Technology Sector Portfolio Overlap
Shared Technology sector holdings among 88 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended March 31, 2026.
This page analyzes overlapping Technology sector positions across major hedge funds, asset managers, and long-term institutional investors to identify consensus smart money holdings, shared portfolio exposure, and high-conviction investment themes.
Investors can compare pairwise portfolio overlap, explore stocks held by multiple institutional investors, analyze ownership concentration trends, and identify the most widely owned Technology sector companies among leading investment firms.
Consensus Technology Holdings
Stocks in Technology held by two or more tracked superinvestors (ranked by number of filers, then combined reported value).
| Stock | Superinvestors | Combined reported value |
|---|---|---|
| MSFT Microsoft Corporation | 47 | $19.54B |
| AAPL Apple Inc. | 33 | $71.27B |
| TSM Taiwan Semiconductor Manufactur | 32 | $10.19B |
| NVDA NVIDIA Corporation | 20 | $8.79B |
| AVGO Broadcom Inc. | 17 | $4.69B |
| ORCL Oracle Corporation | 14 | $2.55B |
| CRM Salesforce, Inc. | 13 | $2.32B |
| UBER Uber Technologies, Inc. | 12 | $4.13B |
| INTU Intuit Inc. | 12 | $1.53B |
| ADBE Adobe Inc. | 12 | $1.11B |
| TXN Texas Instruments Incorporated | 11 | $1.70B |
| FI Fiserv, Inc. | 10 | $3.63B |
| AMAT Applied Materials, Inc. | 10 | $2.19B |
| ADP Automatic Data Processing, Inc. | 10 | $1.90B |
| ADI Analog Devices, Inc. | 10 | $774.55M |
| ACN Accenture plc | 9 | $1.02B |
| MSI Motorola Solutions, Inc. | 9 | $527.40M |
| APH Amphenol Corporation | 9 | $510.55M |
| FICO Fair Isaac Corporation | 8 | $1.49B |
| MU Micron Technology, Inc. | 8 | $1.40B |
| AMD Advanced Micro Devices, Inc. | 8 | $1.23B |
| NOW ServiceNow, Inc. | 8 | $1.22B |
| GLW Corning Incorporated | 8 | $694.18M |
| LFUS Littelfuse, Inc. | 8 | $378.34M |
| CSCO Cisco Systems, Inc. | 8 | $143.34M |
| IBM International Business Machines | 8 | $65.72M |
| ENTG Entegris, Inc. | 7 | $894.70M |
| INTC Intel Corporation | 7 | $535.26M |
| QCOM QUALCOMM Incorporated | 7 | $305.14M |
| WDAY Workday, Inc. | 6 | $2.55B |
| FIS Fidelity National Information S | 6 | $2.43B |
| CTSH Cognizant Technology Solutions | 6 | $2.41B |
| TDY Teledyne Technologies Incorpora | 6 | $1.01B |
| SNPS Synopsys, Inc. | 6 | $1.00B |
| TOST Toast, Inc. | 6 | $614.88M |
| PCOR Procore Technologies, Inc. | 6 | $323.39M |
| CDNS Cadence Design Systems, Inc. | 6 | $277.86M |
| KSPI Joint Stock Company Kaspi.kz - | 6 | $237.96M |
| ADSK Autodesk, Inc. | 6 | $196.84M |
| QLYS Qualys, Inc. | 6 | $75.48M |
Highest Technology Portfolio Overlap (Pairs)
Top superinvestor pairs ranked by overlap score within Technology only (shared symbols and reported values in this sector).