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Latest Fulcrum Asset Management LLP Stock Portfolio

Fulcrum Asset Management LLP Performance:
2025 Q2: 6.65%YTD: 10.66%
Performance for 2025 Q2 is 6.65%, and YTD is 10.66%.

About Fulcrum Asset Management LLP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Fulcrum Asset Management LLP reported an equity portfolio of $130.1 Millions as of 30 Jun, 2025.

The top stock holdings of Fulcrum Asset Management LLP are NVDA, MSFT, AMZN. The fund has invested 11.5% of it's portfolio in NVIDIA CORP and 8.8% of portfolio in MICROSOFT CORP COMP.

Fulcrum Asset Management LLP opened new stock positions in NVIDIA CORP (NVDA), MICROSOFT CORP COMP (MSFT) and AMAZON.COM INC COMP (AMZN).

Fulcrum Asset Management LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Fulcrum Asset Management LLP made a return of 6.65% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
2025024681012Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
nvidia corp14,968,800
microsoft corp comp11,458,800
amazon.com inc comp6,782,220
broadcom inc comp6,552,480
jpmorgan chase & co4,323,720
baker hughes co comp3,636,010
republic services inc3,535,890
visa inc-class a shares3,431,910
New stocks bought by Fulcrum Asset Management LLP

Additions

No additions were made to existing positions by Fulcrum Asset Management LLP

Reductions

None of the existing positions were reduced by Fulcrum Asset Management LLP

Sold off

None of the stocks were completely sold off by Fulcrum Asset Management LLP

Sector Distribution

Fulcrum Asset Management LLP has about 34.6% of it's holdings in Technology sector.

35%17%
Sector%
Technology34.6
Financial Services16.6
Healthcare9.3
Consumer Cyclical7.8
Industrials7.7
Utilities6.8
Communication Services6.2
Energy5.8
Others4

Market Cap. Distribution

Fulcrum Asset Management LLP has about 92.2% of it's portfolio invested in the large-cap and mega-cap stocks.

51%42%
Category%
MEGA-CAP50.4
LARGE-CAP41.8
UNALLOCATED4
MID-CAP3.1

Stocks belong to which Index?

About 91.1% of the stocks held by Fulcrum Asset Management LLP either belong to S&P 500 or RUSSELL 2000 index.

89%
Index%
S&P 50089
Others8.9
RUSSELL 20002.1
Top 5 Winners (%)%
MU
micron technology inc comp
32.0 %
AMD
advanced micro devices comp
28.6 %
AVGO
broadcom inc comp
20.6 %
LRCX
lam research corp comp
20.5 %
NVDA
nvidia corp
20.3 %
Top 5 Winners ($)$
NVDA
nvidia corp
2.5 M
AVGO
broadcom inc comp
1.1 M
MSFT
microsoft corp comp
1.1 M
AMZN
amazon.com inc comp
0.6 M
JPM
jpmorgan chase & co
0.4 M
Top 5 Losers (%)%
VERX
vertex inc - class a comp
-7.8 %
SEMR
semrush holdings inc-a comp
-5.9 %
CNC
centene corp comp
-5.9 %
MOH
molina healthcare inc comp
-5.3 %
HLX
helix energy solutions group comp
-4.4 %
Top 5 Losers ($)$
PGR
progressive corp comp
-0.1 M
WCN
waste connections inc
-0.1 M
CNC
centene corp comp
-0.1 M
SLB
schlumberger ltd
0.0 M
ELV
elevance health inc comp
0.0 M

Fulcrum Asset Management LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

NVDAMSFTAMZNAVGOJPMBKRRSGVGOOGMAGOOGSLBPGRTRVWMMSUNHBSXCMGCIPANWAMEWC..AW..AD..SPGIJNJELVTMOMU..AE..NE..CL..ES..BACTTWOAJGAMATAT..CN..TJ..WE..PEPCRMARESMRKLNTA..

Current Stock Holdings of Fulcrum Asset Management LLP

Fulcrum Asset Management LLP has 98 stocks in it's portfolio. About 46.7% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Fulcrum Asset Management LLP last quarter.

Last Reported on: 12 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of NVIDIA CORP Position Held By Fulcrum Asset Management LLP

What % of Portfolio is NVDA?:

No data available

Number of NVDA shares held:

No data available

Change in No. of Shares Held:

No data available