Technology
21 technology tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction +1 · 4 strong buys · 2 strong sells.
Top 3 by ConvictionScore
Buyers vs sellers inside Technology
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q1 2026 | 40 | 54 | -14 |
| Q4 2025 | 60 | 48 | +12 |
| Q3 2025 | 56 | 48 | +8 |
| Q2 2025 | 46 | 47 | -1 |
Every technology stock held, sorted by conviction
MU
JD
NVDA
NOW
META
GOOG
BIDU
FIS
ENPH
TSM
FTNT
SHOP
MSFT
AMZN
BB
ESTC
AAPL
GOOGLTop 10 managers with the most technology exposure
| # | Manager | Positions |
|---|---|---|
| 1 | Scion Asset Management | 4/5 |
| 2 | Pabrai Investment Funds | 3/5 |
| 3 | Appaloosa Management | 6/7 |
| 4 | Tiger Global Management | 4/7 |
| 5 | Himalaya Capital | 3/5 |
| 6 | TCI Fund Management | 3/7 |
| 7 | Duquesne Family Office | 4/5 |
| 8 | Wedgewood Partners | 4/6 |
| 9 | 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 (+25), 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 signal); 2 ≤-20 (strong distribution). Sector-average ConvictionScore: 1.4.
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 1.4, range -26 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.