Managed by Steven A. Cohen
AUM Tracked
$35.2B
AI Exposure
29.8%
AI & Tech holdings for Point72 Asset Management
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 1,500,000 | $1.9B | 15.6% | Increased by 18% |
| $AEHRAI | Aehr Test Systems | 890,000 | $25.3M | 2.1% | Increased by 67% |
| $TSMAI | Taiwan Semiconductor | 800,000 | $143.1M | 5.4% | No change |
| $MRVLAI | Marvell Technology | 1,450,000 | $119.1M | 3.8% | New Position |
| $SMCIAI | Super Micro Computer | 420,000 | $355.0M | 4.2% | Reduced by 15% |
| $AMZN | Amazon.com Inc. | 600,000 | $112.2M | 8.9% | No change |