Managed by
Hedge FundAUM Tracked
$45.7B
AI Exposure
38.3%
AI & Tech holdings for Mitsubishi UFJ Trust & Banking Corp
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 11,212,542 | $2.2B | 4.9% | Reduced by 13% |
| $AAPLAI | Apple Inc. | 6,744,315 | $2.0B | 4.3% | Reduced by 10% |
| $MSFTAI | Microsoft Corporation | 3,505,255 | $1.3B | 2.9% | Reduced by 9% |
| $AMZNAI | Amazon.com, Inc. | 4,863,600 | $1.2B | 2.5% | Reduced by 11% |
| $GOOGLAI | Alphabet Inc. | 2,849,603 | $1.0B | 2.2% | Reduced by 12% |
| $AVGOAI | Broadcom Inc. | 2,232,533 | $843.3M | 1.8% | No change |
| $GOOGAI | Alphabet Inc. | 2,155,972 | $761.8M | 1.7% | Reduced by 18% |
| $METAAI | Meta Platforms, Inc. | 1,120,217 | $631.0M | 1.4% | Reduced by 12% |
| $MUAI | Micron Technology | 506,428 | $584.6M | 1.3% | Reduced by 6% |
| $TSLAAI | Tesla, Inc. | 1,211,558 | $509.6M | 1.1% | Reduced by 7% |
| $AMDAI | Advanced Micro Devices | 709,343 | $412.1M | 0.9% | Reduced by 7% |
| $PDDAI | PDD Holdings Inc. | 4,273,439 | $326.0M | 0.7% | Increased by 20% |
| $AAPLAI | Apple Inc. | 1,074,726 | $311.0M | 0.7% | Reduced by 86% |
| $AMATAI | Applied Materials | 423,888 | $306.5M | 0.7% | Reduced by 12% |
| $LRCXAI | Lam Research | 672,978 | $291.6M | 0.6% | Reduced by 19% |
| $INTCAI | Intel Corporation | 1,978,233 | $276.2M | 0.6% | Reduced by 13% |
| $NVDAAI | NVIDIA Corporation | 1,217,683 | $243.6M | 0.5% | Reduced by 91% |
| $KLACAI | KLA Corporation | 647,235 | $195.3M | 0.4% | Increased by 690% |
| $AMZNAI | Amazon.com, Inc. | 810,826 | $193.3M | 0.4% | Reduced by 85% |
| $MSFTAI | Microsoft Corporation | 426,669 | $159.2M | 0.3% | Reduced by 89% |
| $TXNAI | Texas Instruments | 526,510 | $156.9M | 0.3% | Reduced by 12% |
| $APPAI | AppLovin Corporation | 286,330 | $147.5M | 0.3% | No change |
| $GOOGLAI | Alphabet Inc. | 391,553 | $139.9M | 0.3% | Reduced by 88% |
| $GOOGAI | Alphabet Inc. | 385,118 | $136.1M | 0.3% | Reduced by 85% |
| $PANWAI | Palo Alto Networks | 395,962 | $135.0M | 0.3% | Increased by 6% |
| $PLTRAI | Palantir Technologies | 1,121,614 | $130.9M | 0.3% | Increased by 6% |
| $ORCLAI | Oracle Corporation | 802,564 | $117.6M | 0.3% | Reduced by 9% |
| $ADIAI | Analog Devices | 289,975 | $115.2M | 0.3% | No change |
| $MRVLAI | Marvell Technology | 377,539 | $112.5M | 0.2% | No change |
| $METAAI | Meta Platforms, Inc. | 191,647 | $108.0M | 0.2% | Reduced by 85% |
| $NETAI | Cloudflare Inc. | 425,182 | $104.3M | 0.2% | Reduced by 17% |
| $ANETAI | Arista Networks | 591,377 | $100.5M | 0.2% | Reduced by 18% |
| $QCOMAI | QUALCOMM Inc. | 541,977 | $100.2M | 0.2% | Reduced by 23% |
| $ISRGAI | Intuitive Surgical | 249,079 | $99.1M | 0.2% | Reduced by 10% |
| $AVGOAI | Broadcom Inc. | 250,246 | $94.5M | 0.2% | Reduced by 89% |
| $CRWDAI | CrowdStrike Holdings | 111,483 | $85.1M | 0.2% | Reduced by 19% |
| $MUAI | Micron Technology | 66,422 | $76.7M | 0.2% | Reduced by 88% |
| $TSMAI | Taiwan Semiconductor | 157,801 | $75.4M | 0.2% | Reduced by 13% |
| $UBERAI | Uber Technologies | 944,434 | $68.2M | 0.1% | Reduced by 30% |
| $INTCAI | Intel Corporation | 479,469 | $66.9M | 0.1% | Reduced by 79% |
| $CRMAI | Salesforce Inc. | 422,753 | $66.2M | 0.1% | Reduced by 17% |
| $CDNSAI | Cadence Design Systems | 169,105 | $63.5M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 174,160 | $58.3M | 0.1% | Reduced by 7% |
| $ADBEAI | Adobe Inc. | 278,963 | $57.2M | 0.1% | Reduced by 33% |
| $DELLAI | Dell Technologies | 128,294 | $55.4M | 0.1% | Reduced by 43% |
| $LRCXAI | Lam Research | 125,821 | $54.5M | 0.1% | Reduced by 85% |
| $FTNTAI | Fortinet Inc. | 352,096 | $54.1M | 0.1% | Reduced by 35% |
| $NOWAI | ServiceNow Inc. | 534,742 | $53.1M | 0.1% | Reduced by 11% |
| $AMDAI | Advanced Micro Devices | 85,691 | $49.8M | 0.1% | Reduced by 89% |
| $TSLAAI | Tesla, Inc. | 114,295 | $48.1M | 0.1% | Reduced by 91% |
| $AMATAI | Applied Materials | 66,280 | $47.9M | 0.1% | Reduced by 86% |
| $ADBEAI | Adobe Inc. | 224,830 | $46.1M | 0.1% | Reduced by 46% |
| $INTUAI | Intuit Inc. | 167,084 | $43.6M | 0.1% | Reduced by 6% |
| $DDOGAI | Datadog Inc. | 155,770 | $40.6M | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 150,585 | $38.3M | 0.1% | No change |
| $TXNAI | Texas Instruments | 124,107 | $37.0M | 0.1% | Reduced by 79% |
| $TERAI | Teradyne Inc. | 75,589 | $36.6M | 0.1% | Reduced by 7% |
| $SNPSAI | Synopsys Inc. | 79,189 | $35.3M | 0.1% | Reduced by 10% |
| $SHOPAI | Shopify Inc. | 306,660 | $35.0M | 0.1% | Reduced by 14% |
| $CEGAI | Constellation Energy | 132,809 | $33.0M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 112,407 | $31.6M | 0.1% | Reduced by 14% |
| $MPWRAI | Monolithic Power Systems | 21,698 | $30.0M | 0.1% | Reduced by 32% |
| $CRMAI | Salesforce Inc. | 175,194 | $27.4M | 0.1% | Reduced by 66% |
| $KLACAI | KLA Corporation | 90,812 | $27.4M | 0.1% | Increased by 11% |
| $ABNBAI | Airbnb Inc. | 189,021 | $27.0M | 0.1% | Reduced by 37% |
| $PDDAI | PDD Holdings Inc. | 342,269 | $26.1M | 0.1% | Reduced by 90% |
| $ABNBAI | Airbnb Inc. | 182,280 | $26.1M | 0.1% | Reduced by 39% |
| $VSTAI | Vistra Corp. | 146,738 | $23.3M | 0.1% | Reduced by 10% |
| $MCHPAI | Microchip Technology | 233,880 | $21.3M | 0% | No change |
| $PYPLAI | PayPal Holdings | 487,545 | $21.1M | 0% | Reduced by 27% |
| $ONAI | ON Semiconductor | 219,298 | $20.7M | 0% | Reduced by 8% |
| $RIVNAI | Rivian Automotive | 1,110,515 | $19.3M | 0% | No change |
| $SQAI | Block Inc. | 251,020 | $19.1M | 0% | Reduced by 34% |
| $DELLAI | Dell Technologies | 41,872 | $18.1M | 0% | Reduced by 81% |
| $UBERAI | Uber Technologies | 232,178 | $16.8M | 0% | Reduced by 83% |
| $PYPLAI | PayPal Holdings | 383,864 | $16.6M | 0% | Reduced by 43% |
| $SQAI | Block Inc. | 213,611 | $16.2M | 0% | Reduced by 44% |
| $BABAAI | Alibaba Group | 158,050 | $15.2M | 0% | Increased by 11% |
| $COINAI | Coinbase Global | 101,372 | $14.8M | 0% | No change |
| $WDAYAI | Workday Inc. | 110,023 | $13.5M | 0% | No change |
| $ISRGAI | Intuitive Surgical | 29,313 | $11.7M | 0% | Reduced by 89% |
| $PDDAI | PDD Holdings Inc. | 144,807 | $11.0M | 0% | Reduced by 96% |
| $MDBAI | MongoDB Inc. | 32,665 | $11.0M | 0% | Reduced by 14% |
| $QCOMAI | QUALCOMM Inc. | 58,706 | $10.8M | 0% | Reduced by 92% |
| $INTUAI | Intuit Inc. | 37,927 | $9.9M | 0% | Reduced by 79% |
| $PLTRAI | Palantir Technologies | 83,915 | $9.8M | 0% | Reduced by 92% |
| $MRVLAI | Marvell Technology | 30,985 | $9.2M | 0% | Reduced by 92% |
| $FTNTAI | Fortinet Inc. | 57,994 | $8.9M | 0% | Reduced by 89% |
| $ANETAI | Arista Networks | 51,452 | $8.7M | 0% | Reduced by 93% |
| $ORCLAI | Oracle Corporation | 59,526 | $8.7M | 0% | Reduced by 93% |
| $TERAI | Teradyne Inc. | 17,764 | $8.6M | 0% | Reduced by 78% |
| $TEAMAI | Atlassian Corporation | 108,250 | $8.4M | 0% | Reduced by 61% |
| $ZSAI | Zscaler Inc. | 56,137 | $7.9M | 0% | Reduced by 7% |
| $APPAI | AppLovin Corporation | 14,798 | $7.6M | 0% | Reduced by 95% |
| $IONQAI | IonQ Inc. | 136,767 | $7.3M | 0% | Increased by 15% |
| $SMCIAI | Super Micro Computer | 211,559 | $6.2M | 0% | No change |
| $PANWAI | Palo Alto Networks | 17,457 | $6.0M | 0% | Reduced by 95% |
| $SHOPAI | Shopify Inc. | 51,500 | $5.9M | 0% | Reduced by 86% |
| $VRTAI | Vertiv Holdings | 17,383 | $5.8M | 0% | Reduced by 91% |
| $TEAMAI | Atlassian Corporation | 68,866 | $5.4M | 0% | Reduced by 75% |
| $CRWDAI | CrowdStrike Holdings | 6,665 | $5.1M | 0% | Reduced by 95% |
| $ANETAI | Arista Networks | 29,566 | $5.0M | 0% | Reduced by 96% |
| $ADIAI | Analog Devices | 12,467 | $5.0M | 0% | Reduced by 95% |
| $NOWAI | ServiceNow Inc. | 43,300 | $4.3M | 0% | Reduced by 93% |
| $WDAYAI | Workday Inc. | 32,262 | $3.9M | 0% | Reduced by 70% |
| $MPWRAI | Monolithic Power Systems | 2,598 | $3.6M | 0% | Reduced by 92% |
| $NXPIAI | NXP Semiconductors | 12,191 | $3.4M | 0% | Reduced by 91% |
| $DDOGAI | Datadog Inc. | 11,318 | $2.9M | 0% | Reduced by 92% |
| $NETAI | Cloudflare Inc. | 9,827 | $2.4M | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 24,576 | $2.2M | 0% | Reduced by 90% |
| $BIDUAI | Baidu, Inc. | 17,823 | $2.0M | 0% | Reduced by 59% |
| $FTNTAI | Fortinet Inc. | 11,899 | $1.8M | 0% | Reduced by 98% |
| $CEGAI | Constellation Energy | 7,340 | $1.8M | 0% | Reduced by 95% |
| $VSTAI | Vistra Corp. | 9,590 | $1.5M | 0% | Reduced by 94% |
| $MDBAI | MongoDB Inc. | 4,040 | $1.4M | 0% | Reduced by 89% |
| $CDNSAI | Cadence Design Systems | 2,124 | $797.2K | 0% | Reduced by 99% |
| $SNOWAI | Snowflake Inc. | 3,051 | $776.5K | 0% | Reduced by 98% |
| $ONAI | ON Semiconductor | 4,707 | $445.0K | 0% | Reduced by 98% |
| $AEHRAI | Aehr Test Systems | 1,770 | $170.0K | 0% | New Position |