Vanguard Global Advisers, LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$214.6B

AI Exposure

31.3%

AI vs Non-AI Sector Exposure

AI & Semiconductors31.3%

Other Tech0.0%

4.9%

4.3%

2.8%

2.3%

Portfolio Holdings

AI & Tech holdings for Vanguard Global Advisers, LLC

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$NVDAAI	NVIDIA Corporation	52,159,704	$10.4B	4.9%	No change
$AAPLAI	Apple Inc.	31,661,076	$9.2B	4.3%	No change
$MSFTAI	Microsoft Corporation	16,025,402	$6.0B	2.8%	No change
$AMZNAI	Amazon.com, Inc.	21,106,461	$5.0B	2.3%	No change
$GOOGLAI	Alphabet Inc.	12,662,116	$4.5B	2.1%	No change
$AVGOAI	Broadcom Inc.	10,214,768	$3.9B	1.8%	No change
$GOOGAI	Alphabet Inc.	10,191,006	$3.6B	1.7%	No change
$MUAI	Micron Technology	2,436,338	$2.8B	1.3%	No change
$METAAI	Meta Platforms, Inc.	4,740,899	$2.7B	1.2%	No change
$TSLAAI	Tesla, Inc.	6,083,324	$2.6B	1.2%	No change
$AMDAI	Advanced Micro Devices	3,520,635	$2.0B	1%	No change
$INTCAI	Intel Corporation	10,182,666	$1.4B	0.7%	No change
$AMATAI	Applied Materials	1,715,723	$1.2B	0.6%	No change
$LRCXAI	Lam Research	2,705,819	$1.2B	0.5%	No change
$KLACAI	KLA Corporation	2,827,814	$853.2M	0.4%	Increased by 883%
$SHOPAI	Shopify Inc.	5,221,153	$597.3M	0.3%	Increased by 6%
$PANWAI	Palo Alto Networks	1,748,865	$596.4M	0.3%	No change
$TXNAI	Texas Instruments	1,972,369	$587.9M	0.3%	No change
$PLTRAI	Palantir Technologies	4,933,671	$575.6M	0.3%	No change
$MRVLAI	Marvell Technology	1,897,219	$565.2M	0.3%	Increased by 341%
$ORCLAI	Oracle Corporation	3,664,635	$537.1M	0.3%	No change
$QCOMAI	QUALCOMM Inc.	2,348,937	$434.1M	0.2%	No change
$ADIAI	Analog Devices	1,055,707	$419.3M	0.2%	No change
$CRWDAI	CrowdStrike Holdings	548,716	$418.7M	0.2%	No change
$ANETAI	Arista Networks	2,228,503	$378.6M	0.2%	No change
$UBERAI	Uber Technologies	4,394,558	$317.1M	0.1%	No change
$ISRGAI	Intuitive Surgical	763,772	$303.7M	0.1%	No change
$APPAI	AppLovin Corporation	577,431	$297.5M	0.1%	No change
$CRMAI	Salesforce Inc.	1,797,598	$281.6M	0.1%	Reduced by 14%
$VRTAI	Vertiv Holdings	834,259	$279.3M	0.1%	No change
$DELLAI	Dell Technologies	626,618	$270.4M	0.1%	No change
$CDNSAI	Cadence Design Systems	595,024	$223.3M	0.1%	No change
$NOWAI	ServiceNow Inc.	2,225,760	$221.0M	0.1%	No change
$FTNTAI	Fortinet Inc.	1,346,634	$206.9M	0.1%	New Position
$DDOGAI	Datadog Inc.	714,486	$186.0M	0.1%	No change
$ADBEAI	Adobe Inc.	902,862	$185.1M	0.1%	No change
$SNPSAI	Synopsys Inc.	412,668	$184.1M	0.1%	No change
$CEGAI	Constellation Energy	687,934	$170.9M	0.1%	No change
$TERAI	Teradyne Inc.	339,529	$164.3M	0.1%	No change
$INTUAI	Intuit Inc.	623,618	$162.8M	0.1%	No change
$NXPIAI	NXP Semiconductors	545,154	$153.2M	0.1%	No change
$MPWRAI	Monolithic Power Systems	106,109	$146.7M	0.1%	No change
$ABNBAI	Airbnb Inc.	900,716	$128.9M	0.1%	No change
$VSTAI	Vistra Corp.	683,608	$108.4M	0.1%	No change
$MCHPAI	Microchip Technology	1,167,274	$106.5M	0%	No change
$SQAI	Block Inc.	1,161,804	$88.3M	0%	No change
$ONAI	ON Semiconductor	847,404	$80.1M	0%	No change
$PYPLAI	PayPal Holdings	1,773,841	$76.6M	0%	No change
$COINAI	Coinbase Global	479,298	$70.1M	0%	No change
$WDAYAI	Workday Inc.	457,085	$56.0M	0%	No change
$SNOWAI	Snowflake Inc.	165,380	$42.1M	0%	No change
$NETAI	Cloudflare Inc.	153,502	$37.7M	0%	No change
$SMCIAI	Super Micro Computer	1,214,668	$35.6M	0%	Increased by 10%
$MDBAI	MongoDB Inc.	38,500	$12.9M	0%	No change
$IONQAI	IonQ Inc.	144,306	$7.7M	0%	No change
$TEAMAI	Atlassian Corporation	97,815	$7.6M	0%	No change
$RIVNAI	Rivian Automotive	407,400	$7.1M	0%	No change
$ZSAI	Zscaler Inc.	49,669	$7.0M	0%	No change
$AEHRAI	Aehr Test Systems	17,841	$1.7M	0%	Reduced by 9%
$SOUNAI	SoundHound AI	152,014	$983.5K	0%	No change
$TSMAI	Taiwan Semiconductor	1,988	$949.4K	0%	Reduced by 8%