Managed by
Hedge FundAUM Tracked
$177.3B
AI Exposure
29.9%
AI & Tech holdings for VICTORY CAPITAL MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 34,853,857 | $7.0B | 3.9% | Increased by 6% |
| $AAPLAI | Apple Inc. | 18,748,292 | $5.4B | 3.1% | No change |
| $MSFTAI | Microsoft Corporation | 11,231,028 | $4.2B | 2.4% | No change |
| $GOOGLAI | Alphabet Inc. | 10,538,377 | $3.8B | 2.1% | Increased by 6% |
| $AMZNAI | Amazon.com, Inc. | 15,743,243 | $3.8B | 2.1% | Reduced by 7% |
| $AMDAI | Advanced Micro Devices | 4,325,880 | $2.5B | 1.4% | Reduced by 15% |
| $GOOGAI | Alphabet Inc. | 6,181,965 | $2.2B | 1.2% | Increased by 7% |
| $AVGOAI | Broadcom Inc. | 5,555,094 | $2.1B | 1.2% | Increased by 8% |
| $METAAI | Meta Platforms, Inc. | 2,877,996 | $1.6B | 0.9% | Increased by 11% |
| $TSLAAI | Tesla, Inc. | 3,199,616 | $1.3B | 0.8% | Increased by 56% |
| $SNPSAI | Synopsys Inc. | 2,860,290 | $1.3B | 0.7% | Increased by 13% |
| $MUAI | Micron Technology | 1,090,355 | $1.3B | 0.7% | No change |
| $KLACAI | KLA Corporation | 3,872,736 | $1.2B | 0.7% | Increased by 918% |
| $AMATAI | Applied Materials | 1,569,763 | $1.1B | 0.6% | No change |
| $UBERAI | Uber Technologies | 13,418,234 | $968.3M | 0.5% | Increased by 6% |
| $ASMLAI | ASML Holding NV | 476,010 | $947.1M | 0.5% | Reduced by 13% |
| $MCHPAI | Microchip Technology | 9,541,201 | $870.2M | 0.5% | Reduced by 19% |
| $CEGAI | Constellation Energy | 3,233,698 | $803.2M | 0.5% | Increased by 39% |
| $ADBEAI | Adobe Inc. | 3,490,203 | $715.6M | 0.4% | Increased by 35% |
| $NOWAI | ServiceNow Inc. | 7,163,661 | $711.2M | 0.4% | Reduced by 6% |
| $QCOMAI | QUALCOMM Inc. | 3,576,365 | $660.9M | 0.4% | Increased by 37% |
| $LRCXAI | Lam Research | 1,412,598 | $612.1M | 0.3% | Reduced by 7% |
| $CRMAI | Salesforce Inc. | 3,793,799 | $594.3M | 0.3% | Increased by 54% |
| $ISRGAI | Intuitive Surgical | 1,300,881 | $517.4M | 0.3% | No change |
| $TSMAI | Taiwan Semiconductor | 1,065,259 | $508.7M | 0.3% | Increased by 5% |
| $ADIAI | Analog Devices | 1,230,737 | $488.8M | 0.3% | Increased by 23% |
| $INTCAI | Intel Corporation | 3,357,740 | $468.8M | 0.3% | No change |
| $TXNAI | Texas Instruments | 1,539,539 | $458.9M | 0.3% | No change |
| $SHOPAI | Shopify Inc. | 3,722,361 | $425.0M | 0.2% | Increased by 46% |
| $PANWAI | Palo Alto Networks | 1,114,157 | $379.9M | 0.2% | No change |
| $ABNBAI | Airbnb Inc. | 2,233,256 | $319.6M | 0.2% | Increased by 18% |
| $INTUAI | Intuit Inc. | 1,219,053 | $318.2M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 797,184 | $266.9M | 0.2% | Reduced by 10% |
| $FTNTAI | Fortinet Inc. | 1,561,959 | $239.9M | 0.1% | Reduced by 7% |
| $ZSAI | Zscaler Inc. | 1,675,008 | $236.4M | 0.1% | Increased by 8% |
| $PLTRAI | Palantir Technologies | 1,963,523 | $229.1M | 0.1% | No change |
| $ANETAI | Arista Networks | 1,326,459 | $225.3M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 272,898 | $208.3M | 0.1% | Increased by 29% |
| $MRVLAI | Marvell Technology | 643,019 | $191.5M | 0.1% | Increased by 6% |
| $APPAI | AppLovin Corporation | 351,647 | $181.2M | 0.1% | No change |
| $WDAYAI | Workday Inc. | 1,447,926 | $177.3M | 0.1% | Increased by 23% |
| $VSTAI | Vistra Corp. | 984,411 | $156.2M | 0.1% | Increased by 853% |
| $DELLAI | Dell Technologies | 352,562 | $152.1M | 0.1% | Reduced by 71% |
| $PYPLAI | PayPal Holdings | 3,346,986 | $144.5M | 0.1% | Increased by 7% |
| $ORCLAI | Oracle Corporation | 982,222 | $143.9M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 514,605 | $134.0M | 0.1% | Increased by 9% |
| $MPWRAI | Monolithic Power Systems | 94,482 | $130.6M | 0.1% | Reduced by 16% |
| $SNOWAI | Snowflake Inc. | 500,147 | $127.3M | 0.1% | Increased by 64% |
| $CDNSAI | Cadence Design Systems | 295,038 | $110.7M | 0.1% | Reduced by 11% |
| $TEAMAI | Atlassian Corporation | 1,242,376 | $96.6M | 0.1% | Increased by 412% |
| $NETAI | Cloudflare Inc. | 393,058 | $96.4M | 0.1% | No change |
| $ARMAI | ARM Holdings plc | 177,220 | $62.8M | 0% | Increased by 194% |
| $TERAI | Teradyne Inc. | 128,733 | $62.3M | 0% | Increased by 117% |
| $NXPIAI | NXP Semiconductors | 139,526 | $39.2M | 0% | No change |
| $IONQAI | IonQ Inc. | 630,279 | $33.6M | 0% | No change |
| $MDBAI | MongoDB Inc. | 70,202 | $23.6M | 0% | Reduced by 42% |
| $PDDAI | PDD Holdings Inc. | 303,741 | $23.2M | 0% | No change |
| $ONAI | ON Semiconductor | 200,587 | $19.0M | 0% | Reduced by 88% |
| $MCHPAI | Microchip Technology | 192,200 | $17.5M | 0% | Reduced by 98% |
| $SQAI | Block Inc. | 166,400 | $12.6M | 0% | No change |
| $COINAI | Coinbase Global | 65,296 | $9.5M | 0% | No change |
| $MCHPAI | Microchip Technology | 72,600 | $6.6M | 0% | Reduced by 99% |
| $SMCIAI | Super Micro Computer | 180,635 | $5.3M | 0% | Increased by 6% |
| $RIVNAI | Rivian Automotive | 184,216 | $3.2M | 0% | Reduced by 8% |
| $BABAAI | Alibaba Group | 10,768 | $1.0M | 0% | New Position |
| $AEHRAI | Aehr Test Systems | 3,439 | $330.4K | 0% | New Position |
| $SOUNAI | SoundHound AI | 45,210 | $292.5K | 0% | No change |