Fourier Capital Management Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Fourier Capital Management Ltd reported 20 stock positions worth $94.1 million. Its top holding was Amkor Technology (AMKR) at 10.9% of the portfolio, followed by Synopsys (SNPS, 10.8%) and Kanzhun Ltd. - ADR (BZ, 10.2%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002107705
- Portfolio Value
- $94.1M (Q4 2025)
- SEC Filing
- 0002107705-26-000002 ↗ filed Feb 5, 2026
Holdings Value
Holdings 20 stocks · $94.1M
| AMKR Amkor Technology Inc. | 10.86% | 258,802 | $10.2M | — |
| SNPS Synopsys Inc. | 10.77% | 21,587 | $10.1M | — |
| BZ Kanzhun Ltd. - ADR | 10.21% | 471,310 | $9.6M | — |
| TER Teradyne Inc. | 9.05% | 43,989 | $8.5M | — |
| GOOGL Alphabet Inc. Class A | 7.90% | 23,740 | $7.4M | — |
| MSFT Microsoft Corp. | 7.90% | 15,363 | $7.4M | — |
| AVGO Broadcom Inc. | 7.70% | 20,931 | $7.2M | — |
| MKSI MKS Inc. | 7.39% | 43,531 | $7.0M | — |
| NVDA Nvidia Corp. | 5.39% | 27,185 | $5.1M | — |
| CSCO Cisco Systems Inc. | 3.80% | 46,379 | $3.6M | — |
| INTC Intel Corp. | 3.66% | 93,300 | $3.4M | — |
| VRT Vertiv Holdings Co. Class A | 3.07% | 17,811 | $2.9M | — |
| LITE Lumentum Holdings Inc. | 2.58% | 6,599 | $2.4M | — |
| SNOW Snowflake Inc. | 1.88% | 8,060 | $1.8M | — |
| BE Bloom Energy Corp. Class A | 1.65% | 17,913 | $1.6M | — |
| HOOD Robinhood Markets Inc. Class A | 1.39% | 11,547 | $1.3M | — |
| ACN Accenture PLC Class A | 1.35% | 4,737 | $1.3M | — |
| AMZN Amazon.com Inc. | 1.32% | 5,362 | $1.2M | — |
| BIDU Baidu Inc. - Spon ADR | 1.30% | 9,370 | $1.2M | — |
| MU Micron Technology Inc. | 0.85% | 2,810 | $802K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.