Data as of Q4 2025 (Dec 31, 2025)

Fulcrum Asset Management LLP

•CIK: 1353395•Filing: Q4 2025

**Fulcrum Asset Management LLP** manages $359M across a concentrated portfolio of 181 positions. The fund exhibits significant exposure to technology and mega-cap growth names, with NVDA anchoring the top holdings at $40.9M. Further notable allocations include MSFT ($28.8M), AMZN ($19.6M), and AVGO ($18.4M). This structure suggests a conviction-driven, large-cap growth mandate.

Total AUM
$359.4M
QoQ Performance
-1.7%
Positions
181
Top 10 Concentration
47.8%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
MSFT
AMZN
AVGO
NVDA11.4%
MSFT8.0%
AMZN5.5%
AVGO5.1%
GOOGL3.9%
GOOG3.8%
JPM3.3%
MU2.4%

📈 Biggest Buys

RY
ROYAL BANK OF CANADA COMP
NEW
0.6% of portfolio
GOOG
ALPHABET IN-CL C
+10.9%
3.8% of portfolio
AMZN
AMAZON.COM INC COMP
+7.3%
5.5% of portfolio
AEE
AMEREN CORPORATION COMP
+18.2%
1.1% of portfolio
NOW
SERVICENOW INC COMP
+385.4%
0.2% of portfolio

📉 Biggest Sells

SLB
SLB LTD
-56.7%
0.8% of portfolio
AWC
AMERICAN WATER WORKS CO INC COMP
-51.6%
0.8% of portfolio
MU
MICRON TECHNOLOGY INC COMP
-14.1%
2.4% of portfolio
TDW
TIDEWATER INC COMP
-42.0%
0.5% of portfolio
NEE
NEXTERA ENERGY INC COMP
-19.6%
1.4% of portfolio

Sector Breakdown

Other40.3%
Technology34.5%
Financial8.8%
Consumer6.6%
Healthcare4.7%
Utilities2.6%
Energy0.8%
Consumer Staples0.6%

🚪 Exited Positionssold since Q3 2025

PNW
PINNACLE WEST CAPITAL COMP
SOLD
$2.5M
—
TRAVELERS COS INC/THE
SOLD
$2.0M
MOH
MOLINA HEALTHCARE INC COMP
SOLD
$813.3K
CTV
HELIX ENERGY SOLUTIONS GROUP COMP
SOLD
$423.7K

Changes from Q3 2025

NEW2 new positions
↑32 increased
↓98 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

NVDA11.4%
NVIDIA CORP
$40.9M
MSFT8.0%
MICROSOFT CORP COMP
$28.8M
AMZN5.5%
AMAZON.COM INC COMP
$19.6M
AVGO5.1%
BROADCOM INC COMP
$18.4M
GOOGL3.9%
ALPHABET INC-CL A
$14.1M

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