Technology
21 technology tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction 0 · 4 strongly accumulated · 2 strongly reduced.
Top 3 by ConvictionScore
Buyers vs sellers inside Technology
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q2 2026 | 52 | 56 | -4 |
| Q1 2026 | 42 | 58 | -16 |
| Q4 2025 | 62 | 53 | +9 |
| Q3 2025 | 59 | 52 | +7 |
Every technology stock held, sorted by conviction
MU
NOW
JD
GOOG
NVDA
BIDU
META
TSM
ENPH
AMZN
SHOP
FTNT
BB
FIS
ESTC
MSFT
AAPL
GOOGLTop 10 managers with the most technology exposure
| # | Manager | Positions |
|---|---|---|
| 1 | Scion Asset Management | 4/5 |
| 2 | Mohnish Pabrai Pabrai Investment Funds | 3/5 |
| 3 | David Tepper Appaloosa Management | 6/7 |
| 4 | Tiger Global Management | 4/7 |
| 5 | Himalaya Capital | 3/5 |
| 6 | Chris Hohn TCI Fund Management | 3/7 |
| 7 | Stanley Druckenmiller Duquesne Family Office | 4/5 |
| 8 | David Rolfe Wedgewood Partners | 4/6 |
| 9 | Polen Capital Polen Capital Management | 4/6 |
| 10 | Egerton Capital | 4/6 |
Where smart money is moving next
Sector-level smart-money signal
Tickers in this page are all the stocks in Technology currently held by at least one tracked superinvestor. Each is enriched with the unified ConvictionScore, a signed −100..+100 signal combining manager quality, consensus, recent flow, multi-quarter trend, insider activity, and a crowding penalty.
“Net flow 4Q” counts every 13F move inside the sector across the last four quarters — buys and adds count positive, trims and exits count negative. Positive net flow means smart money is increasing exposure to technology.
Frequently asked questions
Which superinvestors hold the most technology stocks?
21 technology tickers are held across 74 fund-holdings positions by tracked superinvestors. Top by ConvictionScore: FICO (+31), BABA (+26), COHR (+23). Each ticker page lists every fund holding it with weight + recent buy/sell quarter.
How many technology stocks does HoldLens track?
21 technology tickers with at least one tracked superinvestor holding. 4 have ConvictionScore ≥+20 (strong accumulation); 2 ≤-20 (strong distribution). Sector-average ConvictionScore: -0.3.
What is ConvictionScore for the technology sector?
ConvictionScore is HoldLens's composite signal aggregating SEC 13F filings: each fund's position size + weight + recent buy/sell direction. Computed per-ticker across 82 tracked superinvestors. Sector mean -0.3, range -27 to 31. Methodology: /learn/how-conviction-score-works (positive = accumulation, negative = distribution; descriptive metric only, not investment advice).
Where does the technology smart-money data come from?
SEC 13F-HR filings (45-day lag per SEC regulation), updated quarterly. HoldLens federates positions across 82 tracked superinvestors + computes ConvictionScore deltas. Data is current as of the most recent filing window; see /methodology for full source list + refresh cadence.
Sector assignments are curated — see lib/tickers.ts SECTOR_MAP. Not investment advice. Based on publicly filed 13Fs, which are long-only and delayed 45 days. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.