Managed by
Hedge FundAUM Tracked
$31.0B
AI Exposure
42.8%
AI & Tech holdings for KLP KAPITALFORVALTNING AS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 9,964,860 | $2.0B | 6.4% | No change |
| $AAPLAI | Apple Inc. | 6,616,324 | $1.9B | 6.2% | Increased by 7% |
| $MSFTAI | Microsoft Corporation | 3,137,328 | $1.2B | 3.8% | Increased by 7% |
| $GOOGLAI | Alphabet Inc. | 2,607,440 | $931.8M | 3% | Increased by 7% |
| $AMZNAI | Amazon.com, Inc. | 3,827,000 | $912.1M | 2.9% | Increased by 7% |
| $AVGOAI | Broadcom Inc. | 1,863,840 | $704.1M | 2.3% | Increased by 10% |
| $GOOGAI | Alphabet Inc. | 1,989,260 | $702.9M | 2.3% | No change |
| $MUAI | Micron Technology | 462,285 | $533.6M | 1.7% | Increased by 9% |
| $METAAI | Meta Platforms, Inc. | 915,410 | $515.6M | 1.7% | Increased by 13% |
| $TSLAAI | Tesla, Inc. | 1,113,250 | $468.2M | 1.5% | No change |
| $AMDAI | Advanced Micro Devices | 699,047 | $406.1M | 1.3% | Increased by 7% |
| $AMATAI | Applied Materials | 391,701 | $283.2M | 0.9% | Increased by 8% |
| $LRCXAI | Lam Research | 626,180 | $271.5M | 0.9% | Increased by 8% |
| $INTCAI | Intel Corporation | 1,931,408 | $269.7M | 0.9% | Increased by 14% |
| $KLACAI | KLA Corporation | 716,470 | $216.2M | 0.7% | Increased by 936% |
| $PANWAI | Palo Alto Networks | 359,916 | $122.7M | 0.4% | No change |
| $TXNAI | Texas Instruments | 408,985 | $121.9M | 0.4% | Increased by 20% |
| $MRVLAI | Marvell Technology | 390,739 | $116.4M | 0.4% | Reduced by 12% |
| $PLTRAI | Palantir Technologies | 915,400 | $106.8M | 0.3% | Increased by 7% |
| $ADIAI | Analog Devices | 264,141 | $104.9M | 0.3% | Increased by 7% |
| $QCOMAI | QUALCOMM Inc. | 552,701 | $102.1M | 0.3% | Reduced by 10% |
| $ORCLAI | Oracle Corporation | 689,142 | $101.0M | 0.3% | Increased by 6% |
| $ANETAI | Arista Networks | 549,000 | $93.3M | 0.3% | No change |
| $CRWDAI | CrowdStrike Holdings | 99,790 | $76.2M | 0.2% | No change |
| $CRMAI | Salesforce Inc. | 422,043 | $66.3M | 0.2% | Increased by 8% |
| $ADBEAI | Adobe Inc. | 283,803 | $58.2M | 0.2% | Increased by 22% |
| $ISRGAI | Intuitive Surgical | 144,462 | $57.4M | 0.2% | Increased by 9% |
| $DELLAI | Dell Technologies | 129,400 | $55.8M | 0.2% | No change |
| $FTNTAI | Fortinet Inc. | 363,300 | $55.8M | 0.2% | Increased by 6% |
| $UBERAI | Uber Technologies | 755,000 | $54.5M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 103,560 | $53.4M | 0.2% | Increased by 7% |
| $VRTAI | Vertiv Holdings | 155,280 | $52.0M | 0.2% | No change |
| $CDNSAI | Cadence Design Systems | 134,800 | $50.6M | 0.2% | Increased by 10% |
| $NOWAI | ServiceNow Inc. | 456,345 | $45.3M | 0.1% | Increased by 5% |
| $TERAI | Teradyne Inc. | 83,040 | $40.2M | 0.1% | Increased by 38% |
| $INTUAI | Intuit Inc. | 152,550 | $39.8M | 0.1% | Increased by 17% |
| $CEGAI | Constellation Energy | 151,534 | $37.6M | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 138,400 | $35.2M | 0.1% | Increased by 17% |
| $SNPSAI | Synopsys Inc. | 78,676 | $35.1M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 124,500 | $32.4M | 0.1% | Increased by 8% |
| $NETAI | Cloudflare Inc. | 123,700 | $30.3M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 207,900 | $29.8M | 0.1% | Increased by 6% |
| $NXPIAI | NXP Semiconductors | 101,514 | $28.6M | 0.1% | Increased by 6% |
| $MPWRAI | Monolithic Power Systems | 19,100 | $26.4M | 0.1% | Increased by 8% |
| $PYPLAI | PayPal Holdings | 479,945 | $20.7M | 0.1% | Increased by 7% |
| $MCHPAI | Microchip Technology | 215,780 | $19.7M | 0.1% | Increased by 7% |
| $SQAI | Block Inc. | 203,500 | $15.5M | 0% | No change |
| $ONAI | ON Semiconductor | 156,400 | $14.8M | 0% | Increased by 8% |
| $PDDAI | PDD Holdings Inc. | 175,400 | $13.4M | 0% | Reduced by 14% |
| $RIVNAI | Rivian Automotive | 747,700 | $13.0M | 0% | Increased by 170% |
| $COINAI | Coinbase Global | 83,960 | $12.3M | 0% | No change |
| $WDAYAI | Workday Inc. | 93,534 | $11.5M | 0% | No change |
| $MDBAI | MongoDB Inc. | 32,740 | $11.0M | 0% | Increased by 9% |
| $IONQAI | IonQ Inc. | 128,900 | $6.9M | 0% | Increased by 16% |
| $SMCIAI | Super Micro Computer | 201,800 | $5.9M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 75,300 | $5.9M | 0% | Reduced by 7% |
| $ZSAI | Zscaler Inc. | 37,920 | $5.4M | 0% | No change |
| $AEHRAI | Aehr Test Systems | 6,800 | $653.2K | 0% | Increased by 11% |
| $SOUNAI | SoundHound AI | 85,300 | $551.9K | 0% | No change |