Skip to content
Disclosery

Fourier Capital Management Ltd

Follow

13F filer, CIK 2107705, HONG KONG, Hong Kong

Fourier Capital Management Ltd reported $63,990,861 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002107705-26-000004

Period
2026-06-30
Reported value
$64M
Holdings
9
Top 10 weight
100%
New
7
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADInew+25,035$9.94M
AEISnew+25,377$9.46M
INIOnew+149,330$5.91M
TERnew+11,924$5.77M
QCOMnew+23,715$4.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MKSIreduced-41,170-$18.3M
NVDAexited-95,141-$16.6M
AVGOexited-30,797-$9.53M
Qexited-76,315-$8.81M
GRABexited-1,525,195-$5.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002107705-26-000004, largest first. % of portfolio is the value over $63,990,861, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 43,531 shares; 2026Q1: 71,028 shares; 2026Q2: 29,858 shares 29,858$13.3M20.75%-41,170Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 471,310 shares; 2026Q1: 754,424 shares; 2026Q2: 891,442 shares 891,442$11.5M17.93%+137,018Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,035 shares 25,035$9.94M15.54%newTimeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,377 shares 25,377$9.46M14.79%newTimeline
INIOINNIO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,330 shares 149,330$5.91M9.23%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 43,989 shares; 2026Q1: not reported; 2026Q2: 11,924 shares 11,924$5.77M9.02%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,715 shares 23,715$4.38M6.85%newTimeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,580 shares 6,580$1.93M3.01%newTimeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,956 shares 12,956$1.85M2.89%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION95,141$16.6Mshares
AVGOBROADCOM INC30,797$9.53Mshares
QQNITY ELECTRONICS INC76,315$8.81Mshares
GRABGRAB HOLDINGS LIMITED1,525,195$5.58Mshares
SNDKSANDISK CORP8,780$5.58Mshares
AMZNAMAZON COM INC25,830$5.38Mshares
GLWCORNING INC35,687$4.85Mshares
SNPSSYNOPSYS INC12,084$4.79Mshares
INTCINTEL CORP100,047$4.42Mshares
ENTGENTEGRIS INC36,546$4.28Mshares
COHRCOHERENT CORP9,047$2.16Mshares
BABAALIBABA GROUP HLDG LTD13,872$1.74Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002107705-26-000004 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002107705-26-000004 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0002107705-26-000003 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0002107705-26-000002 Quarter ended 2025-12-312026-02-05acceptance time not in the bulk data set