Freemont Management S.A.
Top Portfolio Positions
112 positions ·
$504,114,541 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
188,600 | $32,891,840 | 6.52% | |
| ANET |
Arista Networks, Inc.
Technology
|
255,700 | $31,394,846 | 6.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
86,700 | $24,931,452 | 4.95% | |
| AVGO |
Broadcom Inc.
Technology
|
46,200 | $14,299,362 | 2.84% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
80,700 | $13,762,578 | 2.73% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
45,300 | $12,587,511 | 2.50% | |
| FN |
Fabrinet
Technology
|
24,100 | $12,568,632 | 2.49% | |
| GEV |
GE Vernova Inc.
Industrials
|
13,600 | $11,871,440 | 2.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
31,900 | $11,858,825 | 2.35% | |
| AAPL |
Apple Inc.
Technology
|
46,200 | $11,725,098 | 2.33% |
Portfolio Trend
22 quarters · across all stocks
Holdings in AMBA
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,990,984 | 135,800 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $2,733,644 | 38,589 | Shares | Defined | 2026-02-05 | |
| 2025-06-30 | $2,087,812 | 31,600 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,243,151 | 24,700 | Shares | Defined | 2025-05-07 | |
| 2023-09-30 | $5,690,119 | 107,300 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $451,818 | 5,400 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $418,068 | 5,400 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $444,042 | 5,400 | Shares | Defined | 2023-03-24 | |
| 2022-09-30 | $303,372 | 5,400 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $353,484 | 5,400 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $566,568 | 5,400 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $1,095,606 | 5,400 | Shares | Defined | 2022-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||