Managed by
Hedge FundAUM Tracked
$22.8B
AI Exposure
55.7%
AI & Tech holdings for FRED ALGER MANAGEMENT, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 16,310,824 | $2.8B | 12.5% | Increased by 7% |
| $MSFTAI | Microsoft Corporation | 4,977,211 | $1.8B | 8.1% | No change |
| $AMZNAI | Amazon.com, Inc. | 7,114,178 | $1.5B | 6.5% | No change |
| $AAPLAI | Apple Inc. | 4,619,851 | $1.2B | 5.2% | No change |
| $GOOGAI | Alphabet Inc. | 3,823,140 | $1.1B | 4.8% | Increased by 9% |
| $METAAI | Meta Platforms, Inc. | 1,772,671 | $1.0B | 4.5% | Reduced by 10% |
| $AVGOAI | Broadcom Inc. | 2,934,036 | $908.1M | 4% | No change |
| $TSLAAI | Tesla, Inc. | 1,825,663 | $678.7M | 3% | Increased by 10% |
| $APPAI | AppLovin Corporation | 1,173,040 | $466.9M | 2.1% | Reduced by 30% |
| $ISRGAI | Intuitive Surgical | 379,214 | $174.8M | 0.8% | Increased by 8% |
| $VRTAI | Vertiv Holdings | 472,924 | $118.5M | 0.5% | Reduced by 18% |
| $NETAI | Cloudflare Inc. | 538,062 | $111.0M | 0.5% | Increased by 23% |
| $SHOPAI | Shopify Inc. | 927,182 | $110.0M | 0.5% | Increased by 58% |
| $MDBAI | MongoDB Inc. | 431,933 | $105.7M | 0.5% | Reduced by 23% |
| $PLTRAI | Palantir Technologies | 651,134 | $95.2M | 0.4% | Increased by 789% |
| $ANETAI | Arista Networks | 682,773 | $83.8M | 0.4% | New Position |
| $GOOGLAI | Alphabet Inc. | 230,260 | $66.2M | 0.3% | Reduced by 5% |
| $CEGAI | Constellation Energy | 211,998 | $59.2M | 0.3% | Reduced by 58% |
| $KLACAI | KLA Corporation | 32,286 | $47.5M | 0.2% | No change |
| $MUAI | Micron Technology | 109,064 | $36.9M | 0.2% | Increased by 619% |
| $CDNSAI | Cadence Design Systems | 112,733 | $31.3M | 0.1% | Increased by 69% |
| $VSTAI | Vistra Corp. | 125,633 | $18.9M | 0.1% | Reduced by 87% |
| $MPWRAI | Monolithic Power Systems | 15,838 | $17.3M | 0.1% | Reduced by 10% |
| $NVDAAI | NVIDIA Corporation | 71,094 | $12.4M | 0.1% | Reduced by 100% |
| $DELLAI | Dell Technologies | 49,964 | $8.2M | 0% | Reduced by 12% |
| $AMZNAI | Amazon.com, Inc. | 38,945 | $8.1M | 0% | Reduced by 99% |
| $LRCXAI | Lam Research | 36,639 | $7.8M | 0% | Reduced by 7% |
| $SNPSAI | Synopsys Inc. | 19,390 | $7.7M | 0% | Increased by 157% |
| $AVGOAI | Broadcom Inc. | 15,375 | $4.8M | 0% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 17,062 | $4.3M | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 6,927 | $4.0M | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 15,564 | $3.8M | 0% | Increased by 870% |
| $ORCLAI | Oracle Corporation | 23,690 | $3.5M | 0% | No change |
| $ISRGAI | Intuitive Surgical | 7,525 | $3.5M | 0% | Reduced by 98% |
| $QCOMAI | QUALCOMM Inc. | 26,736 | $3.4M | 0% | Reduced by 17% |
| $MSFTAI | Microsoft Corporation | 8,802 | $3.3M | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 20,490 | $3.1M | 0% | Reduced by 98% |
| $CRWDAI | CrowdStrike Holdings | 7,456 | $2.9M | 0% | Reduced by 28% |
| $ADIAI | Analog Devices | 8,803 | $2.8M | 0% | New Position |
| $PANWAI | Palo Alto Networks | 13,723 | $2.2M | 0% | Increased by 775% |
| $IONQAI | IonQ Inc. | 59,269 | $1.7M | 0% | Reduced by 81% |
| $MDBAI | MongoDB Inc. | 6,680 | $1.6M | 0% | Reduced by 99% |
| $INTUAI | Intuit Inc. | 3,530 | $1.5M | 0% | New Position |
| $SQAI | Block Inc. | 20,328 | $1.2M | 0% | New Position |
| $DDOGAI | Datadog Inc. | 9,682 | $1.1M | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 8,274 | $1.0M | 0% | New Position |
| $NOWAI | ServiceNow Inc. | 9,697 | $1.0M | 0% | Reduced by 6% |
| $MPWRAI | Monolithic Power Systems | 576 | $630.9K | 0% | Reduced by 97% |
| $MUAI | Micron Technology | 1,809 | $611.4K | 0% | Reduced by 88% |
| $CRMAI | Salesforce Inc. | 3,149 | $587.8K | 0% | No change |
| $SHOPAI | Shopify Inc. | 3,515 | $416.9K | 0% | Reduced by 99% |
| $GOOGLAI | Alphabet Inc. | 1,231 | $354.0K | 0% | Reduced by 99% |
| $PYPLAI | PayPal Holdings | 4,770 | $215.7K | 0% | No change |
| $WDAYAI | Workday Inc. | 1,559 | $202.5K | 0% | Increased by 11% |