Holdings
Fulcrum Asset Management LLP
As of Jun 30, 2026, Fulcrum Asset Management LLP reported 1,013 positions worth US$967M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 232K | US$45.3M | −64,683 | Jun 30, 2026 |
| Apple Inc | 117K | US$33M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 81,719 | US$29M | −31,979 | Jun 30, 2026 |
| Micron Technology, Inc. | 20,696 | US$23.7M | −773 | Jun 30, 2026 |
| Amazon.com, Inc. | 84,971 | US$20.4M | −21,456 | Jun 30, 2026 |
| Microsoft Corp. | 48,559 | US$17.9M | −21,713 | Jun 30, 2026 |
| Walmart Inc. | 156K | US$17.8M | new | Jun 30, 2026 |
| Cardinal Health, Inc. | 70,116 | US$16.6M | new | Jun 30, 2026 |
| Broadcom Inc. | 42,754 | US$15.9M | −29,196 | Jun 30, 2026 |
| Mckesson Corporation | 20,716 | US$15.5M | new | Jun 30, 2026 |