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Fund managers' favourite tech shares

Find out which tech companies are most popular with top fund managers
Fund managers' favourite tech shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best. 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Tech stocks.

* based on Top 5 holdings 
FUND BEST IDEAS: TECHNOLOGY
17/05/2022No. Funds
Apple Inc10 (+1)
Microsoft Corp9 (+1)
Alphabet Inc Class A6
Alphabet Inc Class C4 (-1)
Amazon.com Inc4
Visa Inc Class A4 (+1)
NVIDIA Corp3
Tesla Inc3 (+1)
Mastercard Inc Class A2 (+1)
Advanced Micro Devices Inc1
Cadence Design Systems Inc1
CrowdStrike Holdings Inc Class A1 (NEW)
Fleetcor Technologies Inc1
Global Payments Inc1
Marvell Technology Inc1
Meta Platforms Inc Class A1
Micron Technology Inc1 (-1)
Nuvei Corp Ordinary Shares (Sub Voting)1 (NEW)
ON Semiconductor Corp1
Qualcomm Inc1 (-1)
S&P Global Inc1
ServiceNow Inc1 (-1)
Synopsys Inc1
Trupanion Inc1
WEX Inc1 (NEW)

*Based on Top 5 holdings. Source: Morningstar

The above list is take from the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

Learn from the best

 

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

Nick Train: “We hate selling”

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.