All funds
Technology specialists, and what they own
5 strategies from 4 managers run a technology strategy. Between them they have published 9 letters — every position and every thesis below is quoted from the letter it came from.
- Baron Technology Fund3 letters
Baron · Global Mega-cap Technology · 23 companies · latest Jun 2026
- Sands Capital Technology Innovators3 letters
Sands Capital · Mega-cap Technology · 6 companies · latest Dec 2025
- Baron FinTech Fund1 letter
Baron · Technology · 1 company · latest Sep 2025
- Deep Sail Capital Vertical Market Software1 letter
Deep Sail Capital · Technology · latest Sep 2025
- Liontrust GF Global Technology Fund1 letter
Liontrust · Global Technology · 2 companies · latest Mar 2025