What smart money is saying about HCL Technologies
HCLTECH.NS
No fund has written a full thesis on HCL Technologies in our archive, but 2 fund letters report a position in it — most recently Artisan Partners International Value Strategy in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in HCL Technologies on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- June 2026
“The share price of HCL Technologies, an India-based IT services company, declined by 20% during the quarter. The portfolio’s exposure to IT services shaved about 40bps from the portfolio’s return.”
HCL Technologies - HoldsAltrinsic Global Advisors Emerging Markets OpportunitiesJune 2026
“Negative attribution came primarily from our relative underweight exposure to, and positions in, information technology (Samsung, Tata Consulting Services, HCL Technologies), consumer staples (Raia Drogasil, China Resources Beer, Sumber Alfaria), and industrials (Grupo GPS, Corporacion America Airports SA, Motiva).”
HCL Technologies
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