Portfolio (Quarterly)
Guide ↗
Fourier Capital Management Ltd
· CIK 0002107705| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 95,141 | $16.6M | 16.57% | SOLD |
| 2 | AVGO | BROADCOM INC | Technology | 30,797 | $9.5M | 9.52% | SOLD |
| 3 | Q | QNITY ELECTRONICS INC | Technology | 76,315 | $8.8M | 8.79% | SOLD |
| 4 | GRAB | GRAB HOLDINGS LIMITED | Technology | 1,525,195 | $5.6M | 5.58% | SOLD |
| 5 | SNDK | SANDISK CORP | Technology | 8,780 | $5.6M | 5.57% | SOLD |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 25,830 | $5.4M | 5.37% | SOLD |
| 7 | GLW | CORNING INC | Technology | 35,687 | $4.9M | 4.85% | SOLD |
| 8 | SNPS | SYNOPSYS INC | Technology | 12,084 | $4.8M | 4.79% | SOLD |
| 9 | INTC | INTEL CORP | Technology | 100,047 | $4.4M | 4.41% | SOLD |
| 10 | ENTG | ENTEGRIS INC | Technology | 36,546 | $4.3M | 4.28% | SOLD |
| 11 | COHR | COHERENT CORP | Technology | 9,047 | $2.2M | 2.15% | SOLD |
| 12 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 13,872 | $1.7M | 1.74% | SOLD |
Sector Allocation
Technology
60.6%
Industrials
39.4%