In this article, we will list the 5 Tech Stocks in Billionaire Ken Fisher’s Portfolio. Please visit 15 Tech Stocks in Billionaire Ken Fisher’s Portfolio if you would like to see the extended list and the methodology behind it.

5. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holders: 381

Fisher Asset Management Equity Stake: $7.12 Billion

Amazon.com Inc. (NASDAQ:AMZN) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 13, Amazon.com Inc. (NASDAQ:AMZN) unveiled Alexa for shopping, a new personalized agentic AI assistant. By combining deep product knowledge with comprehensive information across the web, the tech giant is offering one of the most personalized AI shopping assistants.

Customers can leverage the AI-powered digital assistant to ask questions directly in the main Amazon search bar and create personalized shopping guides for big purchases. Amazon customers can use Alexa for shopping on the Amazon shopping app and website without a Prime membership or an Echo device.

The launch of Alexa for Shopping coincides with the introduction of two business credit cards, as the tech giant continues to expand its business services ecosystem. The cards powered by the Mastercard network offer 2% back on purchases of up to $150,000 annually. Acceptable in more than 100 million locations, the cards also offer access to spend management tools, including real-time spending tracking and spending limits.

Amazon.com, Inc. (NASDAQ:AMZN) is a major technology powerhouse that operates far beyond e-commerce, dominating in cloud computing (AWS), artificial intelligence (AI), consumer hardware (Alexa/Echo), and logistics automation. They lead in developing AI-native software, robotics, and advanced, large-scale software infrastructure for global customers.

4. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 312

Fisher Asset Management Equity Stake: $9.60 Billion

Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Microsoft Corporation (NASDAQ:MSFT) and Amdocs confirmed the continuation of their existing collaboration. As part of the new pact, Amdocs is to migrate one of Lumen Technologies’ enterprise billing platforms to Microsoft Azure.

The migration affirms Lumen’s transition of mission-critical enterprise platforms to public cloud infrastructure. The migration to Microsoft Azure will allow Amdocs to leverage its AI-enabled migration capabilities through the Amdocs Operating System framework. The partnership also paves the way for Lumen Technologies to pursue a multi-cloud transformation across Microsoft Azure, Google Cloud, and Amazon Web Services.

On the other hand, Workday has made its Sana Self Service Agent available in Microsoft 365 Copilot. The integration will allow employees to handle HR and finance tasks directly within Microsoft 365. Employees and managers will also have access to HR and finance functions without having to switch between applications.

Microsoft Corporation (NASDAQ:MSFT) is a global technology leader providing software, cloud computing (Azure), artificial intelligence (AI), personal computing, and gaming. As the world’s largest software maker, it dominates with Microsoft Windows, Microsoft 365 (formerly Office), and enterprise tools, while driving innovation in generative AI and cloud infrastructure.

3. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders: 288

Fisher Asset Management Equity Stake: $11.23 Billion

Alphabet Inc. (NASDAQ:GOOGL) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Google’s Gemini Enterprise Agent Marketplace received a significant boost. Amdocs confirmed the availability of its Telco Agents for Customer Experience on the marketplace.

Built with Google’s AI models, the agents on offer are designed for enterprise-scale deployment across telecom workflows. The agents feature as part of Google Cloud’s partner-built agent ecosystem in Gemini Enterprise. The solution is designed to enable communication service providers to automate customer-facing and operational processes, including customer care interactions.

The strategic partnership underscores Google Cloud’s focus on delivering secure, scalable, and enterprise-ready AI solutions. Satish Thomas, Vice President of Applied AI & Platform Ecosystem at Google Cloud, said the collaboration combines Google’s AI technology with Amdocs’ telecom expertise to help enterprises deploy AI more effectively.

The move also reflects Google’s broader push to expand Gemini’s reach through strategic partnerships and industry-specific AI applications.

On May 13, TD Cowen reiterated that Alphabet stock is a Buy with a $450 price target, buoyed by the company’s progress on autonomous vehicles through Waymo. The unit has already completed 1.36 million passenger trips in California since March. Passenger miles per trip also grew 4% quarter over quarter in the first quarter, signaling geographic expansion in Los Angeles and San Francisco.

Alphabet Inc. (NASDAQ:GOOGL) is a technology conglomerate best known as the parent company of Google. Its core operations include internet advertising, cloud computing, AI development, and hardware, alongside “Other Bets” like self-driving technology.

2. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders: 169

Fisher Asset Management Equity Stake: $14.32 Billion

Apple Inc. (NASDAQ:AAPL) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 8, Wedbush analysts raised their price target of Apple Inc. (NASDAQ:AAPL) stock to $400 from $350, impressed by the company’s entry into the artificial intelligence revolution.

According to the research firm, Apple’s position in the artificial intelligence space is poised to receive a significant boost. That’s in part because 20% of the world population is poised to access AI innovation through the company’s devices.

Similarly, the analysts expect the tech giant to start monetizing AI services and storage features, resulting in $15 billion of annual services revenue through additional AI features and storage offerings.

Wedbush also expects strategic partnerships with Alibaba on AI to have a significant impact on strengthening Apple’s prospects in China. The research firm also expects Apple to unveil a significant iPhone redesign in 2027, on its 20th anniversary, as part of the AI revolution.

Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets consumer electronics, software, and online services. Known for the iPhone, Mac, iPad, and Apple Watch, the company focuses on premium, user-friendly hardware integrated with proprietary operating systems such as iOS and macOS, as well as services like the App Store, Apple Music, and iCloud.

1. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 264

Fisher Asset Management Equity Stake: $15.44 Billion

NVIDIA Corporation (NASDAQ:NVDA) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Reuters reported that the US has cleared 10 Chinese companies to purchase NVIDIA Corporation (NASDAQ:NVDA)’s second-most-powerful AI chip, the H200. However, the report indicates that no deliveries have been made so far, leaving the deal in limbo.

According to people familiar with the matter, Alibaba, Tencent, and JD.com are among the companies approved to purchase the H200 chips. A handful of distributors, including Lenovo and Foxconn, have also been approved. The report also indicates that buyers can purchase directly from the chip giant or through intermediaries. Each customer can also purchase up to 75,000 chips under the US Licensing terms.

Amid the approval, deals for potential purchases have stalled as Chinese firms have pulled back following guidance from Beijing authorities. Pressure is mounting to block or tightly vet the orders as authorities look to foster their own domestic industry.

NVIDIA Corporation (NASDAQ:NVDA) is a leading technology company that specializes in designing and manufacturing Graphics Processing Units (GPUs), alongside developing software for artificial intelligence (AI), high-performance computing, and visualization. It is considered the backbone of the AI industry, providing the essential “mining equipment” (chips and software) needed to power the ongoing AI boom.

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