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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. 

Register here to download our exclusive table of fund manager favourites

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.

Our fund managers’ best ideas table constitutes the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

Why social media makes sense to Microsoft.

Are some big tech favourites about to face a big new tax burden?

FUND BEST IDEAS: TECHNOLOGY
07/04/2021No. Funds
Apple Inc8 (+1)
Microsoft Corp8
Amazon.com Inc5 (-1)
Alphabet Inc A4
Visa Inc Class A4 (+1)
Alphabet Inc Class C3 (+2)
Micron Technology Inc3 (+1)
Facebook Inc A2 (-2)
PayPal Holdings Inc2 (+1)
Samsung Electronics Co Ltd2 (+1)
Tencent Holdings Ltd2
Advanced Micro Devices Inc1
Alibaba Group Holding Ltd ADR1
ASML Holding NV1 (NEW)
Cadence Design Systems Inc1 (NEW)
CrowdStrike Holdings Inc Class A1 (NEW)
Equifax Inc1 (NEW)
Fleetcor Technologies Inc1
Global Payments Inc1
Lam Research Corp1
Mastercard Inc A1
Qualcomm Inc1
Square Inc A1
Synopsys Inc1
Tesla Inc1 (-2)
TransUnion1
Western Digital Corp1
WEX Inc1

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.