Technology
21 technology tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction +2 · 4 strong buys · 2 strong sells.
Top 3 by ConvictionScore
Buyers vs sellers inside Technology
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q4 2025 | 60 | 48 | +12 |
| Q3 2025 | 57 | 48 | +9 |
| Q2 2025 | 46 | 47 | -1 |
| Q1 2025 | 37 | 41 | -4 |
Every technology stock held, sorted by conviction
MU
NVDA
JD
TSM
NOW
MSFT
BIDU
ENPH
FIS
FTNT
META
SHOP
ESTC
BB
GOOG
AMZN
GOOGL
AAPLTop 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.
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.