13F Deep-Dive: The Superinvestor Tech Rotation Is Not What You Think
Everyone says smart money is fleeing tech. The Q4 2025 filings tell a more complicated story.
With the S&P 500 down double digits and mega-cap tech off 20-30% YTD, Wall Street has been asking one question: are the smartest investors running from tech or buying the dip?
We went through the Q4 2025 13F filings from eight major superinvestors to find out. The answer isn’t what most pundits are saying.
The short version: There is no unified “tech rota…
