Technology — Superinvestor Holdings
Software, semiconductors, hardware, internet platforms, and IT services.
Last updated
$331.44B
Sector Total
63
Stocks Held
80
Managers Exposed
23.3%
% of Tracked Market
Across tracked superinvestor 13F filings, the Technology sector accounts for $331.44B in long equity positions (23.3% of combined market value), spread across 63 unique stocks held by 80 of 92 managers.
Top technology holdings
| Rank | Ticker | Company | Holders | Aggregate Value |
|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | 26 | $75.49B |
| 2 | GOOGL | Alphabet, Inc. | 45 | $47.88B |
| 3 | GOOG | Alphabet, Inc. | 40 | $34.70B |
| 4 | AMZN | Amazon.com, Inc. | 40 | $27.69B |
| 5 | TSM | Taiwan Semiconductor Manufacturing, ADR | 31 | $20.41B |
| 6 | META | Meta Platforms, Inc., Class A | 40 | $19.16B |
| 7 | MSFT | Microsoft Corporation | 41 | $18.13B |
| 8 | MU | MICRON TECHNOLOGY INC | 12 | $10.47B |
| 9 | NVDA | Nvidia Corporation Com | 23 | $9.75B |
| 10 | LRCX | Lam Research Corp. | 13 | $6.43B |
| 11 | AMAT | Applied Materials, Inc. | 14 | $6.07B |
| 12 | AVGO | Broadcom, Inc. | 17 | $5.76B |
| 13 | CRM | SALESFORCE ORD | 10 | $5.44B |
| 14 | UBER | Uber Technologies Inc | 13 | $4.37B |
| 15 | MELI | MercadoLibre, Inc. | 10 | $3.77B |
| 16 | ASML | ASML HOLDING N V | 14 | $3.73B |
| 17 | ORCL | Oracle Corporation | 19 | $3.66B |
| 18 | PDD | PDD Holdings, Inc. | 4 | $3.11B |
| 19 | INTC | INTEL CORP | 10 | $2.88B |
| 20 | SE | Sea, Ltd. | 11 | $2.47B |
| 21 | TXN | Texas Instruments, Inc. | 18 | $1.88B |
| 22 | ADBE | Adobe, Inc. | 15 | $1.60B |
| 23 | STX | Seagate Technology Hldngs Pl | 6 | $1.58B |
| 24 | AMD | Advanced Micro Devices Inc | 12 | $1.54B |
| 25 | DASH | Doordash Inc Cl A | 7 | $1.39B |
| 26 | BABA | Alibaba Group Holding, Ltd. | 9 | $1.32B |
| 27 | INTU | Intuit Inc. | 7 | $1.22B |
| 28 | HPQ | HP, Inc. | 3 | $939.4M |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | 6 | $923.7M |
| 30 | SHOP | SHOPIFY INC | 5 | $896.4M |
| 31 | NOW | ServiceNow | 8 | $816.1M |
| 32 | QCOM | QUALCOMM Incorporated | 10 | $802.4M |
| 33 | FTNT | FORTINET INC | 1 | $557.6M |
| 34 | SNOW | SNOWFLAKE INC | 5 | $552.5M |
| 35 | PYPL | PayPal Holdings, Inc. | 11 | $503.9M |
| 36 | MSI | Motorola Solutions, Inc. | 9 | $458.2M |
| 37 | NTES | NetEase, Inc. | 3 | $429.0M |
| 38 | JD | JD.com, Inc. | 5 | $388.7M |
| 39 | TWLO | TWILIO INC | 2 | $382.1M |
| 40 | KLAC | KLA Corporation | 5 | $357.7M |
| 41 | KEYS | Keysight Technologies, Inc. | 7 | $339.3M |
| 42 | SNPS | Synopsys, Inc. | 8 | $299.9M |
| 43 | PANW | Palo Alto Networks Inc | 5 | $258.9M |
| 44 | CDNS | Cadence Design Systems, Inc. | 3 | $201.8M |
| 45 | WDC | WESTERN DIGITAL CORP | 3 | $111.9M |
| 46 | SE | SEA LTD | 1 | $62.1M |
| 47 | IBM | Intl Business Machines | 7 | $36.3M |
| 48 | OKTA | OKTA INC | 1 | $32.0M |
| 49 | SNAP | SNAP INC | 1 | $26.7M |
| 50 | ZS | ZSCALER INC | 2 | $26.0M |