Freemont Management S.A. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FM Freemont Management S.A. | Institutional Filer | ▲ 6.08% | $535.3M | 119 |
Current Portfolio Holdings
Showing all 119 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 189K | $32.9M | 6.14% |
| 2 | ANET | Arista Networks, Inc. | Technology | 256K | $31.4M | 5.87% |
| 3 | GOOGL | Alphabet Inc. | Technology | 87K | $24.9M | 4.66% |
| 4 | AVGO | Broadcom Inc. | Technology | 46K | $14.3M | 2.67% |
| 5 | IQV | IQVIA Holdings Inc. | Healthcare | 81K | $13.8M | 2.57% |
| 6 | CDNS | Cadence Design Systems, Inc. | Technology | 45K | $12.6M | 2.35% |
| 7 | FN | Fabrinet | Technology | 24K | $12.6M | 2.35% |
| 8 | GEV | GE Vernova Inc. | Utilities | 14K | $11.9M | 2.22% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 32K | $11.9M | 2.22% |
| 10 | AAPL | Apple Inc. | Technology | 46K | $11.7M | 2.19% |
| 11 | MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | 52K | $11.5M | 2.14% |
| 12 | WAT | Waters Corporation | Healthcare | 38K | $11.2M | 2.10% |
| 13 | ALAB | Astera Labs, Inc. Common Stock | Technology | 102K | $11.1M | 2.08% |
| 14 | WPM | Wheaton Precious Metals Corp. | Basic Materials | 82K | $10.7M | 1.99% |
| 15 | CHRW | C.H. Robinson Worldwide, Inc. | Industrials | 61K | $10.2M | 1.90% |
Showing 1 to 15 of 119 holdings