Titelia

Holdings of Alger AI Enablers & Adopters Fund

ALGER FUNDS · Original filing · Compare with another fund · Report an error

Net assets
22.8M $ including 20.2M $ in equities, 88.4 %
Positions
57 in 7 countries
Top ten
60.3 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 15,6643.1M $13.69 %
2Amazon.com Inc 6,0871.6M $7.06 %
3Western Digital Corp 3,1201.4M $5.94 %
4Alphabet Inc 3,4271.3M $5.73 %
5Microsoft Corp 3,2011.3M $5.71 %
6Taiwan Semiconductor Manufacturing Co Ltd 3,1711.3M $5.50 %
7Broadcom Inc 2,8451.2M $5.20 %
8Meta Platforms Inc 1,8691.1M $5.01 %
9Nebius Group NV 5,909816.8K $3.58 %
10Apple Inc 2,401651.5K $2.85 %
11Tesla Inc 1,470561K $2.46 %
12AppLovin Corp 1,068476.7K $2.09 %
13Astera Labs Inc 2,105409.9K $1.79 %
14Sea Ltd 4,395373K $1.63 %
15GE Vernova Inc 294318.5K $1.39 %
16Roku Inc 2,364275.5K $1.21 %
17Natera Inc 1,317271.5K $1.19 %
18Seagate Technology Holdings PLC 396266.8K $1.17 %
19TALEN ENERGY CORP 672250.3K $1.10 %
20Micron Technology Inc 452233.8K $1.02 %
21Arista Networks Inc 1,342231.8K $1.01 %
22MercadoLibre Inc 101181.1K $0.79 %
23Twilio Inc 1,102163.2K $0.71 %
24IREN Ltd 3,525160.4K $0.70 %
25Eaton Corp PLC 347150.3K $0.66 %
26NRG Energy Inc 934145.3K $0.64 %
27Intuitive Surgical Inc 315144.1K $0.63 %
28UnitedHealth Group Inc 337124.9K $0.55 %
29ServiceNow Inc 1,357119.8K $0.52 %
30Palantir Technologies Inc 816113.5K $0.50 %
31Caterpillar Inc 121107.7K $0.47 %
32CoreWeave Inc 944105.4K $0.46 %
33Rocket Cos Inc 6,76198.8K $0.43 %
34Shopify Inc 78394.8K $0.42 %
35Datadog Inc 69391.6K $0.40 %
36Robinhood Markets Inc 1,23590K $0.39 %
37MongoDB Inc 35589K $0.39 %
38Figure Technology Solutions Inc 2,53388.9K $0.39 %
39SharkNinja Inc 71983.1K $0.36 %
40Okta Inc 1,12282.6K $0.36 %
41Cloudflare Inc 37376.5K $0.33 %
42GLOBALFOUNDRIES Inc 90358.3K $0.26 %
43Mirion Technologies Inc 2,82255.7K $0.24 %
44Sandisk Corp/DE 4852.6K $0.23 %
45Samsung Electronics Co Ltd 34251.5K $0.23 %
46Veeva Systems Inc 32650.8K $0.22 %
47Netflix Inc 41438.8K $0.17 %
48Dell Technologies Inc 18037.6K $0.16 %
49Spotify Technology SA 6328.1K $0.12 %
50JPMorgan Chase & Co 6319.7K $0.09 %
51Rambus Inc 15117.4K $0.08 %
52Carvana Co 3915.4K $0.07 %
53DoorDash Inc 6310.6K $0.05 %
54CH Robinson Worldwide Inc 478.5K $0.04 %
55Warby Parker Inc 2425.4K $0.02 %
56Cadence Design Systems Inc 144.6K $0.02 %
57Constellation Energy Corp. 1313 $0.00 %

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Sector breakdown

  • Technology 56.4 %
  • Consumer discretionary 13.6 %
  • Communication 12.5 %
  • Industrials 2.9 %
  • Health care 2.7 %
  • Utilities 0.7 %
  • Financials 0.5 %
  • Unattributed 10.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.7 %
  • KRW 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 87.5 %
  • Taiwan 6.2 %
  • Netherlands 4.0 %
  • Australia 0.8 %
  • Cayman Islands 0.7 %
  • Canada 0.5 %
  • South Korea 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5017.7M $87.52 %
2Taiwan11.3M $6.22 %
3Netherlands1816.8K $4.04 %
4Australia1160.4K $0.79 %
5Cayman Islands2141.4K $0.70 %
6Canada194.8K $0.47 %
7South Korea151.5K $0.25 %
Cite this page

Titelia. "Holdings of Alger AI Enablers & Adopters Fund". https://titelia.com/en/funds/S000084279