $MSFTAI | Microsoft Corporation | 6,750,733 | $2.5B | 4.1% | No change |
| $GOOGLAI | Alphabet Inc. | 6,105,790 | $2.2B | 3.6% | No change |
| $AMZNAI | Amazon.com, Inc. | 8,924,499 | $2.1B | 3.5% | No change |
| $AVGOAI | Broadcom Inc. | 4,319,433 | $1.6B | 2.7% | No change |
| $GOOGAI | Alphabet Inc. | 3,922,083 | $1.4B | 2.3% | Reduced by 12% |
| $METAAI | Meta Platforms, Inc. | 2,413,862 | $1.4B | 2.2% | No change |
| $MUAI | Micron Technology | 1,138,179 | $1.3B | 2.2% | No change |
| $TSLAAI | Tesla, Inc. | 1,984,604 | $834.7M | 1.4% | No change |
| $AMDAI | Advanced Micro Devices | 1,417,494 | $823.4M | 1.4% | Increased by 102% |
| $AMATAI | Applied Materials | 930,145 | $672.5M | 1.1% | Reduced by 17% |
| $ORCLAI | Oracle Corporation | 3,581,192 | $524.8M | 0.9% | Reduced by 9% |
| $LRCXAI | Lam Research | 1,121,447 | $486.0M | 0.8% | Increased by 38% |
| $INTCAI | Intel Corporation | 2,731,186 | $381.4M | 0.6% | Increased by 41% |
| $ADIAI | Analog Devices | 873,150 | $346.8M | 0.6% | Reduced by 7% |
| $KLACAI | KLA Corporation | 999,205 | $301.5M | 0.5% | Increased by 902% |
| $UBERAI | Uber Technologies | 3,867,408 | $279.1M | 0.5% | Reduced by 15% |
| $TXNAI | Texas Instruments | 924,518 | $275.6M | 0.5% | Increased by 40% |
| $PANWAI | Palo Alto Networks | 650,811 | $221.9M | 0.4% | No change |
| $VRTAI | Vertiv Holdings | 536,699 | $179.7M | 0.3% | Reduced by 9% |
| $PLTRAI | Palantir Technologies | 1,447,334 | $168.9M | 0.3% | Increased by 8% |
| $MRVLAI | Marvell Technology | 558,306 | $166.3M | 0.3% | Increased by 164% |
| $APPAI | AppLovin Corporation | 320,239 | $165.0M | 0.3% | Reduced by 18% |
| $ISRGAI | Intuitive Surgical | 409,857 | $163.0M | 0.3% | No change |
| $CRWDAI | CrowdStrike Holdings | 201,992 | $154.1M | 0.3% | Reduced by 8% |
| $ANETAI | Arista Networks | 836,894 | $142.2M | 0.2% | Increased by 12% |
| $NOWAI | ServiceNow Inc. | 1,414,141 | $140.4M | 0.2% | Reduced by 20% |
| $INTUAI | Intuit Inc. | 473,758 | $123.7M | 0.2% | Increased by 70% |
| $QCOMAI | QUALCOMM Inc. | 639,905 | $118.2M | 0.2% | Increased by 9% |
| $CDNSAI | Cadence Design Systems | 312,165 | $117.2M | 0.2% | Reduced by 10% |
| $MPWRAI | Monolithic Power Systems | 71,154 | $98.4M | 0.2% | Reduced by 9% |
| $ASMLAI | ASML Holding NV | 49,140 | $97.8M | 0.2% | Reduced by 14% |
| $DELLAI | Dell Technologies | 224,544 | $96.9M | 0.2% | Increased by 29% |
| $VSTAI | Vistra Corp. | 602,031 | $95.5M | 0.2% | Increased by 6% |
| $TEAMAI | Atlassian Corporation | 1,143,958 | $89.0M | 0.1% | Increased by 71% |
| $CRMAI | Salesforce Inc. | 536,253 | $84.0M | 0.1% | Reduced by 49% |
| $DDOGAI | Datadog Inc. | 299,964 | $78.1M | 0.1% | Reduced by 53% |
| $SNOWAI | Snowflake Inc. | 291,852 | $74.3M | 0.1% | Reduced by 17% |
| $MDBAI | MongoDB Inc. | 196,687 | $66.1M | 0.1% | Reduced by 29% |
| $ADBEAI | Adobe Inc. | 295,151 | $60.5M | 0.1% | Increased by 77% |
| $CEGAI | Constellation Energy | 192,749 | $47.9M | 0.1% | Reduced by 40% |
| $SHOPAI | Shopify Inc. | 376,521 | $43.0M | 0.1% | Reduced by 7% |
| $FTNTAI | Fortinet Inc. | 270,597 | $41.6M | 0.1% | Increased by 38% |
| $NETAI | Cloudflare Inc. | 131,238 | $32.2M | 0.1% | Reduced by 16% |
| $TSMAI | Taiwan Semiconductor | 63,692 | $30.4M | 0.1% | Increased by 82% |
| $ABNBAI | Airbnb Inc. | 208,246 | $29.8M | 0% | Increased by 83% |
| $NXPIAI | NXP Semiconductors | 86,314 | $24.3M | 0% | Increased by 56% |
| $TERAI | Teradyne Inc. | 48,439 | $23.4M | 0% | Reduced by 15% |
| $SNPSAI | Synopsys Inc. | 51,983 | $23.2M | 0% | Reduced by 14% |
| $ZSAI | Zscaler Inc. | 151,674 | $21.4M | 0% | Reduced by 45% |
| $PYPLAI | PayPal Holdings | 494,272 | $21.3M | 0% | Increased by 126% |
| $SQAI | Block Inc. | 274,046 | $20.8M | 0% | Increased by 72% |
| $COINAI | Coinbase Global | 114,386 | $16.7M | 0% | Reduced by 20% |
| $WDAYAI | Workday Inc. | 99,297 | $12.2M | 0% | Reduced by 39% |
| $ONAI | ON Semiconductor | 92,129 | $8.7M | 0% | Increased by 77% |
| $MCHPAI | Microchip Technology | 79,635 | $7.3M | 0% | Increased by 20% |
| $IONQAI | IonQ Inc. | 79,117 | $4.2M | 0% | Increased by 40% |
| $SMCIAI | Super Micro Computer | 76,210 | $2.2M | 0% | Reduced by 79% |
| $ARMAI | ARM Holdings plc | 6,103 | $2.2M | 0% | New Position |
| $PDDAI | PDD Holdings Inc. | 27,700 | $2.1M | 0% | Reduced by 19% |
| $RIVNAI | Rivian Automotive | 118,644 | $2.1M | 0% | Reduced by 43% |
| $AEHRAI | Aehr Test Systems | 3,750 | $360.2K | 0% | New Position |
| $SOUNAI | SoundHound AI | 23,200 | $150.1K | 0% | No change |