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Crowded Tech Hedge Fund Positions

Crowded Tech Hedge Fund Positions

7.32k followers 30 symbols Watchlist by Yahoo Finance

Follow this list to discover and track tech stocks with highest percentage of hedge fund ownership.

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  • RingCentral CEO: Extending our partnership with Zoom
    CNBC Videos 3 days ago

    RingCentral CEO: Extending our partnership with Zoom

    Jim Cramer chats with RingCentral CEO Vlad Shmunis about its work with Zoom Video Communications and other partnerships.

  • Better Buy: iQIYI vs. Netflix
    Motley Fool 3 hours ago

    Better Buy: iQIYI vs. Netflix

    Which of these two fast-growing streamers should investors pick up?

  • DocuSign Earnings: What to Watch
    Motley Fool 4 hours ago

    DocuSign Earnings: What to Watch

    Can DocuSign keep up its strong subscription-revenue growth?

  • MongoDB (MDB) Outpaces Stock Market Gains: What You Should Know
    Zacks 20 hours ago

    MongoDB (MDB) Outpaces Stock Market Gains: What You Should Know

    In the latest trading session, MongoDB (MDB) closed at $139.77, marking a +0.68% move from the previous day.

  • Thomson Reuters StreetEvents 22 hours ago

    Edited Transcript of TWLO earnings conference call or presentation 30-Apr-19 9:00pm GMT

    Q1 2019 Twilio Inc Earnings Call

  • Forget Warren Buffett: This fund manager has walloped the stock market over the past decade
    MarketWatch yesterday

    Forget Warren Buffett: This fund manager has walloped the stock market over the past decade

    When the “Woodstock of Capitalism” took place a few weeks ago, aka Berkshire Hathaway’s (BRK)(BRK) annual meeting, the Warren Buffett fetishists came out in full force and saturated investing websites, CNBC and YouTube with their gee-whiz commentary. After all, the time you spend relearning all the old Buffett lessons (there’s a finite number, after all) is time you are not learning from other great investors. Consider tech investor Kevin Landis of Firsthand Capital Management, for example.

  • Magnetar Capital’s Latest Moves
    Insider Monkey yesterday

    Magnetar Capital’s Latest Moves

    Magnetar Capital is an Evanston, Illinois-based multi-strategy asset manager that was founded in 2005 by Alec Litowitz and Ross Laser, who previously worked at Citadel LLC and Glenwood Capital Partners, respectively. The fund was launched with $1.8 billion, which represented one of the biggest hedge fund initial capitals at the time. At the very beginning, […]

  • Lakewood Capital Management’s Latest Moves
    Insider Monkey yesterday

    Lakewood Capital Management’s Latest Moves

    Lakewood Capital Management is an NYC-based hedge fund sponsor that was founded back in 2007 by Anthony Bozza. The fund utilized long/short investment strategy covering a variety of industries. As of the end of July 2017, Lakewood Capital Management has around $4.27 billion in asset under management on a discretionary basis. Before launching is own […]

  • Intuit (INTU) Q3 Earnings and Revenues Top Estimates, Up Y/Y
    Zacks yesterday

    Intuit (INTU) Q3 Earnings and Revenues Top Estimates, Up Y/Y

    Intuit's (INTU) third-quarter fiscal 2019 results benefit from solid tax season and online ecosystem revenue growth.

  • Top Ranked Growth Stocks to Buy for May 24th
    Zacks yesterday

    Top Ranked Growth Stocks to Buy for May 24th

    Top Ranked Growth Stocks to Buy for May 24th

  • CRUS vs. LSCC: Which Stock Is the Better Value Option?
    Zacks yesterday

    CRUS vs. LSCC: Which Stock Is the Better Value Option?

    CRUS vs. LSCC: Which Stock Is the Better Value Option?

  • GreenSky CEO David Zalik: Loss of bank partner "is hardly noteworthy"
    American City Business Journals yesterday

    GreenSky CEO David Zalik: Loss of bank partner "is hardly noteworthy"

    GreenSky investors were roiled May 15 when the company disclosed that it expects Regions Financial Corp. not to renew a funding commitment to GreenSky when it expires later this year.

  • GuruFocus.com 2 days ago

    Chase Coleman Buys 6 Tech Stocks in 1st Quarter

    Tech investor also boosts Facebook and Netflix

  • Stocks To Watch: Atlassian, DocuSign, Paylocity Among 13 Stocks With 100% To 933% Growth
    Investor's Business Daily 2 days ago

    Stocks To Watch: Atlassian, DocuSign, Paylocity Among 13 Stocks With 100% To 933% Growth

    Atlassian, DocuSign, Paylocity, and Kirkland Lake Gold are among 13 stocks to watch that posted 100% to 933% earnings growth in their latest quarter.

  • TheStreet.com 2 days ago

    Is RingCentral's Bell About to Toll?

    For his final "Executive Decision" segment of Mad Money Wednesday night, Jim Cramer checked back in with Vladimir Shmunis, chairman and CEO of RingCentral Inc. , a stock Cramer last recommended in November. Shares of RNG are up 50% in calendar 2019.

  • Will Zuora (ZUO) Report Negative Earnings Next Week? What You Should Know
    Zacks 2 days ago

    Will Zuora (ZUO) Report Negative Earnings Next Week? What You Should Know

    Zuora (ZUO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

  • Nokia Is Struggling to Sell Its Cables Business
    Market Realist 2 days ago

    Nokia Is Struggling to Sell Its Cables Business

    Telecom Gear Vendor Update: Nokia and Ericsson(Continued from Prior Part)Orange signals interest in Nokia’s subsea cables businessNokia (NOK) appears to be struggling to secure a buyer for its subsea cables business. Since at least 2017, Nokia has

  • Teradyne Unveils New Module for Magnum VU, Enhances Portfolio
    Zacks 2 days ago

    Teradyne Unveils New Module for Magnum VU, Enhances Portfolio

    Teradyne (TER) rolls out the new Universal Protocol Board module for Magnum VU memory test system which expands its memory test capabilities.

  • NetApp (NTAP) Shares Down on Q4 Earnings & Revenues Miss
    Zacks 2 days ago

    NetApp (NTAP) Shares Down on Q4 Earnings & Revenues Miss

    NetApp (NTAP) is benefiting from increasing adoption of all-flash arrays. However, declining OEM revenues and competition remain the headwinds.

  • Why Is iRobot (IRBT) Down 8% Since Last Earnings Report?
    Zacks 2 days ago

    Why Is iRobot (IRBT) Down 8% Since Last Earnings Report?

    iRobot (IRBT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

  • Telecom Stock Roundup: Qualcomm's Bypass Plans, T-Mobile's Merger Efforts & More
    Zacks 2 days ago

    Telecom Stock Roundup: Qualcomm's Bypass Plans, T-Mobile's Merger Efforts & More

    Qualcomm (QCOM) is expected to remain unaffected by the Huawei ban, while T-Mobile (TMUS) is leaving no stone unturned to win regulatory clearance for its merger with Sprint (S).

  • Nokia Hit with Antitrust Lawsuit
    Market Realist 2 days ago

    Nokia Hit with Antitrust Lawsuit

    Telecom Gear Vendor Update: Nokia and EricssonNokia’s patent business brought $413 million in revenueNokia (NOK) has been sued in the United States for allegedly conspiring to inflate patent license rates, according to a report by Reuters. The

  • Twilio Stock Still Going Strong 2 Years Later
    InvestorPlace 2 days ago

    Twilio Stock Still Going Strong 2 Years Later

    Almost two years ago to the day, I wrote about Twilio (NYSE:TWLO), questioning whether TWLO stock was worth $15 or $30.Source: Web Summit Via FlickrInvestorPlace - Stock Market News, Stock Advice & Trading TipsAt the time, Twilio stock was trading around $25 and had been on a volatile run in its first year as a public company, trading as high as $71 within the first 100 days of its June 2016 IPO. Investors were having a hard time figuring out if the communication platform-as-a-service (CPaaS) had enough growth in it to pave a pathway to profitability. I reckoned that it did. Twilio was adding customers at a significant clip to offset any loss of revenue from Uber (NYSE:UBER) which at the time -- in its pre-IPO status -- was looking to go in another direction with its cloud-based communication services. Also, Twilio's non-GAAP losses were getting smaller by the quarter. If it could improve GAAP or even non-GAAP profitability, TWLO stock would naturally go higher. * 7 High-Yield REITs to Buy (Even When the Market Tanks) At $30, I suggested TWLO stock owners hang tight despite the Uber defection. And then I forgot about it. I moved on to cover other cloud-based stocks, including Ceridian HRM (NYSE:CDAY), one of my favorites in the HR space. What's Changed?It turns out a lot has changed. For starters, TWLO stock closed yesterday at $137, more than 450% higher than in May 2017, for an annualized total return of 137%. TWLO premarket this morning is down more than 3% along with the broader market indexes.Secondly, it showed 154,797 active customer accounts at the end of March, 187% higher than a year earlier, and 280% higher than at the end of March 2017. Finally, in fiscal 2016, Twilio had a non-GAAP annual loss of 16 cents a share. In fiscal 2018, the loss had turned to a non-GAAP profit of 11 cents a share, a 169% improvement over the past two years. Add to this, the acquisition of SendGrid and its cloud-based marketing platform in February for $2 billion, and you've got the makings of a powerhouse in cloud-based services. So, a lot's changed, including its price-to-sales ratio, which in May 2017 was around 7.4; today, it's close more than 23, forcing many investors to take profits. Never Sneeze at a ProfitTaking profits in any market is always a subjective opinion. Some like to let their winners run and others want to get their cost out so they can play on someone else's dime. Regardless of where you sit on this, it's understandable to want to realize profits on a stock that's gained 58% year to date compared to the S&P 500 index's 13.8% gain.However, it's also important to consider why Twilio's P/S multiple has doubled since May 2017, before deciding to sell its stock.First of all, there's no question that cloud-computing -- public, private, and hybrid -- have taken off over the past two years, leading investors to pay more for cloud-computing stocks like Twilio. One only needs to look at the run-ups of both Microsoft (NASDAQ-:MSFT) and Amazon (NASDAQ:AMZN) shares over the past two years to know cloud-related stocks are riding a significant tailwind. Tailwinds do eventually fade, but this one appears to be in the early innings despite the tremendous growth in recent years. Estimates put the global cloud computing market at $300 billion by 2022, a compound annual growth rate of 12% over the next four years. * 7 Stocks to Buy for Over 20% Upside Potential As my colleague Luke Lango recently wrote, Twilio's got a lot going for it, including the fact that its services will go from a "want" to a "need" soon."The customer base is growing by over 30%. Revenues are growing by nearly 70%. The retention rate is 95% and up," Lango wrote on May 14. "In other words, everything is going right for this company, and it will continue to go right as the CPaaS market goes from niche to mainstream over the next several years."I couldn't agree more. Bottom Line on TWLO StockHere it is, two years after recommending Twilio stock, and it's clear that more growth is on the horizon for the company. Ultimately, that will lead to higher gross margins, operating margins, and GAAP profitability. Do I think TWLO stock is the perfect holding? No, I do not. However, when it gets to GAAP profitability, it will be pretty darn close. In my eyes, Twilio stock is still a buy.At the time of this writing Will Ashworth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 Stocks to Buy for Over 20% Upside Potential * 5 Large-Cap Stocks Holding Steady Amid Trade War Concerns * 7 ETFs for Healthy Healthcare REITs Compare Brokers The post Twilio Stock Still Going Strong 2 Years Later appeared first on InvestorPlace.

  • GuruFocus.com 3 days ago

    Ringcentral Inc (RNG) CEO & Chairman Vladimir Shmunis Sold $11.4 million of Shares

    CEO & Chairman of Ringcentral Inc (NYSE:RNG) Vladimir Shmunis sold 93,421 shares of RNG on 05/22/2019 at an average price of $121.75 a share.

  • iQiyi Retakes the Lead in Chinese Streaming
    Motley Fool 3 days ago

    iQiyi Retakes the Lead in Chinese Streaming

    But does that mean it’s a buy?