Managed by
Hedge FundAUM Tracked
$57.2B
AI Exposure
39.7%
AI & Tech holdings for Universal- Beteiligungs- und Servicegesellschaft mbH
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 21,987,356 | $3.8B | 6.7% | No change |
| $AAPLAI | Apple Inc. | 11,190,562 | $2.8B | 4.9% | No change |
| $MSFTAI | Microsoft Corporation | 6,797,181 | $2.5B | 4.4% | No change |
| $GOOGLAI | Alphabet Inc. | 6,955,796 | $2.0B | 3.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 9,461,996 | $2.0B | 3.4% | No change |
| $METAAI | Meta Platforms, Inc. | 2,126,432 | $1.2B | 2.1% | No change |
| $AVGOAI | Broadcom Inc. | 3,784,475 | $1.2B | 2.1% | No change |
| $GOOGAI | Alphabet Inc. | 3,989,000 | $1.1B | 2% | No change |
| $TSLAAI | Tesla, Inc. | 1,847,482 | $681.2M | 1.2% | No change |
| $MUAI | Micron Technology | 1,120,433 | $376.9M | 0.7% | Increased by 11% |
| $AMDAI | Advanced Micro Devices | 1,784,140 | $361.2M | 0.6% | Increased by 9% |
| $AMATAI | Applied Materials | 915,541 | $310.8M | 0.5% | No change |
| $LRCXAI | Lam Research | 1,429,231 | $305.4M | 0.5% | No change |
| $CRMAI | Salesforce Inc. | 1,511,632 | $282.6M | 0.5% | Increased by 7% |
| $PLTRAI | Palantir Technologies | 1,595,855 | $232.2M | 0.4% | Increased by 9% |
| $INTUAI | Intuit Inc. | 503,785 | $218.1M | 0.4% | Increased by 13% |
| $ADBEAI | Adobe Inc. | 836,443 | $204.4M | 0.4% | Reduced by 5% |
| $QCOMAI | QUALCOMM Inc. | 1,580,612 | $203.8M | 0.4% | Increased by 15% |
| $ORCLAI | Oracle Corporation | 1,307,755 | $191.4M | 0.3% | No change |
| $ADIAI | Analog Devices | 596,587 | $189.5M | 0.3% | No change |
| $KLACAI | KLA Corporation | 125,525 | $184.3M | 0.3% | Increased by 7% |
| $PANWAI | Palo Alto Networks | 1,136,004 | $182.4M | 0.3% | Increased by 14% |
| $UBERAI | Uber Technologies | 2,383,962 | $171.5M | 0.3% | Reduced by 9% |
| $TXNAI | Texas Instruments | 837,567 | $162.4M | 0.3% | No change |
| $ISRGAI | Intuitive Surgical | 332,931 | $153.3M | 0.3% | Reduced by 5% |
| $INTCAI | Intel Corporation | 3,408,361 | $149.9M | 0.3% | No change |
| $NOWAI | ServiceNow Inc. | 1,325,980 | $139.4M | 0.2% | Reduced by 12% |
| $ANETAI | Arista Networks | 973,747 | $119.6M | 0.2% | Reduced by 7% |
| $APPAI | AppLovin Corporation | 276,124 | $109.9M | 0.2% | Reduced by 6% |
| $MRVLAI | Marvell Technology | 1,046,576 | $103.5M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 329,060 | $82.5M | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 201,086 | $79.9M | 0.1% | Reduced by 14% |
| $CRWDAI | CrowdStrike Holdings | 201,164 | $78.5M | 0.1% | Increased by 14% |
| $CDNSAI | Cadence Design Systems | 264,526 | $73.5M | 0.1% | No change |
| $CEGAI | Constellation Energy | 235,682 | $65.5M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 642,768 | $52.5M | 0.1% | Reduced by 15% |
| $PYPLAI | PayPal Holdings | 1,148,749 | $52.4M | 0.1% | Reduced by 26% |
| $MPWRAI | Monolithic Power Systems | 46,521 | $50.8M | 0.1% | Increased by 15% |
| $DELLAI | Dell Technologies | 288,587 | $47.3M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 347,233 | $43.9M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 185,565 | $38.1M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 281,254 | $33.2M | 0.1% | Reduced by 24% |
| $MCHPAI | Microchip Technology | 507,425 | $32.9M | 0.1% | Increased by 6% |
| $SNOWAI | Snowflake Inc. | 217,659 | $32.8M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 106,476 | $31.4M | 0.1% | Increased by 15% |
| $VSTAI | Vistra Corp. | 186,256 | $28.0M | 0% | Increased by 27% |
| $WDAYAI | Workday Inc. | 201,310 | $26.3M | 0% | Reduced by 15% |
| $COINAI | Coinbase Global | 149,522 | $26.2M | 0% | Increased by 14% |
| $SQAI | Block Inc. | 311,493 | $18.8M | 0% | No change |
| $ZSAI | Zscaler Inc. | 104,192 | $14.7M | 0% | Reduced by 38% |
| $RIVNAI | Rivian Automotive | 955,401 | $14.4M | 0% | Increased by 5% |
| $MDBAI | MongoDB Inc. | 56,510 | $13.9M | 0% | No change |
| $ONAI | ON Semiconductor | 218,193 | $13.6M | 0% | Reduced by 16% |
| $TEAMAI | Atlassian Corporation | 137,532 | $9.5M | 0% | Increased by 17% |
| $SMCIAI | Super Micro Computer | 222,228 | $5.1M | 0% | Reduced by 22% |
| $IONQAI | IonQ Inc. | 72,663 | $2.1M | 0% | Increased by 10% |
| $AEHRAI | Aehr Test Systems | 30,621 | $1.1M | 0% | Increased by 53% |
| $SOUNAI | SoundHound AI | 32,924 | $226.2K | 0% | No change |