Managed by
Hedge FundAUM Tracked
$26.7B
AI Exposure
38.8%
AI & Tech holdings for PANAGORA ASSET MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 11,061,703 | $1.9B | 7.2% | No change |
| $AAPLAI | Apple Inc. | 6,315,538 | $1.6B | 6% | No change |
| $MSFTAI | Microsoft Corporation | 2,965,156 | $1.1B | 4.1% | No change |
| $GOOGLAI | Alphabet Inc. | 3,016,115 | $867.3M | 3.2% | Increased by 10% |
| $AMZNAI | Amazon.com, Inc. | 3,499,027 | $728.7M | 2.7% | Reduced by 8% |
| $AVGOAI | Broadcom Inc. | 1,961,353 | $607.1M | 2.3% | No change |
| $METAAI | Meta Platforms, Inc. | 1,018,696 | $582.8M | 2.2% | Reduced by 6% |
| $GOOGAI | Alphabet Inc. | 1,903,097 | $545.9M | 2% | No change |
| $TSLAAI | Tesla, Inc. | 885,719 | $329.3M | 1.2% | Reduced by 8% |
| $PLTRAI | Palantir Technologies | 1,412,721 | $206.7M | 0.8% | Increased by 9% |
| $LRCXAI | Lam Research | 924,110 | $197.4M | 0.7% | Reduced by 17% |
| $ANETAI | Arista Networks | 1,419,379 | $174.3M | 0.7% | No change |
| $MUAI | Micron Technology | 488,594 | $165.1M | 0.6% | Increased by 26% |
| $VRTAI | Vertiv Holdings | 479,432 | $120.1M | 0.5% | No change |
| $NOWAI | ServiceNow Inc. | 1,087,420 | $113.7M | 0.4% | Reduced by 21% |
| $ADIAI | Analog Devices | 350,840 | $111.6M | 0.4% | Increased by 152% |
| $UBERAI | Uber Technologies | 1,532,347 | $110.2M | 0.4% | Reduced by 11% |
| $AMATAI | Applied Materials | 231,911 | $79.3M | 0.3% | Increased by 5% |
| $CEGAI | Constellation Energy | 266,738 | $74.5M | 0.3% | Increased by 8% |
| $INTUAI | Intuit Inc. | 163,795 | $70.8M | 0.3% | Reduced by 18% |
| $AMDAI | Advanced Micro Devices | 336,752 | $68.5M | 0.3% | Increased by 20% |
| $QCOMAI | QUALCOMM Inc. | 380,295 | $49.0M | 0.2% | Reduced by 59% |
| $CRMAI | Salesforce Inc. | 257,980 | $48.2M | 0.2% | Reduced by 42% |
| $MPWRAI | Monolithic Power Systems | 42,075 | $46.0M | 0.2% | Reduced by 25% |
| $DELLAI | Dell Technologies | 250,702 | $41.1M | 0.2% | No change |
| $DDOGAI | Datadog Inc. | 303,449 | $35.8M | 0.1% | Reduced by 12% |
| $PANWAI | Palo Alto Networks | 222,077 | $35.6M | 0.1% | Reduced by 38% |
| $TERAI | Teradyne Inc. | 118,921 | $35.3M | 0.1% | Increased by 20% |
| $SQAI | Block Inc. | 563,240 | $33.9M | 0.1% | Increased by 3650% |
| $APPAI | AppLovin Corporation | 77,348 | $30.8M | 0.1% | No change |
| $ZSAI | Zscaler Inc. | 197,498 | $27.7M | 0.1% | Increased by 7% |
| $KLACAI | KLA Corporation | 18,359 | $27.0M | 0.1% | Increased by 17% |
| $PYPLAI | PayPal Holdings | 557,611 | $25.2M | 0.1% | Reduced by 17% |
| $NETAI | Cloudflare Inc. | 113,163 | $23.4M | 0.1% | Increased by 338% |
| $MDBAI | MongoDB Inc. | 94,327 | $23.1M | 0.1% | Increased by 28% |
| $ISRGAI | Intuitive Surgical | 34,641 | $16.0M | 0.1% | Increased by 18% |
| $SNOWAI | Snowflake Inc. | 89,050 | $13.4M | 0.1% | Reduced by 74% |
| $INTCAI | Intel Corporation | 299,807 | $13.2M | 0% | Increased by 837% |
| $ORCLAI | Oracle Corporation | 88,552 | $13.0M | 0% | Reduced by 51% |
| $FTNTAI | Fortinet Inc. | 156,516 | $12.8M | 0% | Increased by 1591% |
| $PDDAI | PDD Holdings Inc. | 80,742 | $8.3M | 0% | Reduced by 35% |
| $CDNSAI | Cadence Design Systems | 26,127 | $7.3M | 0% | Increased by 297% |
| $BABAAI | Alibaba Group | 32,856 | $4.1M | 0% | Reduced by 24% |
| $ADBEAI | Adobe Inc. | 16,029 | $3.9M | 0% | Increased by 44% |
| $TXNAI | Texas Instruments | 13,048 | $2.5M | 0% | No change |
| $MRVLAI | Marvell Technology | 18,544 | $1.8M | 0% | Increased by 49% |
| $SNPSAI | Synopsys Inc. | 3,508 | $1.4M | 0% | No change |
| $MCHPAI | Microchip Technology | 12,483 | $806.5K | 0% | No change |
| $BIDUAI | Baidu, Inc. | 5,590 | $622.8K | 0% | No change |
| $SMCIAI | Super Micro Computer | 16,602 | $378.0K | 0% | No change |
| $ONAI | ON Semiconductor | 6,092 | $377.2K | 0% | No change |
| $ABNBAI | Airbnb Inc. | 2,429 | $306.7K | 0% | Reduced by 97% |
| $ASMLAI | ASML Holding NV | 165 | $217.9K | 0% | Reduced by 98% |