Managed by
Hedge FundAUM Tracked
$15.4B
AI Exposure
22.7%
AI & Tech holdings for Mawer Investment Management Ltd.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGAI | Alphabet Inc. | 3,266,332 | $937.0M | 6.1% | Reduced by 11% |
| $MSFTAI | Microsoft Corporation | 2,315,228 | $857.0M | 5.5% | Reduced by 12% |
| $AMZNAI | Amazon.com, Inc. | 3,650,041 | $760.2M | 4.9% | Reduced by 10% |
| $METAAI | Meta Platforms, Inc. | 612,803 | $350.6M | 2.3% | Reduced by 11% |
| $NVDAAI | NVIDIA Corporation | 951,512 | $165.9M | 1.1% | Increased by 167% |
| $UBERAI | Uber Technologies | 2,213,776 | $159.2M | 1% | Reduced by 12% |
| $ABNBAI | Airbnb Inc. | 855,687 | $108.1M | 0.7% | Increased by 28% |
| $TXNAI | Texas Instruments | 437,639 | $85.0M | 0.6% | No change |
| $TSMAI | Taiwan Semiconductor | 134,289 | $45.4M | 0.3% | Reduced by 28% |
| $KLACAI | KLA Corporation | 9,416 | $13.9M | 0.1% | No change |
| $SQAI | Block Inc. | 178,057 | $10.7M | 0.1% | Increased by 278% |
| $VRTAI | Vertiv Holdings | 32,797 | $8.2M | 0.1% | Increased by 259% |
| $GOOGLAI | Alphabet Inc. | 18,574 | $5.3M | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 34,390 | $3.5M | 0% | No change |
| $AAPLAI | Apple Inc. | 3,833 | $972.8K | 0% | No change |