Managed by
Hedge FundAUM Tracked
$13.8B
AI Exposure
6%
AI & Tech holdings for Freestone Grove Partners LP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $DDOGAI | Datadog Inc. | 1,085,198 | $128.1M | 0.9% | Increased by 102% |
| $ISRGAI | Intuitive Surgical | 236,782 | $109.2M | 0.8% | Increased by 329% |
| $NOWAI | ServiceNow Inc. | 801,689 | $83.8M | 0.6% | Increased by 166% |
| $MSFTAI | Microsoft Corporation | 208,305 | $77.1M | 0.6% | Increased by 27% |
| $CDNSAI | Cadence Design Systems | 269,954 | $75.0M | 0.5% | Increased by 1333% |
| $AMZNAI | Amazon.com, Inc. | 356,730 | $74.3M | 0.5% | Reduced by 48% |
| $GOOGLAI | Alphabet Inc. | 147,739 | $42.5M | 0.3% | Reduced by 45% |
| $SNPSAI | Synopsys Inc. | 83,524 | $33.1M | 0.2% | Increased by 2407% |
| $MCHPAI | Microchip Technology | 422,859 | $27.3M | 0.2% | Increased by 136% |
| $LRCXAI | Lam Research | 84,644 | $18.1M | 0.1% | Reduced by 8% |
| $AAPLAI | Apple Inc. | 70,839 | $18.0M | 0.1% | New Position |
| $MPWRAI | Monolithic Power Systems | 15,015 | $16.4M | 0.1% | Increased by 99% |
| $ABNBAI | Airbnb Inc. | 121,558 | $15.4M | 0.1% | New Position |
| $TEAMAI | Atlassian Corporation | 219,679 | $15.0M | 0.1% | New Position |
| $UBERAI | Uber Technologies | 203,905 | $14.7M | 0.1% | New Position |
| $ASMLAI | ASML Holding NV | 10,211 | $13.5M | 0.1% | Reduced by 53% |
| $SQAI | Block Inc. | 209,785 | $12.6M | 0.1% | Reduced by 27% |
| $SHOPAI | Shopify Inc. | 98,125 | $11.6M | 0.1% | Increased by 4093% |
| $AMATAI | Applied Materials | 32,100 | $11.0M | 0.1% | Reduced by 41% |
| $AVGOAI | Broadcom Inc. | 35,268 | $10.9M | 0.1% | Increased by 17% |
| $PYPLAI | PayPal Holdings | 194,143 | $8.8M | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 17,844 | $7.1M | 0.1% | New Position |
| $INTUAI | Intuit Inc. | 8,448 | $3.7M | 0% | Increased by 51% |
| $AMDAI | Advanced Micro Devices | 14,791 | $3.0M | 0% | New Position |
| $QCOMAI | QUALCOMM Inc. | 11,199 | $1.4M | 0% | New Position |
| $ADBEAI | Adobe Inc. | 5,675 | $1.4M | 0% | New Position |
| $METAAI | Meta Platforms, Inc. | 1,084 | $620.2K | 0% | New Position |
| $MUAI | Micron Technology | 1,176 | $397.3K | 0% | Reduced by 98% |
| $GOOGAI | Alphabet Inc. | 979 | $280.8K | 0% | New Position |
| $SMCIAI | Super Micro Computer | 5,363 | $122.1K | 0% | Reduced by 83% |
| $DELLAI | Dell Technologies | 581 | $95.4K | 0% | New Position |