Freemont Capital Pte Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Freemont Capital Pte Ltd reported 12 stock positions worth $4.9 billion. Its top holding was Linde (LIN) at 48.9% of the portfolio, followed by Intl Flavors & Fragrances (IFF, 38.2%) and Sensient Technologies (SXT, 12.7%). Compared with Q1 2025, it opened 5 new positions and added to 2. The biggest buy was a new position in HDFC Bank Ltd.-ADR (HDB).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001796107
- Portfolio Value
- $4.9B (Q2 2025)
- SEC Filing
- 0001104659-25-075681 ↗ filed Aug 8, 2025
Holdings Value
Holdings 12 stocks · $4.9B
| LIN Linde PLC | 48.86% | 5,083,319 | $2.4B | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 38.21% | 25,356,381 | $1.9B | No change |
| SXT Sensient Technologies Corp. | 12.73% | 6,304,914 | $621.2M | No change |
| PDD PDD Holdings Inc. | 0.07% | 31,000 | $3.2M | Add +19.2% |
| YUMC Yum China Holdings Inc. | 0.03% | 30,000 | $1.3M | No change |
| HDB HDFC Bank Ltd.-ADR | 0.02% | 14,000 | $1.1M | New |
| ATAT Atour Lifestyle Holdings-ADR | 0.02% | 28,000 | $910K | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.02% | 50,000 | $887K | Add +85.2% |
| MMYT Makemytrip Ltd. | 0.02% | 8,808 | $863K | No change |
| YMM Full Truck Alliance -SPN ADR | 0.01% | 45,000 | $531K | New |
| TME Tencent Music Entertainm-ADR | 0.01% | 27,000 | $526K | New |
| SE Sea Ltd.-ADR | 0.01% | 2,800 | $448K | New |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| HDB HDFC Bank Ltd.-ADR | New | 0.02% | +0.02 |
| ATAT Atour Lifestyle Holdings-ADR | New | 0.02% | +0.02 |
| YMM Full Truck Alliance -SPN ADR | New | 0.01% | +0.01 |
| TME Tencent Music Entertainm-ADR | New | 0.01% | +0.01 |
| SE Sea Ltd.-ADR | New | 0.01% | +0.01 |
| BEKE Ke Holdings Inc.-ADR | Add +85.2% | 0.02% | +0.01 |
| PDD PDD Holdings Inc. | Add +19.2% | 0.07% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $4.9B | LIN, IFF, SXT, PDD |
| Q1 2026 | 4 | $4.9B | LIN, IFF, SXT, PDD |
| Q4 2025 | 5 | $4.5B | LIN, IFF, SXT, PDD, TME |
| Q3 2025 | 11 | $4.6B | LIN, IFF, SXT, PDD, ASHR |
| Q2 2025 | 12 | $4.9B | LIN, IFF, SXT, PDD, YUMC |
| Q1 2025 | 7 | $4.8B | LIN, IFF, SXT, PDD, YUMC |
| Q4 2024 | 6 | $4.7B | IFF, LIN, SXT, PDD, YUMC |
| Q3 2024 | 5 | $21.5M | IBN, HDB, PDD, YUMC, GRAB |
| Q2 2024 | 6 | $42.8M | INDA, IBN, HDB, INFY, PDD |
| Q1 2024 | 6 | $33.8M | INDA, IBN, HDB, INFY, GRAB |