JANA Partners

Managed by Barry Rosenstein

AUM Tracked

$5.1B

AI Exposure

18.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors12.2%

Other Tech0.0%

6.4%

5.8%

AI & Tech holdings for JANA Partners

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$AMDAI	Advanced Micro Devices	340,000	$57.1M	6.4%	New Position
$NVDAAI	NVIDIA Corporation	120,000	$149.7M	5.8%	Increased by 15%