Institutional Manager · CIK 0001353395
Fulcrum Asset Management LLP
LONDON, X0 · File #028-20335
Latest AUM
$359.4M
Positions
182
Top-10 Concentration
57.1%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025182 pos · $359.4M
- 13F HOLDINGS REPORTQ/E Dec 2025182 pos · $359.4M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025183 pos · $350.5M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025178 pos · $360.7M
- 13F HOLDINGS REPORTQ/E Sep 2025174 pos · $135.8M
- 13F HOLDINGS REPORTQ/E Jun 2025101 pos · $130.1M
- 13F HOLDINGS REPORTQ/E Mar 2025205 pos · $516.1M
- 13F HOLDINGS REPORTQ/E Dec 202416 pos · $21.4M
- 13F HOLDINGS REPORTQ/E Sep 202419 pos · $43.6M
- 13F HOLDINGS REPORTQ/E Jun 202416 pos · $32.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 218,004 | $40.9M | 13.59% |
| 2 | MICROSOFT CORP COMP | MSFT | 59,070 | $28.8M | 9.57% |
| 3 | AMAZON.COM INC COMP | AMZN | 84,275 | $19.6M | 6.52% |
| 4 | BROADCOM INC COMP | AVGO | 52,526 | $18.4M | 6.11% |
| 5 | ALPHABET INC-CL A | GOOG | 44,861 | $14.1M | 4.68% |
| 6 | ALPHABET IN-CL C | GOOG | 43,867 | $13.8M | 4.59% |
| 7 | JPMORGAN CHASE & CO | VYLD | 36,815 | $11.9M | 3.96% |
| 8 | MICRON TECHNOLOGY INC COMP | MU | 29,257 | $8.6M | 2.85% |
| 9 | VISA INC-CLASS A SHARES | V | 23,856 | $8.4M | 2.80% |
| 10 | MASTERCARD INC - A | MA | 12,762 | $7.4M | 2.45% |
| 11 | BAKER HUGHES CO COMP | BKR | 113,786 | $5.2M | 1.74% |
| 12 | TRAVELERS COS INC/THE | TRV | 17,596 | $5.1M | 1.71% |
| 13 | NEXTERA ENERGY INC COMP | NEE-PW | 63,517 | $5.1M | 1.70% |
| 14 | PROGRESSIVE CORP COMP | 743315103 | 20,462 | $4.7M | 1.56% |
| 15 | THERMO FISHER SCIENTIFIC INC COMP | TMO | 7,808 | $4.6M | 1.51% |
| 16 | REPUBLIC SERVICES INC COMP | 760759100 | 21,050 | $4.5M | 1.50% |
| 17 | JOHNSON & JOHNSON | JNJ | 21,179 | $4.4M | 1.46% |
| 18 | AMETEK INC COMP | AME | 20,703 | $4.3M | 1.42% |
| 19 | EVERSOURCE ENERGY COMP | ES | 63,336 | $4.3M | 1.42% |
| 20 | INTERACTIVE BROKERS GRO-CL A COMP | 45841N107 | 64,137 | $4.2M | 1.39% |