Managed by
Hedge FundAUM Tracked
$115.7B
AI Exposure
36.9%
AI & Tech holdings for VANGUARD ASSET MANAGEMENT, Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 40,813,851 | $7.1B | 6.1% | New Position |
| $AAPLAI | Apple Inc. | 25,047,653 | $6.4B | 5.5% | New Position |
| $MSFTAI | Microsoft Corporation | 12,753,462 | $4.7B | 4.1% | New Position |
| $AMZNAI | Amazon.com, Inc. | 16,638,718 | $3.5B | 3% | New Position |
| $GOOGLAI | Alphabet Inc. | 10,049,054 | $2.9B | 2.5% | New Position |
| $AVGOAI | Broadcom Inc. | 7,972,913 | $2.5B | 2.1% | New Position |
| $GOOGAI | Alphabet Inc. | 8,269,737 | $2.4B | 2% | New Position |
| $METAAI | Meta Platforms, Inc. | 3,783,994 | $2.2B | 1.9% | New Position |
| $TSLAAI | Tesla, Inc. | 4,892,219 | $1.8B | 1.6% | New Position |
| $MUAI | Micron Technology | 1,938,686 | $655.0M | 0.6% | New Position |
| $AMDAI | Advanced Micro Devices | 2,795,806 | $568.8M | 0.5% | New Position |
| $PLTRAI | Palantir Technologies | 3,533,228 | $516.8M | 0.4% | New Position |
| $AMATAI | Applied Materials | 1,377,968 | $471.0M | 0.4% | New Position |
| $LRCXAI | Lam Research | 2,182,915 | $466.4M | 0.4% | New Position |
| $ORCLAI | Oracle Corporation | 2,930,869 | $431.2M | 0.4% | New Position |
| $TXNAI | Texas Instruments | 1,830,097 | $355.3M | 0.3% | New Position |
| $INTCAI | Intel Corporation | 7,704,516 | $340.0M | 0.3% | New Position |
| $KLACAI | KLA Corporation | 228,823 | $336.9M | 0.3% | New Position |
| $CRMAI | Salesforce Inc. | 1,591,245 | $297.0M | 0.3% | New Position |
| $ISRGAI | Intuitive Surgical | 612,916 | $282.5M | 0.2% | New Position |
| $QCOMAI | QUALCOMM Inc. | 2,143,410 | $276.0M | 0.2% | New Position |
| $SHOPAI | Shopify Inc. | 2,129,246 | $252.6M | 0.2% | New Position |
| $ADIAI | Analog Devices | 787,617 | $250.6M | 0.2% | New Position |
| $UBERAI | Uber Technologies | 3,483,109 | $250.5M | 0.2% | New Position |
| $PDDAI | PDD Holdings Inc. | 2,307,468 | $235.8M | 0.2% | New Position |
| $PANWAI | Palo Alto Networks | 1,393,476 | $223.4M | 0.2% | New Position |
| $ANETAI | Arista Networks | 1,795,308 | $220.4M | 0.2% | New Position |
| $INTUAI | Intuit Inc. | 472,991 | $204.5M | 0.2% | New Position |
| $NOWAI | ServiceNow Inc. | 1,814,064 | $189.7M | 0.2% | New Position |
| $ADBEAI | Adobe Inc. | 717,855 | $174.5M | 0.2% | New Position |
| $CRWDAI | CrowdStrike Holdings | 428,474 | $167.3M | 0.1% | New Position |
| $VRTAI | Vertiv Holdings | 653,571 | $163.8M | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 409,563 | $163.0M | 0.1% | New Position |
| $MRVLAI | Marvell Technology | 1,460,559 | $144.7M | 0.1% | New Position |
| $CEGAI | Constellation Energy | 498,515 | $139.2M | 0.1% | New Position |
| $SNPSAI | Synopsys Inc. | 332,689 | $131.9M | 0.1% | New Position |
| $CDNSAI | Cadence Design Systems | 472,440 | $131.3M | 0.1% | New Position |
| $NETAI | Cloudflare Inc. | 541,958 | $111.8M | 0.1% | New Position |
| $DELLAI | Dell Technologies | 626,645 | $102.9M | 0.1% | New Position |
| $NXPIAI | NXP Semiconductors | 504,779 | $99.4M | 0.1% | New Position |
| $ABNBAI | Airbnb Inc. | 729,653 | $92.1M | 0.1% | New Position |
| $MPWRAI | Monolithic Power Systems | 81,837 | $89.5M | 0.1% | New Position |
| $SNOWAI | Snowflake Inc. | 570,720 | $86.1M | 0.1% | New Position |
| $VSTAI | Vistra Corp. | 546,898 | $82.2M | 0.1% | New Position |
| $TERAI | Teradyne Inc. | 273,776 | $81.2M | 0.1% | New Position |
| $MCHPAI | Microchip Technology | 1,061,075 | $68.6M | 0.1% | New Position |
| $COINAI | Coinbase Global | 380,756 | $66.5M | 0.1% | New Position |
| $PYPLAI | PayPal Holdings | 1,414,765 | $64.0M | 0.1% | New Position |
| $DDOGAI | Datadog Inc. | 532,389 | $62.8M | 0.1% | New Position |
| $SQAI | Block Inc. | 872,962 | $52.5M | 0% | New Position |
| $WDAYAI | Workday Inc. | 366,869 | $47.7M | 0% | New Position |
| $ONAI | ON Semiconductor | 708,313 | $43.9M | 0% | New Position |
| $MDBAI | MongoDB Inc. | 137,003 | $33.5M | 0% | New Position |
| $ZSAI | Zscaler Inc. | 169,967 | $23.8M | 0% | New Position |
| $SMCIAI | Super Micro Computer | 885,394 | $20.2M | 0% | New Position |
| $RIVNAI | Rivian Automotive | 1,338,732 | $20.1M | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 278,842 | $19.0M | 0% | New Position |
| $IONQAI | IonQ Inc. | 162,370 | $4.7M | 0% | New Position |
| $SOUNAI | SoundHound AI | 338,063 | $2.3M | 0% | New Position |
| $AEHRAI | Aehr Test Systems | 19,186 | $711.4K | 0% | New Position |