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Freemont Management S.A.

SEC Form 13F institutional filer · CIK 0001609120

13F-HR · 70 reported holdings · 2026-03-31

Reported long-US-equity value

$0.37B

Top-10 concentration

47.6%

Freemont Management S.A. — $371M AUM allocation strategy

Freemont Management S.A. files SEC Form 13F and reports $371M of long US equity value across 70 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 36.8%, followed by Communication Services 8.3% and Health Care 6.8%.

The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Freemont Management S.A. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$371M

total across 70 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

48% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$TFC$VST$WFC

+$TFC +84.1K sh · +$3.65M+$VST +46.5K sh · +$6.92M+$WFC +33.9K sh · +$2.52M

Biggest trims (shares)

$ANET$HPE$NVDA

−$ANET −26.6K sh · −$5.59M−$HPE −20.3K sh · −$529K−$NVDA −19.4K sh · −$5.9M

Added from nil (new positions)

$IQV$CHRW$LITE$CVX$JBL

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$TER$REGN$AXON$FISV$DXCM

$TER ($20.5M last qtr)$REGN ($5.09M last qtr)$AXON ($2.04M last qtr)$FISV ($1.46M last qtr)$DXCM ($1.18M last qtr)

Sector allocation (share of reported value)

Information Technology 37%Communication Services 8%Health Care 7%Industrials 6%Utilities 4%Consumer Discretionary 3%Financials 2%Energy 2%Other holdings 32%SECTORS
  • $XLKInformation Technology36.8%
  • $XLCCommunication Services8.3%
  • $XLVHealth Care6.8%
  • $XLIIndustrials5.9%
  • $XLUUtilities4.0%
  • $XLYConsumer Discretionary3.2%
  • $XLFFinancials1.8%
  • $XLEEnergy1.5%
  • Other holdings31.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 13%Communications Equipment 11%Interactive Media & Services 8%Life Sciences Tools & Services 7%Application Software 6%Heavy Electrical Equipment 3%Automobile Manufacturers 3%Technology Hardware, Storage & Peripherals 3%Other holdings 46%INDUSTRIES
  • Semiconductors12.7%
  • Communications Equipment10.7%
  • Interactive Media & Services8.3%
  • Life Sciences Tools & Services6.8%
  • Application Software6.0%
  • Heavy Electrical Equipment3.2%
  • Automobile Manufacturers3.2%
  • Technology Hardware, Storage & Peripherals3.1%
  • Other holdings45.9%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation189K$32.9M-19.4K8.9%
$ANETArista Networks Inc256K$31.4M-26.6K8.5%
$GOOGAlphabet Inc. Class C Capital Stock86.7K$24.9M+12.4K6.7%
$AVGOBroadcom Inc46.2K$14.3M-4.9K3.9%
$IQVIQVIA Holdings Inc80.7K$13.8M3.7%
$CDNSCadence Design Systems Inc45.3K$12.6M-4.7K3.4%
$GEVGE Vernova Inc13.6K$11.9M-1.4K3.2%
$TSLATesla Inc31.9K$11.9M+8.7K3.2%
$AAPLApple Inc46.2K$11.7M-4.9K3.2%
$WATWaters Corporation37.7K$11.2M-3.9K3.0%

…and 60 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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