LongSTXJun 2026
Seagate Technology Holdings plc
Seagate is one of the two dominant global hard-disk-drive manufacturers and is a large fund overweight. AI-capable data centers are creating very strong demand for HDD storage…
STX
Which hedge funds are long STX?
7 published ideas on Seagate Technology Holdings plc across 6 funds — 7 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Seagate Technology Holdings plc: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongSTXJun 2026
Seagate Technology Holdings
Seagate is positioned within the strategy's Compute Infrastructure theme. The fund believes AI-driven capital formation extends well beyond processors and includes the broader…
LongSTXJun 2026
Seagate Technology
Seagate is a global leader in mass-capacity data storage and is benefiting from improving supply-demand conditions for hard disk drives. AI-related workloads are increasing the…
LongSTXJun 2026
Seagate Technology Holdings plc
Seagate is a named Compute Infrastructure holding and contributed meaningfully to Q2 performance. Artisan believes the AI capital cycle is driving a broad expansion in physical…
LongSTXJun 2026
Seagate Technology
Seagate is benefiting from improving supply-demand conditions in mass-capacity storage. AI workloads require more data retention and retrieval, increasing storage demand while…
LongSTXJun 2026
Seagate Technology Holdings plc
Seagate is part of Artisan's Compute Infrastructure theme and contributed meaningfully during the quarter. Artisan views the AI infrastructure cycle as a broad physical-computing…
LongSTXSep 2026
Seagate
Seagate is part of the fund's Compute Infrastructure exposure. The strategy believes AI is driving a large and sustained capital formation cycle as data-center capacity and…