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
+66.0%
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 |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 801,410 | $139,765,904 | 19.37% | |
| AAPL |
Apple Inc.
Technology
|
Held | 514,365 | $130,540,693 | 18.09% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 230,434 | $85,299,753 | 11.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 140,379 | $43,448,704 | 6.02% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 88,731 | $29,986,641 | 4.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 200,341 | $15,544,458 | 2.15% | |
| CLS |
Celestica Inc
Technology
|
Held | 53,970 | $15,202,269 | 2.11% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 60,986 | $13,030,268 | 1.81% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 37,534 | $12,828,745 | 1.78% | |
| ASML |
Asml Holding NV
Technology
|
Held | 9,370 | $12,376,177 | 1.72% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 78,453 | $11,476,104 | 1.59% | |
| ORCL |
Oracle Corp
Technology
|
Held | 77,537 | $11,406,468 | 1.58% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 41,121 | $9,967,319 | 1.38% | |
| MU |
Micron Technology Inc
Technology
|
Held | 26,836 | $9,066,274 | 1.26% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 118,711 | $8,538,882 | 1.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 39,818 | $8,100,175 | 1.12% | |
| FLEX |
Flex Ltd.
Technology
|
Held | 116,924 | $7,653,845 | 1.06% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 31,130 | $5,811,037 | 0.81% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 44,592 | $5,742,557 | 0.80% | |
| KLAC |
Kla Corp
Technology
|
Held | 3,269 | $4,813,308 | 0.67% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 23,176 | $4,499,388 | 0.62% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 36,315 | $4,458,755 | 0.62% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 34,444 | $4,085,747 | 0.57% | |
| SAP |
Sap SE
Technology
|
Held | 23,179 | $3,968,476 | 0.55% | |
| SONY |
Sony Group Corp
Technology
|
Held | 175,557 | $3,634,029 | 0.50% | |
| INTU |
Intuit Inc.
Technology
|
Held | 8,274 | $3,577,512 | 0.50% | |
| ACN |
Accenture plc
Technology
|
Held | 18,041 | $3,577,349 | 0.50% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 34,007 | $3,555,431 | 0.49% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 10,797 | $3,434,957 | 0.48% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 13,909 | $3,380,999 | 0.47% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 23,212 | $3,156,135 | 0.44% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 18,289 | $3,001,773 | 0.42% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 14,616 | $2,969,678 | 0.41% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 21,678 | $2,739,015 | 0.38% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 6,128 | $2,400,705 | 0.33% | |
| WDC |
Western Digital Corp
Technology
|
Held | 8,575 | $2,319,451 | 0.32% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 9,660 | $2,312,604 | 0.32% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 14,370 | $2,303,798 | 0.32% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 5,899 | $2,303,028 | 0.32% | |
| INTC |
Intel Corp
Technology
|
Held | 51,941 | $2,292,156 | 0.32% | |
| FFIV |
F5, Inc.
Technology
|
Held | 7,903 | $2,286,574 | 0.32% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 25,475 | $2,081,817 | 0.29% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 13,184 | $2,050,375 | 0.28% | |
| CPAY |
Corpay, Inc.
Technology
|
Held | 6,846 | $1,992,117 | 0.28% | |
| TEL |
TE Connectivity plc
Technology
|
Held | 9,203 | $1,923,611 | 0.27% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 6,200 | $1,722,794 | 0.24% | |
| SNDK |
Sandisk Corp
Technology
|
Held | 2,682 | $1,703,981 | 0.24% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Held | 35,513 | $1,665,914 | 0.23% | |
| INFY |
Infosys Ltd
Technology
|
Held | 115,743 | $1,563,687 | 0.22% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 3,477 | $1,508,913 | 0.21% |