Managed by
Hedge FundAUM Tracked
$25.5B
AI Exposure
39.1%
AI & Tech holdings for KLP KAPITALFORVALTNING AS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 9,805,060 | $1.7B | 6.7% | No change |
| $AAPLAI | Apple Inc. | 6,161,104 | $1.6B | 6.1% | Increased by 6% |
| $MSFTAI | Microsoft Corporation | 2,928,568 | $1.1B | 4.3% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,583,600 | $746.4M | 2.9% | No change |
| $GOOGLAI | Alphabet Inc. | 2,448,060 | $704.0M | 2.8% | No change |
| $GOOGAI | Alphabet Inc. | 1,930,220 | $553.7M | 2.2% | No change |
| $AVGOAI | Broadcom Inc. | 1,698,760 | $525.8M | 2.1% | No change |
| $METAAI | Meta Platforms, Inc. | 810,350 | $463.6M | 1.8% | No change |
| $TSLAAI | Tesla, Inc. | 1,120,810 | $416.7M | 1.6% | No change |
| $MUAI | Micron Technology | 423,005 | $143.0M | 0.6% | No change |
| $AMDAI | Advanced Micro Devices | 653,847 | $133.0M | 0.5% | Increased by 5% |
| $PLTRAI | Palantir Technologies | 854,500 | $125.0M | 0.5% | No change |
| $LRCXAI | Lam Research | 582,280 | $124.5M | 0.5% | Reduced by 9% |
| $AMATAI | Applied Materials | 364,141 | $124.5M | 0.5% | No change |
| $KLACAI | KLA Corporation | 69,140 | $101.8M | 0.4% | No change |
| $ORCLAI | Oracle Corporation | 649,342 | $95.5M | 0.4% | No change |
| $QCOMAI | QUALCOMM Inc. | 613,601 | $79.0M | 0.3% | No change |
| $ADIAI | Analog Devices | 246,221 | $78.3M | 0.3% | Increased by 23% |
| $INTCAI | Intel Corporation | 1,700,808 | $75.1M | 0.3% | No change |
| $CRMAI | Salesforce Inc. | 390,343 | $72.9M | 0.3% | No change |
| $ANETAI | Arista Networks | 546,700 | $67.1M | 0.3% | No change |
| $TXNAI | Texas Instruments | 340,485 | $66.1M | 0.3% | No change |
| $ISRGAI | Intuitive Surgical | 132,422 | $61.0M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 356,116 | $57.1M | 0.2% | Increased by 23% |
| $ADBEAI | Adobe Inc. | 232,723 | $56.6M | 0.2% | Increased by 8% |
| $INTUAI | Intuit Inc. | 130,790 | $56.6M | 0.2% | No change |
| $UBERAI | Uber Technologies | 779,300 | $56.1M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 433,545 | $45.3M | 0.2% | No change |
| $MRVLAI | Marvell Technology | 444,139 | $44.0M | 0.2% | No change |
| $CEGAI | Constellation Energy | 153,334 | $42.8M | 0.2% | Increased by 5% |
| $APPAI | AppLovin Corporation | 96,360 | $38.4M | 0.2% | Increased by 5% |
| $VRTAI | Vertiv Holdings | 149,000 | $37.3M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 95,270 | $37.2M | 0.1% | Increased by 6% |
| $CDNSAI | Cadence Design Systems | 122,400 | $34.0M | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 77,196 | $30.6M | 0.1% | Increased by 9% |
| $FTNTAI | Fortinet Inc. | 344,000 | $28.1M | 0.1% | Increased by 17% |
| $ABNBAI | Airbnb Inc. | 197,000 | $24.9M | 0.1% | Increased by 29% |
| $NETAI | Cloudflare Inc. | 119,000 | $24.6M | 0.1% | Increased by 5% |
| $DELLAI | Dell Technologies | 126,900 | $20.8M | 0.1% | No change |
| $PDDAI | PDD Holdings Inc. | 203,500 | $20.8M | 0.1% | Increased by 12% |
| $PYPLAI | PayPal Holdings | 447,945 | $20.3M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 17,720 | $19.4M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 96,214 | $19.0M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 60,000 | $17.8M | 0.1% | Increased by 7% |
| $SNOWAI | Snowflake Inc. | 117,800 | $17.8M | 0.1% | No change |
| $COINAI | Coinbase Global | 83,960 | $14.7M | 0.1% | Increased by 15% |
| $DDOGAI | Datadog Inc. | 114,800 | $13.6M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 200,980 | $13.0M | 0.1% | Increased by 6% |
| $SQAI | Block Inc. | 213,200 | $12.8M | 0.1% | No change |
| $WDAYAI | Workday Inc. | 94,334 | $12.3M | 0% | No change |
| $ONAI | ON Semiconductor | 144,600 | $9.0M | 0% | No change |
| $MDBAI | MongoDB Inc. | 30,100 | $7.4M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 81,200 | $5.5M | 0% | No change |
| $ZSAI | Zscaler Inc. | 37,740 | $5.3M | 0% | No change |
| $SMCIAI | Super Micro Computer | 206,000 | $4.7M | 0% | No change |
| $RIVNAI | Rivian Automotive | 276,800 | $4.2M | 0% | No change |
| $IONQAI | IonQ Inc. | 110,900 | $3.2M | 0% | No change |
| $SOUNAI | SoundHound AI | 85,300 | $586.0K | 0% | Increased by 7% |
| $AEHRAI | Aehr Test Systems | 6,100 | $226.2K | 0% | No change |