Managed by
Hedge FundAUM Tracked
$27.2B
AI Exposure
41.8%
AI & Tech holdings for LOS ANGELES CAPITAL MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 12,251,959 | $2.5B | 9% | Reduced by 8% |
| $AAPLAI | Apple Inc. | 5,506,651 | $1.6B | 5.9% | Reduced by 24% |
| $MSFTAI | Microsoft Corporation | 2,817,372 | $1.1B | 3.9% | Reduced by 15% |
| $AVGOAI | Broadcom Inc. | 2,582,497 | $975.5M | 3.6% | Reduced by 13% |
| $GOOGAI | Alphabet Inc. | 2,152,628 | $760.6M | 2.8% | No change |
| $GOOGLAI | Alphabet Inc. | 1,948,292 | $696.3M | 2.6% | Increased by 6% |
| $AMZNAI | Amazon.com, Inc. | 2,341,138 | $558.0M | 2.1% | No change |
| $METAAI | Meta Platforms, Inc. | 685,229 | $386.0M | 1.4% | No change |
| $MUAI | Micron Technology | 287,699 | $332.1M | 1.2% | Increased by 5% |
| $LRCXAI | Lam Research | 687,728 | $298.0M | 1.1% | Reduced by 38% |
| $AMDAI | Advanced Micro Devices | 510,231 | $296.4M | 1.1% | Increased by 14% |
| $TSLAAI | Tesla, Inc. | 478,701 | $201.3M | 0.7% | Increased by 7% |
| $AMATAI | Applied Materials | 262,354 | $189.7M | 0.7% | Reduced by 31% |
| $ANETAI | Arista Networks | 1,106,417 | $188.0M | 0.7% | Reduced by 27% |
| $TXNAI | Texas Instruments | 548,849 | $163.6M | 0.6% | Increased by 64% |
| $KLACAI | KLA Corporation | 499,400 | $150.7M | 0.6% | Increased by 731% |
| $PLTRAI | Palantir Technologies | 1,106,716 | $129.1M | 0.5% | Increased by 42% |
| $MDBAI | MongoDB Inc. | 323,637 | $108.7M | 0.4% | Increased by 49999% |
| $SNOWAI | Snowflake Inc. | 342,004 | $87.0M | 0.3% | Increased by 23438% |
| $INTCAI | Intel Corporation | 585,270 | $81.7M | 0.3% | Increased by 735% |
| $SQAI | Block Inc. | 785,011 | $59.7M | 0.2% | Increased by 817% |
| $ADIAI | Analog Devices | 143,032 | $56.8M | 0.2% | Increased by 208% |
| $INTUAI | Intuit Inc. | 180,559 | $47.1M | 0.2% | Increased by 229% |
| $DDOGAI | Datadog Inc. | 151,960 | $39.6M | 0.1% | Increased by 120% |
| $TERAI | Teradyne Inc. | 76,835 | $37.2M | 0.1% | Reduced by 30% |
| $VRTAI | Vertiv Holdings | 106,363 | $35.6M | 0.1% | Increased by 241% |
| $MCHPAI | Microchip Technology | 383,178 | $34.9M | 0.1% | Increased by 1440% |
| $NXPIAI | NXP Semiconductors | 120,289 | $33.8M | 0.1% | Increased by 22% |
| $NOWAI | ServiceNow Inc. | 320,780 | $31.8M | 0.1% | Increased by 23% |
| $UBERAI | Uber Technologies | 423,848 | $30.6M | 0.1% | Increased by 470% |
| $TEAMAI | Atlassian Corporation | 345,258 | $26.9M | 0.1% | Increased by 284% |
| $DELLAI | Dell Technologies | 57,319 | $24.7M | 0.1% | Reduced by 91% |
| $ORCLAI | Oracle Corporation | 155,987 | $22.9M | 0.1% | Reduced by 67% |
| $ONAI | ON Semiconductor | 236,374 | $22.3M | 0.1% | Increased by 12923% |
| $MPWRAI | Monolithic Power Systems | 15,760 | $21.8M | 0.1% | Increased by 7441% |
| $SMCIAI | Super Micro Computer | 690,808 | $20.3M | 0.1% | No change |
| $CRMAI | Salesforce Inc. | 128,753 | $20.2M | 0.1% | Increased by 100% |
| $ADBEAI | Adobe Inc. | 86,028 | $17.6M | 0.1% | Reduced by 42% |
| $MRVLAI | Marvell Technology | 52,589 | $15.7M | 0.1% | Reduced by 96% |
| $QCOMAI | QUALCOMM Inc. | 66,885 | $12.4M | 0% | Increased by 61% |
| $NETAI | Cloudflare Inc. | 40,684 | $10.0M | 0% | Increased by 725% |
| $CRWDAI | CrowdStrike Holdings | 12,662 | $9.7M | 0% | Increased by 1049% |
| $ZSAI | Zscaler Inc. | 54,380 | $7.7M | 0% | Increased by 379% |
| $ISRGAI | Intuitive Surgical | 16,532 | $6.6M | 0% | Increased by 49% |
| $APPAI | AppLovin Corporation | 10,525 | $5.4M | 0% | Increased by 38% |
| $COINAI | Coinbase Global | 35,992 | $5.3M | 0% | Increased by 2976% |
| $WDAYAI | Workday Inc. | 31,454 | $3.9M | 0% | Increased by 3116% |
| $FTNTAI | Fortinet Inc. | 20,245 | $3.1M | 0% | Increased by 598% |
| $PANWAI | Palo Alto Networks | 5,521 | $1.9M | 0% | Increased by 62% |
| $CDNSAI | Cadence Design Systems | 3,603 | $1.4M | 0% | Reduced by 98% |
| $IONQAI | IonQ Inc. | 10,375 | $552.6K | 0% | Reduced by 94% |
| $VSTAI | Vistra Corp. | 3,037 | $481.8K | 0% | Reduced by 97% |
| $SNPSAI | Synopsys Inc. | 816 | $364.0K | 0% | No change |
| $CEGAI | Constellation Energy | 1,328 | $329.8K | 0% | Reduced by 97% |
| $ABNBAI | Airbnb Inc. | 1,701 | $243.4K | 0% | Reduced by 11% |
| $PYPLAI | PayPal Holdings | 3,953 | $170.7K | 0% | Reduced by 9% |
| $RIVNAI | Rivian Automotive | 3,292 | $57.1K | 0% | No change |
| $AEHRAI | Aehr Test Systems | 132 | $12.7K | 0% | No change |
| $SOUNAI | SoundHound AI | 1,535 | $9.9K | 0% | No change |