Fulcrum Asset Management LLP

All 13F Filings

Location
London, X0
Most recent 13F
Q2 2026
Holdings value ($000)
1,003,036
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/18/2026 1,037 1,003,036 13F-HR Fulcrum Asset Management LLP
Q1 2026 5/14/2026 220 661,755 13F-HR Fulcrum Asset Management LLP
Q4 2025 2/5/2026 182 359,439 13F-HR/A - RESTATEMENT Fulcrum Asset Management LLP
Q4 2025 2/3/2026 182 359,427 13F-HR Fulcrum Asset Management LLP
Q3 2025 11/24/2025 177 360,720 13F-HR/A - RESTATEMENT Fulcrum Asset Management LLP
Q3 2025 11/18/2025 172 135,811 13F-HR Fulcrum Asset Management LLP
Q2 2025 11/24/2025 181 350,460 13F-HR/A - RESTATEMENT Fulcrum Asset Management LLP
Q2 2025 8/12/2025 98 130,055 13F-HR Fulcrum Asset Management LLP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 992.7 K 99.0% 330.9 K 0 330.9 K
ETFs 3.95 K 0.4% 3.95 K 0 3.95 K
Debt 6.407 K 0.6% 6.407 K 0 6.407 K
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Fund Snapshot

Q2 2026
Latest filed
8/18/2026
Total value ($000)
1,003,036
Holdings
1037
QoQ value change ($000)
341,281 (51.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.