Fulcrum Asset Management LLP

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$661,755
Net value change ($000)
+302,316 (84.1%)
New positions
52
Sold out positions
14
Turnover %
37.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DAR 22,078 NEW
HAL 20,099 NEW
SLB 14,440 487.5%
WM 12,966 385.5%
LBRT 12,325 NEW
PUMP 12,126 NEW
TRANE TECHNOLOGIES PLC 11,251 NEW
PTEN 10,395 NEW
WHD 10,390 NEW
CF 10,072 NEW
Top Reduces (Value $000, Stocks/ETFs)
TRV -5,145 -100.0%
MSFT -3,570 -12.4%
AEE -3,233 -78.7%
RY -2,018 -100.0%
ARES -1,990 -78.3%
ATR -1,776 -100.0%
MU -1,652 -19.3%
WEC -1,441 -80.4%
JPM -1,017 -8.5%
BSX -1,005 -27.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type