StockDriftsStockDriftsTop 50 Freemont Management S.A. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 6.14% | 188.6K | $32.9M | -9.33%(-19.40K) | $160.18(+21.63%) | 2026-03-31 | |
| ANET | Arista Networks, Inc. | 5.87% | 255.7K | $31.4M | -9.42%(-26.60K) | $131.25(+21.89%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 4.66% | 86.7K | $24.9M | +16.69%(+12.40K) | $271.66(+32.49%) | 2026-03-31 | |
| AVGO | Broadcom Inc. | 2.67% | 46.2K | $14.3M | -9.59%(-4.90K) | $320.87(+12.34%) | 2026-03-31 | |
| IQV | IQVIA Holdings Inc. | 2.57% | 80.7K | $13.8M | new | $197.97(+4.58%) | 2026-03-31 | |
| CDNS | Cadence Design Systems, Inc. | 2.35% | 45.3K | $12.6M | -9.40%(-4.70K) | $325.63(+14.59%) | 2026-03-31 | |
| FN | Fabrinet | 2.35% | 24.1K | $12.6M | -9.40%(-2.50K) | $401.26(+24.51%) | 2026-03-31 | |
| GEV | GE Vernova Inc. | 2.22% | 13.6K | $11.9M | -9.33%(-1.40K) | $634.24(+75.50%) | 2026-03-31 | |
| TSLA | Tesla, Inc. | 2.22% | 31.9K | $11.9M | +37.50%(+8.70K) | $387.45(+1.55%) | 2026-03-31 | |
| AAPL | Apple Inc. | 2.19% | 46.2K | $11.7M | -9.59%(-4.90K) | $226.83(+36.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.34% | +106.48% |
| Top 20 Holdings Unweighted | +23.51% | +88.43% |
Sign up free to track Freemont Management S.A., compare funds side by side, and get alerts the moment positions change.