LongSTXSep 2026
Seagate Technology
ClearBridge initiated a position in Seagate Technology to benefit from demand for high-capacity storage associated with expanding AI data-center infrastructure. Storage…
STX
Which hedge funds are long STX?
11 published ideas on Seagate Technology across 11 funds — 11 long and 0 short.
Seagate Technology hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Seagate Technology: the full investment 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
- ClearBridge Large Cap Growth Strategy
- Polen Capital Management, LLC
- Janus Henderson Global Sustainable Equity Fund
- Fidelity Dividend Growth Fund
- Sands Capital Management, LLC - Technology Innovators
- Artisan Focus Fund
- Nomura Mid Cap Income Opportunities Fund
- William Blair Large Cap Growth Fund
- Artisan Partners Limited Partnership - Antero Peak Strategy
- Sands Capital Management, LLC - Select Growth
- ACR Alpine Capital Research LLC
Long theses
LongSTXSep 2026
Seagate Technology Holdings plc
Polen established a position in Seagate, one of just two major hard disk drive suppliers. Data creation from cloud workloads, AI training, video, telemetry and archival storage…
LongSTXAug 2026
Seagate Technology Holdings plc
Seagate declined on profit-taking and broader concern about elevated technology valuations, but the fund views the weakness as short term. The investment case centres on HAMR…
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…
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…
LongSTXJun 2026
Seagate Technology Holdings plc
Seagate was the fund's leading individual contributor during the quarter. The hard-disk-drive provider benefited from strong demand dynamics and favorable industry positioning…
LongSTXJun 2026
Seagate Technology
Seagate is a leading HDD manufacturer in a three-player oligopoly and supplies high-capacity nearline drives used for data-center storage. The fund initiated the position because…
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…
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…