Managed by
Hedge FundAUM Tracked
$155.1B
AI Exposure
26.4%
AI & Tech holdings for VICTORY CAPITAL MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 32,786,013 | $5.7B | 3.7% | Reduced by 16% |
| $AAPLAI | Apple Inc. | 18,706,629 | $4.7B | 3.1% | Reduced by 16% |
| $MSFTAI | Microsoft Corporation | 10,712,913 | $4.0B | 2.6% | Reduced by 18% |
| $AMZNAI | Amazon.com, Inc. | 16,957,418 | $3.5B | 2.3% | Reduced by 31% |
| $GOOGLAI | Alphabet Inc. | 9,903,111 | $2.8B | 1.8% | Reduced by 21% |
| $GOOGAI | Alphabet Inc. | 5,784,751 | $1.7B | 1.1% | Reduced by 11% |
| $AVGOAI | Broadcom Inc. | 5,150,233 | $1.6B | 1% | Reduced by 9% |
| $METAAI | Meta Platforms, Inc. | 2,584,702 | $1.5B | 1% | Increased by 28% |
| $AMDAI | Advanced Micro Devices | 5,094,196 | $1.0B | 0.7% | Reduced by 20% |
| $SNPSAI | Synopsys Inc. | 2,539,838 | $1.0B | 0.6% | Reduced by 7% |
| $UBERAI | Uber Technologies | 12,613,697 | $907.3M | 0.6% | Reduced by 8% |
| $NOWAI | ServiceNow Inc. | 7,628,519 | $797.6M | 0.5% | Increased by 97% |
| $TSLAAI | Tesla, Inc. | 2,048,950 | $761.7M | 0.5% | Increased by 7% |
| $MCHPAI | Microchip Technology | 11,406,322 | $737.0M | 0.5% | Reduced by 15% |
| $ASMLAI | ASML Holding NV | 546,404 | $721.8M | 0.5% | Increased by 330% |
| $CEGAI | Constellation Energy | 2,333,632 | $651.7M | 0.4% | Increased by 7% |
| $ADBEAI | Adobe Inc. | 2,586,382 | $628.7M | 0.4% | Increased by 35% |
| $ISRGAI | Intuitive Surgical | 1,299,442 | $599.1M | 0.4% | Reduced by 12% |
| $KLACAI | KLA Corporation | 380,557 | $560.3M | 0.4% | Reduced by 32% |
| $AMATAI | Applied Materials | 1,586,115 | $542.1M | 0.3% | Reduced by 49% |
| $INTUAI | Intuit Inc. | 1,201,979 | $519.7M | 0.3% | Increased by 5% |
| $CRMAI | Salesforce Inc. | 2,463,082 | $459.8M | 0.3% | Increased by 14% |
| $MUAI | Micron Technology | 1,054,377 | $356.2M | 0.2% | Increased by 26% |
| $TSMAI | Taiwan Semiconductor | 1,012,395 | $342.1M | 0.2% | Reduced by 24% |
| $QCOMAI | QUALCOMM Inc. | 2,607,185 | $335.8M | 0.2% | Reduced by 21% |
| $LRCXAI | Lam Research | 1,518,911 | $324.5M | 0.2% | Reduced by 15% |
| $ADIAI | Analog Devices | 1,000,188 | $318.2M | 0.2% | Increased by 120% |
| $TXNAI | Texas Instruments | 1,603,874 | $311.4M | 0.2% | No change |
| $SHOPAI | Shopify Inc. | 2,546,610 | $302.1M | 0.2% | Increased by 358% |
| $PLTRAI | Palantir Technologies | 2,040,997 | $298.6M | 0.2% | No change |
| $ABNBAI | Airbnb Inc. | 1,889,326 | $238.6M | 0.2% | Increased by 6% |
| $VRTAI | Vertiv Holdings | 885,877 | $222.0M | 0.1% | Reduced by 9% |
| $ZSAI | Zscaler Inc. | 1,555,104 | $218.2M | 0.1% | Increased by 1022% |
| $DELLAI | Dell Technologies | 1,217,795 | $199.9M | 0.1% | Increased by 19% |
| $PANWAI | Palo Alto Networks | 1,153,523 | $184.9M | 0.1% | No change |
| $ANETAI | Arista Networks | 1,308,491 | $160.7M | 0.1% | No change |
| $WDAYAI | Workday Inc. | 1,181,109 | $153.4M | 0.1% | Increased by 497% |
| $INTCAI | Intel Corporation | 3,351,846 | $147.9M | 0.1% | No change |
| $ORCLAI | Oracle Corporation | 976,535 | $143.7M | 0.1% | Reduced by 18% |
| $PYPLAI | PayPal Holdings | 3,128,698 | $141.5M | 0.1% | Reduced by 31% |
| $APPAI | AppLovin Corporation | 349,284 | $139.0M | 0.1% | Reduced by 11% |
| $FTNTAI | Fortinet Inc. | 1,686,240 | $137.8M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 111,992 | $122.4M | 0.1% | No change |
| $ONAI | ON Semiconductor | 1,712,519 | $106.0M | 0.1% | Increased by 440% |
| $CDNSAI | Cadence Design Systems | 333,078 | $92.6M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 210,734 | $82.3M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 384,775 | $79.4M | 0.1% | No change |
| $MRVLAI | Marvell Technology | 604,394 | $59.9M | 0% | Reduced by 9% |
| $DDOGAI | Datadog Inc. | 470,532 | $55.5M | 0% | Reduced by 34% |
| $SNOWAI | Snowflake Inc. | 305,576 | $46.1M | 0% | Increased by 13% |
| $PDDAI | PDD Holdings Inc. | 314,997 | $32.2M | 0% | Reduced by 5% |
| $MDBAI | MongoDB Inc. | 120,134 | $29.4M | 0% | Increased by 8% |
| $NXPIAI | NXP Semiconductors | 145,447 | $28.6M | 0% | Increased by 6% |
| $IONQAI | IonQ Inc. | 647,457 | $18.7M | 0% | Reduced by 65% |
| $TERAI | Teradyne Inc. | 59,221 | $17.6M | 0% | Increased by 7% |
| $TEAMAI | Atlassian Corporation | 242,638 | $16.6M | 0% | Increased by 21% |
| $VSTAI | Vistra Corp. | 103,282 | $15.5M | 0% | Reduced by 10% |
| $MCHPAI | Microchip Technology | 223,800 | $14.5M | 0% | Reduced by 98% |
| $COINAI | Coinbase Global | 67,341 | $11.8M | 0% | No change |
| $SQAI | Block Inc. | 168,716 | $10.2M | 0% | Reduced by 7% |
| $ARMAI | ARM Holdings plc | 60,368 | $9.1M | 0% | No change |
| $MCHPAI | Microchip Technology | 83,000 | $5.4M | 0% | Reduced by 99% |
| $SMCIAI | Super Micro Computer | 170,378 | $3.9M | 0% | Increased by 6% |
| $RIVNAI | Rivian Automotive | 200,322 | $3.0M | 0% | No change |
| $SOUNAI | SoundHound AI | 43,631 | $299.7K | 0% | No change |