whalstreet

Technology

Sector snapshot across all whales tracked on whalstreet · As of 2026-03-31
Stocks held
271
Whales with exposure
69
Aggregate $ exposure
$176.3B
Avg position weight
2.1%
Recent activity · Q1 2026
Top buys, sells, new positions, and exits in this sector
Top buys
Biggest net buy value
StockBuyersValue
STX · Seagate Technology Hldngs Pl1$208M
GLOB · Globant S A1$137M
CDW · Cdw Corp.1$135M
ASML · Asml Holding N.V.1$128M
NXPI · Nxp Semiconductors N V1$81M
TXN · Texas Instrs Inc.3$74M
ARW · Arrow Electrs Inc.3$70M
ADI · Analog Devices Inc.2$68M
AVT · Avnet Inc.2$65M
SWKS · Skyworks Solutions Inc.1$62M
Top sells
Biggest net sell value
StockSellersValue
AMAT · Applied Matls Inc.4-$982M
MSFT · Microsoft Corp.7-$558M
SSNC · Ss&C Technologies Hldgs Inc.2-$363M
CTSH · Cognizant Technology Solutio3-$286M
AVGO · Broadcom Inc.3-$263M
INTU · Intuit3-$233M
AAPL · Apple Inc.6-$157M
ADBE · Adobe Inc.5-$155M
DOX · Amdocs Ltd.1-$141M
ADP · Automatic Data Processing In1-$139M
Hot new positions
First-time buys this quarter
StockWhalesValue
INTU · Intuit2$3M
GLOB · Globant S A1$137M
CDW · Cdw Corp.1$135M
NXPI · Nxp Semiconductors N V1$81M
ADBE · Adobe Inc.1$11M
ADP · Automatic Data Processing In1$3M
MSFT · Microsoft Corp.1$282K
ADSK · Autodesk Inc.1$244K
Mass exits
Stocks the most whales fully exited
StockWhalesValue
AMAT · Applied Matls Inc.2—
CCC · Ccc Intelligent Solutions Hl1—
CSCO · Cisco Sys Inc.1—
FIS · Fidelity Natl Information Sv1—
INTC · Intel Corp.1—
IBM · International Business Machs1—
INTU · Intuit1—
NVDA · Nvidia Corp.1—
ON · On Semiconductor Corp.1—
ADBE · Adobe Inc.1—
Top stocks · Technology
Ranked by aggregate value held across all whales
StockHoldersAggregate heldMax weightCurrent price
AAPL · Apple Inc.20$72.0B50.3%$293.26
MSFT · Microsoft Corp.38$27.0B19.7%$415.06
TSM · Taiwan Semiconductor Mfg Ltd.23$8.5B10.5%$411.68
NVDA · Nvidia Corp.13$7.2B8.9%$215.22
AVGO · Broadcom Inc.10$4.3B8.3%$430.00
UBER · Uber Technologies Inc.10$4.0B15.9%$75.45
ORCL · Oracle Corp.11$3.4B6.0%$195.95
ADI · Analog Devices Inc.8$2.5B6.7%$416.52
VRSN · Verisign Inc.2$2.2B0.8%$288.21
FICO · Fair Isaac Corp.7$2.2B29.5%$1126.00
CRM · Salesforce Inc.8$2.1B11.3%$181.82
TXN · Texas Instrs Inc.11$2.1B3.5%$287.80
INTU · Intuit12$1.6B10.1%$396.31
CTSH · Cognizant Technology Solutio4$1.6B4.0%$51.68
SHOP · Shopify Inc.3$1.5B4.9%$110.50
AMAT · Applied Matls Inc.8$1.5B3.5%$435.36
ASML · Asml Holding N.V.9$1.5B17.9%$1592.02
ADP · Automatic Data Processing In6$1.5B6.3%$213.00
NOW · Servicenow Inc.3$1.2B3.7%$91.18
WDAY · Workday Inc.3$1.1B1.6%$127.83
FTV · Fortive Corp.3$1.1B2.8%$60.43
APH · Amphenol Corp. New5$918M5.4%$128.03
SSNC · Ss&C Technologies Hldgs Inc.3$916M2.1%$68.76
LRCX · Lam Research Corp.5$900M5.3%$294.05
AMD · Advanced Micro Devices Inc.3$871M2.1%$455.19
SWKS · Skyworks Solutions Inc.1$863M2.8%$66.78
DOX · Amdocs Ltd.2$829M2.7%$63.75
ADBE · Adobe Inc.10$754M2.0%$253.04
FTNT · Fortinet Inc.2$662M3.0%$114.07
NOK · Nokia Corp.2$631M1.7%$12.82
Top whales · Technology
Ranked by sector concentration weight (sum of position weights for stocks in this sector)
WhalePositionsSector weightSector $ exposure
C.T. Fitzpatrick · Vulcan Value Partners, LLC1100.0%$98M
Dennis Hong · Shawspring Partners LLC765.4%$347M
Duan Yongping · H&H International Investment, LLC762.8%$11.0B
Polen Capital Management LLC4540.6%$9.5B
Jensen Investment Management Inc.2239.5%$2.0B
Triple Frond Partners LLC438.8%$373M
Chase Coleman · Tiger Global Management LLC2437.1%$11.0B
Dev Kantesaria · Valley Forge Capital Management, LP335.9%$1.6B
David Rolfe · Wedgewood Partners Inc.533.7%$181M
William Von Mueffling · Cantillon Capital Management LLC1032.9%$5.0B
Mairs and Power · Mairs & Power Inc.3631.8%$3.3B
David Tepper · Appaloosa LP1131.3%$2.2B
Lee Ainslie · Maverick Capital Ltd.1928.1%$2.6B
ValueAct Capital (Mason Morfit) · Valueact Holdings, L.P.425.2%$1.8B
Steve Mandel · Lone Pine Capital LLC625.0%$3.4B
Torray Investment Partners LLC1624.1%$164M
Glenn Welling · Engaged Capital LLC223.8%$93M
Warren Buffett · Berkshire Hathaway Inc.223.4%$64.1B
Ako Capital Llp622.9%$1.5B
Terry Smith · Fundsmith Llp1122.5%$3.9B
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★ WatchlistData from SEC EDGAR · whalstreet.com