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Institutional positioning. Deep research. AI-powered insights. Everything you need to stay ahead in technology investing.
Q1 2026 Pro Preview
See what's moving behind the scenes.
MasicotAI Funds Intelligence tracks how leading technology-focused funds are positioned—and how their convictions change quarter over quarter.
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Top Consensus Holdings
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| Ticker | Funds | Conviction |
|---|---|---|
| TSM | 10 / 12 | |
| NVDA | 9 / 12 | |
| GOOGL | 8 / 12 | |
| AMZN | 8 / 12 | |
| AVGO | 8 / 12 |
Biggest Q/Q Position Changes
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TSMnet +6 funds+6
ASMLnet +4 funds+4
METAnet +4 funds+4
Vnet +3 funds+3
AVGOnet +3 funds+3
Fund Exposure Heatmap
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TSM
NVDA
AVGO
META
AMZN
Tiger Global
Coatue
Altimeter
Alkeon
Viking
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For serious technology investors who want institutional positioning and deeper research.
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AI / Tech Funds Intelligence
Track how leading technology-focused hedge funds and institutional investors are positioned—and how their convictions shift quarter over quarter.
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