Apple Inc. (AAPL), Facebook Inc (FB): Multi-Millionaire Betting Heavy

At number four of the top five is Liberty Global Inc. (NASDAQ:LBTYA), which provides video, broadband and telephone services to mostly Europe and Chile. The stock has been helped recently by the 12.6% acquisition in Holland’s Ziggo, and by an 8% increase in revenue for the 4Q of 2012, mostly on the company’s aggressive expansion in Europe.  Since the start of 2013, Liberty Global Inc. (NASDAQ:LBTYA) has gained 17% and is breaking into a new trading range at $74.00 to $79.01.

Finally, at number five is Charles Schwab Corp (NYSE:SCHW), in which Valiant holds nearly 5 million shares. Since adding Charles Schwab Corp (NYSE:SCHW) to its equity portfolio during the second quarter of 2011, Valiant has increased their position by 78%. While traditional brokers have seen demand for their services decline dramatically with the onset of online trading, Charles Schwab Corp (NYSE:SCHW) shrewdly restructured itself as a savings and loan holding company, thereby giving it an asset-based income. This ensures the longevity of the company, and equally as important for shorter-term investors, helps to maintain a very bullish debt-to-equity ratio in comparison to other entities in this sector.

One reason Christopher Hansen may like the tech sector so much is because he grew up in Seattle, home to the grandfather of all tech companies, Microsoft Corporation (NASDAQ:MSFT). Or maybe he realizes that although many of the top picks in his portfolio may no longer be considered “diamonds in the rough,” they are still gems. From Apple Inc. (NASDAQ:AAPL) to Facebook Inc (NASDAQ: FB) and Google Inc (NASDAQ:GOOG), to Hansen’s investments in Liberty Global Inc. (NASDAQ:LBTYA) and Charles Schwab Corp (NYSE:SCHW), each member of this “fab five” represents a strong play, and it only means that investors should pay attention to his entire equity portfolio as well.

Disclosure: none