"The kind of innovation that you see at each of these companies are the kind of companies you're going to want to own," said Lehmann, president at JMP Securities, on CNBC's "Tech Bet. "
Apple shares have barely budged in the past 52 weeks, despite surging into $130 territory during the summer.
"Estimates have gone up, and the stock hasn't," Lehmann said. "I like when that happens, and I think you've got a chance to gain in 2016."
Lehmann is also positive on Amazon even though the stock has risen steadily year-to-date. Lehmann says Amazon Web Services is an incentive to own the stock. He has a $740 price target on Amazon and rates it "outperform." Amazon shares traded around $643 as of Tuesday morning.
Facebook has also been a big winner this year, Lehmann said, but he advised investors to hold off until 2016.
"Do you want to own it all today? Probably not," Lehmann said. "But if there's a chance to get a pullback like we saw in August, September — you want to accumulate shares because Facebook is that kind of market share that we talked about."
Disclosure: JMP Securities currently makes a market in these securities. Lehmann does not personally own shares of Facebook, Apple or Amazon.