Institutions / Fremen Capital Management LP
Fremen Capital Management LP
CIK 2064172 · Institution · as of Dec 31, 2025
Portfolio value
$122.22M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $13.72M | 11.2% |
| Amazon.com Inc | $13.59M | 11.1% |
| Mastercard Inc | $11.94M | 9.8% |
| Visa Inc | $11.87M | 9.7% |
| Microsoft Corp | $10.98M | 9.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $7.85M | 6.4% |
| Medline Inc. | $7.64M | 6.3% |
| LPL Financial Holdings Inc. | $7.62M | 6.2% |
| Interactive Brokers Group Inc | $7.50M | 6.1% |
| Capital One Financial Corp | $6.25M | 5.1% |
| Vulcan Materials Co | $5.71M | 4.7% |
| Netflix Inc | $5.09M | 4.2% |
| Wingstop Inc. | $4.60M | 3.8% |
| Meta Platforms Inc | $4.49M | 3.7% |
| NCR Atleos Corp | $3.37M | 2.8% |
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.