13F Insight
DOSSIER · 13F-HR · Q2 2026

Fulcrum Asset Management LLP

$1.0B in tracked AUM across 1,037 positions as of Q2 2026.

FA
CIK 0001353395 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
1,037
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Fulcrum Asset Management LLP
Portfolio Overview

Fulcrum Asset Management LLP reported a total portfolio value of $181.34 million as of September 30, 2025, representing a growth of 6.5% from the previous quarter's $170.34 million. The portfolio consists of 83 holdings, indicating a concentrated investment strategy. The firm manages a relatively focused portfolio, with the top 10 positions accounting for approximately 66.4% of the tot...

Key Holdings

The portfolio is dominated by large-cap technology and financial services leaders. The single largest holding is NVIDIA Corp (NVDA), representing 22.74% of the portfolio ($41.24M). This massive allocation underscores a strong bet on the semiconductor and AI infrastructure sector. The second and third largest holdings, Broadcom Inc (AVGO) at 10.13% ($18.36M) and JPMorgan Chase & Co (JPM) at 6.59% ($11.96M), further reinforce the focus on high-quality tech and financial stalwarts.

Notably, the firm holds dual classes of Alphabet stock, with GOOGL (6.19%) and GOOG (5.31%) combining for an 11.5% total allocation. The top five positions are rounded out by Visa Inc (V) at 4.62%. Outside the top five, significant positions include Baker Hughes Co (BKR) at 3.65% and NextEra Energy (NEE) at 3.29%, indicating that while tech is king, the firm diversifies into energy and utilities.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$45M232K4.5%02
AAPL
APPLE INC
$33M117K3.3%03
MU
MICRON TECHNOLOGY INC COMP
$24M21K2.4%04
AMZN
AMAZON.COM INC COMP
$20M85K2.0%05
MSFT
MICROSOFT CORP COMP
$18M49K1.8%06
WMT
WALMART INC
$18M156K1.8%07
CAH
CARDINAL HEALTH INC COMP
$17M70K1.7%08
AVGO
BROADCOM INC COMP
$16M43K1.6%09
GOOG
ALPHABET IN-CL C
$16M45K1.6%10
MCK
MCKESSON CORP COMP
$15M21K1.5%

Filing history

2026Q2Jun 30
$1.0B▲ 51.6%
1,037 positionsView →2026Q1Mar 31
$662M▲ 84.1%
220 positionsView →2025Q4Dec 31
$359M▲ 98.2%
182 positionsView →2025Q3Sep 30
$181M▲ 6.5%
83 positionsView →2025Q2Jun 30
$170M▼ 31.2%
84 positionsLocked2025Q1Mar 31
$248M▲ 1057.6%
92 positionsLocked2024Q4Dec 31
$21M▼ 50.9%
16 positionsLocked2024Q3Sep 30
$44M▲ 35.6%
19 positionsLocked2024Q2Jun 30
$32M▼ 90.6%
16 positionsLocked2022Q1Mar 31
$343M▲ 67.7%
225 positionsLocked2021Q4Dec 31
$205M▲ 1.1%
212 positionsLocked2021Q3Sep 30
$202M▼ 57.3%
187 positionsLocked
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