Managed by
Hedge FundAUM Tracked
$95.2B
AI Exposure
27.4%
AI & Tech holdings for Mariner, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 25,502,474 | $5.1B | 5.4% | No change |
| $AAPLAI | Apple Inc. | 17,551,144 | $5.1B | 5.3% | No change |
| $MSFTAI | Microsoft Corporation | 5,304,605 | $2.0B | 2.1% | Reduced by 8% |
| $GOOGLAI | Alphabet Inc. | 4,461,890 | $1.6B | 1.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 6,340,954 | $1.5B | 1.6% | Reduced by 5% |
| $AVGOAI | Broadcom Inc. | 3,470,546 | $1.3B | 1.4% | No change |
| $MUAI | Micron Technology | 917,817 | $1.1B | 1.1% | Increased by 76% |
| $GOOGAI | Alphabet Inc. | 2,347,497 | $829.4M | 0.9% | Reduced by 9% |
| $METAAI | Meta Platforms, Inc. | 1,396,789 | $786.8M | 0.8% | No change |
| $TSLAAI | Tesla, Inc. | 1,852,166 | $779.0M | 0.8% | No change |
| $CRWDAI | CrowdStrike Holdings | 624,141 | $476.2M | 0.5% | No change |
| $AMATAI | Applied Materials | 621,348 | $449.1M | 0.5% | Increased by 24% |
| $AMDAI | Advanced Micro Devices | 658,901 | $382.7M | 0.4% | Reduced by 12% |
| $KLACAI | KLA Corporation | 1,238,335 | $373.4M | 0.4% | Increased by 893% |
| $LRCXAI | Lam Research | 856,937 | $371.3M | 0.4% | Reduced by 6% |
| $CDNSAI | Cadence Design Systems | 751,912 | $282.2M | 0.3% | Increased by 6% |
| $PLTRAI | Palantir Technologies | 2,211,019 | $257.9M | 0.3% | Increased by 13% |
| $TSMAI | Taiwan Semiconductor | 509,223 | $243.1M | 0.3% | Reduced by 10% |
| $TXNAI | Texas Instruments | 708,000 | $211.0M | 0.2% | Increased by 8% |
| $INTCAI | Intel Corporation | 1,333,836 | $186.2M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 539,583 | $184.0M | 0.2% | Reduced by 12% |
| $ANETAI | Arista Networks | 986,235 | $167.5M | 0.2% | No change |
| $ORCLAI | Oracle Corporation | 1,011,472 | $148.2M | 0.2% | No change |
| $ASMLAI | ASML Holding NV | 62,957 | $125.2M | 0.1% | Reduced by 10% |
| $ADIAI | Analog Devices | 306,766 | $121.8M | 0.1% | No change |
| $DELLAI | Dell Technologies | 278,070 | $120.0M | 0.1% | No change |
| $AAPLAI | Apple Inc. | 406,764 | $117.6M | 0.1% | Reduced by 98% |
| $NETAI | Cloudflare Inc. | 401,059 | $98.1M | 0.1% | Reduced by 8% |
| $QCOMAI | QUALCOMM Inc. | 520,285 | $96.2M | 0.1% | Reduced by 8% |
| $UBERAI | Uber Technologies | 1,308,367 | $94.5M | 0.1% | Reduced by 7% |
| $NVDAAI | NVIDIA Corporation | 416,355 | $83.1M | 0.1% | Reduced by 98% |
| $SNOWAI | Snowflake Inc. | 272,453 | $69.3M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 205,095 | $68.7M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 634,119 | $63.0M | 0.1% | Reduced by 30% |
| $FTNTAI | Fortinet Inc. | 406,086 | $62.4M | 0.1% | Reduced by 8% |
| $TERAI | Teradyne Inc. | 124,053 | $60.0M | 0.1% | Increased by 7% |
| $MRVLAI | Marvell Technology | 193,135 | $57.5M | 0.1% | Increased by 8% |
| $MSFTAI | Microsoft Corporation | 145,733 | $54.4M | 0.1% | Reduced by 97% |
| $ABNBAI | Airbnb Inc. | 377,658 | $54.0M | 0.1% | Increased by 16% |
| $CRMAI | Salesforce Inc. | 336,149 | $52.7M | 0.1% | Reduced by 27% |
| $AMZNAI | Amazon.com, Inc. | 218,700 | $52.1M | 0.1% | Reduced by 97% |
| $ISRGAI | Intuitive Surgical | 122,699 | $48.8M | 0.1% | Reduced by 18% |
| $MPWRAI | Monolithic Power Systems | 34,038 | $47.0M | 0% | Reduced by 17% |
| $DDOGAI | Datadog Inc. | 162,093 | $42.2M | 0% | Increased by 19% |
| $GOOGAI | Alphabet Inc. | 118,817 | $42.0M | 0% | Reduced by 95% |
| $GOOGLAI | Alphabet Inc. | 111,169 | $39.7M | 0% | Reduced by 98% |
| $SNPSAI | Synopsys Inc. | 83,124 | $37.1M | 0% | Increased by 85% |
| $AVGOAI | Broadcom Inc. | 88,242 | $33.3M | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 27,432 | $31.6M | 0% | Reduced by 95% |
| $INTUAI | Intuit Inc. | 113,733 | $29.7M | 0% | Reduced by 27% |
| $APPAI | AppLovin Corporation | 54,580 | $28.1M | 0% | Reduced by 25% |
| $CEGAI | Constellation Energy | 103,306 | $25.7M | 0% | No change |
| $SHOPAI | Shopify Inc. | 215,320 | $24.6M | 0% | Reduced by 28% |
| $ADBEAI | Adobe Inc. | 115,982 | $23.8M | 0% | Reduced by 30% |
| $TEAMAI | Atlassian Corporation | 293,803 | $22.9M | 0% | Increased by 169% |
| $BIDUAI | Baidu, Inc. | 196,817 | $22.5M | 0% | No change |
| $AMATAI | Applied Materials | 27,681 | $20.0M | 0% | Reduced by 94% |
| $AAPLAI | Apple Inc. | 59,116 | $17.1M | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 29,419 | $16.6M | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 177,591 | $16.2M | 0% | Increased by 16% |
| $MDBAI | MongoDB Inc. | 48,166 | $16.2M | 0% | Increased by 24% |
| $TSLAAI | Tesla, Inc. | 38,327 | $16.1M | 0% | Reduced by 98% |
| $PANWAI | Palo Alto Networks | 40,394 | $13.8M | 0% | Reduced by 93% |
| $LRCXAI | Lam Research | 26,861 | $11.6M | 0% | Reduced by 97% |
| $AMDAI | Advanced Micro Devices | 18,919 | $10.9M | 0% | Reduced by 97% |
| $ARMAI | ARM Holdings plc | 25,602 | $9.1M | 0% | Reduced by 23% |
| $CRWDAI | CrowdStrike Holdings | 11,867 | $9.0M | 0% | Reduced by 98% |
| $PYPLAI | PayPal Holdings | 206,650 | $8.9M | 0% | Reduced by 32% |
| $VSTAI | Vistra Corp. | 52,106 | $8.3M | 0% | Reduced by 38% |
| $NXPIAI | NXP Semiconductors | 29,327 | $8.2M | 0% | Increased by 70% |
| $INTCAI | Intel Corporation | 55,096 | $7.7M | 0% | Reduced by 96% |
| $BABAAI | Alibaba Group | 76,827 | $7.4M | 0% | Reduced by 12% |
| $SAPAI | SAP SE | 44,798 | $6.9M | 0% | Reduced by 12% |
| $NVDAAI | NVIDIA Corporation | 34,450 | $6.9M | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 18,301 | $6.8M | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 11,340 | $5.4M | 0% | Reduced by 98% |
| $COINAI | Coinbase Global | 34,335 | $5.0M | 0% | Reduced by 8% |
| $SQAI | Block Inc. | 65,455 | $5.0M | 0% | New Position |
| $ORCLAI | Oracle Corporation | 33,377 | $4.9M | 0% | Reduced by 97% |
| $PLTRAI | Palantir Technologies | 40,920 | $4.8M | 0% | Reduced by 98% |
| $KLACAI | KLA Corporation | 15,290 | $4.6M | 0% | Reduced by 88% |
| $GOOGLAI | Alphabet Inc. | 12,480 | $4.5M | 0% | Reduced by 100% |
| $VRTAI | Vertiv Holdings | 13,274 | $4.4M | 0% | Reduced by 93% |
| $TXNAI | Texas Instruments | 14,439 | $4.3M | 0% | Reduced by 98% |
| $QCOMAI | QUALCOMM Inc. | 23,191 | $4.3M | 0% | Reduced by 96% |
| $CDNSAI | Cadence Design Systems | 11,173 | $4.2M | 0% | Reduced by 98% |
| $ASMLAI | ASML Holding NV | 1,993 | $3.9M | 0% | Reduced by 97% |
| $ISRGAI | Intuitive Surgical | 9,276 | $3.7M | 0% | Reduced by 94% |
| $ANETAI | Arista Networks | 20,771 | $3.5M | 0% | Reduced by 98% |
| $AMZNAI | Amazon.com, Inc. | 14,184 | $3.4M | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 8,216 | $3.3M | 0% | Reduced by 97% |
| $GOOGAI | Alphabet Inc. | 8,965 | $3.2M | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 19,788 | $3.1M | 0% | Reduced by 96% |
| $CEGAI | Constellation Energy | 12,236 | $3.0M | 0% | Reduced by 88% |
| $ADIAI | Analog Devices | 7,401 | $2.9M | 0% | Reduced by 98% |
| $MRVLAI | Marvell Technology | 9,147 | $2.7M | 0% | Reduced by 95% |
| $AVGOAI | Broadcom Inc. | 6,933 | $2.6M | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 5,222 | $2.5M | 0% | Reduced by 95% |
| $ADBEAI | Adobe Inc. | 10,494 | $2.2M | 0% | Reduced by 94% |
| $ONAI | ON Semiconductor | 20,985 | $2.0M | 0% | Reduced by 58% |
| $ORCLAI | Oracle Corporation | 12,799 | $1.9M | 0% | Reduced by 99% |
| $SNOWAI | Snowflake Inc. | 6,976 | $1.8M | 0% | Reduced by 98% |
| $SMCIAI | Super Micro Computer | 58,942 | $1.7M | 0% | Increased by 404% |
| $PDDAI | PDD Holdings Inc. | 22,407 | $1.7M | 0% | Reduced by 10% |
| $PYPLAI | PayPal Holdings | 38,447 | $1.7M | 0% | Reduced by 87% |
| $CRMAI | Salesforce Inc. | 10,525 | $1.6M | 0% | Reduced by 98% |
| $NOWAI | ServiceNow Inc. | 16,507 | $1.6M | 0% | Reduced by 98% |
| $DELLAI | Dell Technologies | 3,801 | $1.6M | 0% | Reduced by 99% |
| $UBERAI | Uber Technologies | 22,458 | $1.6M | 0% | Reduced by 98% |
| $METAAI | Meta Platforms, Inc. | 2,763 | $1.6M | 0% | Reduced by 100% |
| $PLTRAI | Palantir Technologies | 12,916 | $1.5M | 0% | Reduced by 99% |
| $TSLAAI | Tesla, Inc. | 3,497 | $1.5M | 0% | Reduced by 100% |
| $FTNTAI | Fortinet Inc. | 7,624 | $1.2M | 0% | Reduced by 98% |
| $SHOPAI | Shopify Inc. | 9,725 | $1.1M | 0% | Reduced by 97% |
| $SNPSAI | Synopsys Inc. | 2,316 | $1.0M | 0% | Reduced by 95% |
| $CRWDAI | CrowdStrike Holdings | 1,267 | $967.0K | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 2,197 | $946.2K | 0% | Reduced by 99% |
| $INTUAI | Intuit Inc. | 3,540 | $925.3K | 0% | Reduced by 98% |
| $ABNBAI | Airbnb Inc. | 6,370 | $911.4K | 0% | Reduced by 98% |
| $VSTAI | Vistra Corp. | 5,600 | $889.2K | 0% | Reduced by 93% |
| $SOUNAI | SoundHound AI | 133,065 | $860.9K | 0% | Reduced by 9% |
| $APPAI | AppLovin Corporation | 1,376 | $707.3K | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 544 | $627.4K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 848 | $613.0K | 0% | Reduced by 100% |
| $INTCAI | Intel Corporation | 4,328 | $604.3K | 0% | Reduced by 100% |
| $ZSAI | Zscaler Inc. | 3,838 | $542.5K | 0% | No change |
| $NETAI | Cloudflare Inc. | 2,261 | $533.7K | 0% | Reduced by 99% |
| $AMDAI | Advanced Micro Devices | 875 | $508.6K | 0% | Reduced by 100% |
| $MPWRAI | Monolithic Power Systems | 361 | $496.6K | 0% | Reduced by 99% |
| $DDOGAI | Datadog Inc. | 1,814 | $470.9K | 0% | Reduced by 99% |
| $TEAMAI | Atlassian Corporation | 5,906 | $463.1K | 0% | Reduced by 95% |
| $TSMAI | Taiwan Semiconductor | 917 | $437.7K | 0% | Reduced by 100% |
| $SAPAI | SAP SE | 2,483 | $383.5K | 0% | Reduced by 95% |
| $LRCXAI | Lam Research | 868 | $376.2K | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 1,246 | $376.0K | 0% | Reduced by 99% |
| $TXNAI | Texas Instruments | 1,243 | $370.6K | 0% | Reduced by 100% |
| $BABAAI | Alibaba Group | 3,403 | $327.0K | 0% | Reduced by 96% |
| $MDBAI | MongoDB Inc. | 909 | $305.4K | 0% | Reduced by 98% |
| $NXPIAI | NXP Semiconductors | 907 | $254.9K | 0% | Reduced by 95% |
| $ONAI | ON Semiconductor | 2,709 | $254.2K | 0% | Reduced by 95% |
| $MCHPAI | Microchip Technology | 2,662 | $242.3K | 0% | Reduced by 98% |
| $QCOMAI | QUALCOMM Inc. | 1,222 | $225.9K | 0% | Reduced by 100% |
| $RIVNAI | Rivian Automotive | 12,657 | $219.6K | 0% | New Position |