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Jana Partners LLC

Tech Focused

Managed by Barry Rosenstein

Activist

AUM Tracked

$227.9K

AI Exposure

10.8%

AI vs Non-AI Sector Exposure

AI & Semiconductors10.9%
Other Tech0.0%
$AAPL

6%

$MSFT

4.3%

$MU

0.3%

$INTC

0.2%

Portfolio Holdings

AI & Tech holdings for Jana Partners LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.47,097$13.6K
6%
No change
$MSFTAIMicrosoft Corporation26,282$9.8K
4.3%
No change
$MUAIMicron Technology500$577
0.3%
Reduced by 57%
$INTCAIIntel Corporation2,455$342
0.2%
New Position
$AMZNAIAmazon.com, Inc.1,000$238
0.1%
No change