Here's what value investor Bill Nygren is betting on now, including tech and large banks

Commuters exit a Wall Street subway station near the New York Stock Exchange.
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Widely followed value investor Bill Nygren made several stay-at-home trades in the first quarter, and overall he is betting big on tech and financials. 

Nygren manages the Oakmark Fund, which has more than $10 billion in assets under management. It held 53 stocks at the end of March, according to the firm's website, and the top 10 stocks accounted for more than 30% of net assets.