Freemont Management S.A.
Top Portfolio Positions
111 positions ·
$502,269,739 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
188,600 | $32,891,840 | 6.55% | |
| ANET |
Arista Networks, Inc.
Technology
|
255,700 | $31,394,846 | 6.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
86,700 | $24,931,452 | 4.96% | |
| AVGO |
Broadcom Inc.
Technology
|
46,200 | $14,299,362 | 2.85% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
80,700 | $13,762,578 | 2.74% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
45,300 | $12,587,511 | 2.51% | |
| FN |
Fabrinet
Technology
|
24,100 | $12,568,632 | 2.50% | |
| GEV |
GE Vernova Inc.
Industrials
|
13,600 | $11,871,440 | 2.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
31,900 | $11,858,825 | 2.36% | |
| AAPL |
Apple Inc.
Technology
|
46,200 | $11,725,098 | 2.33% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BRBR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,691,046 | 229,400 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,164,236 | 193,200 | Shares | Defined | 2026-02-05 | |
| 2025-03-31 | $1,042,440 | 14,000 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,160,236 | 15,400 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $935,088 | 15,400 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $879,956 | 15,400 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $5,407,148 | 91,600 | Shares | Defined | 2024-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||