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Freemont Capital PTE 13F Portfolio

Portfolio Manager
Freemont Capital PTE LTD
Performance
+10.56% (2026 Q2)
AUM (13F)
$4.90B
# of Holdings
4
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Freemont Capital PTE LTD Holdings Map

Top 4 Freemont Capital PTE LTD Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LIN
Linde plc
53.83%5.08M$2.64B
+0.00%(+0)
2025-Q2: 5.08M shares2025-Q3: 5.08M shares2025-Q4: 5.08M shares2026-Q1: 5.08M shares2026-Q2: 5.08M shares
$447.76(+6.95%)
2026-06-30
IFF
International Flavors & Fragrances, Inc.
40.99%25.36M$2.01B
+0.00%(+0)
2025-Q2: 25.36M shares2025-Q3: 25.36M shares2025-Q4: 25.36M shares2026-Q1: 25.36M shares2026-Q2: 25.36M shares
$94.74(-11.15%)
2026-06-30
SXT
Sensient Technologies Corporation
5.16%2.05M$252.7M
-67.49%(-4.26M)
2025-Q2: 6.30M shares2025-Q3: 6.30M shares2025-Q4: 6.30M shares2026-Q1: 6.30M shares2026-Q2: 2.05M shares
$75.74(+76.22%)
2026-06-30
PDD
PDD Holdings Inc.
0.02%14.9K$1.1M
-57.35%(-20.07K)
2025-Q2: 31.0K shares2025-Q3: 35.0K shares2025-Q4: 35.0K shares2026-Q1: 35.0K shares2026-Q2: 14.9K shares
$124.83(-32.08%)
2026-06-30

About Freemont Capital PTE LTD’s portfolio

Freemont Capital PTE LTD reports $4.90B in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are LIN (53.8%), IFF (41.0%) and SXT (5.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +49.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
LIN — 53.8% ($2.64B)IFF — 41.0% ($2.01B)SXT — 5.2% ($252.72M)PDD — 0.0% ($1.14M)
100%in top 4
  • LIN53.8%
  • IFF41.0%
  • SXT5.2%
  • PDD0.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
2
SXTSensient Technologies Corporation-67.5%
PDDPDD Holdings Inc.-57.4%

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Source filings

Holdings on this page are parsed from Freemont Capital PTE LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1796107). View Freemont Capital PTE LTD’s 13F filings on SEC

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