Holdings
Fremen Capital Management LP
As of Jun 30, 2026, Fremen Capital Management LP reported 13 positions worth US$114M. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 46,594 | US$16.7M | +1,016 | Jun 30, 2026 |
| Amazon.com, Inc. | 68,514 | US$16.3M | +3,570 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 29,716 | US$14.2M | +2,173 | Jun 30, 2026 |
| Asml Holding Nv | 7,120 | US$14.2M | +905 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 19,393 | US$11.3M | new | Jun 30, 2026 |
| Interactive Brokers Group, Inc. | 106K | US$9.2M | −11,955 | Jun 30, 2026 |
| Visa Inc. | 25,224 | US$8.65M | +1,203 | Jun 30, 2026 |
| Mastercard Incorporated | 16,789 | US$8.62M | +1,253 | Jun 30, 2026 |
| Microsoft Corp. | 11,645 | US$4.34M | −17,818 | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 12,946 | US$3.82M | −7,722 | Jun 30, 2026 |