Freemont Capital Pte
SINGAPORE, U0files as Freemont Capital Pte Ltd
$4.9bn in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.0% of the portfolio this quarter.
Value
$4.9bn
Stocks
4
Top 10 share
100.0%
Turnover
6.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Sensient TechnologiesSXT5.2% of the fund-67%
- PDD HoldingsPDD<0.1% of the fund-57%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- PDD HoldingsPDD
- Share
- <0.1%
- Value
- $1m
- Shares
- 14,927
-57%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| LindeLIN | 53.8% | $2.6bn | 5,083,319 | Held |
| International Flavors & FragrancesIFF | 41.0% | $2.0bn | 25,356,381 | Held |
| Sensient TechnologiesSXT | 5.2% | $253m | 2,049,782 | -67% |
| PDD HoldingsPDD | <0.1% | $1m | 14,927 | -57% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 0.4% since 30 June 2025.
Where the money is
Materials100.0%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.