Managed by
Hedge FundAUM Tracked
$180.4B
AI Exposure
45.2%
AI & Tech holdings for Mitsubishi UFJ Asset Management Co., Ltd.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 59,298,961 | $11.9B | 6.6% | Increased by 5% |
| $AAPLAI | Apple Inc. | 36,594,139 | $10.6B | 5.9% | Increased by 8% |
| $MSFTAI | Microsoft Corporation | 20,161,916 | $7.5B | 4.2% | Increased by 5% |
| $AMZNAI | Amazon.com, Inc. | 27,823,553 | $6.6B | 3.7% | Increased by 8% |
| $GOOGLAI | Alphabet Inc. | 17,724,321 | $6.3B | 3.5% | Increased by 10% |
| $AVGOAI | Broadcom Inc. | 11,800,351 | $4.5B | 2.5% | Increased by 7% |
| $GOOGAI | Alphabet Inc. | 11,763,766 | $4.2B | 2.3% | No change |
| $MUAI | Micron Technology | 2,876,227 | $3.3B | 1.8% | Increased by 8% |
| $METAAI | Meta Platforms, Inc. | 5,539,703 | $3.1B | 1.7% | Increased by 8% |
| $TSLAAI | Tesla, Inc. | 7,122,168 | $3.0B | 1.7% | Increased by 8% |
| $AMDAI | Advanced Micro Devices | 4,162,609 | $2.4B | 1.3% | Increased by 8% |
| $INTCAI | Intel Corporation | 11,626,397 | $1.6B | 0.9% | Increased by 6% |
| $AMATAI | Applied Materials | 2,034,179 | $1.5B | 0.8% | Increased by 8% |
| $LRCXAI | Lam Research | 3,312,931 | $1.4B | 0.8% | No change |
| $TXNAI | Texas Instruments | 4,044,637 | $1.2B | 0.7% | Reduced by 22% |
| $KLACAI | KLA Corporation | 3,337,436 | $1.0B | 0.6% | Increased by 968% |
| $UBERAI | Uber Technologies | 10,423,380 | $752.2M | 0.4% | No change |
| $SNPSAI | Synopsys Inc. | 1,675,522 | $747.4M | 0.4% | No change |
| $PANWAI | Palo Alto Networks | 2,090,819 | $713.0M | 0.4% | Increased by 7% |
| $PLTRAI | Palantir Technologies | 5,698,278 | $664.8M | 0.4% | Increased by 6% |
| $MRVLAI | Marvell Technology | 2,192,031 | $653.0M | 0.4% | Increased by 122% |
| $ORCLAI | Oracle Corporation | 4,267,854 | $625.5M | 0.3% | Increased by 8% |
| $QCOMAI | QUALCOMM Inc. | 2,764,365 | $510.8M | 0.3% | Increased by 7% |
| $ADIAI | Analog Devices | 1,259,949 | $500.4M | 0.3% | Increased by 7% |
| $CRWDAI | CrowdStrike Holdings | 640,239 | $488.6M | 0.3% | Increased by 8% |
| $ANETAI | Arista Networks | 2,578,287 | $438.0M | 0.2% | Increased by 9% |
| $ISRGAI | Intuitive Surgical | 1,029,421 | $409.4M | 0.2% | Increased by 9% |
| $APPAI | AppLovin Corporation | 643,342 | $331.5M | 0.2% | Increased by 6% |
| $CRMAI | Salesforce Inc. | 2,078,620 | $325.6M | 0.2% | Reduced by 7% |
| $DELLAI | Dell Technologies | 732,495 | $316.0M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 911,851 | $305.3M | 0.2% | Increased by 8% |
| $CDNSAI | Cadence Design Systems | 780,375 | $292.9M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 2,939,190 | $291.8M | 0.2% | Increased by 10% |
| $FTNTAI | Fortinet Inc. | 1,600,783 | $245.9M | 0.1% | Increased by 7% |
| $DDOGAI | Datadog Inc. | 818,062 | $213.0M | 0.1% | Increased by 9% |
| $CEGAI | Constellation Energy | 853,246 | $211.9M | 0.1% | Increased by 11% |
| $ADBEAI | Adobe Inc. | 1,030,376 | $211.2M | 0.1% | Increased by 5% |
| $NXPIAI | NXP Semiconductors | 695,757 | $195.5M | 0.1% | Increased by 8% |
| $TERAI | Teradyne Inc. | 401,144 | $194.1M | 0.1% | Increased by 11% |
| $INTUAI | Intuit Inc. | 707,950 | $184.8M | 0.1% | Increased by 7% |
| $MPWRAI | Monolithic Power Systems | 132,064 | $182.6M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 1,133,939 | $162.3M | 0.1% | Increased by 6% |
| $MCHPAI | Microchip Technology | 1,561,592 | $142.4M | 0.1% | Increased by 7% |
| $VSTAI | Vistra Corp. | 795,079 | $126.1M | 0.1% | Increased by 7% |
| $SNOWAI | Snowflake Inc. | 403,031 | $102.6M | 0.1% | Increased by 10% |
| $SQAI | Block Inc. | 1,288,996 | $98.0M | 0.1% | No change |
| $PYPLAI | PayPal Holdings | 2,255,025 | $97.4M | 0.1% | Increased by 7% |
| $NETAI | Cloudflare Inc. | 377,513 | $92.6M | 0.1% | Increased by 10% |
| $ONAI | ON Semiconductor | 972,668 | $92.0M | 0.1% | No change |
| $COINAI | Coinbase Global | 543,702 | $79.5M | 0% | No change |
| $WDAYAI | Workday Inc. | 529,300 | $64.8M | 0% | Increased by 7% |
| $PDDAI | PDD Holdings Inc. | 842,296 | $64.3M | 0% | Reduced by 11% |
| $SMCIAI | Super Micro Computer | 1,476,461 | $43.3M | 0% | Increased by 19% |
| $MDBAI | MongoDB Inc. | 109,765 | $36.9M | 0% | Increased by 15% |
| $IONQAI | IonQ Inc. | 390,866 | $20.8M | 0% | Increased by 28% |
| $ARMAI | ARM Holdings plc | 53,664 | $19.0M | 0% | Increased by 147% |
| $RIVNAI | Rivian Automotive | 1,092,067 | $18.9M | 0% | Increased by 11% |
| $ZSAI | Zscaler Inc. | 127,034 | $17.9M | 0% | No change |
| $ASMLAI | ASML Holding NV | 8,635 | $17.2M | 0% | Increased by 9% |
| $TEAMAI | Atlassian Corporation | 207,257 | $16.1M | 0% | Increased by 10% |
| $SHOPAI | Shopify Inc. | 117,257 | $13.4M | 0% | Increased by 8% |
| $TSMAI | Taiwan Semiconductor | 19,955 | $9.1M | 0% | Increased by 10% |
| $BIDUAI | Baidu, Inc. | 34,094 | $3.9M | 0% | Increased by 19% |
| $BABAAI | Alibaba Group | 38,253 | $3.7M | 0% | Increased by 20% |
| $SOUNAI | SoundHound AI | 442,666 | $2.9M | 0% | Increased by 64% |
| $SAPAI | SAP SE | 11,369 | $1.8M | 0% | Increased by 98% |