Managed by
Hedge FundAUM Tracked
$33.2B
AI Exposure
43.1%
AI & Tech holdings for PFA Pension, Forsikringsaktieselskab
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 14,225,087 | $2.5B | 7.5% | No change |
| $AAPLAI | Apple Inc. | 8,629,711 | $2.2B | 6.6% | No change |
| $MSFTAI | Microsoft Corporation | 4,119,349 | $1.5B | 4.6% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,374,012 | $1.1B | 3.4% | No change |
| $GOOGLAI | Alphabet Inc. | 3,492,060 | $1.0B | 3% | No change |
| $AVGOAI | Broadcom Inc. | 2,678,289 | $829.0M | 2.5% | No change |
| $GOOGAI | Alphabet Inc. | 2,770,540 | $794.8M | 2.4% | No change |
| $METAAI | Meta Platforms, Inc. | 1,220,653 | $698.4M | 2.1% | No change |
| $TSLAAI | Tesla, Inc. | 1,645,619 | $611.8M | 1.8% | No change |
| $MUAI | Micron Technology | 624,979 | $211.1M | 0.6% | No change |
| $LRCXAI | Lam Research | 982,050 | $209.8M | 0.6% | No change |
| $AMDAI | Advanced Micro Devices | 976,087 | $198.6M | 0.6% | No change |
| $PLTRAI | Palantir Technologies | 1,227,560 | $179.6M | 0.5% | No change |
| $AMATAI | Applied Materials | 491,505 | $168.0M | 0.5% | Increased by 6% |
| $ORCLAI | Oracle Corporation | 982,190 | $144.5M | 0.4% | Increased by 6% |
| $KLACAI | KLA Corporation | 95,458 | $140.6M | 0.4% | No change |
| $INTCAI | Intel Corporation | 2,557,485 | $112.9M | 0.3% | No change |
| $CRMAI | Salesforce Inc. | 551,406 | $102.9M | 0.3% | No change |
| $ADIAI | Analog Devices | 300,925 | $95.7M | 0.3% | No change |
| $TXNAI | Texas Instruments | 479,479 | $93.1M | 0.3% | No change |
| $ISRGAI | Intuitive Surgical | 193,458 | $89.2M | 0.3% | No change |
| $QCOMAI | QUALCOMM Inc. | 691,853 | $89.1M | 0.3% | No change |
| $UBERAI | Uber Technologies | 1,172,976 | $84.4M | 0.3% | No change |
| $ANETAI | Arista Networks | 646,309 | $79.4M | 0.2% | Increased by 5% |
| $INTUAI | Intuit Inc. | 156,629 | $67.7M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 587,297 | $61.4M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 151,169 | $60.2M | 0.2% | Increased by 5% |
| $ADBEAI | Adobe Inc. | 246,151 | $59.8M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 365,421 | $58.6M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 217,736 | $54.6M | 0.2% | Increased by 11% |
| $CRWDAI | CrowdStrike Holdings | 135,440 | $52.9M | 0.2% | No change |
| $MRVLAI | Marvell Technology | 530,955 | $52.6M | 0.2% | Increased by 14% |
| $CEGAI | Constellation Energy | 184,756 | $51.6M | 0.2% | Increased by 9% |
| $DELLAI | Dell Technologies | 306,839 | $50.4M | 0.2% | No change |
| $FTNTAI | Fortinet Inc. | 542,909 | $44.4M | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 109,835 | $43.5M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 140,354 | $41.6M | 0.1% | Increased by 59% |
| $CDNSAI | Cadence Design Systems | 147,110 | $40.9M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 319,819 | $40.4M | 0.1% | Reduced by 23% |
| $PYPLAI | PayPal Holdings | 822,311 | $37.2M | 0.1% | Reduced by 6% |
| $NETAI | Cloudflare Inc. | 172,325 | $35.6M | 0.1% | Increased by 18% |
| $MPWRAI | Monolithic Power Systems | 31,292 | $34.2M | 0.1% | No change |
| $SQAI | Block Inc. | 552,069 | $33.2M | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 173,898 | $26.2M | 0.1% | No change |
| $WDAYAI | Workday Inc. | 198,662 | $25.8M | 0.1% | No change |
| $COINAI | Coinbase Global | 115,390 | $20.1M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 166,137 | $19.6M | 0.1% | No change |
| $ONAI | ON Semiconductor | 316,011 | $19.6M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 87,494 | $17.2M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 247,664 | $16.0M | 0% | Increased by 47% |
| $TEAMAI | Atlassian Corporation | 196,342 | $13.4M | 0% | No change |
| $MDBAI | MongoDB Inc. | 51,852 | $12.7M | 0% | Increased by 45% |