Managed by
Hedge FundAUM Tracked
$18.8B
AI Exposure
24.5%
AI & Tech holdings for JUPITER ASSET MANAGEMENT LTD
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 2,287,328 | $398.9M | 2.1% | Reduced by 24% |
| $MSFTAI | Microsoft Corporation | 931,330 | $344.8M | 1.8% | Increased by 21% |
| $AAPLAI | Apple Inc. | 1,246,828 | $316.4M | 1.7% | Reduced by 21% |
| $GOOGAI | Alphabet Inc. | 1,091,165 | $294.7M | 1.6% | Increased by 79% |
| $MSFTAI | Microsoft Corporation | 673,122 | $238.9M | 1.3% | Reduced by 13% |
| $AMZNAI | Amazon.com, Inc. | 1,173,908 | $233.3M | 1.2% | Increased by 35% |
| $GOOGLAI | Alphabet Inc. | 701,728 | $201.8M | 1.1% | Increased by 21% |
| $AVGOAI | Broadcom Inc. | 607,570 | $176.4M | 0.9% | No change |
| $CRMAI | Salesforce Inc. | 927,726 | $173.2M | 0.9% | Increased by 1000% |
| $AVGOAI | Broadcom Inc. | 552,432 | $171.0M | 0.9% | Reduced by 10% |
| $AMZNAI | Amazon.com, Inc. | 671,788 | $139.9M | 0.7% | Reduced by 23% |
| $GOOGAI | Alphabet Inc. | 486,566 | $139.6M | 0.7% | Reduced by 20% |
| $NVDAAI | NVIDIA Corporation | 686,382 | $119.7M | 0.6% | Reduced by 77% |
| $NVDAAI | NVIDIA Corporation | 693,332 | $113.2M | 0.6% | Reduced by 77% |
| $AAPLAI | Apple Inc. | 392,873 | $99.7M | 0.5% | Reduced by 75% |
| $TXNAI | Texas Instruments | 524,238 | $96.6M | 0.5% | Increased by 76% |
| $MSFTAI | Microsoft Corporation | 253,390 | $93.8M | 0.5% | Reduced by 67% |
| $SNPSAI | Synopsys Inc. | 246,519 | $93.4M | 0.5% | Increased by 445% |
| $INTUAI | Intuit Inc. | 212,578 | $90.1M | 0.5% | New Position |
| $MUAI | Micron Technology | 255,190 | $86.2M | 0.5% | Reduced by 11% |
| $FTNTAI | Fortinet Inc. | 938,549 | $73.3M | 0.4% | New Position |
| $METAAI | Meta Platforms, Inc. | 122,719 | $70.2M | 0.4% | Reduced by 27% |
| $TXNAI | Texas Instruments | 285,306 | $55.4M | 0.3% | No change |
| $NOWAI | ServiceNow Inc. | 523,292 | $54.2M | 0.3% | Increased by 147% |
| $TSLAAI | Tesla, Inc. | 138,480 | $51.5M | 0.3% | Reduced by 33% |
| $AVGOAI | Broadcom Inc. | 159,591 | $49.4M | 0.3% | Reduced by 74% |
| $GOOGLAI | Alphabet Inc. | 168,451 | $48.4M | 0.3% | Reduced by 71% |
| $AMZNAI | Amazon.com, Inc. | 225,397 | $46.9M | 0.3% | Reduced by 74% |
| $ADBEAI | Adobe Inc. | 189,856 | $46.2M | 0.2% | Increased by 241% |
| $GOOGAI | Alphabet Inc. | 149,046 | $42.8M | 0.2% | Reduced by 76% |
| $TSMAI | Taiwan Semiconductor | 120,373 | $40.7M | 0.2% | No change |
| $TSMAI | Taiwan Semiconductor | 135,273 | $40.3M | 0.2% | Increased by 13% |
| $AMDAI | Advanced Micro Devices | 194,125 | $39.5M | 0.2% | No change |
| $LRCXAI | Lam Research | 180,712 | $38.6M | 0.2% | Reduced by 55% |
| $AMATAI | Applied Materials | 108,704 | $37.2M | 0.2% | Increased by 3273% |
| $CDNSAI | Cadence Design Systems | 103,111 | $28.7M | 0.2% | Increased by 1369% |
| $METAAI | Meta Platforms, Inc. | 45,951 | $26.3M | 0.1% | Reduced by 73% |
| $MUAI | Micron Technology | 65,910 | $22.3M | 0.1% | Reduced by 77% |
| $MPWRAI | Monolithic Power Systems | 18,550 | $20.3M | 0.1% | Reduced by 12% |
| $TSLAAI | Tesla, Inc. | 54,437 | $20.2M | 0.1% | Reduced by 74% |
| $NOWAI | ServiceNow Inc. | 186,637 | $19.5M | 0.1% | Reduced by 12% |
| $CRMAI | Salesforce Inc. | 97,442 | $18.2M | 0.1% | Increased by 16% |
| $SNPSAI | Synopsys Inc. | 41,230 | $16.3M | 0.1% | Reduced by 9% |
| $AMDAI | Advanced Micro Devices | 53,956 | $11.0M | 0.1% | Reduced by 71% |
| $ADBEAI | Adobe Inc. | 40,681 | $9.9M | 0.1% | Reduced by 27% |
| $LRCXAI | Lam Research | 44,219 | $9.4M | 0.1% | Reduced by 89% |
| $AMATAI | Applied Materials | 22,583 | $7.7M | 0% | Increased by 601% |
| $BABAAI | Alibaba Group | 44,697 | $5.6M | 0% | Reduced by 49% |
| $ANETAI | Arista Networks | 37,233 | $4.6M | 0% | Increased by 47% |
| $PDDAI | PDD Holdings Inc. | 26,973 | $2.8M | 0% | Reduced by 85% |
| $INTUAI | Intuit Inc. | 6,083 | $2.6M | 0% | New Position |
| $NOWAI | ServiceNow Inc. | 20,639 | $2.2M | 0% | Reduced by 90% |
| $SNOWAI | Snowflake Inc. | 12,728 | $1.9M | 0% | Reduced by 94% |
| $INTUAI | Intuit Inc. | 2,421 | $1.0M | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 5,150 | $776.7K | 0% | Reduced by 98% |
| $COINAI | Coinbase Global | 2,148 | $375.1K | 0% | Increased by 37% |