2026 Q2 Portfolio Activity
In 2026 Q2, Freemont Capital Pte Ltd maintained a portfolio of 4 distinct positions. The fund also reduced its exposure to Sensient Technologies Corporat by 67.5%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
LIN (53.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Freemont Capital Pte Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LIN
Linde plc
|
Basic Materials | 53.83% | 51.34% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
5,083,319 | $2,637,937,562 |
$410.43
+17.2%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
IFF
International F...
|
Basic Materials | 40.99% | 37.48% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
25,356,381 | $2,008,732,503 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SXT
Sensient Techno...
|
Basic Materials | 5.16% | 11.10% |
#3
Prev: #3
|
3.1 |
—
|
-4,255,132 | -67.5% |
P
S
|
2,049,782 | $252,717,623 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PDD
PDD Holdings In...
|
Consumer Cyclical | 0.02% | 0.07% |
#4
Prev: #4
|
0.5 |
—
|
-20,073 | -57.4% |
P
S
|
14,927 | $1,138,632 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-4 of 4 holdings