Managed by
Hedge FundAUM Tracked
$64.3B
AI Exposure
42.7%
AI & Tech holdings for Universal- Beteiligungs- und Servicegesellschaft mbH
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 20,958,131 | $4.2B | 6.5% | No change |
| $AAPLAI | Apple Inc. | 10,936,561 | $3.1B | 4.9% | No change |
| $MSFTAI | Microsoft Corporation | 6,629,138 | $2.5B | 3.8% | No change |
| $GOOGLAI | Alphabet Inc. | 6,498,188 | $2.3B | 3.6% | Reduced by 7% |
| $AMZNAI | Amazon.com, Inc. | 9,065,084 | $2.2B | 3.4% | No change |
| $AVGOAI | Broadcom Inc. | 3,786,447 | $1.4B | 2.2% | No change |
| $GOOGAI | Alphabet Inc. | 3,758,007 | $1.3B | 2% | Reduced by 6% |
| $MUAI | Micron Technology | 1,024,475 | $1.2B | 1.8% | Reduced by 9% |
| $METAAI | Meta Platforms, Inc. | 1,968,211 | $1.1B | 1.7% | Reduced by 7% |
| $AMDAI | Advanced Micro Devices | 1,764,039 | $1.0B | 1.6% | No change |
| $TSLAAI | Tesla, Inc. | 1,803,666 | $751.7M | 1.2% | No change |
| $AMATAI | Applied Materials | 874,439 | $625.9M | 1% | No change |
| $LRCXAI | Lam Research | 1,353,418 | $586.5M | 0.9% | Reduced by 5% |
| $INTCAI | Intel Corporation | 3,015,622 | $415.2M | 0.6% | Reduced by 12% |
| $KLACAI | KLA Corporation | 1,300,944 | $392.8M | 0.6% | Increased by 936% |
| $PANWAI | Palo Alto Networks | 976,561 | $332.9M | 0.5% | Reduced by 14% |
| $MRVLAI | Marvell Technology | 895,414 | $265.6M | 0.4% | Reduced by 14% |
| $CRMAI | Salesforce Inc. | 1,603,956 | $252.0M | 0.4% | Increased by 6% |
| $ADIAI | Analog Devices | 604,092 | $239.4M | 0.4% | No change |
| $QCOMAI | QUALCOMM Inc. | 1,286,758 | $237.4M | 0.4% | Reduced by 19% |
| $PLTRAI | Palantir Technologies | 1,858,630 | $215.9M | 0.3% | Increased by 16% |
| $TXNAI | Texas Instruments | 719,088 | $213.4M | 0.3% | Reduced by 14% |
| $ADBEAI | Adobe Inc. | 847,887 | $175.1M | 0.3% | No change |
| $ANETAI | Arista Networks | 1,016,076 | $172.6M | 0.3% | No change |
| $ORCLAI | Oracle Corporation | 1,173,341 | $170.9M | 0.3% | Reduced by 10% |
| $UBERAI | Uber Technologies | 2,257,185 | $162.9M | 0.3% | Reduced by 5% |
| $CRWDAI | CrowdStrike Holdings | 211,934 | $161.2M | 0.3% | Increased by 5% |
| $APPAI | AppLovin Corporation | 283,011 | $145.8M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 1,444,157 | $144.1M | 0.2% | Increased by 9% |
| $INTUAI | Intuit Inc. | 495,080 | $130.1M | 0.2% | No change |
| $ISRGAI | Intuitive Surgical | 310,091 | $123.3M | 0.2% | Reduced by 7% |
| $VRTAI | Vertiv Holdings | 357,943 | $119.8M | 0.2% | Increased by 9% |
| $CDNSAI | Cadence Design Systems | 316,949 | $118.9M | 0.2% | Increased by 20% |
| $DELLAI | Dell Technologies | 221,311 | $94.8M | 0.1% | Reduced by 23% |
| $FTNTAI | Fortinet Inc. | 597,603 | $91.5M | 0.1% | Reduced by 7% |
| $SNOWAI | Snowflake Inc. | 310,225 | $78.8M | 0.1% | Increased by 43% |
| $MPWRAI | Monolithic Power Systems | 56,653 | $78.2M | 0.1% | Increased by 22% |
| $SNPSAI | Synopsys Inc. | 171,765 | $76.7M | 0.1% | Reduced by 15% |
| $DDOGAI | Datadog Inc. | 277,345 | $72.0M | 0.1% | No change |
| $CEGAI | Constellation Energy | 228,148 | $56.5M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 358,180 | $51.3M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 105,367 | $50.7M | 0.1% | No change |
| $PYPLAI | PayPal Holdings | 1,128,815 | $49.2M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 167,548 | $40.9M | 0.1% | Reduced by 10% |
| $MCHPAI | Microchip Technology | 446,242 | $40.7M | 0.1% | Reduced by 12% |
| $WDAYAI | Workday Inc. | 235,810 | $29.0M | 0% | Increased by 17% |
| $SQAI | Block Inc. | 373,585 | $28.4M | 0% | Increased by 20% |
| $VSTAI | Vistra Corp. | 178,015 | $28.2M | 0% | No change |
| $MDBAI | MongoDB Inc. | 64,346 | $21.6M | 0% | Increased by 14% |
| $ONAI | ON Semiconductor | 195,770 | $18.5M | 0% | Reduced by 10% |
| $COINAI | Coinbase Global | 110,017 | $16.2M | 0% | Reduced by 26% |
| $RIVNAI | Rivian Automotive | 913,627 | $15.8M | 0% | No change |
| $ZSAI | Zscaler Inc. | 104,355 | $14.8M | 0% | No change |
| $IONQAI | IonQ Inc. | 176,876 | $9.4M | 0% | Increased by 143% |
| $TEAMAI | Atlassian Corporation | 98,677 | $7.8M | 0% | Reduced by 28% |
| $SMCIAI | Super Micro Computer | 250,805 | $7.4M | 0% | Increased by 13% |
| $AEHRAI | Aehr Test Systems | 19,035 | $1.8M | 0% | Reduced by 38% |
| $SOUNAI | SoundHound AI | 58,871 | $380.9K | 0% | Increased by 79% |