Fremen Capital Management LP
14 holdingsFiling period: 2026-06-30Current AUM: $111.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc | 47.1K | $16.7M | $13.4M | 12.04% | +1.4K | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 68.5K | $16.3M | $17.8M | 15.99% | +3.6K | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufac | 29.7K | $14.2M | $11.2M | 10.04% | +2.2K | 2026-06-30 |
| 4 | — | Asml Hldg NV | 7.1K | $14.2M | $14.2M | 12.75% | +905 | 2026-06-30 |
| 5 | AMD | Advanced Micro Devices Inc | 19.4K | $11.3M | $8.7M | 7.84% | -- | 2026-06-30 |
| 6 | IBKR | Interactive Brokers Group in | 105.7K | $9.2M | $8.0M | 7.21% | -11,955 | 2026-06-30 |
| 7 | V | Visa Inc | 25.2K | $8.7M | $10.7M | 9.60% | +1.2K | 2026-06-30 |
| 8 | MA | Mastercard Incorporated | 16.8K | $8.6M | $11.0M | 9.86% | +1.3K | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 11.6K | $4.3M | $6.2M | 5.56% | -41,818 | 2026-06-30 |
| 10 | VMC | Vulcan Matls Co | 12.9K | $3.8M | $3.7M | 3.29% | -7,722 | 2026-06-30 |
| 11 | GE | GE Aerospace | 7.3K | $2.7M | $2.4M | 2.14% | -- | 2026-06-30 |
| 12 | MDLN | Medline Inc | 47.8K | $1.9M | $1.9M | 1.71% | -148,869 | 2026-06-30 |
| 13 | LPLA | LPL Finl Hldgs Inc | 6.0K | $1.7M | $1.8M | 1.60% | -5,076 | 2026-06-30 |
| 14 | — | Ferrovial NV | 6.0K | $411K | $411K | 0.37% | -- | 2026-06-30 |
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