Fremen Capital Management LP: 13F holdings
CIK 20641722026Q2
| Positions | 14 |
|---|---|
| Reported value | $114.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG ALPHABET INC | 47,127 | $16.7m | 14.6% |
| AMZN AMAZON COM INC | 68,514 | $16.3m | 14.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 29,716 | $14.2m | 12.5% |
| ASML HLDG NV | 7,120 | $14.2m | 12.4% |
| AMD ADVANCED MICRO DEVICES INC | 19,393 | $11.3m | 9.9% |
| IBKR INTERACTIVE BROKERS GROUP IN | 105,719 | $9.2m | 8.1% |
| V VISA INC | 25,224 | $8.7m | 7.6% |
| MA MASTERCARD INCORPORATED | 16,789 | $8.6m | 7.6% |
| MSFT MICROSOFT CORP | 11,645 | $4.3m | 3.8% |
| VMC VULCAN MATLS CO | 12,946 | $3.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064172")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.