Managed by
Hedge FundAUM Tracked
$148.0B
AI Exposure
40.6%
AI & Tech holdings for VANGUARD ASSET MANAGEMENT, Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 45,333,220 | $9.1B | 6.1% | Increased by 11% |
| $AAPLAI | Apple Inc. | 28,187,226 | $8.2B | 5.5% | Increased by 13% |
| $MSFTAI | Microsoft Corporation | 14,348,502 | $5.4B | 3.6% | Increased by 13% |
| $AMZNAI | Amazon.com, Inc. | 18,858,160 | $4.5B | 3% | Increased by 13% |
| $GOOGLAI | Alphabet Inc. | 11,329,982 | $4.0B | 2.7% | Increased by 13% |
| $AVGOAI | Broadcom Inc. | 9,000,720 | $3.4B | 2.3% | Increased by 13% |
| $GOOGAI | Alphabet Inc. | 9,233,281 | $3.3B | 2.2% | Increased by 12% |
| $MUAI | Micron Technology | 2,193,476 | $2.5B | 1.7% | Increased by 13% |
| $METAAI | Meta Platforms, Inc. | 4,274,391 | $2.4B | 1.6% | Increased by 13% |
| $TSLAAI | Tesla, Inc. | 5,647,250 | $2.4B | 1.6% | Increased by 15% |
| $AMDAI | Advanced Micro Devices | 3,165,056 | $1.8B | 1.2% | Increased by 13% |
| $INTCAI | Intel Corporation | 8,547,827 | $1.2B | 0.8% | Increased by 11% |
| $AMATAI | Applied Materials | 1,547,641 | $1.1B | 0.8% | Increased by 12% |
| $LRCXAI | Lam Research | 2,439,339 | $1.1B | 0.7% | Increased by 12% |
| $KLACAI | KLA Corporation | 2,557,163 | $771.5M | 0.5% | Increased by 1018% |
| $TXNAI | Texas Instruments | 2,050,505 | $611.2M | 0.4% | Increased by 12% |
| $PANWAI | Palo Alto Networks | 1,568,853 | $535.0M | 0.4% | Increased by 13% |
| $MRVLAI | Marvell Technology | 1,689,549 | $503.3M | 0.3% | Increased by 16% |
| $ORCLAI | Oracle Corporation | 3,333,734 | $488.6M | 0.3% | Increased by 14% |
| $PLTRAI | Palantir Technologies | 4,018,926 | $468.9M | 0.3% | Increased by 14% |
| $QCOMAI | QUALCOMM Inc. | 2,387,493 | $441.2M | 0.3% | Increased by 11% |
| $CRWDAI | CrowdStrike Holdings | 487,092 | $371.7M | 0.3% | Increased by 14% |
| $ADIAI | Analog Devices | 893,216 | $354.8M | 0.2% | Increased by 13% |
| $ANETAI | Arista Networks | 2,035,118 | $345.7M | 0.2% | Increased by 13% |
| $DELLAI | Dell Technologies | 680,107 | $293.4M | 0.2% | Increased by 9% |
| $ISRGAI | Intuitive Surgical | 687,418 | $273.4M | 0.2% | Increased by 12% |
| $SHOPAI | Shopify Inc. | 2,385,151 | $272.9M | 0.2% | Increased by 12% |
| $UBERAI | Uber Technologies | 3,770,347 | $272.1M | 0.2% | Increased by 8% |
| $CRMAI | Salesforce Inc. | 1,580,491 | $247.6M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 739,231 | $247.5M | 0.2% | Increased by 13% |
| $APPAI | AppLovin Corporation | 463,736 | $238.9M | 0.2% | Increased by 13% |
| $CDNSAI | Cadence Design Systems | 538,464 | $202.1M | 0.1% | Increased by 14% |
| $NOWAI | ServiceNow Inc. | 2,021,317 | $200.7M | 0.1% | Increased by 11% |
| $FTNTAI | Fortinet Inc. | 1,199,792 | $184.3M | 0.1% | New Position |
| $SNOWAI | Snowflake Inc. | 651,314 | $165.8M | 0.1% | Increased by 14% |
| $PDDAI | PDD Holdings Inc. | 2,172,283 | $165.7M | 0.1% | Reduced by 6% |
| $DDOGAI | Datadog Inc. | 626,959 | $163.2M | 0.1% | Increased by 18% |
| $SNPSAI | Synopsys Inc. | 365,477 | $163.0M | 0.1% | Increased by 10% |
| $ADBEAI | Adobe Inc. | 791,105 | $162.2M | 0.1% | Increased by 10% |
| $NXPIAI | NXP Semiconductors | 567,559 | $159.5M | 0.1% | Increased by 12% |
| $NETAI | Cloudflare Inc. | 614,819 | $150.8M | 0.1% | Increased by 13% |
| $TERAI | Teradyne Inc. | 308,787 | $149.4M | 0.1% | Increased by 13% |
| $CEGAI | Constellation Energy | 573,324 | $142.4M | 0.1% | Increased by 15% |
| $INTUAI | Intuit Inc. | 535,711 | $139.8M | 0.1% | Increased by 13% |
| $MPWRAI | Monolithic Power Systems | 92,594 | $128.0M | 0.1% | Increased by 13% |
| $ABNBAI | Airbnb Inc. | 810,102 | $115.9M | 0.1% | Increased by 11% |
| $MCHPAI | Microchip Technology | 1,195,099 | $109.0M | 0.1% | Increased by 13% |
| $VSTAI | Vistra Corp. | 615,351 | $97.6M | 0.1% | Increased by 13% |
| $ONAI | ON Semiconductor | 782,922 | $74.0M | 0.1% | Increased by 11% |
| $SQAI | Block Inc. | 959,037 | $72.9M | 0% | Increased by 10% |
| $COINAI | Coinbase Global | 432,474 | $63.2M | 0% | Increased by 14% |
| $PYPLAI | PayPal Holdings | 1,321,610 | $57.1M | 0% | Reduced by 7% |
| $MDBAI | MongoDB Inc. | 149,320 | $50.2M | 0% | Increased by 9% |
| $WDAYAI | Workday Inc. | 401,293 | $49.1M | 0% | Increased by 9% |
| $SMCIAI | Super Micro Computer | 1,034,982 | $30.4M | 0% | Increased by 17% |
| $ZSAI | Zscaler Inc. | 202,898 | $28.6M | 0% | Increased by 19% |
| $RIVNAI | Rivian Automotive | 1,603,423 | $27.8M | 0% | Increased by 20% |
| $TEAMAI | Atlassian Corporation | 333,147 | $25.9M | 0% | Increased by 19% |
| $IONQAI | IonQ Inc. | 185,173 | $9.9M | 0% | Increased by 14% |
| $SOUNAI | SoundHound AI | 361,937 | $2.3M | 0% | Increased by 7% |
| $AEHRAI | Aehr Test Systems | 20,929 | $2.0M | 0% | Increased by 9% |