Managed by
Hedge FundAUM Tracked
$39.4B
AI Exposure
46.9%
AI & Tech holdings for PFA Pension, Forsikringsaktieselskab
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 14,230,364 | $2.8B | 7.2% | No change |
| $AAPLAI | Apple Inc. | 8,905,195 | $2.6B | 6.5% | No change |
| $MSFTAI | Microsoft Corporation | 4,320,933 | $1.6B | 4.1% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,373,533 | $1.3B | 3.3% | No change |
| $GOOGLAI | Alphabet Inc. | 3,565,619 | $1.3B | 3.2% | No change |
| $AVGOAI | Broadcom Inc. | 2,764,447 | $1.0B | 2.7% | No change |
| $GOOGAI | Alphabet Inc. | 2,860,469 | $1.0B | 2.6% | No change |
| $MUAI | Micron Technology | 671,006 | $774.5M | 2% | Increased by 7% |
| $METAAI | Meta Platforms, Inc. | 1,315,407 | $741.0M | 1.9% | Increased by 8% |
| $TSLAAI | Tesla, Inc. | 1,649,953 | $694.0M | 1.8% | No change |
| $AMDAI | Advanced Micro Devices | 999,509 | $580.6M | 1.5% | No change |
| $AMATAI | Applied Materials | 561,108 | $405.7M | 1% | Increased by 14% |
| $LRCXAI | Lam Research | 926,200 | $401.4M | 1% | Reduced by 6% |
| $INTCAI | Intel Corporation | 2,576,450 | $359.7M | 0.9% | No change |
| $KLACAI | KLA Corporation | 943,968 | $284.8M | 0.7% | Increased by 889% |
| $MRVLAI | Marvell Technology | 592,359 | $176.5M | 0.4% | Increased by 12% |
| $TXNAI | Texas Instruments | 584,338 | $174.2M | 0.4% | Increased by 22% |
| $PLTRAI | Palantir Technologies | 1,301,018 | $151.8M | 0.4% | Increased by 6% |
| $ORCLAI | Oracle Corporation | 998,810 | $146.4M | 0.4% | No change |
| $ADIAI | Analog Devices | 326,563 | $129.7M | 0.3% | Increased by 9% |
| $ANETAI | Arista Networks | 714,095 | $121.3M | 0.3% | Increased by 10% |
| $QCOMAI | QUALCOMM Inc. | 643,052 | $118.8M | 0.3% | Reduced by 7% |
| $DELLAI | Dell Technologies | 272,473 | $117.6M | 0.3% | Reduced by 11% |
| $CRMAI | Salesforce Inc. | 686,293 | $107.5M | 0.3% | Increased by 24% |
| $CRWDAI | CrowdStrike Holdings | 135,455 | $103.4M | 0.3% | No change |
| $FTNTAI | Fortinet Inc. | 588,212 | $90.4M | 0.2% | Increased by 8% |
| $UBERAI | Uber Technologies | 1,172,023 | $84.6M | 0.2% | No change |
| $ISRGAI | Intuitive Surgical | 206,969 | $82.3M | 0.2% | Increased by 7% |
| $APPAI | AppLovin Corporation | 157,340 | $81.1M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 793,471 | $78.8M | 0.2% | Increased by 35% |
| $VRTAI | Vertiv Holdings | 231,431 | $77.5M | 0.2% | Increased by 6% |
| $ADBEAI | Adobe Inc. | 354,496 | $72.7M | 0.2% | Increased by 44% |
| $CDNSAI | Cadence Design Systems | 147,087 | $55.2M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 110,347 | $53.4M | 0.1% | Reduced by 21% |
| $INTUAI | Intuit Inc. | 200,313 | $52.3M | 0.1% | Increased by 28% |
| $MPWRAI | Monolithic Power Systems | 33,715 | $46.6M | 0.1% | Increased by 8% |
| $SNOWAI | Snowflake Inc. | 179,942 | $45.8M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 319,555 | $45.7M | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 101,862 | $45.4M | 0.1% | Reduced by 7% |
| $CEGAI | Constellation Energy | 168,620 | $41.9M | 0.1% | Reduced by 9% |
| $NETAI | Cloudflare Inc. | 168,377 | $41.3M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 141,940 | $37.0M | 0.1% | Reduced by 15% |
| $SQAI | Block Inc. | 469,513 | $35.7M | 0.1% | Reduced by 15% |
| $PYPLAI | PayPal Holdings | 821,973 | $35.5M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 106,002 | $29.8M | 0.1% | Increased by 21% |
| $MCHPAI | Microchip Technology | 285,460 | $26.0M | 0.1% | Increased by 15% |
| $WDAYAI | Workday Inc. | 198,876 | $24.3M | 0.1% | No change |
| $ONAI | ON Semiconductor | 242,500 | $22.9M | 0.1% | Reduced by 23% |
| $MDBAI | MongoDB Inc. | 51,803 | $17.4M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 196,483 | $15.3M | 0% | No change |
| $COINAI | Coinbase Global | 94,295 | $13.8M | 0% | Reduced by 18% |
| $PANWAI | Palo Alto Networks | 3,596 | $1.2M | 0% | Reduced by 99% |