Managed by
Hedge FundAUM Tracked
$185.0B
AI Exposure
29.2%
AI & Tech holdings for Vanguard Global Advisers, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 53,076,668 | $9.3B | 5% | New Position |
| $AAPLAI | Apple Inc. | 32,093,749 | $8.1B | 4.4% | New Position |
| $MSFTAI | Microsoft Corporation | 16,245,489 | $6.0B | 3.3% | New Position |
| $AMZNAI | Amazon.com, Inc. | 21,353,828 | $4.4B | 2.4% | New Position |
| $GOOGLAI | Alphabet Inc. | 12,748,420 | $3.7B | 2% | New Position |
| $AVGOAI | Broadcom Inc. | 10,366,058 | $3.2B | 1.7% | New Position |
| $GOOGAI | Alphabet Inc. | 10,234,653 | $2.9B | 1.6% | New Position |
| $METAAI | Meta Platforms, Inc. | 4,784,891 | $2.7B | 1.5% | New Position |
| $TSLAAI | Tesla, Inc. | 6,156,182 | $2.3B | 1.2% | New Position |
| $MUAI | Micron Technology | 2,471,117 | $834.8M | 0.5% | New Position |
| $PLTRAI | Palantir Technologies | 4,979,993 | $728.5M | 0.4% | New Position |
| $AMDAI | Advanced Micro Devices | 3,573,327 | $726.9M | 0.4% | New Position |
| $AMATAI | Applied Materials | 1,739,870 | $594.7M | 0.3% | New Position |
| $LRCXAI | Lam Research | 2,740,832 | $585.6M | 0.3% | New Position |
| $SHOPAI | Shopify Inc. | 4,919,938 | $583.8M | 0.3% | New Position |
| $ORCLAI | Oracle Corporation | 3,709,015 | $545.6M | 0.3% | New Position |
| $INTCAI | Intel Corporation | 10,326,095 | $455.7M | 0.2% | New Position |
| $KLACAI | KLA Corporation | 287,798 | $423.8M | 0.2% | New Position |
| $CRMAI | Salesforce Inc. | 2,085,021 | $389.2M | 0.2% | New Position |
| $TXNAI | Texas Instruments | 1,988,772 | $386.1M | 0.2% | New Position |
| $ISRGAI | Intuitive Surgical | 776,489 | $358.0M | 0.2% | New Position |
| $ADIAI | Analog Devices | 1,069,778 | $340.3M | 0.2% | New Position |
| $UBERAI | Uber Technologies | 4,506,748 | $324.2M | 0.2% | New Position |
| $QCOMAI | QUALCOMM Inc. | 2,441,881 | $314.5M | 0.2% | New Position |
| $PANWAI | Palo Alto Networks | 1,767,009 | $283.3M | 0.2% | New Position |
| $ANETAI | Arista Networks | 2,258,870 | $277.3M | 0.1% | New Position |
| $INTUAI | Intuit Inc. | 612,043 | $264.6M | 0.1% | New Position |
| $NOWAI | ServiceNow Inc. | 2,288,335 | $239.2M | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 590,056 | $234.8M | 0.1% | New Position |
| $ADBEAI | Adobe Inc. | 922,523 | $224.2M | 0.1% | New Position |
| $CRWDAI | CrowdStrike Holdings | 551,079 | $215.1M | 0.1% | New Position |
| $VRTAI | Vertiv Holdings | 841,784 | $210.9M | 0.1% | New Position |
| $CEGAI | Constellation Energy | 680,163 | $189.9M | 0.1% | New Position |
| $SNPSAI | Synopsys Inc. | 418,631 | $166.0M | 0.1% | New Position |
| $CDNSAI | Cadence Design Systems | 595,529 | $165.5M | 0.1% | New Position |
| $ABNBAI | Airbnb Inc. | 926,648 | $117.0M | 0.1% | New Position |
| $MPWRAI | Monolithic Power Systems | 106,602 | $116.6M | 0.1% | New Position |
| $NXPIAI | NXP Semiconductors | 551,071 | $108.5M | 0.1% | New Position |
| $DELLAI | Dell Technologies | 655,586 | $107.6M | 0.1% | New Position |
| $VSTAI | Vistra Corp. | 696,847 | $104.8M | 0.1% | New Position |
| $TERAI | Teradyne Inc. | 343,786 | $101.9M | 0.1% | New Position |
| $COINAI | Coinbase Global | 488,099 | $85.2M | 0% | New Position |
| $DDOGAI | Datadog Inc. | 716,503 | $84.6M | 0% | New Position |
| $PYPLAI | PayPal Holdings | 1,851,205 | $83.7M | 0% | New Position |
| $MCHPAI | Microchip Technology | 1,184,557 | $76.5M | 0% | New Position |
| $SQAI | Block Inc. | 1,204,686 | $72.5M | 0% | New Position |
| $WDAYAI | Workday Inc. | 476,514 | $61.9M | 0% | New Position |
| $ONAI | ON Semiconductor | 863,488 | $53.5M | 0% | New Position |
| $MRVLAI | Marvell Technology | 429,772 | $42.6M | 0% | New Position |
| $NETAI | Cloudflare Inc. | 157,111 | $32.4M | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 168,622 | $25.4M | 0% | New Position |
| $SMCIAI | Super Micro Computer | 1,103,593 | $25.1M | 0% | New Position |
| $MDBAI | MongoDB Inc. | 40,152 | $9.8M | 0% | New Position |
| $ZSAI | Zscaler Inc. | 50,604 | $7.1M | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 96,737 | $6.6M | 0% | New Position |
| $RIVNAI | Rivian Automotive | 403,933 | $6.1M | 0% | New Position |
| $IONQAI | IonQ Inc. | 144,129 | $4.2M | 0% | New Position |
| $SOUNAI | SoundHound AI | 159,106 | $1.1M | 0% | New Position |
| $AEHRAI | Aehr Test Systems | 19,674 | $729.5K | 0% | New Position |
| $TSMAI | Taiwan Semiconductor | 2,153 | $727.6K | 0% | New Position |