Fullerton Fund Management Co Ltd. — 13F Holdings & Portfolio

CIK 1592746 · latest 13F-HR filed 2026-05-15

Fullerton Fund Management Co Ltd. manages $1.25B in 13F-reported U.S. long-equity assets across 125 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOG (14.98%), PH (8.09%), AMZN (7.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 43 new positions, exited 40, added to 20, and trimmed 60.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.25B

Long-equity book

Holdings

125

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+43 / −40 / ↑20 / ↓60

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • 3M CO$35.8M +13913.9%
  • INTERACTIVE BROKERS GROUP IN$26.0M +8223.9%
  • APPLE INC$21.9M +42.1%
  • SPDR GOLD TR$19.9M +30.9%
  • COSTCO WHOLESALE CORPORATION$934.7K +113.0%
Show all 20

Top Trims

  • AMAZON COM INC-$114.4M -55.8%
  • ALPHABET INC-$112.8M -37.6%
  • BROADCOM INC-$110.1M -76.0%
  • JPMORGAN CHASE & CO-$101.7M -98.5%
  • PARKER-HANNIFIN CORP-$81.3M -44.6%
Show all 60

New Positions

  • MORGAN STANLEY$68.3M
  • CORNING INC$43.6M
  • SELECT SECTOR SPDR TR$36.0M
  • EATON CORP PLC$23.3M
  • SELECT SECTOR SPDR TR$2.6M
Show all 43

Exited Positions

  • ROCKWELL AUTOMATION INC$180.2M
  • CATERPILLAR INC$28.9M
  • BLOOM ENERGY CORP$13.2M
  • FUTU HLDGS LTD$6.5M
  • INVESCO QQQ TR$1.5M
Show all 40
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $187.0M 14.98% 651,804 SH
2 PARKER-HANNIFIN CORP PH 701094104 $101.0M 8.09% 112,794 SH
3 AMAZON COM INC AMZN 023135106 $90.4M 7.24% 434,190 SH
4 SPDR GOLD TR GLD 78463V107 $84.4M 6.76% 196,140 SH
5 NVIDIA CORPORATION NVDA 67066G104 $83.1M 6.65% 476,238 SH
6 APPLE INC AAPL 037833100 $73.9M 5.92% 291,225 SH
7 MORGAN STANLEY MS 617446448 $68.3M 5.47% 414,871 SH
8 S&P GLOBAL INC SPGI 78409V104 $65.0M 5.20% 152,735 SH
9 ALPHABET INC GOOGL 02079K305 $50.8M 4.07% 176,632 SH
10 CORNING INC GLW 219350105 $43.6M 3.49% 320,461 SH
11 CAMECO CORP CCJ 13321L108 $42.6M 3.41% 391,961 SH
12 3M CO MMM 88579Y101 $36.1M 2.89% 248,417 SH
13 SELECT SECTOR SPDR TR XLE 81369Y506 $36.0M 2.88% 587,781 SH
14 BROADCOM INC AVGO 11135F101 $34.8M 2.79% 112,359 SH
15 WORLD GOLD TR GLDM 98149E303 $30.5M 2.44% 328,706 SH
16 BANK AMERICA CORP BAC 060505104 $26.9M 2.16% 551,883 SH
17 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $26.3M 2.11% 392,602 SH
18 INTEL CORP INTC 458140100 $25.9M 2.08% 587,466 SH
19 EATON CORP PLC ETN G29183103 $23.3M 1.86% 65,026 SH
20 LAUDER ESTEE COS INC EL 518439104 $15.6M 1.25% 216,748 SH
21 MICROSOFT CORP MSFT 594918104 $15.1M 1.21% 40,828 SH
22 VANECK ETF TRUST GDX 92189F106 $10.9M 0.87% 118,955 SH
23 SELECT SECTOR SPDR TR XLV 81369Y209 $10.3M 0.82% 69,991 SH
24 LAS VEGAS SANDS CORP LVS 517834107 $5.3M 0.43% 98,732 SH
25 GLOBAL X FDS SHLD 37960A529 $3.5M 0.28% 49,844 SH
26 SELECT SECTOR SPDR TR XME 78464A755 $2.6M 0.21% 24,400 SH
27 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.1M 0.17% 6,355 SH
28 MAKEMYTRIP LIMITED MAURITIUS MMYT V5633W109 $2.0M 0.16% 53,702 SH
29 ISHARES TR IVV 464287200 $1.8M 0.14% 2,724 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.8M 0.14% 1,768 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $1.6M 0.13% 5,438 SH
32 VANGUARD INDEX FDS VOO 922908363 $1.5M 0.12% 2,553 SH
33 ALAMOS GOLD INC AGI 011532108 $1.4M 0.11% 31,704 SH
34 ABRDN ETFS BCI 003261104 $1.3M 0.10% 51,484 SH
35 PDD HOLDINGS INC PDD 722304102 $1.2M 0.10% 12,194 SH
36 BARCLAYS BANK PLC DJP 06738C778 $1.2M 0.10% 25,622 SH
37 META PLATFORMS INC META 30303M102 $1.1M 0.09% 1,992 SH
38 NETFLIX INC. NFLX 64110L106 $1.1M 0.08% 10,993 SH
39 ELI LILLY & CO LLY 532457108 $1.0M 0.08% 1,137 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $985.7K 0.08% 2,057 SH
41 ABBVIE INC ABBV 00287Y109 $969.8K 0.08% 4,459 SH
42 APPLIED MATLS INC AMAT 038222105 $966.6K 0.08% 2,828 SH
43 WALMART INC WMT 931142103 $855.2K 0.07% 6,881 SH
44 GE VERNOVA INC GEV 36828A101 $794.3K 0.06% 910 SH
45 PEPSICO INC PEP 713448108 $777.7K 0.06% 5,008 SH
46 SHINHAN FINANCIAL GROUP CO L SHG 824596100 $722.6K 0.06% 11,784 SH
47 MASTERCARD INCORPORATED MA 57636Q104 $706.0K 0.06% 1,413 SH
48 ANALOG DEVICES INC ADI 032654105 $686.9K 0.06% 2,159 SH
49 PROLOGIS INC. PLD 74340W103 $646.6K 0.05% 4,892 SH
50 SOUTHERN CO SO 842587107 $642.4K 0.05% 6,656 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.25B 125 0001104659-26-061659
2025-12-31 2026-02-17 $2.29B 122 0001104659-26-015726
2025-09-30 2025-11-14 $2.59B 98 0001104659-25-111773