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Lido Advisors, LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$27.8B

AI Exposure

22.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors21.4%
Other Tech0.0%
$AAPL

3.8%

$NVDA

3.7%

$MSFT

2.6%

$AMZN

1.5%

Portfolio Holdings

AI & Tech holdings for Lido Advisors, LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.3,693,477$1.1B
3.8%
No change
$NVDAAINVIDIA Corporation5,151,061$1.0B
3.7%
No change
$MSFTAIMicrosoft Corporation1,958,885$730.7M
2.6%
No change
$AMZNAIAmazon.com, Inc.1,756,138$418.6M
1.5%
No change
$GOOGLAIAlphabet Inc.1,031,161$368.5M
1.3%
No change
$AVGOAIBroadcom Inc.749,142$283.0M
1%
No change
$GOOGAIAlphabet Inc.784,668$277.2M
1%
Increased by 6%
$MUAIMicron Technology152,489$176.0M
0.6%
Reduced by 28%
$TSLAAITesla, Inc.342,784$144.2M
0.5%
Reduced by 6%
$METAAIMeta Platforms, Inc.245,244$138.1M
0.5%
Increased by 6%
$AMATAIApplied Materials186,570$134.9M
0.5%
No change
$LRCXAILam Research253,187$109.8M
0.4%
Reduced by 6%
$TSMAITaiwan Semiconductor217,399$104.0M
0.4%
No change
$PANWAIPalo Alto Networks259,535$88.5M
0.3%
Reduced by 8%
$KLACAIKLA Corporation258,409$78.0M
0.3%
Increased by 842%
$AMDAIAdvanced Micro Devices124,252$72.2M
0.3%
Increased by 10%
$ADIAIAnalog Devices165,933$65.9M
0.2%
No change
$INTCAIIntel Corporation453,318$63.3M
0.2%
Increased by 31%
$PLTRAIPalantir Technologies539,933$63.0M
0.2%
No change
$MUAIMicron Technology52,564$60.7M
0.2%
Reduced by 75%
$MUAIMicron Technology46,177$53.3M
0.2%
Reduced by 78%
$CRMAISalesforce Inc.278,231$43.7M
0.2%
Increased by 7%
$ORCLAIOracle Corporation277,100$40.6M
0.1%
No change
$NVDAAINVIDIA Corporation195,983$39.2M
0.1%
Reduced by 96%
$QCOMAIQUALCOMM Inc.185,143$34.2M
0.1%
No change
$ANETAIArista Networks176,456$30.0M
0.1%
No change
$SNOWAISnowflake Inc.112,136$28.5M
0.1%
Reduced by 7%
$FTNTAIFortinet Inc.178,487$27.4M
0.1%
No change
$NOWAIServiceNow Inc.266,011$26.4M
0.1%
No change
$TXNAITexas Instruments88,267$26.3M
0.1%
No change
$DELLAIDell Technologies54,133$23.4M
0.1%
No change
$AAPLAIApple Inc.74,900$21.7M
0.1%
Reduced by 98%
$ASMLAIASML Holding NV10,266$20.4M
0.1%
No change
$UBERAIUber Technologies227,471$16.4M
0.1%
Increased by 25%
$CRWDAICrowdStrike Holdings19,913$15.2M
0.1%
No change
$AMDAIAdvanced Micro Devices24,753$14.4M
0.1%
Reduced by 78%
$MRVLAIMarvell Technology47,829$14.2M
0.1%
No change
$MSFTAIMicrosoft Corporation34,568$12.9M
0%
Reduced by 98%
$ISRGAIIntuitive Surgical29,504$11.7M
0%
Reduced by 51%
$ISRGAIIntuitive Surgical26,834$10.7M
0%
Reduced by 55%
$SHOPAIShopify Inc.86,291$9.9M
0%
Reduced by 6%
$AAPLAIApple Inc.29,535$8.5M
0%
Reduced by 99%
$BABAAIAlibaba Group87,650$8.5M
0%
Increased by 20%
$TERAITeradyne Inc.17,232$8.3M
0%
Reduced by 44%
$ABNBAIAirbnb Inc.57,359$8.2M
0%
Increased by 24%
$INTUAIIntuit Inc.31,136$8.1M
0%
No change
$VRTAIVertiv Holdings21,630$7.2M
0%
Increased by 65%
$TERAITeradyne Inc.13,588$6.6M
0%
Reduced by 55%
$ADBEAIAdobe Inc.31,460$6.4M
0%
Reduced by 17%
$NVDAAINVIDIA Corporation31,356$6.3M
0%
Reduced by 99%
$ARMAIARM Holdings plc16,419$5.8M
0%
No change
$NETAICloudflare Inc.21,768$5.3M
0%
Increased by 12%
$MCHPAIMicrochip Technology56,456$5.1M
0%
Reduced by 31%
$CEGAIConstellation Energy18,809$4.7M
0%
Reduced by 10%
$NXPIAINXP Semiconductors16,148$4.5M
0%
No change
$GOOGLAIAlphabet Inc.11,782$4.2M
0%
Reduced by 99%
$VSTAIVistra Corp.26,121$4.1M
0%
Reduced by 10%
$APPAIAppLovin Corporation7,424$3.8M
0%
Reduced by 14%
$AMZNAIAmazon.com, Inc.15,082$3.6M
0%
Reduced by 99%
$ANETAIArista Networks20,950$3.6M
0%
Reduced by 89%
$CDNSAICadence Design Systems9,034$3.4M
0%
Increased by 8%
$SNPSAISynopsys Inc.7,593$3.4M
0%
Increased by 19%
$MSFTAIMicrosoft Corporation8,740$3.3M
0%
Reduced by 100%
$AMZNAIAmazon.com, Inc.13,352$3.2M
0%
Reduced by 99%
$GOOGAIAlphabet Inc.8,540$3.0M
0%
Reduced by 99%
$SAPAISAP SE18,838$2.9M
0%
Increased by 18%
$ZSAIZscaler Inc.20,124$2.8M
0%
Increased by 191%
$SQAIBlock Inc.35,095$2.7M
0%
Increased by 10%
$TSMAITaiwan Semiconductor5,443$2.6M
0%
Reduced by 98%
$INTCAIIntel Corporation17,302$2.4M
0%
Reduced by 95%
$PANWAIPalo Alto Networks6,965$2.4M
0%
Reduced by 98%
$TSLAAITesla, Inc.5,071$2.1M
0%
Reduced by 99%
$DDOGAIDatadog Inc.7,579$2.0M
0%
No change
$NVDAAINVIDIA Corporation9,342$1.9M
0%
Reduced by 100%
$PYPLAIPayPal Holdings42,768$1.8M
0%
Reduced by 46%
$ONAION Semiconductor18,142$1.7M
0%
Reduced by 7%
$AAPLAIApple Inc.5,676$1.6M
0%
Reduced by 100%
$WDAYAIWorkday Inc.12,940$1.6M
0%
No change
$MCHPAIMicrochip Technology17,269$1.6M
0%
Reduced by 79%
$AMATAIApplied Materials2,118$1.5M
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems1,104$1.5M
0%
Reduced by 9%
$AVGOAIBroadcom Inc.3,131$1.2M
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.1,874$1.1M
0%
Reduced by 99%
$MSFTAIMicrosoft Corporation2,755$1.0M
0%
Reduced by 100%
$AMZNAIAmazon.com, Inc.3,913$932.6K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.2,197$829.9K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.1,387$781.3K
0%
Reduced by 99%
$MDBAIMongoDB Inc.2,285$767.8K
0%
Increased by 118%
$CRMAISalesforce Inc.4,825$758.0K
0%
Reduced by 98%
$GOOGLAIAlphabet Inc.1,973$705.1K
0%
Reduced by 100%
$INTCAIIntel Corporation4,896$683.6K
0%
Reduced by 99%
$ADIAIAnalog Devices1,572$624.4K
0%
Reduced by 99%
$TEAMAIAtlassian Corporation7,300$567.9K
0%
New Position
$SNOWAISnowflake Inc.2,076$528.3K
0%
Reduced by 98%
$LRCXAILam Research1,181$512.1K
0%
Reduced by 100%
$GOOGAIAlphabet Inc.1,418$501.0K
0%
Reduced by 100%
$TSLAAITesla, Inc.1,102$463.5K
0%
Reduced by 100%
$TSMAITaiwan Semiconductor921$440.7K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.770$433.7K
0%
Reduced by 100%
$LRCXAILam Research1,000$433.6K
0%
Reduced by 100%
$COINAICoinbase Global2,792$408.2K
0%
Reduced by 65%
$ASMLAIASML Holding NV193$384.0K
0%
Reduced by 98%
$LRCXAILam Research871$377.7K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.1,056$377.4K
0%
Reduced by 100%
$SMCIAISuper Micro Computer12,354$362.4K
0%
Reduced by 40%
$MUAIMicron Technology308$355.5K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices573$332.9K
0%
Reduced by 99%
$ORCLAIOracle Corporation1,832$268.5K
0%
Reduced by 99%
$RIVNAIRivian Automotive15,000$260.3K
0%
Reduced by 42%
$PLTRAIPalantir Technologies2,157$251.7K
0%
Reduced by 100%
$AMATAIApplied Materials279$201.7K
0%
Reduced by 100%
$INTCAIIntel Corporation1,138$158.9K
0%
Reduced by 100%
$FTNTAIFortinet Inc.1,017$156.2K
0%
Reduced by 99%
$ISRGAIIntuitive Surgical353$140.4K
0%
Reduced by 99%
$KLACAIKLA Corporation450$135.8K
0%
Reduced by 98%
$PYPLAIPayPal Holdings3,075$132.8K
0%
Reduced by 96%
$MCHPAIMicrochip Technology1,368$124.8K
0%
Reduced by 98%
$NOWAIServiceNow Inc.1,098$109.0K
0%
Reduced by 100%
$RIVNAIRivian Automotive6,049$105.0K
0%
Reduced by 77%
$QCOMAIQUALCOMM Inc.509$94.2K
0%
Reduced by 100%
$ADBEAIAdobe Inc.431$88.4K
0%
Reduced by 99%
$ANETAIArista Networks513$87.1K
0%
Reduced by 100%
$APPAIAppLovin Corporation169$87.1K
0%
Reduced by 98%
$BABAAIAlibaba Group865$83.9K
0%
Reduced by 99%
$ORCLAIOracle Corporation504$73.9K
0%
Reduced by 100%
$PYPLAIPayPal Holdings1,602$69.2K
0%
Reduced by 98%
$ORCLAIOracle Corporation429$62.9K
0%
Reduced by 100%
$ASMLAIASML Holding NV31$61.7K
0%
Reduced by 100%
$INTUAIIntuit Inc.222$58.0K
0%
Reduced by 99%
$TXNAITexas Instruments179$53.4K
0%
Reduced by 100%
$TSLAAITesla, Inc.120$50.5K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.273$50.4K
0%
Reduced by 100%
$ADIAIAnalog Devices124$49.2K
0%
Reduced by 100%
$CDNSAICadence Design Systems131$49.2K
0%
Reduced by 98%
$CRWDAICrowdStrike Holdings63$48.1K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical120$47.7K
0%
Reduced by 100%
$PANWAIPalo Alto Networks139$47.4K
0%
Reduced by 100%
$ANETAIArista Networks271$46.0K
0%
Reduced by 100%
$ADBEAIAdobe Inc.213$43.7K
0%
Reduced by 99%
$CRWDAICrowdStrike Holdings50$38.2K
0%
Reduced by 100%
$PLTRAIPalantir Technologies326$38.0K
0%
Reduced by 100%
$DELLAIDell Technologies87$37.5K
0%
Reduced by 100%
$UBERAIUber Technologies490$35.4K
0%
Reduced by 100%
$SNPSAISynopsys Inc.72$32.1K
0%
Reduced by 99%
$DDOGAIDatadog Inc.109$28.4K
0%
Reduced by 99%
$FTNTAIFortinet Inc.180$27.7K
0%
Reduced by 100%
$DELLAIDell Technologies64$27.6K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.71$26.8K
0%
Reduced by 100%
$TXNAITexas Instruments88$26.2K
0%
Reduced by 100%
$CEGAIConstellation Energy101$25.1K
0%
Reduced by 100%
$KLACAIKLA Corporation80$24.1K
0%
Reduced by 100%
$NETAICloudflare Inc.96$23.5K
0%
Reduced by 100%
$INTUAIIntuit Inc.90$23.5K
0%
Reduced by 100%
$NOWAIServiceNow Inc.231$22.9K
0%
Reduced by 100%
$MRVLAIMarvell Technology74$22.1K
0%
Reduced by 100%
$NXPIAINXP Semiconductors77$21.7K
0%
Reduced by 100%
$INTUAIIntuit Inc.77$20.1K
0%
Reduced by 100%
$APPAIAppLovin Corporation35$18.0K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems13$18.0K
0%
Reduced by 99%
$COINAICoinbase Global107$15.6K
0%
Reduced by 99%
$VRTAIVertiv Holdings44$14.7K
0%
Reduced by 100%
$SAPAISAP SE91$14.0K
0%
Reduced by 99%
$CRMAISalesforce Inc.85$13.5K
0%
Reduced by 100%
$ARMAIARM Holdings plc35$12.4K
0%
Reduced by 100%
$MDBAIMongoDB Inc.33$11.1K
0%
Reduced by 97%
$COINAICoinbase Global75$11.0K
0%
Reduced by 99%
$MCHPAIMicrochip Technology115$10.5K
0%
Reduced by 100%
$UBERAIUber Technologies141$10.2K
0%
Reduced by 100%
$CEGAIConstellation Energy36$8.9K
0%
Reduced by 100%
$ONAION Semiconductor91$8.6K
0%
Reduced by 100%
$ADBEAIAdobe Inc.41$8.4K
0%
Reduced by 100%
$TXNAITexas Instruments28$8.3K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.53$7.6K
0%
Reduced by 100%
$PLTRAIPalantir Technologies63$7.3K
0%
Reduced by 100%
$UBERAIUber Technologies87$6.3K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.41$5.9K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings7$5.3K
0%
Reduced by 100%
$CDNSAICadence Design Systems12$4.5K
0%
Reduced by 100%
$PYPLAIPayPal Holdings96$4.1K
0%
Reduced by 100%
$VSTAIVistra Corp.15$2.4K
0%
Reduced by 100%
$VRTAIVertiv Holdings3$1.0K
0%
Reduced by 100%