Vise Technologies, Inc.
Filing Date
Global Rank
#1,084
/ 8,586
▼ 11
Top Industry
Semiconductors
11.0%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed Apr 21, 2026 · 57d
17 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.9%
SPY
+78.1%
Annualised alpha
-2.8%
Max drawdown
−18.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,070 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.8%
−0.2 pts
Top 5
20.2%
−1.7 pts
Top 10
28.2%
−2.2 pts
HHI
126
Diversified−15
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.1% | $721,457,159 |
| Financial Services | 15.8% | $378,023,856 |
| Consumer Cyclical | 9.2% | $220,246,584 |
| Industrials | 8.4% | $201,705,573 |
| Healthcare | 8.4% | $200,114,315 |
| Communication Services | 7.6% | $183,097,486 |
| Consumer Defensive | 6.1% | $146,796,620 |
| Energy | 5.0% | $120,560,128 |
| Unclassified | 2.7% | $65,448,538 |
| Basic Materials | 2.7% | $64,330,734 |
| Utilities | 2.6% | $62,282,960 |
| Real Estate | 1.3% | $31,314,423 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
174 positions ·
$721,457,159 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 174 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ALIT |
Alight, Inc. / Delaware
Technology
|
Held | 30,337 | $17,686 | 0.00% | |
| III |
Information Services Group Inc.
Technology
|
Held | 15,721 | $60,368 | 0.01% | |
| GTM |
ZoomInfo Technologies Inc.
Technology
|
Held | 14,537 | $86,931 | 0.01% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Held | 15,850 | $95,100 | 0.01% | |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
Held | 13,602 | $112,896 | 0.02% | |
| TEAM |
Atlassian Corp
Technology
|
Held | 1,757 | $119,915 | 0.02% | |
| BLKB |
Blackbaud Inc
Technology
|
Held | 3,208 | $123,860 | 0.02% | |
| FRSH |
Freshworks Inc.
Technology
|
Held | 16,283 | $130,752 | 0.02% | |
| U |
Unity Software Inc.
Technology
|
Held | 6,084 | $133,482 | 0.02% | |
| GDDY |
GoDaddy Inc.
Technology
|
Held | 1,633 | $135,000 | 0.02% | |
| HUBS |
Hubspot Inc
Technology
|
Held | 557 | $135,963 | 0.02% | |
| PATH |
UiPath, Inc.
Technology
|
Held | 13,292 | $147,541 | 0.02% | |
| EXTR |
Extreme Networks Inc
Technology
|
Held | 10,178 | $153,484 | 0.02% | |
| DOCU |
Docusign, Inc.
Technology
|
Held | 3,501 | $165,982 | 0.02% | |
| DQ |
Daqo New Energy Corp.
Technology
|
Held | 7,874 | $167,479 | 0.02% | |
| TOST |
Toast, Inc.
Technology
|
Held | 6,363 | $168,683 | 0.02% | |
| TENB |
Tenable Holdings, Inc.
Technology
|
Held | 10,009 | $169,352 | 0.02% | |
| QLYS |
Qualys, Inc.
Technology
|
Held | 2,054 | $180,443 | 0.03% | |
| DT |
Dynatrace, Inc.
Technology
|
Held | 4,932 | $182,385 | 0.03% | |
| IONQ |
IonQ, Inc.
Technology
|
Held | 6,334 | $182,609 | 0.03% | |
| TRMB |
Trimble Inc.
Technology
|
Held | 2,847 | $185,709 | 0.03% | |
| PEGA |
Pegasystems Inc
Technology
|
Held | 4,404 | $187,434 | 0.03% | |
| TYL |
Tyler Technologies Inc
Technology
|
Held | 549 | $187,966 | 0.03% | |
| LOGI |
Logitech International S.A.
Technology
|
Held | 2,157 | $196,545 | 0.03% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Held | 2,910 | $196,628 | 0.03% | |
| P |
Everpure, Inc.
Technology
|
Held | 3,336 | $196,957 | 0.03% | |
| OTEX |
Open Text Corp
Technology
|
Held | 8,860 | $197,046 | 0.03% | |
| MDB |
MongoDB, Inc.
Technology
|
Held | 807 | $197,529 | 0.03% | |
| STNE |
StoneCo Ltd.
Technology
|
Held | 14,020 | $197,962 | 0.03% | |
| ACIW |
Aci Worldwide, Inc.
Technology
|
Held | 5,021 | $205,911 | 0.03% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Held | 3,853 | $206,328 | 0.03% | |
| CALX |
Calix, Inc
Technology
|
Held | 4,524 | $221,630 | 0.03% | |
| VNT |
Vontier Corp
Technology
|
Held | 6,375 | $226,121 | 0.03% | |
| KC |
Kingsoft Cloud Holdings Ltd
Technology
|
Held | 17,014 | $227,307 | 0.03% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
Held | 14,522 | $231,190 | 0.03% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Held | 2,829 | $234,439 | 0.03% | |
| WIT |
Wipro Ltd
Technology
|
Held | 112,010 | $237,461 | 0.03% | |
| ROG |
Rogers Corp
Technology
|
Held | 2,223 | $238,594 | 0.03% | |
| CVLT |
Commvault Systems Inc
Technology
|
Held | 3,065 | $238,732 | 0.03% | |
| CACI |
Caci International Inc /De/
Technology
|
Held | 466 | $253,443 | 0.04% | |
| OLED |
Universal Display Corp \Pa\
Technology
|
Held | 2,770 | $253,898 | 0.04% | |
| VECO |
Veeco Instruments Inc
Technology
|
Held | 7,503 | $254,051 | 0.04% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
Held | 2,820 | $261,583 | 0.04% | |
| EXLS |
ExlService Holdings, Inc.
Technology
|
Held | 8,708 | $265,158 | 0.04% | |
| IT |
Gartner Inc
Technology
|
Held | 1,705 | $269,969 | 0.04% | |
| FSLR |
First Solar, Inc.
Technology
|
Held | 1,370 | $270,246 | 0.04% | |
| ST |
Sensata Technologies Holding plc
Technology
|
Held | 7,716 | $271,757 | 0.04% | |
| QRVO |
Qorvo, Inc.
Technology
|
Held | 3,516 | $272,138 | 0.04% | |
| NTNX |
Nutanix, Inc.
Technology
|
Held | 7,185 | $273,101 | 0.04% | |
| ACLS |
Axcelis Technologies Inc
Technology
|
Held | 2,937 | $273,375 | 0.04% |