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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in LAZ
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,642,914 | 116,205 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,063,961 | 39,105 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $4,932,344 | 102,800 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $3,407,710 | 78,700 | Shares | Defined | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||