Freemont Capital Pte Ltd (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $4,908,284,735 · 4 positions · top-10 100.0%
· SEC filing history →
13FScore 20/100 — cloning their disclosed top holdings over ~3.6y returned -1%/yr vs S&P +19%/yr (alpha -20%/yr), ahead of the market in 20% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| Linde plc | 51.3% | Industrial gases (oxygen, nitrogen, hydrogen) |
| $IFF · International Flavors & Fragrances, Inc. | 37.5% | Flavors, fragrances and ingredients |
| $SSF · Sensient Technologies Corporation | 11.1% | Colors, flavors and fragrances ingredients |
| $PDD · PDD Holdings Inc. | 0.1% | Pinduoduo and Temu e-commerce platforms |