13F HOLDINGS REPORT
Fourier Capital Management Ltd
Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0002107705-26-000002
Total Value
$94.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMKOR TECHNOLOGY INC | AMKR | 258,802 | $10.2M | 10.86% |
| 2 | SYNOPSYS INC | SNPS | 21,587 | $10.1M | 10.77% |
| 3 | KANZHUN LIMITED | BZ | 471,310 | $9.6M | 10.21% |
| 4 | TERADYNE INC | TER | 43,989 | $8.5M | 9.05% |
| 5 | ALPHABET INC | GOOG | 23,740 | $7.4M | 7.90% |
| 6 | MICROSOFT CORP | MSFT | 15,363 | $7.4M | 7.90% |
| 7 | BROADCOM INC | AVGO | 20,931 | $7.2M | 7.70% |
| 8 | MKS INC. | MKSI | 43,531 | $7.0M | 7.39% |
| 9 | NVIDIA CORPORATION | NVDA | 27,185 | $5.1M | 5.39% |
| 10 | CISCO SYS INC | CSCO | 46,379 | $3.6M | 3.80% |
| 11 | INTEL CORP | INTC | 93,300 | $3.4M | 3.66% |
| 12 | VERTIV HOLDINGS CO | VRT | 17,811 | $2.9M | 3.07% |
| 13 | LUMENTUM HLDGS INC | LITE | 6,599 | $2.4M | 2.58% |
| 14 | SNOWFLAKE INC | SNOW | 8,060 | $1.8M | 1.88% |
| 15 | BLOOM ENERGY CORP | BE | 17,913 | $1.6M | 1.65% |
| 16 | ROBINHOOD MKTS INC | 770700102 | 11,547 | $1.3M | 1.39% |
| 17 | ACCENTURE PLC IRELAND | ACN | 4,737 | $1.3M | 1.35% |
| 18 | AMAZON COM INC | AMZN | 5,362 | $1.2M | 1.32% |
| 19 | BAIDU INC | BAIDF | 9,370 | $1.2M | 1.30% |
| 20 | MICRON TECHNOLOGY INC | MU | 2,810 | $802,002 | 0.85% |