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Fourier Capital Management Ltd

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

Fourier Capital Management Ltd reported $100,133,218 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 87.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002107705-26-000003

Period
2026-03-31
Reported value
$100M
Holdings
14
Top 10 weight
87.42%
New
7
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+67,956$11.9M
Qnew+76,315$8.81M
MKSIadded+27,497$6.32M
GRABnew+1,525,195$5.58M
SNDKnew+8,780$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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMKRexited-258,802-$10.2M
TERexited-43,989-$8.51M
GOOGLexited-23,740-$7.43M
MSFTexited-15,363-$7.43M
SNPSreduced-9,503-$3.77M

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, Q1 2026

Share positions as resolved from 13F-HR 0002107705-26-000003, largest first. % of portfolio is the value over $100,133,218, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,185 shares; 2026Q1: 95,141 shares 95,141$16.6M16.57%+67,956Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 43,531 shares; 2026Q1: 71,028 shares 71,028$16.3M16.3%+27,497Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 471,310 shares; 2026Q1: 754,424 shares 754,424$10.1M10.09%+283,114Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,931 shares; 2026Q1: 30,797 shares 30,797$9.53M9.52%+9,866Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 76,315 shares 76,315$8.81M8.79%newTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,525,195 shares 1,525,195$5.58M5.57%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,780 shares 8,780$5.58M5.57%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,362 shares; 2026Q1: 25,830 shares 25,830$5.38M5.37%+20,468Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 35,687 shares 35,687$4.85M4.85%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,587 shares; 2026Q1: 12,084 shares 12,084$4.79M4.78%-9,503Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 93,300 shares; 2026Q1: 100,047 shares 100,047$4.42M4.41%+6,747Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 36,546 shares 36,546$4.28M4.28%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 9,047 shares 9,047$2.16M2.15%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 13,872 shares 13,872$1.74M1.74%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AMKRAMKOR TECHNOLOGY INC258,802$10.2Mshares
TERTERADYNE INC43,989$8.51Mshares
GOOGLALPHABET INC23,740$7.43Mshares
MSFTMICROSOFT CORP15,363$7.43Mshares
CSCOCISCO SYS INC46,379$3.57Mshares
VRTVERTIV HOLDINGS CO17,811$2.89Mshares
LITELUMENTUM HLDGS INC6,599$2.43Mshares
SNOWSNOWFLAKE INC8,060$1.77Mshares
BEBLOOM ENERGY CORP17,913$1.56Mshares
HOODROBINHOOD MKTS INC11,547$1.31Mshares
ACNACCENTURE PLC IRELAND4,737$1.27Mshares
BIDUBAIDU INC9,370$1.22Mshares
MUMICRON TECHNOLOGY INC2,810$802Kshares

How Q1 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 0002107705-26-000003 base2026-05-13acceptance time not in the bulk data set