Managed by
Hedge FundAUM Tracked
$39.2B
AI Exposure
30.5%
AI & Tech holdings for FIRST MANHATTAN CO. LLC.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 4,345,361 | $1.6B | 4.1% | No change |
| $ASMLAI | ASML Holding NV | 718,408 | $1.4B | 3.6% | No change |
| $AAPLAI | Apple Inc. | 4,935,720 | $1.4B | 3.6% | No change |
| $GOOGAI | Alphabet Inc. | 3,931,213 | $1.4B | 3.5% | No change |
| $AMATAI | Applied Materials | 1,240,454 | $896.8M | 2.3% | Reduced by 18% |
| $AVGOAI | Broadcom Inc. | 2,150,271 | $812.3M | 2.1% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,262,397 | $777.6M | 2% | No change |
| $INTCAI | Intel Corporation | 4,638,876 | $647.7M | 1.7% | Reduced by 18% |
| $ORCLAI | Oracle Corporation | 3,772,494 | $552.9M | 1.4% | No change |
| $GOOGLAI | Alphabet Inc. | 1,479,067 | $528.6M | 1.3% | No change |
| $NVDAAI | NVIDIA Corporation | 2,531,922 | $506.6M | 1.3% | No change |
| $SNPSAI | Synopsys Inc. | 859,147 | $383.2M | 1% | No change |
| $CRMAI | Salesforce Inc. | 1,740,423 | $273.4M | 0.7% | Reduced by 34% |
| $UBERAI | Uber Technologies | 3,443,141 | $248.5M | 0.6% | Increased by 446% |
| $VRTAI | Vertiv Holdings | 385,343 | $129.0M | 0.3% | Reduced by 30% |
| $METAAI | Meta Platforms, Inc. | 175,882 | $99.1M | 0.3% | Reduced by 7% |
| $WDAYAI | Workday Inc. | 639,339 | $78.3M | 0.2% | New Position |
| $AMDAI | Advanced Micro Devices | 66,599 | $38.7M | 0.1% | Reduced by 21% |
| $TSMAI | Taiwan Semiconductor | 56,887 | $27.2M | 0.1% | No change |
| $LRCXAI | Lam Research | 52,227 | $22.6M | 0.1% | Reduced by 16% |
| $MUAI | Micron Technology | 9,453 | $10.9M | 0% | Reduced by 20% |
| $TXNAI | Texas Instruments | 35,286 | $10.5M | 0% | No change |
| $KLACAI | KLA Corporation | 33,810 | $10.2M | 0% | Increased by 671% |
| $QCOMAI | QUALCOMM Inc. | 49,855 | $9.2M | 0% | Reduced by 10% |
| $ADIAI | Analog Devices | 13,450 | $5.3M | 0% | Reduced by 9% |
| $DELLAI | Dell Technologies | 6,171 | $2.7M | 0% | Increased by 21% |
| $PANWAI | Palo Alto Networks | 7,602 | $2.6M | 0% | No change |
| $TSLAAI | Tesla, Inc. | 4,269 | $1.8M | 0% | Reduced by 24% |
| $SHOPAI | Shopify Inc. | 8,661 | $988.9K | 0% | No change |
| $ISRGAI | Intuitive Surgical | 2,441 | $970.7K | 0% | No change |
| $MRVLAI | Marvell Technology | 2,864 | $853.2K | 0% | New Position |
| $SOUNAI | SoundHound AI | 121,359 | $785.2K | 0% | No change |
| $ANETAI | Arista Networks | 4,433 | $753.1K | 0% | No change |
| $CEGAI | Constellation Energy | 2,789 | $692.7K | 0% | Increased by 16% |
| $PYPLAI | PayPal Holdings | 16,001 | $690.9K | 0% | Reduced by 32% |
| $VSTAI | Vistra Corp. | 3,663 | $581.1K | 0% | New Position |
| $CDNSAI | Cadence Design Systems | 1,384 | $519.4K | 0% | No change |
| $NOWAI | ServiceNow Inc. | 5,005 | $496.9K | 0% | Reduced by 85% |
| $PLTRAI | Palantir Technologies | 3,419 | $398.9K | 0% | Reduced by 23% |
| $NXPIAI | NXP Semiconductors | 1,382 | $389.7K | 0% | New Position |
| $ADBEAI | Adobe Inc. | 1,769 | $362.7K | 0% | Reduced by 35% |
| $SQAI | Block Inc. | 4,558 | $346.4K | 0% | New Position |
| $CRWDAI | CrowdStrike Holdings | 371 | $283.1K | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 1,034 | $263.2K | 0% | New Position |
| $MDBAI | MongoDB Inc. | 722 | $242.5K | 0% | New Position |
| $BABAAI | Alibaba Group | 2,338 | $226.9K | 0% | Reduced by 12% |