Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ares Management Corporation | ARES | 5.11K | $549.41K |
 Jabil Inc. | JBL | 5.15K | $1.92M |
 Marvell Technology, Inc. | MRVL | 5.17K | $1.44M |
 Skyworks Solutions, Inc. | SWKS | 5.19K | $351.55K |
 PennyMac Mortgage Investment Trust | PMT | 5.32K | $58.33K |
 AppLovin Corporation | APP | 5.4K | $2.69M |
 Synopsys, Inc. | SNPS | 5.59K | $2.5M |
 Western Digital Corporation | WDC | 5.66K | $3.69M |
 Bloom Energy Corporation | BE | 5.68K | $1.56M |
 The Bank of Nova Scotia | BNS | 5.71K | $495.44K |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 5.73K | $113.05K |
 Fiserv, Inc. | FISV | 5.74K | $280.14K |
 Alexandria Real Estate Equities, Inc. | ARE | 5.77K | $320.75K |
 MasTec, Inc. | MTZ | 5.8K | $2.49M |
 NextNav Inc. | NN | 5.85K | $104.38K |
 Nutrien Ltd. | NTR | 5.88K | $359.74K |
 Pinterest, Inc. | PINS | 5.92K | $129.51K |
 CorMedix Inc. | CRMD | 5.94K | $45.38K |
 Texas Instruments Incorporated | TXN | 5.97K | $1.7M |
 Casey's General Stores, Inc. | CASY | 5.97K | $4.66M |