Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 APA Corporation | APA | 45.27K | $1.49M |
 Amphenol Corporation | APH | 45.24K | $7.53M |
 Federated Hermes, Inc. | FHI | 45.08K | $2.54M |
 Alphabet Inc. | GOOG | 44.57K | $15.66M |
 Broadcom Inc. | AVGO | 42.75K | $15.92M |
 Arista Networks, Inc. | ANET | 41.76K | $6.85M |
 Lumen Technologies, Inc. | LUMN | 41.36K | $329.23K |
 Dnow Inc. | DNOW | 40.6K | $532.72K |
 Antero Midstream Corporation | AM | 40.11K | $914.55K |
 Occidental Petroleum Corporation | OXY | 39.98K | $1.96M |
 Prologis, Inc. | PLD | 38.98K | $5.41M |
 Coty Inc. | COTY | 38.57K | $75.59K |
 Blue Owl Capital Inc. | OWL | 38.35K | $326.78K |
 Okta, Inc. | OKTA | 37.98K | $4.99M |
 CEMEX, S.A.B. de C.V. | CX | 37.87K | $459.79K |
 Alphabet Inc. | GOOGL | 37.65K | $13.32M |
 Gold Fields Limited | GFI | 36.98K | $1.23M |
 Magnolia Oil & Gas Corporation | MGY | 36.39K | $936.37K |
 Marathon Digital Holdings, Inc. | MARA | 36.03K | $505.47K |
 Uber Technologies, Inc. | UBER | 34.9K | $2.63M |