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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.

FUND BEST IDEAS: TECHNOLOGY
14/12/2021No. Funds
Apple Inc8
Microsoft Corp8
Alphabet Inc Class A6
Alphabet Inc Class C4 (-1)
NVIDIA Corp4 (+2)
Amazon.com Inc3 (-2)
Tesla Inc3 (+2)
Advanced Micro Devices Inc2
Marvell Technology Inc2
Visa Inc Class A2 (-1)
ASML Holding NV1
Broadcom Inc1 (NEW)
Ceridian HCM Holding Inc1
Charles Schwab Corp1 (NEW)
CrowdStrike Holdings Inc Class A1
First Solar Inc1 (NEW)
Fleetcor Technologies Inc1 (NEW)
Global Payments Inc1
Mastercard Inc Class A1
Meta Platforms Inc Class A1 (NEW)
Micron Technology Inc1
Qualcomm Inc1
S&P Global Inc1
Salesforce.com Inc1 (NEW)
ServiceNow Inc1
Synopsys Inc1
Xilinx Inc1 (NEW)
Zscaler Inc1

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.