Freemont Management S.A.
Top Portfolio Positions
110 positions ·
$498,388,219 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
188,600 | $32,891,840 | 6.60% |
| ANET |
Arista Networks, Inc.
Technology
|
255,700 | $31,394,846 | 6.30% |
| GOOGL |
Alphabet Inc.
Communication Services
|
86,700 | $24,931,452 | 5.00% |
| AVGO |
Broadcom Inc.
Technology
|
46,200 | $14,299,362 | 2.87% |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
80,700 | $13,762,578 | 2.76% |
| CDNS |
Cadence Design Systems Inc
Technology
|
45,300 | $12,587,511 | 2.53% |
| FN |
Fabrinet
Technology
|
24,100 | $12,568,632 | 2.52% |
| GEV |
GE Vernova Inc.
Industrials
|
13,600 | $11,871,440 | 2.38% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
31,900 | $11,858,825 | 2.38% |
| AAPL |
Apple Inc.
Technology
|
46,200 | $11,725,098 | 2.35% |
Holdings in ELF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,788,190 | 79,000 | Shares | Defined | 2026-05-06 | |
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