Join our community of smart investors

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. 

Find out why Visa (US:VISA) stands out as a top pick for 2021

FUND BEST IDEAS: TECHNOLOGY
16/02/2021No. Funds
Microsoft Corp8 (+1)
Apple Inc7 (-1)
Amazon.com Inc6
Alphabet Inc A4
Facebook Inc A4 (-1)
Tesla Inc3 (+1)
Visa Inc Class A3 (+1)
Micron Technology Inc2 (+1)
Tencent Holdings Ltd2
Advanced Micro Devices Inc1 (-1)
Alibaba Group Holding Ltd ADR1 (-2)
Alphabet Inc Class C1
Ciena Corp1
CoStar Group Inc1
Fleetcor Technologies Inc1
Global Payments Inc1
Lam Research Corp1 (NEW)
Mastercard Inc A1
Paycom Software Inc1
PayPal Holdings Inc1 (NEW)
Qualcomm Inc1
Samsung Electronics Co Ltd1
Square Inc A1 (NEW)
Synopsys Inc1
TransUnion1
Twilio Inc A1
Western Digital Corp1
WEX Inc1
Xilinx Inc1 (NEW)

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.