Managed by
Hedge FundAUM Tracked
$1.9T
AI Exposure
28.5%
AI & Tech holdings for VANGUARD PORTFOLIO MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 510,126,721 | $89.0B | 4.7% | New Position |
| $AAPLAI | Apple Inc. | 331,437,055 | $84.1B | 4.5% | New Position |
| $MSFTAI | Microsoft Corporation | 167,490,848 | $62.0B | 3.3% | New Position |
| $AVGOAI | Broadcom Inc. | 128,422,947 | $39.7B | 2.1% | New Position |
| $GOOGLAI | Alphabet Inc. | 96,536,714 | $27.8B | 1.5% | New Position |
| $AMZNAI | Amazon.com, Inc. | 127,012,849 | $26.5B | 1.4% | New Position |
| $GOOGAI | Alphabet Inc. | 76,849,375 | $22.0B | 1.2% | New Position |
| $METAAI | Meta Platforms, Inc. | 37,856,635 | $21.7B | 1.1% | New Position |
| $TSLAAI | Tesla, Inc. | 49,252,925 | $18.3B | 1% | New Position |
| $ORCLAI | Oracle Corporation | 56,745,677 | $8.3B | 0.4% | New Position |
| $LRCXAI | Lam Research | 37,060,963 | $7.9B | 0.4% | New Position |
| $MUAI | Micron Technology | 23,024,614 | $7.8B | 0.4% | New Position |
| $AMDAI | Advanced Micro Devices | 37,603,675 | $7.6B | 0.4% | New Position |
| $PLTRAI | Palantir Technologies | 50,022,230 | $7.3B | 0.4% | New Position |
| $KLACAI | KLA Corporation | 4,029,061 | $5.9B | 0.3% | New Position |
| $AMATAI | Applied Materials | 17,261,696 | $5.9B | 0.3% | New Position |
| $TXNAI | Texas Instruments | 28,611,951 | $5.6B | 0.3% | New Position |
| $ADIAI | Analog Devices | 14,342,250 | $4.6B | 0.2% | New Position |
| $VRTAI | Vertiv Holdings | 17,926,522 | $4.5B | 0.2% | New Position |
| $QCOMAI | QUALCOMM Inc. | 34,192,863 | $4.4B | 0.2% | New Position |
| $CEGAI | Constellation Energy | 15,013,945 | $4.2B | 0.2% | New Position |
| $INTCAI | Intel Corporation | 85,427,273 | $3.8B | 0.2% | New Position |
| $CRMAI | Salesforce Inc. | 19,419,407 | $3.6B | 0.2% | New Position |
| $INTUAI | Intuit Inc. | 8,281,599 | $3.6B | 0.2% | New Position |
| $ISRGAI | Intuitive Surgical | 7,233,971 | $3.3B | 0.2% | New Position |
| $NETAI | Cloudflare Inc. | 16,039,889 | $3.3B | 0.2% | New Position |
| $MRVLAI | Marvell Technology | 33,218,111 | $3.3B | 0.2% | New Position |
| $ANETAI | Arista Networks | 25,839,674 | $3.2B | 0.2% | New Position |
| $PANWAI | Palo Alto Networks | 19,601,462 | $3.1B | 0.2% | New Position |
| $MPWRAI | Monolithic Power Systems | 2,516,492 | $2.8B | 0.1% | New Position |
| $UBERAI | Uber Technologies | 38,112,387 | $2.7B | 0.1% | New Position |
| $NOWAI | ServiceNow Inc. | 25,172,570 | $2.6B | 0.1% | New Position |
| $TERAI | Teradyne Inc. | 8,602,918 | $2.6B | 0.1% | New Position |
| $VSTAI | Vistra Corp. | 16,902,218 | $2.5B | 0.1% | New Position |
| $ADBEAI | Adobe Inc. | 9,972,632 | $2.4B | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 5,935,893 | $2.4B | 0.1% | New Position |
| $CRWDAI | CrowdStrike Holdings | 6,033,794 | $2.4B | 0.1% | New Position |
| $MCHPAI | Microchip Technology | 32,405,379 | $2.1B | 0.1% | New Position |
| $DDOGAI | Datadog Inc. | 17,575,658 | $2.1B | 0.1% | New Position |
| $CDNSAI | Cadence Design Systems | 7,031,933 | $2.0B | 0.1% | New Position |
| $SNOWAI | Snowflake Inc. | 12,842,543 | $1.9B | 0.1% | New Position |
| $SNPSAI | Synopsys Inc. | 4,730,700 | $1.9B | 0.1% | New Position |
| $COINAI | Coinbase Global | 9,488,390 | $1.7B | 0.1% | New Position |
| $SQAI | Block Inc. | 25,662,834 | $1.5B | 0.1% | New Position |
| $WDAYAI | Workday Inc. | 11,637,749 | $1.5B | 0.1% | New Position |
| $DELLAI | Dell Technologies | 8,015,513 | $1.3B | 0.1% | New Position |
| $ONAI | ON Semiconductor | 20,062,560 | $1.2B | 0.1% | New Position |
| $PYPLAI | PayPal Holdings | 25,316,688 | $1.1B | 0.1% | New Position |
| $MDBAI | MongoDB Inc. | 4,501,522 | $1.1B | 0.1% | New Position |
| $ABNBAI | Airbnb Inc. | 7,786,272 | $983.3M | 0.1% | New Position |
| $ZSAI | Zscaler Inc. | 5,930,635 | $832.0M | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 9,894,363 | $675.3M | 0% | New Position |
| $SMCIAI | Super Micro Computer | 29,569,380 | $673.3M | 0% | New Position |
| $NXPIAI | NXP Semiconductors | 3,200,036 | $630.0M | 0% | New Position |
| $RIVNAI | Rivian Automotive | 36,085,183 | $543.1M | 0% | New Position |
| $IONQAI | IonQ Inc. | 15,389,580 | $443.7M | 0% | New Position |
| $SOUNAI | SoundHound AI | 25,527,830 | $175.4M | 0% | New Position |
| $AEHRAI | Aehr Test Systems | 917,876 | $34.0M | 0% | New Position |
| $TSMAI | Taiwan Semiconductor | 85,663 | $28.9M | 0% | New Position |