Fourier Capital Management Ltd

HONG KONG, K3 · CIK 2107705 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$64.0m reported value -36.1% vs Q1 2026

9positions

100.0%in top 10

7 new 1 added 1 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MKS INC. COM MKSI	MKSI	29,858	$13.3m20.75%	20.75%	Reduced -41.2k	-41,170 -58.0%
2	KANZHUN LIMITED SPONSORED ADS BZ	BZ	891,442	$11.5m17.93%	17.93%	Added +137.0k	+137,018 18.2%
3	ANALOG DEVICES INC COM ADI	ADI	25,035	$9.9m15.54%	15.54%	New
4	ADVANCED ENERGY INDS COM AEIS	AEIS	25,377	$9.5m14.79%	14.79%	New
5	INNIO NV ORDINARY SHARES INIO	INIO	149,330	$5.9m9.23%	9.23%	New
6	TERADYNE INC COM TER	TER	11,924	$5.8m9.02%	9.02%	New
7	QUALCOMM INC COM QCOM	QCOM	23,715	$4.4m6.85%	6.85%	New
8	GENERAC HLDGS INC COM GNRC	GNRC	6,580	$1.9m3.01%	3.01%	New
9	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	12,956	$1.8m2.89%	2.89%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NVIDIA CORPORATION NVDA	NVDA	95,141	$16.6m95.1k shares
BROADCOM INC AVGO	AVGO	30,797	$9.5m30.8k shares
QNITY ELECTRONICS INC Q	Q	76,315	$8.8m76.3k shares
GRAB HOLDINGS LIMITED GRAB	GRAB	1,525,195	$5.6m1.5m shares
SANDISK CORP SNDK	SNDK	8,780	$5.6m8.8k shares
AMAZON COM INC AMZN	AMZN	25,830	$5.4m25.8k shares
CORNING INC GLW	GLW	35,687	$4.9m35.7k shares
SYNOPSYS INC SNPS	SNPS	12,084	$4.8m12.1k shares
INTEL CORP INTC	INTC	100,047	$4.4m100.0k shares
ENTEGRIS INC ENTG	ENTG	36,546	$4.3m36.5k shares
COHERENT CORP COHR	COHR	9,047	$2.2m9.0k shares
ALIBABA GROUP HLDG LTD BABA	BABA	13,872	$1.7m13.9k shares