Managed by
Hedge FundAUM Tracked
$149.9B
AI Exposure
29.3%
AI & Tech holdings for Neuberger Berman Group LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 29,776,594 | $6.0B | 4% | No change |
| $AAPLAI | Apple Inc. | 16,830,996 | $4.9B | 3.2% | Increased by 6% |
| $AMZNAI | Amazon.com, Inc. | 18,823,613 | $4.5B | 3% | Increased by 8% |
| $MSFTAI | Microsoft Corporation | 10,281,321 | $3.8B | 2.6% | Reduced by 10% |
| $GOOGLAI | Alphabet Inc. | 9,680,182 | $3.5B | 2.3% | No change |
| $GOOGAI | Alphabet Inc. | 8,414,453 | $3.0B | 2% | No change |
| $AVGOAI | Broadcom Inc. | 4,004,299 | $1.5B | 1% | No change |
| $ASMLAI | ASML Holding NV | 728,334 | $1.4B | 1% | No change |
| $METAAI | Meta Platforms, Inc. | 2,458,026 | $1.4B | 0.9% | No change |
| $ADIAI | Analog Devices | 2,774,386 | $1.1B | 0.7% | Increased by 7% |
| $MUAI | Micron Technology | 899,770 | $1.0B | 0.7% | Reduced by 14% |
| $INTCAI | Intel Corporation | 6,425,663 | $893.9M | 0.6% | Reduced by 13% |
| $AMDAI | Advanced Micro Devices | 1,464,612 | $850.6M | 0.6% | Reduced by 42% |
| $AMATAI | Applied Materials | 1,125,557 | $811.3M | 0.5% | Increased by 10% |
| $LRCXAI | Lam Research | 1,554,279 | $673.5M | 0.4% | Increased by 6% |
| $ORCLAI | Oracle Corporation | 3,982,904 | $583.7M | 0.4% | Reduced by 13% |
| $TSMAI | Taiwan Semiconductor | 1,204,062 | $574.4M | 0.4% | Reduced by 5% |
| $UBERAI | Uber Technologies | 7,586,317 | $547.4M | 0.4% | Increased by 15% |
| $TXNAI | Texas Instruments | 1,680,321 | $499.3M | 0.3% | Increased by 9% |
| $CRWDAI | CrowdStrike Holdings | 559,470 | $427.0M | 0.3% | Reduced by 18% |
| $MRVLAI | Marvell Technology | 1,318,095 | $392.3M | 0.3% | Increased by 389% |
| $CEGAI | Constellation Energy | 1,524,317 | $378.6M | 0.3% | Increased by 19% |
| $PANWAI | Palo Alto Networks | 1,063,103 | $362.5M | 0.2% | No change |
| $VSTAI | Vistra Corp. | 1,841,399 | $292.2M | 0.2% | Reduced by 6% |
| $TSLAAI | Tesla, Inc. | 640,582 | $269.4M | 0.2% | No change |
| $ANETAI | Arista Networks | 1,567,004 | $264.4M | 0.2% | Increased by 33% |
| $MPWRAI | Monolithic Power Systems | 150,021 | $207.4M | 0.1% | No change |
| $KLACAI | KLA Corporation | 647,875 | $195.2M | 0.1% | Increased by 688% |
| $SNPSAI | Synopsys Inc. | 435,867 | $194.4M | 0.1% | Reduced by 13% |
| $APPAI | AppLovin Corporation | 346,842 | $178.7M | 0.1% | Increased by 30% |
| $NVDAAI | NVIDIA Corporation | 806,190 | $161.3M | 0.1% | Reduced by 97% |
| $ONAI | ON Semiconductor | 1,702,941 | $161.0M | 0.1% | Reduced by 9% |
| $AAPLAI | Apple Inc. | 533,970 | $154.5M | 0.1% | Reduced by 97% |
| $DELLAI | Dell Technologies | 349,065 | $150.6M | 0.1% | Increased by 45% |
| $SHOPAI | Shopify Inc. | 1,265,649 | $144.6M | 0.1% | Increased by 20% |
| $NETAI | Cloudflare Inc. | 580,455 | $142.4M | 0.1% | Increased by 15% |
| $TERAI | Teradyne Inc. | 291,000 | $140.8M | 0.1% | Reduced by 70% |
| $AMZNAI | Amazon.com, Inc. | 530,201 | $126.4M | 0.1% | Reduced by 97% |
| $MSFTAI | Microsoft Corporation | 326,961 | $122.0M | 0.1% | Reduced by 97% |
| $GOOGAI | Alphabet Inc. | 337,658 | $119.3M | 0.1% | Reduced by 96% |
| $BABAAI | Alibaba Group | 1,239,745 | $119.0M | 0.1% | Reduced by 8% |
| $MDBAI | MongoDB Inc. | 322,327 | $108.3M | 0.1% | Reduced by 32% |
| $ARMAI | ARM Holdings plc | 300,232 | $106.5M | 0.1% | Increased by 161% |
| $SNOWAI | Snowflake Inc. | 411,870 | $104.8M | 0.1% | Increased by 28% |
| $GOOGLAI | Alphabet Inc. | 286,840 | $102.5M | 0.1% | Reduced by 97% |
| $QCOMAI | QUALCOMM Inc. | 505,368 | $93.4M | 0.1% | Reduced by 18% |
| $VRTAI | Vertiv Holdings | 266,601 | $89.3M | 0.1% | Reduced by 35% |
| $CRMAI | Salesforce Inc. | 542,612 | $85.0M | 0.1% | Reduced by 35% |
| $MCHPAI | Microchip Technology | 929,569 | $84.8M | 0.1% | Increased by 170% |
| $NOWAI | ServiceNow Inc. | 846,269 | $84.0M | 0.1% | Reduced by 51% |
| $ISRGAI | Intuitive Surgical | 207,372 | $82.5M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 308,704 | $80.4M | 0.1% | No change |
| $INTUAI | Intuit Inc. | 282,176 | $73.7M | 0% | Reduced by 38% |
| $ASMLAI | ASML Holding NV | 26,088 | $51.9M | 0% | Reduced by 96% |
| $PLTRAI | Palantir Technologies | 292,921 | $34.2M | 0% | Increased by 18% |
| $AMATAI | Applied Materials | 45,466 | $32.9M | 0% | Reduced by 96% |
| $AVGOAI | Broadcom Inc. | 84,431 | $31.9M | 0% | Reduced by 98% |
| $ADIAI | Analog Devices | 73,601 | $29.2M | 0% | Reduced by 97% |
| $TXNAI | Texas Instruments | 95,199 | $28.4M | 0% | Reduced by 94% |
| $TSMAI | Taiwan Semiconductor | 58,148 | $27.8M | 0% | Reduced by 95% |
| $ZSAI | Zscaler Inc. | 195,015 | $27.5M | 0% | Reduced by 10% |
| $SAPAI | SAP SE | 169,551 | $26.1M | 0% | Reduced by 8% |
| $FTNTAI | Fortinet Inc. | 168,508 | $25.9M | 0% | Increased by 8% |
| $PDDAI | PDD Holdings Inc. | 312,918 | $23.9M | 0% | Increased by 77% |
| $METAAI | Meta Platforms, Inc. | 42,122 | $23.7M | 0% | Reduced by 98% |
| $INTCAI | Intel Corporation | 147,366 | $20.6M | 0% | Reduced by 98% |
| $ORCLAI | Oracle Corporation | 136,538 | $20.0M | 0% | Reduced by 97% |
| $AMDAI | Advanced Micro Devices | 33,442 | $19.4M | 0% | Reduced by 99% |
| $NXPIAI | NXP Semiconductors | 63,140 | $17.7M | 0% | Reduced by 21% |
| $ANETAI | Arista Networks | 100,351 | $17.0M | 0% | Reduced by 91% |
| $CDNSAI | Cadence Design Systems | 43,352 | $16.3M | 0% | Reduced by 18% |
| $ABNBAI | Airbnb Inc. | 91,923 | $13.2M | 0% | Increased by 232% |
| $TSLAAI | Tesla, Inc. | 28,177 | $11.9M | 0% | Reduced by 95% |
| $LRCXAI | Lam Research | 26,429 | $11.5M | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 9,435 | $10.9M | 0% | Reduced by 99% |
| $AEHRAI | Aehr Test Systems | 111,614 | $10.7M | 0% | New Position |
| $UBERAI | Uber Technologies | 136,267 | $9.8M | 0% | Reduced by 98% |
| $TERAI | Teradyne Inc. | 19,226 | $9.3M | 0% | Reduced by 98% |
| $CRWDAI | CrowdStrike Holdings | 11,980 | $9.1M | 0% | Reduced by 98% |
| $MPWRAI | Monolithic Power Systems | 6,339 | $8.8M | 0% | Reduced by 96% |
| $ADBEAI | Adobe Inc. | 40,884 | $8.4M | 0% | Reduced by 32% |
| $CEGAI | Constellation Energy | 31,017 | $7.7M | 0% | Reduced by 98% |
| $INTUAI | Intuit Inc. | 26,003 | $6.8M | 0% | Reduced by 94% |
| $DDOGAI | Datadog Inc. | 24,744 | $6.4M | 0% | Reduced by 92% |
| $NETAI | Cloudflare Inc. | 25,578 | $6.3M | 0% | Reduced by 95% |
| $SNOWAI | Snowflake Inc. | 22,921 | $5.8M | 0% | Reduced by 93% |
| $AEHRAI | Aehr Test Systems | 56,050 | $5.4M | 0% | New Position |
| $COINAI | Coinbase Global | 34,442 | $5.0M | 0% | Reduced by 22% |
| $PANWAI | Palo Alto Networks | 14,664 | $5.0M | 0% | Reduced by 99% |
| $MCHPAI | Microchip Technology | 54,378 | $5.0M | 0% | Reduced by 84% |
| $SQAI | Block Inc. | 57,121 | $4.3M | 0% | Increased by 130% |
| $VRTAI | Vertiv Holdings | 11,551 | $3.9M | 0% | Reduced by 97% |
| $PYPLAI | PayPal Holdings | 89,223 | $3.9M | 0% | Reduced by 6% |
| $DELLAI | Dell Technologies | 8,730 | $3.8M | 0% | Reduced by 96% |
| $VSTAI | Vistra Corp. | 23,192 | $3.7M | 0% | Reduced by 99% |
| $QCOMAI | QUALCOMM Inc. | 19,018 | $3.5M | 0% | Reduced by 97% |
| $NOWAI | ServiceNow Inc. | 24,583 | $2.4M | 0% | Reduced by 99% |
| $ISRGAI | Intuitive Surgical | 5,904 | $2.3M | 0% | Reduced by 97% |
| $CRMAI | Salesforce Inc. | 14,894 | $2.3M | 0% | Reduced by 98% |
| $RIVNAI | Rivian Automotive | 114,186 | $2.0M | 0% | Increased by 15% |
| $WDAYAI | Workday Inc. | 14,146 | $1.7M | 0% | Increased by 6% |
| $ONAI | ON Semiconductor | 16,325 | $1.5M | 0% | Reduced by 99% |
| $SHOPAI | Shopify Inc. | 11,206 | $1.3M | 0% | Reduced by 99% |
| $MRVLAI | Marvell Technology | 3,812 | $1.1M | 0% | Reduced by 99% |
| $SAPAI | SAP SE | 7,312 | $1.1M | 0% | Reduced by 96% |
| $ARMAI | ARM Holdings plc | 3,079 | $1.1M | 0% | Reduced by 97% |
| $SNPSAI | Synopsys Inc. | 2,286 | $1.0M | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 3,076 | $928.1K | 0% | Reduced by 96% |
| $IONQAI | IonQ Inc. | 13,887 | $739.6K | 0% | Reduced by 95% |
| $SMCIAI | Super Micro Computer | 22,669 | $664.9K | 0% | Reduced by 21% |
| $BABAAI | Alibaba Group | 6,620 | $635.4K | 0% | Reduced by 100% |
| $APPAI | AppLovin Corporation | 1,024 | $527.6K | 0% | Reduced by 100% |
| $TEAMAI | Atlassian Corporation | 6,548 | $509.4K | 0% | Increased by 91% |
| $BIDUAI | Baidu, Inc. | 4,274 | $488.5K | 0% | New Position |
| $PLTRAI | Palantir Technologies | 3,798 | $443.1K | 0% | Reduced by 98% |
| $NXPIAI | NXP Semiconductors | 1,481 | $416.2K | 0% | Reduced by 98% |
| $CDNSAI | Cadence Design Systems | 950 | $356.6K | 0% | Reduced by 98% |
| $SOUNAI | SoundHound AI | 51,090 | $330.6K | 0% | No change |
| $ADBEAI | Adobe Inc. | 1,399 | $286.8K | 0% | Reduced by 98% |
| $FTNTAI | Fortinet Inc. | 1,557 | $239.2K | 0% | Reduced by 99% |
| $ZSAI | Zscaler Inc. | 1,388 | $195.9K | 0% | Reduced by 99% |
| $ABNBAI | Airbnb Inc. | 646 | $92.4K | 0% | Reduced by 98% |
| $PYPLAI | PayPal Holdings | 1,023 | $44.2K | 0% | Reduced by 99% |
| $SQAI | Block Inc. | 442 | $33.6K | 0% | Reduced by 98% |
| $SMCIAI | Super Micro Computer | 1,103 | $32.4K | 0% | Reduced by 96% |
| $IONQAI | IonQ Inc. | 507 | $27.0K | 0% | Reduced by 100% |
| $WDAYAI | Workday Inc. | 214 | $26.2K | 0% | Reduced by 98% |
| $COINAI | Coinbase Global | 122 | $17.8K | 0% | Reduced by 100% |
| $PDDAI | PDD Holdings Inc. | 212 | $16.2K | 0% | Reduced by 100% |
| $TEAMAI | Atlassian Corporation | 156 | $12.1K | 0% | Reduced by 95% |
| $RIVNAI | Rivian Automotive | 78 | $1.4K | 0% | Reduced by 100% |
| $MDBAI | MongoDB Inc. | 3 | $1.0K | 0% | Reduced by 100% |
| $SOUNAI | SoundHound AI | 120 | $776 | 0% | Reduced by 100% |