Vanguard Investments Australia, Ltd.

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$40.2B

AI Exposure

38.9%

AI vs Non-AI Sector Exposure

AI & Semiconductors38.7%

Other Tech0.0%

5.9%

5.4%

3.4%

2.9%

Portfolio Holdings

AI & Tech holdings for Vanguard Investments Australia, Ltd.

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$NVDAAI	NVIDIA Corporation	11,825,275	$2.4B	5.9%	No change
$AAPLAI	Apple Inc.	7,506,247	$2.2B	5.4%	No change
$MSFTAI	Microsoft Corporation	3,623,435	$1.4B	3.4%	No change
$AMZNAI	Amazon.com, Inc.	4,940,647	$1.2B	2.9%	No change
$GOOGLAI	Alphabet Inc.	2,971,186	$1.1B	2.6%	No change
$AVGOAI	Broadcom Inc.	2,307,657	$871.7M	2.2%	No change
$GOOGAI	Alphabet Inc.	2,379,304	$840.7M	2.1%	No change
$MUAI	Micron Technology	577,167	$666.2M	1.7%	No change
$METAAI	Meta Platforms, Inc.	1,124,067	$633.2M	1.6%	No change
$TSLAAI	Tesla, Inc.	1,439,795	$605.6M	1.5%	No change
$AMDAI	Advanced Micro Devices	834,305	$484.7M	1.2%	No change
$INTCAI	Intel Corporation	2,248,764	$314.0M	0.8%	No change
$AMATAI	Applied Materials	406,013	$293.5M	0.7%	No change
$LRCXAI	Lam Research	639,100	$276.9M	0.7%	No change
$KLACAI	KLA Corporation	670,740	$202.4M	0.5%	Increased by 924%
$PANWAI	Palo Alto Networks	414,953	$141.5M	0.4%	No change
$TXNAI	Texas Instruments	466,529	$139.1M	0.3%	No change
$MRVLAI	Marvell Technology	436,875	$130.1M	0.3%	No change
$ORCLAI	Oracle Corporation	882,660	$129.4M	0.3%	No change
$PLTRAI	Palantir Technologies	1,044,836	$121.9M	0.3%	No change
$QCOMAI	QUALCOMM Inc.	546,305	$101.0M	0.3%	No change
$CRWDAI	CrowdStrike Holdings	126,565	$96.6M	0.2%	No change
$ADIAI	Analog Devices	234,150	$93.0M	0.2%	No change
$ANETAI	Arista Networks	544,678	$92.5M	0.2%	No change
$ISRGAI	Intuitive Surgical	181,146	$72.0M	0.2%	No change
$SHOPAI	Shopify Inc.	625,026	$71.5M	0.2%	No change
$DELLAI	Dell Technologies	154,215	$66.5M	0.2%	No change
$UBERAI	Uber Technologies	915,629	$66.1M	0.2%	Reduced by 7%
$CRMAI	Salesforce Inc.	408,413	$64.0M	0.2%	Reduced by 12%
$VRTAI	Vertiv Holdings	186,998	$62.6M	0.2%	No change
$APPAI	AppLovin Corporation	117,956	$60.8M	0.2%	No change
$NOWAI	ServiceNow Inc.	535,739	$53.2M	0.1%	No change
$CDNSAI	Cadence Design Systems	141,372	$53.1M	0.1%	No change
$FTNTAI	Fortinet Inc.	321,632	$49.4M	0.1%	New Position
$SNOWAI	Snowflake Inc.	167,618	$42.7M	0.1%	No change
$ADBEAI	Adobe Inc.	206,848	$42.4M	0.1%	No change
$DDOGAI	Datadog Inc.	160,538	$41.8M	0.1%	No change
$SNPSAI	Synopsys Inc.	93,079	$41.5M	0.1%	No change
$NETAI	Cloudflare Inc.	158,330	$38.8M	0.1%	No change
$TERAI	Teradyne Inc.	80,109	$38.8M	0.1%	No change
$INTUAI	Intuit Inc.	140,951	$36.8M	0.1%	No change
$CEGAI	Constellation Energy	147,408	$36.6M	0.1%	No change
$NXPIAI	NXP Semiconductors	129,916	$36.5M	0.1%	No change
$MPWRAI	Monolithic Power Systems	23,921	$33.1M	0.1%	No change
$ABNBAI	Airbnb Inc.	215,982	$30.9M	0.1%	No change
$VSTAI	Vistra Corp.	161,814	$25.7M	0.1%	No change
$MCHPAI	Microchip Technology	276,665	$25.2M	0.1%	No change
$SQAI	Block Inc.	262,942	$20.0M	0%	No change
$ONAI	ON Semiconductor	201,006	$19.0M	0%	No change
$COINAI	Coinbase Global	108,347	$15.8M	0%	No change
$PYPLAI	PayPal Holdings	342,206	$14.8M	0%	Reduced by 7%
$MDBAI	MongoDB Inc.	40,073	$13.5M	0%	No change
$WDAYAI	Workday Inc.	107,942	$13.2M	0%	No change
$PDDAI	PDD Holdings Inc.	138,246	$10.5M	0%	Reduced by 15%
$IONQAI	IonQ Inc.	161,313	$8.6M	0%	Increased by 16%
$SMCIAI	Super Micro Computer	287,835	$8.4M	0%	Increased by 6%
$ZSAI	Zscaler Inc.	53,273	$7.5M	0%	No change
$RIVNAI	Rivian Automotive	406,588	$7.1M	0%	No change
$TEAMAI	Atlassian Corporation	85,682	$6.7M	0%	No change
$AEHRAI	Aehr Test Systems	8,024	$770.8K	0%	No change
$SOUNAI	SoundHound AI	102,748	$664.8K	0%	No change