Fourier Capital Management Ltd

**Fourier Capital Management Ltd** maintains a focused portfolio of 20 positions with $94M in assets under management. The fund exhibits significant concentration in technology and semiconductor names, notably holding AMKR and SNPS at $10.2M and $10.1M, respectively. Further top allocations include BZ ($9.6M) and TER ($8.5M), alongside substantial positions in mega-cap tech leaders such as GOOGL and MSFT, each valued at $7.4M. This structure suggests a conviction-driven, high-conviction approach targeting established growth sectors.

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