13F Filings/Fulcrum Asset Management LLP

Fulcrum Asset Management LLP

Hedge FundCIK0001353395LocationLONDON, United Kingdom W1H 5BT, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed18 Aug 2026
Firm profile · Form ADV
SEC adviser registration
CRD
137661 · 801-72206
Portfolio Turnover
50%
Of book traded, QoQ
Positions
1,037
Long U.S. equities
Top 10 Concentration
22%
Of reported value
QoQ Change
$341.3M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$69.1B
Form ADV, as of Mar 2026
● 100% discretionary ($69.1B)
By client type
Pooled investment vehicles: $48.4B (70.1%) · 20 clients
Pooled investment vehicles
$48.4B · 70%
Other investment advisers: $16.0B (23.1%) · 5 clients
Other investment advisers
$16.0B · 23%
Investment companies: $4.7B (6.8%) · 1 clients
Investment companies
$4.7B · 7%
13F AUM over time
$1.0B
Q2 ’26 · 13F AUM
▲ 236%
17 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightNVDANVIDIA CORP · 4.5% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
NVIDIA CORP
NVDA· Information Technology
232KSH$45.3M~$194.97$230.36▲18.2%4.5%▼ 21.8%Reduced
APPLE INC
AAPL· Information Technology
117KSH$33.0M~$281.74$319.97▲13.6%3.3%NewNew
MICRON TECHNOLOGY INC COMP
MU· Information Technology
21KSH$23.7M~$1145.28$1016.59▼11.2%2.4%▼ 3.6%Reduced
AMAZON.COM INC COMP
AMZN· Consumer Discretionary
85KSH$20.4M~$240.14$258.51▲7.6%2.0%▼ 20.2%Reduced
MICROSOFT CORP COMP
MSFT· Information Technology
49KSH$17.9M~$368.57$499.70▲35.6%1.8%▼ 30.9%Reduced
WALMART INC
WMT· Consumer Staples
156KSH$17.8M~$114.60$107.14▼6.5%1.8%NewNew
CARDINAL HEALTH INC COMP
CAH· Health Care
70KSH$16.6M~$236.22$247.18▲4.6%1.7%NewNew
BROADCOM INC COMP
AVGO· Information Technology
43KSH$15.9M~$372.45$357.90▼3.9%1.6%▼ 40.6%Reduced
ALPHABET IN-CL C
GOOG· Communication Services
45KSH$15.7M~$351.28$335.31▼4.5%1.6%▼ 29.8%Reduced
META PLATFORMS INC
META· Communication Services
27KSH$15.3M~$562.60$616.77▲9.6%1.5%NewNew
NVDANVIDIA CORPReduced
$45.3M· 4.5%· 232K SH· ▼ 21.8%· cost $194.97· last $230.36· ▲18.2%
Information Technology · EQUITY · SOLE
AAPLAPPLE INCNew
$33.0M· 3.3%· 117K SH· New· cost $281.74· last $319.97· ▲13.6%
Information Technology · EQUITY · SOLE
MUMICRON TECHNOLOGY INC COMPReduced
$23.7M· 2.4%· 21K SH· ▼ 3.6%· cost $1145.28· last $1016.59· ▼11.2%
Information Technology · EQUITY · SOLE
AMZNAMAZON.COM INC COMPReduced
$20.4M· 2.0%· 85K SH· ▼ 20.2%· cost $240.14· last $258.51· ▲7.6%
Consumer Discretionary · EQUITY · SOLE
MSFTMICROSOFT CORP COMPReduced
$17.9M· 1.8%· 49K SH· ▼ 30.9%· cost $368.57· last $499.70· ▲35.6%
Information Technology · EQUITY · SOLE
WMTWALMART INCNew
$17.8M· 1.8%· 156K SH· New· cost $114.60· last $107.14· ▼6.5%
Consumer Staples · EQUITY · SOLE
CAHCARDINAL HEALTH INC COMPNew
$16.6M· 1.7%· 70K SH· New· cost $236.22· last $247.18· ▲4.6%
Health Care · EQUITY · SOLE
AVGOBROADCOM INC COMPReduced
$15.9M· 1.6%· 43K SH· ▼ 40.6%· cost $372.45· last $357.90· ▼3.9%
Information Technology · EQUITY · SOLE
GOOGALPHABET IN-CL CReduced
$15.7M· 1.6%· 45K SH· ▼ 29.8%· cost $351.28· last $335.31· ▼4.5%
Communication Services · EQUITY · SOLE
METAMETA PLATFORMS INCNew
$15.3M· 1.5%· 27K SH· New· cost $562.60· last $616.77· ▲9.6%
Communication Services · EQUITY · SOLE
1–10 of 1,037
1 / 104
Sector Breakdown
Q2 2026
Information Technology25.2% · $253.0M
Industrials15.9% · $159.5M
Health Care11.3% · $113.5M
Financials9.1% · $91.4M
Consumer Discretionary8.6% · $86.6M
Energy8.5% · $85.6M
Communication Services5.7% · $57.5M
Other15.6% · $156.0M
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