Fourier Capital Management Ltd
Net seller this quarter
$64M
9
-$92.3M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MKSI | $13.3M | 20.75% | 0.04% | -58.0% | Q4 2025 |
 BZ | $11.5M | 17.93% | 0.89% | +18.2% | Q4 2025 |
 ADI | $9.94M | 15.54% | 0.01% | New | Q2 2026 |
 AEIS | $9.46M | 14.79% | 0.06% | New | Q2 2026 |
 INIO | $5.91M | 9.23% | 0.02% | New | Q2 2026 |
 TER | $5.77M | 9.02% | 0.01% | Not reported | Q4 2025 |
 QCOM | $4.38M | 6.85% | 0.00% | New | Q2 2026 |
 GNRC | $1.93M | 3.01% | 0.01% | New | Q2 2026 |
 UCTT | $1.85M | 2.89% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
 NVDA | $16.6M | 16.57% | 0.00% | +250.0% | Q4 2025 |
| MKSI | $16.3M | 16.30% | 0.11% | +63.2% | Q4 2025 |
| BZ | $10.1M | 10.09% | 0.75% | +60.1% | Q4 2025 |
 AVGO | $9.53M | 9.52% | 0.00% | +47.1% | Q4 2025 |
 Q | $8.81M | 8.79% | 0.04% | New | Q1 2026 |
 GRAB | $5.58M | 5.57% | Not reported | New | Q1 2026 |
 SNDK | $5.58M | 5.57% | 0.01% | New | Q1 2026 |
 AMZN | $5.38M | 5.37% | 0.00% | +381.7% | Q4 2025 |
 GLW | $4.85M | 4.85% | 0.00% | New | Q1 2026 |
 SNPS | $4.79M | 4.78% | 0.01% | -44.0% | Q4 2025 |
 INTC | $4.42M | 4.41% | 0.00% | +7.2% | Q4 2025 |
 ENTG | $4.28M | 4.28% | 0.02% | New | Q1 2026 |
 COHR | $2.16M | 2.15% | 0.00% | New | Q1 2026 |
 BABA | $1.74M | 1.74% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
 AMKR | $10.2M | 10.86% | 0.10% | New | Q4 2025 |
| SNPS | $10.1M | 10.77% | 0.01% | New | Q4 2025 |
| BZ | $9.61M | 10.21% | 0.47% | New | Q4 2025 |
| TER | $8.51M | 9.05% | 0.03% | New | Q4 2025 |
 GOOGL | $7.43M | 7.90% | 0.00% | New | Q4 2025 |
 MSFT | $7.43M | 7.90% | 0.00% | New | Q4 2025 |
| AVGO | $7.24M | 7.70% | 0.00% | New | Q4 2025 |
| MKSI | $6.96M | 7.39% | 0.06% | New | Q4 2025 |
| NVDA | $5.07M | 5.39% | 0.00% | New | Q4 2025 |
 CSCO | $3.57M | 3.80% | 0.00% | New | Q4 2025 |
| INTC | $3.44M | 3.66% | 0.00% | New | Q4 2025 |
 VRT | $2.89M | 3.07% | 0.00% | New | Q4 2025 |
 LITE | $2.43M | 2.58% | 0.01% | New | Q4 2025 |
 SNOW | $1.77M | 1.88% | 0.00% | New | Q4 2025 |
 BE | $1.56M | 1.65% | 0.01% | New | Q4 2025 |
 HOOD | $1.31M | 1.39% | 0.01% | New | Q4 2025 |
 ACN | $1.27M | 1.35% | 0.00% | New | Q4 2025 |
| AMZN | $1.24M | 1.32% | 0.00% | New | Q4 2025 |
 BIDU | $1.22M | 1.30% | Not reported | New | Q4 2025 |
 MU | $802K | 0.85% | 0.00% | New | Q4 2025 |