account_balance
Investment manager · 13F filer · SEC CIK 2064172
Fremen Capital Management LP
Reported value$114Mas of Jun 30, 2026
Positions14 3 new, 5 sold out
Top 10 weight94.1%GOOG alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
14.6%Added +3%
AMZNAmazon.com Inc
14.3%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
12.5%Added +8%
ASMLASML Holding NV
12.4%Added +15%
AMDAdvanced Micro Devices Inc
9.9%New
IBKRInteractive Brokers Group, Inc.
8.1%Trimmed −10%
VVisa Inc.
7.6%Added +5%
MAMastercard Inc
7.6%Added +8%
MSFTMicrosoft Corp
3.8%Trimmed −60%
VMCVulcan Materials CO
3.4%−37%
GEGeneral Electric Co
2.4%
MDLN1.7%GOOGAlphabet Inc.
14.6%Added +3%
AMZNAmazon.com Inc
14.3%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
12.5%+8%
ASMLASML Holding NV
12.4%+15%
AMDAdvanced Micro Devices Inc
9.9%New
IBKRInteractive Brokers Group, Inc.
8.1%
VVisa Inc.
7.6%+5%
MAMastercard Inc
7.6%+8%
MSFT3.8%VMC3.4%GEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 14.6% Added +3%AMZN Amazon.com Inc 14.3% Added +5%TSM Taiwan Semiconductor Manufacturing Co Ltd 12.5% Added +8%ASML ASML Holding NV 12.4% Added +15%AMD Advanced Micro Devices Inc 9.9% NewIBKR Interactive Brokers Group, Inc. 8.1% Trimmed −10%V Visa Inc. 7.6% Added +5%MA Mastercard Inc 7.6% Added +8%MSFT Microsoft Corp 3.8% Trimmed −60%VMC Vulcan Materials CO 3.4% Trimmed −37%GE General Electric Co 2.4% NewMDLN Medline Inc. 1.7% Trimmed −76%
What changed
Biggest moves since Mar 31, 2026
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