Back to Dashboard

Qube Research & Technologies Ltd

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$90.0B

AI Exposure

12.7%

AI vs Non-AI Sector Exposure

AI & Semiconductors12.6%
Other Tech0.0%
$AMZN

1.2%

$AAPL

1.2%

$MU

1%

$NVDA

0.8%

Portfolio Holdings

AI & Tech holdings for Qube Research & Technologies Ltd

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AMZNAIAmazon.com, Inc.4,661,958$1.1B
1.2%
Increased by 59%
$AAPLAIApple Inc.3,645,083$1.1B
1.2%
Reduced by 34%
$MUAIMicron Technology754,752$871.0M
1%
Reduced by 66%
$NVDAAINVIDIA Corporation3,388,022$677.9M
0.8%
Increased by 66%
$INTCAIIntel Corporation4,741,620$662.1M
0.7%
New Position
$AMDAIAdvanced Micro Devices1,087,155$631.2M
0.7%
Increased by 55537%
$MSFTAIMicrosoft Corporation1,573,414$586.9M
0.7%
Reduced by 35%
$CRMAISalesforce Inc.3,470,504$543.7M
0.6%
Increased by 2679%
$INTUAIIntuit Inc.1,360,061$355.0M
0.4%
New Position
$QCOMAIQUALCOMM Inc.1,896,843$350.5M
0.4%
New Position
$ORCLAIOracle Corporation2,386,226$349.7M
0.4%
Increased by 2156%
$TXNAITexas Instruments1,158,186$345.2M
0.4%
Increased by 1281%
$LRCXAILam Research715,234$309.9M
0.3%
Reduced by 21%
$GOOGLAIAlphabet Inc.598,293$213.8M
0.2%
Reduced by 73%
$AMATAIApplied Materials262,975$190.1M
0.2%
Reduced by 67%
$NXPIAINXP Semiconductors648,079$182.1M
0.2%
Increased by 1162%
$MDBAIMongoDB Inc.525,212$176.4M
0.2%
Reduced by 14%
$SNPSAISynopsys Inc.375,441$167.5M
0.2%
Increased by 149%
$CRWDAICrowdStrike Holdings217,065$165.7M
0.2%
No change
$AVGOAIBroadcom Inc.431,735$163.1M
0.2%
Reduced by 77%
$ISRGAIIntuitive Surgical403,350$160.4M
0.2%
Increased by 37%
$TSMAITaiwan Semiconductor320,389$153.0M
0.2%
Reduced by 51%
$PLTRAIPalantir Technologies1,308,862$152.7M
0.2%
New Position
$GOOGAIAlphabet Inc.415,605$146.8M
0.2%
Reduced by 80%
$ADIAIAnalog Devices368,709$146.4M
0.2%
Reduced by 43%
$MCHPAIMicrochip Technology1,557,339$142.0M
0.2%
New Position
$DELLAIDell Technologies312,277$134.7M
0.1%
Increased by 31%
$ONAION Semiconductor1,393,100$131.7M
0.1%
Increased by 1009%
$FTNTAIFortinet Inc.827,858$127.2M
0.1%
Increased by 1572%
$ABNBAIAirbnb Inc.839,388$120.1M
0.1%
New Position
$UBERAIUber Technologies1,565,113$112.9M
0.1%
Increased by 2142%
$NETAICloudflare Inc.454,589$111.5M
0.1%
New Position
$BABAAIAlibaba Group1,150,945$110.5M
0.1%
Increased by 323%
$METAAIMeta Platforms, Inc.187,080$105.4M
0.1%
Reduced by 75%
$MPWRAIMonolithic Power Systems64,548$89.2M
0.1%
New Position
$ANETAIArista Networks520,111$88.4M
0.1%
New Position
$TEAMAIAtlassian Corporation1,070,142$83.2M
0.1%
Increased by 144%
$ASMLAIASML Holding NV31,189$62.0M
0.1%
Reduced by 85%
$SHOPAIShopify Inc.274,697$31.4M
0%
Increased by 211%
$ADBEAIAdobe Inc.135,364$27.8M
0%
Reduced by 77%
$SQAIBlock Inc.338,635$25.7M
0%
New Position
$IONQAIIonQ Inc.383,146$20.4M
0%
New Position
$PDDAIPDD Holdings Inc.104,521$8.0M
0%
New Position
$SMCIAISuper Micro Computer2,155$63.2K
0%
New Position
$COINAICoinbase Global258$37.7K
0%
New Position
$KLACAIKLA Corporation91$27.5K
0%
New Position