Managed by
Hedge FundAUM Tracked
$26.5B
AI Exposure
21.8%
AI & Tech holdings for Woodline Partners LP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 4,815,150 | $839.8M | 3.2% | Increased by 11% |
| $AAPLAI | Apple Inc. | 2,876,219 | $730.0M | 2.8% | Increased by 14% |
| $AMZNAI | Amazon.com, Inc. | 2,700,658 | $562.5M | 2.1% | Increased by 17% |
| $MSFTAI | Microsoft Corporation | 1,411,889 | $522.6M | 2% | Increased by 8% |
| $GOOGLAI | Alphabet Inc. | 1,432,427 | $411.9M | 1.6% | Increased by 53% |
| $AVGOAI | Broadcom Inc. | 905,621 | $280.3M | 1.1% | Increased by 22% |
| $GOOGAI | Alphabet Inc. | 923,433 | $264.9M | 1% | Increased by 16% |
| $METAAI | Meta Platforms, Inc. | 395,175 | $226.1M | 0.9% | Increased by 10% |
| $TSLAAI | Tesla, Inc. | 541,424 | $201.3M | 0.8% | Increased by 14% |
| $AMATAI | Applied Materials | 566,201 | $193.5M | 0.7% | Increased by 181% |
| $TXNAI | Texas Instruments | 961,251 | $186.6M | 0.7% | Reduced by 32% |
| $NXPIAI | NXP Semiconductors | 820,314 | $161.5M | 0.6% | Increased by 23% |
| $MUAI | Micron Technology | 325,774 | $110.1M | 0.4% | Increased by 21% |
| $NETAI | Cloudflare Inc. | 419,492 | $86.6M | 0.3% | Increased by 262% |
| $DDOGAI | Datadog Inc. | 722,405 | $85.3M | 0.3% | Increased by 1113% |
| $PLTRAI | Palantir Technologies | 543,243 | $79.5M | 0.3% | Increased by 39% |
| $SNOWAI | Snowflake Inc. | 521,059 | $78.6M | 0.3% | No change |
| $AMDAI | Advanced Micro Devices | 351,749 | $71.6M | 0.3% | No change |
| $ORCLAI | Oracle Corporation | 449,710 | $66.2M | 0.3% | Increased by 55% |
| $TERAI | Teradyne Inc. | 211,821 | $62.8M | 0.2% | Increased by 205% |
| $INTCAI | Intel Corporation | 983,117 | $43.4M | 0.2% | Increased by 32% |
| $ISRGAI | Intuitive Surgical | 87,157 | $40.2M | 0.2% | Reduced by 38% |
| $ABNBAI | Airbnb Inc. | 275,913 | $34.8M | 0.1% | Increased by 280% |
| $ADBEAI | Adobe Inc. | 135,898 | $33.0M | 0.1% | Increased by 155% |
| $LRCXAI | Lam Research | 151,677 | $32.4M | 0.1% | Increased by 12% |
| $FTNTAI | Fortinet Inc. | 361,279 | $29.5M | 0.1% | No change |
| $QCOMAI | QUALCOMM Inc. | 208,836 | $26.9M | 0.1% | Increased by 92% |
| $ANETAI | Arista Networks | 203,734 | $25.0M | 0.1% | Increased by 15% |
| $INTUAI | Intuit Inc. | 54,505 | $23.6M | 0.1% | Increased by 89% |
| $MCHPAI | Microchip Technology | 357,600 | $23.1M | 0.1% | Increased by 3522% |
| $MDBAI | MongoDB Inc. | 78,586 | $19.2M | 0.1% | Increased by 5181% |
| $APPAI | AppLovin Corporation | 43,524 | $17.3M | 0.1% | Increased by 16% |
| $CEGAI | Constellation Energy | 60,896 | $17.0M | 0.1% | Increased by 14% |
| $VRTAI | Vertiv Holdings | 62,851 | $15.7M | 0.1% | Increased by 847% |
| $CRMAI | Salesforce Inc. | 82,916 | $15.5M | 0.1% | Reduced by 33% |
| $SNPSAI | Synopsys Inc. | 37,473 | $14.9M | 0.1% | Increased by 18% |
| $CDNSAI | Cadence Design Systems | 53,315 | $14.8M | 0.1% | Increased by 15% |
| $UBERAI | Uber Technologies | 204,626 | $14.7M | 0.1% | Reduced by 42% |
| $PANWAI | Palo Alto Networks | 86,167 | $13.8M | 0.1% | Increased by 94% |
| $DELLAI | Dell Technologies | 58,994 | $9.7M | 0% | Increased by 14% |
| $VSTAI | Vistra Corp. | 63,179 | $9.5M | 0% | Increased by 15% |
| $ADIAI | Analog Devices | 29,586 | $9.4M | 0% | Reduced by 17% |
| $RIVNAI | Rivian Automotive | 565,252 | $8.5M | 0% | Increased by 3837% |
| $PYPLAI | PayPal Holdings | 179,084 | $8.1M | 0% | Increased by 13% |
| $COINAI | Coinbase Global | 43,460 | $7.6M | 0% | Increased by 13% |
| $KLACAI | KLA Corporation | 5,125 | $7.5M | 0% | Increased by 112% |
| $SQAI | Block Inc. | 107,271 | $6.5M | 0% | Increased by 15% |
| $NOWAI | ServiceNow Inc. | 40,451 | $4.2M | 0% | Reduced by 78% |
| $MRVLAI | Marvell Technology | 37,234 | $3.7M | 0% | Reduced by 86% |
| $ASMLAI | ASML Holding NV | 2,070 | $2.7M | 0% | Reduced by 91% |
| $SMCIAI | Super Micro Computer | 99,887 | $2.3M | 0% | Increased by 16% |
| $MPWRAI | Monolithic Power Systems | 1,869 | $2.0M | 0% | Reduced by 29% |
| $CRWDAI | CrowdStrike Holdings | 5,052 | $2.0M | 0% | Reduced by 95% |
| $SAPAI | SAP SE | 10,768 | $1.8M | 0% | New Position |
| $ZSAI | Zscaler Inc. | 8,377 | $1.2M | 0% | Increased by 346% |
| $WDAYAI | Workday Inc. | 8,305 | $1.1M | 0% | Reduced by 72% |
| $ONAI | ON Semiconductor | 15,694 | $971.8K | 0% | Increased by 110% |
| $IONQAI | IonQ Inc. | 11,559 | $333.2K | 0% | Increased by 112% |
| $TEAMAI | Atlassian Corporation | 3,470 | $236.8K | 0% | Reduced by 98% |
| $ARMAI | ARM Holdings plc | 1,340 | $202.7K | 0% | Reduced by 98% |