Managed by
Hedge FundAUM Tracked
$22.9B
AI Exposure
31.8%
AI & Tech holdings for KING LUTHER CAPITAL MANAGEMENT CORP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 5,607,434 | $1.4B | 6.2% | No change |
| $NVDAAI | NVIDIA Corporation | 6,713,617 | $1.2B | 5.1% | No change |
| $MSFTAI | Microsoft Corporation | 2,907,004 | $1.1B | 4.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,348,175 | $697.3M | 3% | No change |
| $GOOGLAI | Alphabet Inc. | 2,409,280 | $692.8M | 3% | No change |
| $GOOGAI | Alphabet Inc. | 2,393,075 | $686.5M | 3% | No change |
| $AVGOAI | Broadcom Inc. | 1,488,912 | $460.8M | 2% | No change |
| $ORCLAI | Oracle Corporation | 2,284,021 | $336.0M | 1.5% | Reduced by 13% |
| $PANWAI | Palo Alto Networks | 839,336 | $134.6M | 0.6% | No change |
| $METAAI | Meta Platforms, Inc. | 196,831 | $112.6M | 0.5% | No change |
| $CEGAI | Constellation Energy | 256,209 | $71.5M | 0.3% | Increased by 33% |
| $FTNTAI | Fortinet Inc. | 751,418 | $61.4M | 0.3% | Increased by 13% |
| $QCOMAI | QUALCOMM Inc. | 467,142 | $60.2M | 0.3% | No change |
| $ADBEAI | Adobe Inc. | 220,712 | $53.7M | 0.2% | Reduced by 21% |
| $CRMAI | Salesforce Inc. | 217,179 | $40.5M | 0.2% | Reduced by 11% |
| $CDNSAI | Cadence Design Systems | 135,554 | $37.7M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 93,200 | $23.4M | 0.1% | Increased by 5% |
| $PYPLAI | PayPal Holdings | 419,207 | $19.0M | 0.1% | Reduced by 16% |
| $TSLAAI | Tesla, Inc. | 48,345 | $18.0M | 0.1% | Increased by 26% |
| $AMDAI | Advanced Micro Devices | 84,539 | $17.2M | 0.1% | Increased by 17% |
| $PLTRAI | Palantir Technologies | 115,511 | $16.9M | 0.1% | Increased by 12% |
| $LRCXAI | Lam Research | 64,890 | $13.9M | 0.1% | Reduced by 5% |
| $TXNAI | Texas Instruments | 66,713 | $13.0M | 0.1% | Increased by 17% |
| $AMATAI | Applied Materials | 34,569 | $11.8M | 0.1% | Increased by 1792% |
| $SNPSAI | Synopsys Inc. | 20,286 | $8.0M | 0% | No change |
| $INTUAI | Intuit Inc. | 18,108 | $7.8M | 0% | Reduced by 75% |
| $NOWAI | ServiceNow Inc. | 42,651 | $4.5M | 0% | Increased by 485% |
| $KLACAI | KLA Corporation | 2,443 | $3.6M | 0% | No change |
| $ISRGAI | Intuitive Surgical | 6,662 | $3.1M | 0% | No change |
| $MUAI | Micron Technology | 6,526 | $2.2M | 0% | Reduced by 41% |
| $TSMAI | Taiwan Semiconductor | 6,440 | $2.2M | 0% | No change |
| $ADIAI | Analog Devices | 5,867 | $1.9M | 0% | No change |
| $ASMLAI | ASML Holding NV | 1,376 | $1.8M | 0% | Increased by 65% |
| $SAPAI | SAP SE | 9,370 | $1.6M | 0% | Increased by 393% |
| $INTCAI | Intel Corporation | 26,285 | $1.2M | 0% | Increased by 60% |
| $ANETAI | Arista Networks | 1,962 | $240.9K | 0% | No change |
| $RIVNAI | Rivian Automotive | 10,103 | $152.1K | 0% | No change |