What smart money is saying about Seagate Technology
2 funds in our archive have pitched Seagate Technology — most recently ClearBridge Investments International Growth EAFE Strategy in June 2026.
Seagate Technology Holdings plc, headquartered in Dublin, Ireland, is a global provider of advanced data storage technology and solutions, with operations spanning Singapore, the United States, the Netherlands, and other international regions. The company's extensive product portfolio encompasses a wide array of mass capacity storage offerings. These include enterprise-grade nearline hard disk drives (HDDs), solid-state drives (SSDs), and complete enterprise nearline systems, alongside specialized HDDs for video and imaging, and network-attached storage (NAS) drives. Beyond these, Seagate also supports legacy systems with Mission Critical HDDs and SSDs. Its consumer-focused segment features external storage devices sold under popular lines such as Seagate Ultra Touch, One Touch, and Expansion, as well as the premium LaCie brand. The company's product range further extends to internal desktop and notebook drives, HDDs for digital video recorders (DVRs), and high-performance gaming SSDs. Moreover, Seagate delivers the Lyve edge-to-cloud platform, an innovative solution designed for managing and transferring vast amounts of data. Its clientele primarily consists of original equipment manufacturers (OEMs), distributors, and retailers. Established in 1978, Seagate Technology Holdings plc continues to be a leader in the data storage industry.
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Position history
Between Q1 2025 and Q2 2026, 4 fund letters reported a position in Seagate Technology — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 1 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 1 move
- June 2026
“While technology remained an important contributor, returns were generated across multiple sectors and investment themes. Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme.”
Read the letterSeagate Technology - TrimmedHosking PartnersJune 2026
Listed in Hosking Partners’s reported holdings.
Read the letterSeagate Technology “This is benefiting Ibiden, a French manufacturer of advanced packaging equipment for semiconductors and related materials for industrial applications as well as Ireland-based data storage provider Seagate Technology, a key supplier of the hard drives supporting AI data infrastructure, where demand for low-cost, high-capacity storage is structurally rising.”
Read the letterSeagate Technology- June 2026
“Portfolio performance was also notably broad-based. While technology remained an important contributor, returns were generated across multiple sectors and investment themes. Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme.”
Read the letterSeagate Technology
Also mentioned · 1
These funds discuss Seagate Technology — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“On the downside, part of the negative attribution over the quarter came from stocks that we do not own, especially those related to the AI-memory boom. The portfolio’s relative lack of exposure to Intel, Seagate Technology and Kioxia were among the most significant negative contributors, as they all benefited from the surge in AI memory-related stocks.”
Read the letterSeagate Technology
Fund coverage · 2 theses
Seagate Technology is a storage provider benefiting from structurally rising demand for low-cost, high-capacity AI infrastructure storage.
Read the full thesis- Kerrisdale CapitalMarch 2025
Seagate Technology is poised for significant growth due to its leadership in hard disk drives, benefiting from surging data demand, technological advancements with heat-assisted magnetic recording, and strong profitability prospects against a backdrop of limited competition.
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