Funds › Fulcrum Asset Management LLP
Fulcrum Asset Management LLP
13F for Q3 2026, filed Nov 4, 2026. 1,251 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$2.1B
+$1.1B (113.6%) vs Q2 2026
Positions
1,251
1,027 in Q2 2026
Top 10 share
22.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Msci Acwi Etf | 820,672 | $130.9M | 6.1% | New | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 237,348 | $53.9M | 2.5% | +2.2% | 13F ↗ |
| 3 | CAH Cardinal Health, Inc. | 226,820 | $50.8M | 2.4% | +223% | 13F ↗ |
| 4 | MCK McKesson Corporation | 53,198 | $46.0M | 2.1% | +157% | 13F ↗ |
| 5 | COR Cencora, Inc. | 130,835 | $40.2M | 1.9% | +153% | 13F ↗ |
| 6 | AAPL Apple Inc. | 121,459 | $40.0M | 1.9% | +3.7% | 13F ↗ |
| 7 | BEN Franklin Templeton, Inc. | 1.07M | $34.8M | 1.6% | +1004% | 13F ↗ |
| 8 | AMG Affiliated Managers Group, Inc. | 78,628 | $29.1M | 1.4% | +455% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 57,170 | $29.1M | 1.4% | +17.7% | 13F ↗ |
| 10 | MU Micron Technology, Inc. | 19,945 | $21.2M | 1.0% | -3.6% | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 28,144 | $20.8M | 1.0% | +3.2% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 83,971 | $20.7M | 1.0% | -1.2% | 13F ↗ |
| 13 | AVGO Broadcom Inc. | 42,386 | $15.1M | 0.7% | -0.9% | 13F ↗ |
| 14 | GOOG Alphabet Inc. Class C | 44,030 | $14.9M | 0.7% | -1.2% | 13F ↗ |
| 15 | VCTR Victory Capital Holdings, Inc. | 127,265 | $14.1M | 0.7% | +547% | 13F ↗ |
| 16 | GOOGL Alphabet Inc. Class A | 39,218 | $13.4M | 0.6% | +4.2% | 13F ↗ |
| 17 | VIRT Virtu Financial, Inc. | 245,420 | $13.2M | 0.6% | +730% | 13F ↗ |
| 18 | LLY Eli Lilly and Company | 11,093 | $13.1M | 0.6% | +27.9% | 13F ↗ |
| 19 | EL Estee Lauder Companies, Inc. | 130,192 | $12.3M | 0.6% | +8235% | 13F ↗ |
| 20 | FHI Federated Hermes, Inc. | 211,596 | $12.2M | 0.6% | +369% | 13F ↗ |
| 21 | EQIX Equinix, Inc. | 11,672 | $11.9M | 0.6% | +10139% | 13F ↗ |
| 22 | FTNT Fortinet, Inc. | 65,149 | $11.5M | 0.5% | +15.2% | 13F ↗ |
| 23 | DLR Digital Realty Trust, Inc. | 64,654 | $11.4M | 0.5% | +8318% | 13F ↗ |
| 24 | AAMI Acadian Asset Management Inc. | 119,270 | $11.0M | 0.5% | +422% | 13F ↗ |
| 25 | AMD Advanced Micro Devices, Inc. | 17,123 | $10.4M | 0.5% | +49.0% | 13F ↗ |
| 26 | WMT Walmart Inc. | 94,929 | $10.1M | 0.5% | -39.0% | 13F ↗ |
| 27 | MTD Mettler-Toledo International, Inc. | 6,580 | $10.1M | 0.5% | +103% | 13F ↗ |
| 28 | OKTA Okta, Inc. | 47,480 | $9.7M | 0.5% | +25.0% | 13F ↗ |
| 29 | VSXY Victorias Secret & Co. | 108,818 | $9.7M | 0.5% | +57173% | 13F ↗ |
| 30 | ANET Arista Networks, Inc. | 47,850 | $9.7M | 0.5% | +14.6% | 13F ↗ |
| 31 | FIVE Five Below, Inc. | 40,428 | $9.0M | 0.4% | New | 13F ↗ |
| 32 | CHTR Charter Communications, Inc. | 80,639 | $8.9M | 0.4% | +2675% | 13F ↗ |
| 33 | TJX TJX Companies, Inc. | 66,413 | $8.9M | 0.4% | +138% | 13F ↗ |
| 34 | TXG 10x Genomics, Inc. | 97,662 | $8.8M | 0.4% | New | 13F ↗ |
| 35 | JNJ Johnson & Johnson | 32,760 | $8.8M | 0.4% | +57.4% | 13F ↗ |
| 36 | TWST Twist Bioscience Corporation | 46,568 | $8.7M | 0.4% | New | 13F ↗ |
| 37 | ILMN Illumina, Inc. | 31,447 | $8.6M | 0.4% | +3406% | 13F ↗ |
| 38 | MSTR Strategy Inc | 54,876 | $8.5M | 0.4% | +1706% | 13F ↗ |
| 39 | ABT Abbott Laboratories | 81,700 | $8.2M | 0.4% | +28.8% | 13F ↗ |
| 40 | ORCL Oracle Corporation | 59,693 | $8.2M | 0.4% | +603% | 13F ↗ |
| 41 | APH Amphenol Corporation | 96,771 | $8.2M | 0.4% | +7.0% | 13F ↗ |
| 42 | SNDK Sandisk Corporation | 4,674 | $8.1M | 0.4% | +132% | 13F ↗ |
| 43 | ZS Zscaler, Inc. | 39,967 | $7.9M | 0.4% | +23273% | 13F ↗ |
| 44 | TEAM Atlassian Corporation | 44,982 | $7.9M | 0.4% | +19041% | 13F ↗ |
| 45 | GAP Gap, Inc. | 331,134 | $7.8M | 0.4% | New | 13F ↗ |
| 46 | SHOP Shopify Inc. | 51,390 | $7.6M | 0.4% | +11.0% | 13F ↗ |
| 47 | GNRC Generac Holdlings Inc. | 35,191 | $7.5M | 0.3% | +1003% | 13F ↗ |
| 48 | TSLA Tesla, Inc. | 21,037 | $7.4M | 0.3% | -11.7% | 13F ↗ |
| 49 | AMAT Applied Materials, Inc. | 14,355 | $7.3M | 0.3% | +209% | 13F ↗ |
| 50 | LITE Lumentum Holdings Inc. | 7,541 | $7.3M | 0.3% | +500% | 13F ↗ |
Showing the top 50 of 1,251 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
491 new, 593 added to, 153 trimmed, 267 exited, 14 unchanged. By estimated dollars.
New positions (491)
| iShares Tr Msci Acwi Etf | 820,672 | New | $130.9M |
| FIVE Five Below, Inc. | 40,428 | New | $9.0M |
| TXG 10x Genomics, Inc. | 97,662 | New | $8.8M |
| TWST Twist Bioscience Corporation | 46,568 | New | $8.7M |
| GAP Gap, Inc. | 331,134 | New | $7.8M |
| W Wayfair Inc. | 59,752 | New | $6.1M |
| XOM ExxonMobil Holdings Corporation | 33,899 | New | $5.5M |
| BURL Burlington Stores, Inc. | 19,706 | New | $5.3M |
| WAT Waters Corporation | 11,976 | New | $5.3M |
| BMNR BitMine Immersion Technologies, Inc. | 186,157 | New | $5.0M |
Added to (593)
| CAH Cardinal Health, Inc. | 226,820 | +223% | $35.1M |
| BEN Franklin Templeton, Inc. | 1.07M | +1004% | $31.7M |
| MCK McKesson Corporation | 53,198 | +157% | $28.1M |
| COR Cencora, Inc. | 130,835 | +153% | $24.3M |
| AMG Affiliated Managers Group, Inc. | 78,628 | +455% | $23.9M |
| EL Estee Lauder Companies, Inc. | 130,192 | +8235% | $12.1M |
| VCTR Victory Capital Holdings, Inc. | 127,265 | +547% | $11.9M |
| EQIX Equinix, Inc. | 11,672 | +10139% | $11.7M |
| VIRT Virtu Financial, Inc. | 245,420 | +730% | $11.6M |
| DLR Digital Realty Trust, Inc. | 64,654 | +8318% | $11.3M |
Trimmed (153)
| IMCR Immunocore Holdings plc · ADR | 116,000 | -75.3% | -$10.9M |
| COST Costco Wholesale Corporation | 2,267 | -79.0% | -$7.9M |
| WMT Walmart Inc. | 94,929 | -39.0% | -$6.5M |
| KR Kroger Company | 58,914 | -54.2% | -$4.2M |
| CNQ Canadian Natural Resources Limited | 2,454 | -96.6% | -$3.3M |
| HAL Halliburton Company | 34,458 | -74.2% | -$3.1M |
| CVX Chevron Corporation | 18,192 | -44.8% | -$3.0M |
| KNX Knight-Swift Transportation Holdings Inc. | 8,606 | -84.5% | -$3.0M |
| PWR Quanta Services, Inc. | 9,359 | -32.6% | -$3.0M |
| TLN Talen Energy Corporation | 9 | -99.9% | -$2.8M |
Exited (267)
| Exxon Mobil Corp | 54,371 | Exited | -$7.4M |
| JPMorgan Chase & Co CORP_BOND | 448.50M | Exited | -$6.4M |
| CASY Caseys General Stores, Inc. | 5,974 | Exited | -$4.7M |
| EXK Endeavour Silver Corporation | 351,888 | Exited | -$2.9M |
| WHD Cactus, Inc. | 50,954 | Exited | -$2.5M |
| AG First Majestic Silver Corp. · Comm | 146,830 | Exited | -$2.5M |
| SVM Silvercorp Metals Inc. | 188,816 | Exited | -$2.1M |
| PUMP ProPetro Holding Corp. | 138,750 | Exited | -$2.0M |
| HP Helmerich & Payne, Inc. | 54,380 | Exited | -$1.8M |
| TS Tenaris S.A. · ADR | 32,076 | Exited | -$1.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 1,251 | $2.1B | Current | SEC ↗ |
| Q2 2026 | Aug 18, 2026 | 13F-HR | 1,027 | $1.0B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 219 | $661.8M | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR/A (restatement) | 181 | $359.4M | Current | SEC ↗ |
| Q4 2025 | Feb 3, 2026 | 13F-HR | 179 | $359.4M | Replaced | SEC ↗ |
| Q3 2025 | Nov 24, 2025 | 13F-HR/A (restatement) | 177 | $360.7M | Current | SEC ↗ |
| Q3 2025 | Nov 18, 2025 | 13F-HR | 172 | $135.8M | Replaced | SEC ↗ |
| Q2 2025 | Nov 24, 2025 | 13F-HR/A (restatement) | 181 | $350.5M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 98 | $130.1M | Replaced | SEC ↗ |
| Q1 2025 | Apr 24, 2025 | 13F-HR | 205 | $516.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer