Managed by
Hedge FundAUM Tracked
$32.3B
AI Exposure
24%
AI & Tech holdings for Woodline Partners LP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 5,400,499 | $1.1B | 3.3% | Increased by 12% |
| $AAPLAI | Apple Inc. | 3,205,348 | $927.5M | 2.9% | Increased by 11% |
| $MSFTAI | Microsoft Corporation | 1,626,637 | $606.8M | 1.9% | Increased by 15% |
| $AMZNAI | Amazon.com, Inc. | 2,468,909 | $588.4M | 1.8% | Reduced by 9% |
| $METAAI | Meta Platforms, Inc. | 822,510 | $463.3M | 1.4% | Increased by 108% |
| $AVGOAI | Broadcom Inc. | 1,176,662 | $444.5M | 1.4% | Increased by 30% |
| $GOOGLAI | Alphabet Inc. | 1,109,203 | $396.4M | 1.2% | Reduced by 23% |
| $GOOGAI | Alphabet Inc. | 1,025,656 | $362.4M | 1.1% | Increased by 11% |
| $MUAI | Micron Technology | 274,693 | $317.1M | 1% | Reduced by 16% |
| $TSLAAI | Tesla, Inc. | 642,399 | $270.2M | 0.8% | Increased by 19% |
| $MCHPAI | Microchip Technology | 2,649,836 | $241.7M | 0.7% | Increased by 641% |
| $AMDAI | Advanced Micro Devices | 325,139 | $188.9M | 0.6% | Reduced by 8% |
| $LRCXAI | Lam Research | 386,934 | $167.7M | 0.5% | Increased by 155% |
| $INTCAI | Intel Corporation | 1,082,071 | $151.1M | 0.5% | Increased by 10% |
| $AMATAI | Applied Materials | 208,863 | $151.0M | 0.5% | Reduced by 63% |
| $NXPIAI | NXP Semiconductors | 499,254 | $140.3M | 0.4% | Reduced by 39% |
| $FTNTAI | Fortinet Inc. | 886,908 | $136.2M | 0.4% | Increased by 145% |
| $SNOWAI | Snowflake Inc. | 527,207 | $134.2M | 0.4% | No change |
| $ASMLAI | ASML Holding NV | 58,214 | $115.8M | 0.4% | Increased by 2712% |
| $PLTRAI | Palantir Technologies | 494,398 | $57.7M | 0.2% | Reduced by 9% |
| $TXNAI | Texas Instruments | 186,361 | $55.5M | 0.2% | Reduced by 81% |
| $ORCLAI | Oracle Corporation | 372,005 | $54.5M | 0.2% | Reduced by 17% |
| $QCOMAI | QUALCOMM Inc. | 284,165 | $52.5M | 0.2% | Increased by 36% |
| $MRVLAI | Marvell Technology | 159,765 | $47.6M | 0.1% | Increased by 329% |
| $ADIAI | Analog Devices | 118,687 | $47.1M | 0.1% | Increased by 301% |
| $ADBEAI | Adobe Inc. | 226,088 | $46.4M | 0.1% | Increased by 66% |
| $CRWDAI | CrowdStrike Holdings | 54,223 | $41.4M | 0.1% | Increased by 973% |
| $ISRGAI | Intuitive Surgical | 102,881 | $40.9M | 0.1% | Increased by 18% |
| $ANETAI | Arista Networks | 227,393 | $38.6M | 0.1% | Increased by 12% |
| $PANWAI | Palo Alto Networks | 104,903 | $35.8M | 0.1% | Increased by 22% |
| $CRMAI | Salesforce Inc. | 187,341 | $29.3M | 0.1% | Increased by 126% |
| $APPAI | AppLovin Corporation | 56,469 | $29.1M | 0.1% | Increased by 30% |
| $DELLAI | Dell Technologies | 63,821 | $27.5M | 0.1% | Increased by 8% |
| $CDNSAI | Cadence Design Systems | 60,216 | $22.6M | 0.1% | Increased by 13% |
| $KLACAI | KLA Corporation | 74,637 | $22.5M | 0.1% | Increased by 1356% |
| $NOWAI | ServiceNow Inc. | 225,934 | $22.4M | 0.1% | Increased by 459% |
| $VRTAI | Vertiv Holdings | 64,295 | $21.5M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 14,587 | $20.2M | 0.1% | Increased by 680% |
| $ONAI | ON Semiconductor | 207,075 | $19.6M | 0.1% | Increased by 1219% |
| $DDOGAI | Datadog Inc. | 73,502 | $19.1M | 0.1% | Reduced by 90% |
| $UBERAI | Uber Technologies | 263,007 | $19.0M | 0.1% | Increased by 29% |
| $SNPSAI | Synopsys Inc. | 41,264 | $18.4M | 0.1% | Increased by 10% |
| $CEGAI | Constellation Energy | 69,104 | $17.2M | 0.1% | Increased by 13% |
| $TERAI | Teradyne Inc. | 30,947 | $15.0M | 0% | Reduced by 85% |
| $MDBAI | MongoDB Inc. | 42,161 | $14.2M | 0% | Reduced by 46% |
| $VSTAI | Vistra Corp. | 70,411 | $11.2M | 0% | Increased by 11% |
| $SQAI | Block Inc. | 115,498 | $8.8M | 0% | Increased by 8% |
| $PYPLAI | PayPal Holdings | 190,966 | $8.2M | 0% | Increased by 7% |
| $COINAI | Coinbase Global | 47,946 | $7.0M | 0% | Increased by 10% |
| $ABNBAI | Airbnb Inc. | 40,952 | $5.9M | 0% | Reduced by 85% |
| $SMCIAI | Super Micro Computer | 122,972 | $3.6M | 0% | Increased by 23% |
| $INTUAI | Intuit Inc. | 9,757 | $2.5M | 0% | Reduced by 82% |
| $WDAYAI | Workday Inc. | 11,985 | $1.5M | 0% | Increased by 44% |
| $ZSAI | Zscaler Inc. | 8,531 | $1.2M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 13,627 | $1.1M | 0% | Increased by 293% |
| $IONQAI | IonQ Inc. | 19,358 | $1.0M | 0% | Increased by 67% |
| $RIVNAI | Rivian Automotive | 45,767 | $794.1K | 0% | Reduced by 92% |
| $ARMAI | ARM Holdings plc | 597 | $211.7K | 0% | Reduced by 55% |