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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. 

Find out how many tech fund managers' favourite stocks are exploiting robotics and AI mega trends.

FUND BEST IDEAS: TECHNOLOGY
21/07/2021No. Funds
Microsoft Corp9 (+1)
Apple Inc8
Alphabet Inc A5 (-1)
Alphabet Inc Class C5
Facebook Inc A5
Amazon.com Inc4
Visa Inc Class A4 (-1)
Advanced Micro Devices Inc2 (+1)
Micron Technology Inc2
Alphabet Inc Class A1 (NEW)
Cadence Design Systems Inc1
Charles Schwab Corp1 (NEW)
Fleetcor Technologies Inc1
Global Payments Inc1
Kakao Corp1 (NEW)
Lam Research Corp1
Marvell Technology Inc1 (NEW)
Mastercard Inc A1
NVIDIA Corp1 (NEW)
PayPal Holdings Inc1
Qualcomm Inc1
S&P Global Inc1 (NEW)
Synopsys Inc1
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.