Managed by
Hedge FundAUM Tracked
$15.3B
AI Exposure
20.5%
AI & Tech holdings for FARALLON CAPITAL MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AMZNAI | Amazon.com, Inc. | 4,218,394 | $878.6M | 5.8% | Reduced by 6% |
| $MSFTAI | Microsoft Corporation | 2,344,779 | $868.0M | 5.7% | Increased by 6% |
| $AVGOAI | Broadcom Inc. | 1,779,500 | $550.8M | 3.6% | Increased by 99% |
| $SNPSAI | Synopsys Inc. | 1,213,300 | $481.0M | 3.2% | Increased by 21% |
| $GOOGAI | Alphabet Inc. | 996,231 | $285.8M | 1.9% | Increased by 27% |
| $BIDUAI | Baidu, Inc. | 443,785 | $49.4M | 0.3% | Increased by 41% |
| $VRTAI | Vertiv Holdings | 19,000 | $4.8M | 0% | New Position |
| $NOWAI | ServiceNow Inc. | 41,000 | $4.3M | 0% | New Position |