Institutions / Freemont Management S.A.
Freemont Management S.A.
CIK 1609120 · Institution · as of Dec 31, 2025
Portfolio value
$507.48M
Positions
109
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 109 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $38.79M | 7.6% |
| Arista Networks, Inc.ANET | $36.99M | 7.3% |
| Alphabet Inc. | $23.26M | 4.6% |
| Teradyne, Inc | $20.52M | 4.0% |
| Astera Labs, Inc. | $18.62M | 3.7% |
| Broadcom Inc. | $17.69M | 3.5% |
| Waters Corp | $15.80M | 3.1% |
| Cadence Design Systems Inc | $15.63M | 3.1% |
| Apple Inc. | $13.89M | 2.7% |
| Autodesk, Inc. | $13.20M | 2.6% |
| Microsoft Corp | $12.62M | 2.5% |
| Fabrinet | $12.11M | 2.4% |
| Wheaton Precious Metals Corp. | $10.58M | 2.1% |
| Tesla Inc | $10.43M | 2.1% |
| GE Vernova Inc. | $9.80M | 1.9% |
| MACOM Technology Solutions Holdings, Inc. | $9.76M | 1.9% |
| Meta Platforms Inc | $7.86M | 1.5% |
| Sempra | $6.80M | 1.3% |
| elf Beauty Inc | $6.63M | 1.3% |
| Autozone Inc | $6.10M | 1.2% |
| Leidos Holdings Inc | $5.90M | 1.2% |
| Coherent Corp | $5.81M | 1.1% |
| Lazard Inc | $5.64M | 1.1% |
| Hewlett Packard Enterprise Co | $5.22M | 1.0% |
| BellRing Brands Inc | $5.16M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.