Managed by
Hedge FundAUM Tracked
$66.0B
AI Exposure
32.3%
AI & Tech holdings for LAZARD ASSET MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 12,854,570 | $2.6B | 3.9% | Increased by 25% |
| $AAPLAI | Apple Inc. | 8,118,283 | $2.3B | 3.6% | No change |
| $MSFTAI | Microsoft Corporation | 5,293,018 | $2.0B | 3% | No change |
| $AMZNAI | Amazon.com, Inc. | 7,792,130 | $1.9B | 2.8% | No change |
| $TSMAI | Taiwan Semiconductor | 2,738,658 | $1.3B | 2% | Reduced by 7% |
| $GOOGAI | Alphabet Inc. | 3,639,258 | $1.3B | 1.9% | Increased by 6% |
| $GOOGLAI | Alphabet Inc. | 3,507,345 | $1.3B | 1.9% | No change |
| $KLACAI | KLA Corporation | 2,426,769 | $732.2M | 1.1% | Increased by 730% |
| $AMDAI | Advanced Micro Devices | 1,191,603 | $692.2M | 1% | Increased by 25% |
| $MUAI | Micron Technology | 563,544 | $650.5M | 1% | Reduced by 27% |
| $ADIAI | Analog Devices | 1,621,577 | $644.0M | 1% | Reduced by 5% |
| $AVGOAI | Broadcom Inc. | 1,676,855 | $633.4M | 1% | Reduced by 38% |
| $PANWAI | Palo Alto Networks | 1,810,118 | $617.3M | 0.9% | Reduced by 13% |
| $ASMLAI | ASML Holding NV | 286,088 | $569.2M | 0.9% | Reduced by 16% |
| $AMATAI | Applied Materials | 511,472 | $369.8M | 0.6% | Reduced by 6% |
| $ISRGAI | Intuitive Surgical | 925,814 | $368.2M | 0.6% | Increased by 43% |
| $METAAI | Meta Platforms, Inc. | 635,162 | $357.8M | 0.5% | No change |
| $QCOMAI | QUALCOMM Inc. | 1,797,081 | $332.1M | 0.5% | Reduced by 29% |
| $CDNSAI | Cadence Design Systems | 842,559 | $316.2M | 0.5% | Reduced by 6% |
| $TERAI | Teradyne Inc. | 496,498 | $240.2M | 0.4% | Reduced by 40% |
| $LRCXAI | Lam Research | 553,755 | $240.0M | 0.4% | Reduced by 24% |
| $TSLAAI | Tesla, Inc. | 553,524 | $232.8M | 0.4% | Increased by 8% |
| $INTCAI | Intel Corporation | 1,050,915 | $146.7M | 0.2% | Reduced by 25% |
| $ADBEAI | Adobe Inc. | 692,225 | $141.9M | 0.2% | Increased by 6% |
| $TSMAI | Taiwan Semiconductor | 276,242 | $131.9M | 0.2% | Reduced by 91% |
| $NXPIAI | NXP Semiconductors | 432,137 | $121.4M | 0.2% | Increased by 17% |
| $MRVLAI | Marvell Technology | 385,905 | $115.0M | 0.2% | Reduced by 82% |
| $SNPSAI | Synopsys Inc. | 257,278 | $114.8M | 0.2% | Reduced by 34% |
| $UBERAI | Uber Technologies | 1,292,380 | $93.3M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 822,666 | $81.7M | 0.1% | Increased by 19% |
| $ANETAI | Arista Networks | 460,039 | $78.2M | 0.1% | Increased by 22% |
| $INTUAI | Intuit Inc. | 269,504 | $70.3M | 0.1% | Increased by 12% |
| $BABAAI | Alibaba Group | 711,585 | $68.3M | 0.1% | Reduced by 22% |
| $DELLAI | Dell Technologies | 145,376 | $62.7M | 0.1% | Reduced by 15% |
| $SHOPAI | Shopify Inc. | 425,633 | $48.6M | 0.1% | No change |
| $PLTRAI | Palantir Technologies | 394,273 | $46.0M | 0.1% | Increased by 26% |
| $ABNBAI | Airbnb Inc. | 321,201 | $46.0M | 0.1% | Increased by 10% |
| $CRMAI | Salesforce Inc. | 291,447 | $45.7M | 0.1% | Reduced by 75% |
| $ORCLAI | Oracle Corporation | 298,930 | $43.8M | 0.1% | Increased by 42% |
| $TXNAI | Texas Instruments | 125,197 | $37.3M | 0.1% | Increased by 388% |
| $SNOWAI | Snowflake Inc. | 132,447 | $33.7M | 0.1% | Increased by 1467% |
| $VRTAI | Vertiv Holdings | 75,532 | $25.3M | 0% | Increased by 413% |
| $PDDAI | PDD Holdings Inc. | 330,557 | $25.2M | 0% | Reduced by 59% |
| $BABAAI | Alibaba Group | 189,686 | $18.2M | 0% | Reduced by 79% |
| $CRWDAI | CrowdStrike Holdings | 17,283 | $13.2M | 0% | Increased by 74% |
| $PYPLAI | PayPal Holdings | 264,988 | $11.4M | 0% | Reduced by 51% |
| $FTNTAI | Fortinet Inc. | 53,521 | $8.2M | 0% | Increased by 11% |
| $APPAI | AppLovin Corporation | 15,743 | $8.1M | 0% | No change |
| $MPWRAI | Monolithic Power Systems | 4,964 | $6.9M | 0% | Increased by 18% |
| $BIDUAI | Baidu, Inc. | 59,782 | $6.8M | 0% | Increased by 97% |
| $CEGAI | Constellation Energy | 25,733 | $6.4M | 0% | Increased by 15% |
| $DDOGAI | Datadog Inc. | 22,736 | $5.9M | 0% | Increased by 11% |
| $AAPLAI | Apple Inc. | 15,226 | $4.4M | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 11,961 | $4.3M | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 41,607 | $3.2M | 0% | Increased by 1607% |
| $MSFTAI | Microsoft Corporation | 8,060 | $3.0M | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 4,116 | $3.0M | 0% | Reduced by 99% |
| $SAPAI | SAP SE | 17,494 | $2.7M | 0% | Reduced by 6% |
| $AMDAI | Advanced Micro Devices | 4,050 | $2.4M | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 14,259 | $2.3M | 0% | Increased by 22% |
| $ONAI | ON Semiconductor | 22,212 | $2.1M | 0% | Increased by 1415% |
| $ARMAI | ARM Holdings plc | 5,776 | $2.0M | 0% | Reduced by 15% |
| $AMZNAI | Amazon.com, Inc. | 7,703 | $1.8M | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 6,140 | $1.8M | 0% | Reduced by 100% |
| $POETAI | POET Technologies | 161,888 | $1.7M | 0% | New Position |
| $PANWAI | Palo Alto Networks | 4,064 | $1.4M | 0% | Reduced by 100% |
| $NETAI | Cloudflare Inc. | 5,543 | $1.4M | 0% | Increased by 29% |
| $GOOGAI | Alphabet Inc. | 3,807 | $1.3M | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 3,285 | $1.3M | 0% | Reduced by 100% |
| $ZSAI | Zscaler Inc. | 9,079 | $1.3M | 0% | New Position |
| $AAPLAI | Apple Inc. | 3,987 | $1.2M | 0% | Reduced by 100% |
| $TEAMAI | Atlassian Corporation | 14,027 | $1.1M | 0% | Reduced by 76% |
| $CRMAI | Salesforce Inc. | 4,997 | $782.8K | 0% | Reduced by 100% |
| $WDAYAI | Workday Inc. | 5,351 | $655.1K | 0% | Reduced by 90% |
| $INTCAI | Intel Corporation | 3,100 | $432.9K | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 1,117 | $416.7K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 1,684 | $337.0K | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 860 | $320.7K | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 807 | $288.4K | 0% | Reduced by 100% |
| $AAPLAI | Apple Inc. | 988 | $285.9K | 0% | Reduced by 100% |
| $COINAI | Coinbase Global | 1,931 | $282.3K | 0% | Increased by 303% |
| $PANWAI | Palo Alto Networks | 648 | $221.0K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 300 | $216.9K | 0% | Reduced by 100% |
| $ASMLAI | ASML Holding NV | 97 | $193.0K | 0% | Reduced by 100% |
| $MCHPAI | Microchip Technology | 1,827 | $166.6K | 0% | New Position |
| $AMDAI | Advanced Micro Devices | 270 | $156.8K | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 465 | $140.3K | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 564 | $134.4K | 0% | Reduced by 100% |
| $CDNSAI | Cadence Design Systems | 336 | $126.1K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 377 | $112.3K | 0% | Reduced by 100% |
| $GOOGAI | Alphabet Inc. | 238 | $84.1K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 211 | $83.8K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 370 | $74.0K | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 160 | $60.4K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 209 | $54.5K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 317 | $49.7K | 0% | Reduced by 100% |
| $SMCIAI | Super Micro Computer | 566 | $16.6K | 0% | New Position |
| $METAAI | Meta Platforms, Inc. | 22 | $12.4K | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 30 | $11.3K | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 38 | $7.0K | 0% | Reduced by 100% |