MondegarAI
Fulcrum Asset Management LLP

Q1 2025 · 13F-HR

Fulcrum Asset Management LLPholdings as filed

Filed 2025-04-24 · accession 0001085146-25-002318

$516.1M
Reported value
205
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931142103WMTWALMART INC$21.5M4.17%0PUTSOLE
58155Q103MCKMCKESSON CORP$21.4M4.15%0PUTSOLE
03073E105CORCENCORA INC$21.0M4.07%0PUTSOLE
037833100AAPLAPPLE INC$20.0M3.87%0PUTSOLE
14149Y108CAHCARDINAL HEALTH INC$17.9M3.47%0PUTSOLE
67066G104NVDANVIDIA CORPORATION$16.4M3.19%196,153PUTSOLE
594918104MSFTMICROSOFT CORP$16.4M3.18%56,441PUTSOLE
036752103ELVELEVANCE HEALTH INC$11.6M2.25%31,942PUTSOLE
023135106AMZNAMAZON COM INC$11.2M2.16%75,733PUTSOLE
125523100CITHE CIGNA GROUP$10.5M2.03%38,299PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.1M1.96%0PUTSOLE
30303M102METAMETA PLATFORMS INC$8.1M1.57%0PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.4M1.44%17,393PUTSOLE
85208M102SFMSPROUTS FMRS MKT INC$7.2M1.40%0PUTSOLE
760759100RSGREPUBLIC SVCS INC$7.1M1.38%36,658PUTSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$7.0M1.36%59,734PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.9M1.35%36,538PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$6.6M1.27%183,885PUTSOLE
532457108LLYELI LILLY & CO$6.5M1.26%0PUTSOLE
60855R100MOHMOLINA HEALTHCARE INC$6.5M1.25%23,188PUTSOLE
92826C839VVISA INC$6.4M1.25%23,677PUTSOLE
11135F101AVGOBROADCOM INC$6.2M1.19%47,914PUTSOLE
15135B101CNCCENTENE CORP DEL$6.2M1.19%119,739PUTSOLE
65339F101NEENEXTERA ENERGY INC$5.8M1.12%104,175PUTSOLE
07831C103BRBRBELLRING BRANDS INC$5.7M1.11%0PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$5.4M1.04%12,664PUTSOLE
02079K305GOOGLALPHABET INC$5.3M1.03%110,528PUTSOLE
806857108SLBSCHLUMBERGER LTD$4.7M0.91%137,927PUTSOLE
02079K107GOOGALPHABET INC$4.6M0.90%94,474PUTSOLE
743315103PGRPROGRESSIVE CORP$4.5M0.86%20,284PUTSOLE
337738108FISVFISERV INC$4.3M0.84%25,205PUTSOLE
88160R101TSLATESLA INC$4.3M0.83%0PUTSOLE
742718109PGPROCTER AND GAMBLE CO$4.1M0.79%0PUTSOLE
337932107FEFIRSTENERGY CORP$4.1M0.79%0PUTSOLE
94106L109WMWASTE MGMT INC DEL$4.0M0.78%21,407PUTSOLE
723484101PNWPINNACLE WEST CAP CORP$3.8M0.73%46,675PUTSOLE
776696106ROPROPER TECHNOLOGIES INC$3.8M0.73%0PUTSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.6M0.69%17,463PUTSOLE
30040W108ESEVERSOURCE ENERGY$3.4M0.67%74,475PUTSOLE
209115104EDCONSOLIDATED EDISON INC$3.4M0.66%41,318PUTSOLE
92847W103VITLVITAL FARMS INC$3.4M0.66%0PUTSOLE
94106B101WCNWASTE CONNECTIONS INC$3.3M0.64%23,055PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.2M0.63%0PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.2M0.62%79,515PUTSOLE
023608102AEEAMEREN CORP$3.1M0.61%39,098PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.0M0.58%38,268PUTSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.0M0.58%7,747PUTSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.9M0.57%0PUTSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.9M0.55%0PUTSOLE
031100100AMEAMETEK INC$2.7M0.53%20,598PUTSOLE
478160104JNJJOHNSON & JOHNSON$2.7M0.52%21,019PUTSOLE
501044101KRKROGER CO$2.7M0.52%0PUTSOLE
64110L106NFLXNETFLIX INC$2.7M0.52%0PUTSOLE
219948106CPAYCORPAY INC$2.6M0.51%9,756PUTSOLE
00287Y109ABBVABBVIE INC$2.6M0.50%0PUTSOLE
235851102DHRDANAHER CORPORATION$2.6M0.49%0PUTSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.5M0.48%26,574PUTSOLE
09290D101BLKBLACKROCK INC$2.4M0.47%0PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$2.4M0.47%18,302PUTSOLE
78409V104SPGIS&P GLOBAL INC$2.4M0.47%6,142PUTSOLE
45687V106IRINGERSOLL RAND INC$2.3M0.45%0PUTSOLE
68389X105ORCLORACLE CORP$2.3M0.45%0PUTSOLE
018802108LNTALLIANT ENERGY CORP$2.3M0.45%42,579PUTSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.3M0.44%0PUTSOLE
184496107CLHCLEAN HARBORS INC$2.2M0.43%13,427PUTSOLE
46431W853COMTISHARES U S ETF TR$2.2M0.43%0PUTSOLE
025816109AXPAMERICAN EXPRESS CO$2.2M0.43%0PUTSOLE
052769106ADSKAUTODESK INC$2.1M0.42%10,577PUTSOLE
92939U106WECWEC ENERGY GROUP INC$2.1M0.40%22,366PUTSOLE
281020107EIXEDISON INTL$2.1M0.40%0PUTSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.0M0.40%66,357PUTSOLE
053332102AZOAUTOZONE INC$2.0M0.38%0PUTSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.0M0.38%7,289PUTSOLE
30034W106EVRGEVERGY INC$1.9M0.38%33,398PUTSOLE
291011104EMREMERSON ELEC CO$1.9M0.37%0PUTSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.9M0.37%0PUTSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.34%26,632PUTSOLE
842587107SOSOUTHERN CO$1.7M0.34%0PUTSOLE
009066101ABNBAIRBNB INC$1.7M0.34%0PUTSOLE
060505104BACBANK AMERICA CORP$1.7M0.34%53,597PUTSOLE
713448108PEPPEPSICO INC$1.7M0.32%14,309PUTSOLE
038336103ATRAPTARGROUP INC$1.7M0.32%14,361PUTSOLE
96208T104WEXWEX INC$1.7M0.32%13,555PUTSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.6M0.32%0PUTSOLE
45784P101PODDINSULET CORP$1.6M0.31%0PUTSOLE
617446448MSMORGAN STANLEY$1.6M0.31%17,409PUTSOLE
58933Y105MRKMERCK & CO INC$1.6M0.30%22,554PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.6M0.30%9,735PUTSOLE
12653C108CNXCNX RES CORP$1.6M0.30%0PUTSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.6M0.30%14,590PUTSOLE
872540109TJXTJX COS INC NEW$1.5M0.30%16,282PUTSOLE
17275R102CSCOCISCO SYS INC$1.5M0.28%0PUTSOLE
038222105AMATAPPLIED MATLS INC$1.4M0.27%12,527PUTSOLE
79466L302CRMSALESFORCE INC$1.4M0.27%6,682PUTSOLE
653656108NICENICE LTD$1.3M0.25%0PUTSOLE
580135101MCDMCDONALDS CORP$1.3M0.25%0PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.25%0PUTSOLE
888787108TOSTTOAST INC$1.3M0.24%291,996PUTSOLE
23331A109DHID R HORTON INC$1.3M0.24%12,836PUTSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$1.2M0.24%41,728PUTSOLE
816851109SRESEMPRA$1.2M0.24%22,357PUTSOLE
74736L109QTWOQ2 HLDGS INC$1.2M0.24%20,567PUTSOLE
254687106DISDISNEY WALT CO$1.1M0.22%0PUTSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$1.1M0.21%149,236PUTSOLE
679295105OKTAOKTA INC$1.0M0.20%19,454PUTSOLE
682680103OKEONEOK INC NEW$1.0M0.20%15,762PUTSOLE
526057104LENLENNAR CORP$1.0M0.20%28,426PUTSOLE
747525103QCOMQUALCOMM INC$990,1430.19%0PUTSOLE
171340102CHDCHURCH & DWIGHT CO INC$972,5880.19%11,381PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$972,4120.19%12,207PUTSOLE
00724F101ADBEADOBE INC$964,9360.19%3,245PUTSOLE
87612G101TRGPTARGA RES CORP$946,5940.18%7,116PUTSOLE
002824100ABTABBOTT LABS$936,7690.18%0PUTSOLE
67059N108NTNXNUTANIX INC$934,1310.18%17,897PUTSOLE
303250104FICOFAIR ISAAC CORP$908,8640.18%0PUTSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$863,5040.17%43,999PUTSOLE
92538J106VERXVERTEX INC$829,0630.16%658,016PUTSOLE
422704106HLHECLA MNG CO$826,5640.16%0PUTSOLE
55354G100MSCIMSCI INC$813,1510.16%1,855PUTSOLE
444859102HUMHUMANA INC$804,6240.16%3,624PUTSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$793,6910.15%0PUTSOLE
92343V104VZVERIZON COMMUNICATIONS INC$788,5340.15%22,420PUTSOLE
00206R102TAT&T INC$781,5550.15%35,642PUTSOLE
45827U109INTAINTAPP INC$742,2330.14%0PUTSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$702,5690.14%196,183PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$689,8890.13%0PUTSOLE
69370C100PTCPTC INC$670,0340.13%5,577PUTSOLE
031162100AMGNAMGEN INC$669,0870.13%0PUTSOLE
461202103INTUINTUIT$668,8760.13%1,405PUTSOLE
952845105WFGWEST FRASER TIMBER CO LTD$658,5260.13%11,574PUTSOLE
675232102OIIOCEANEERING INTL INC$652,5470.13%38,587PUTSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$631,2130.12%0PUTSOLE
81762P102NOWSERVICENOW INC$611,7780.12%991PUTSOLE
088606108BHPBHP GROUP LTD$610,7440.12%0PUTSOLE
29250N105ENBENBRIDGE INC$607,3490.12%20,657PUTSOLE
969457100WMBWILLIAMS COS INC$606,5060.12%15,295PUTSOLE
88642R109TDWTIDEWATER INC NEW$601,4190.12%16,558PUTSOLE
243537107DECKDECKERS OUTDOOR CORP$599,0810.12%0PUTSOLE
194162103CLCOLGATE PALMOLIVE CO$594,9870.12%0PUTSOLE
20030N101CMCSACOMCAST CORP NEW$581,2750.11%0PUTSOLE
872590104TMUST-MOBILE US INC$576,7860.11%2,789PUTSOLE
172967424CCITIGROUP INC$536,9540.10%0PUTSOLE
147448104CWSTCASELLA WASTE SYS INC$535,7920.10%6,825PUTSOLE
548661107LOWLOWES COS INC$530,0190.10%2,931PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$516,6900.10%10,926PUTSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$504,9720.10%2,132PUTSOLE
20717M1038QRCONFLUENT INC$500,2560.10%211,948PUTSOLE
278865100ECLECOLAB INC$493,4760.10%2,925PUTSOLE
571748102MRSHMARSH & MCLENNAN COS INC$485,9430.09%2,568PUTSOLE
74460D109PSAPUBLIC STORAGE OPER CO$481,7750.09%2,107PUTSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$476,2480.09%0PUTSOLE
55336V100MPLXMPLX LP$467,7790.09%13,172PUTSOLE
443573100HUBSHUBSPOT INC$465,3220.09%0PUTSOLE
74340W103PLDPROLOGIS INC.$452,8740.09%5,334PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$452,8280.09%23,921PUTSOLE
855244109SBUXSTARBUCKS CORP$449,0370.09%0PUTSOLE
457187102INGRINGREDION INC$434,3580.08%0PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$422,3390.08%0PUTSOLE
907818108UNPUNION PAC CORP$419,0240.08%2,664PUTSOLE
09260D107BXBLACKSTONE INC$399,0000.08%0PUTSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$398,8690.08%0PUTSOLE
482480100KLACKLA CORP$396,2790.08%765PUTSOLE
03676B102AMANTERO MIDSTREAM CORP$393,1390.08%32,915PUTSOLE
512807306LRCXLAM RESEARCH CORP$391,4470.08%6,944PUTSOLE
09581B103OWLBLUE OWL CAPITAL INC$373,0550.07%0PUTSOLE
12572Q105CMECME GROUP INC$365,4580.07%1,777PUTSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$361,9270.07%0PUTSOLE
126650100CVSCVS HEALTH CORP$355,6810.07%0PUTSOLE
26884L109EQTEQT CORP$350,4950.07%0PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$340,4440.07%6,729PUTSOLE
13321L108CCJCAMECO CORP$318,4510.06%11,297PUTSOLE
654106103NKENIKE INC$308,0940.06%7,774PUTSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$306,1530.06%13,514PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$299,7980.06%0PUTSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$287,5030.06%0PUTSOLE
85208T107CXMSPRINKLR INC$283,8250.05%584,064PUTSOLE
98978V103ZTSZOETIS INC$273,4610.05%2,495PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$271,5760.05%0PUTSOLE
81686C104628SEMRUSH HLDGS INC$266,5410.05%114,778PUTSOLE
573284106MLMMARTIN MARIETTA MATLS INC$260,2520.05%0PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$256,7220.05%10,131PUTSOLE
72147K108PPCPILGRIMS PRIDE CORP$253,1570.05%0PUTSOLE
407497106HLNEHAMILTON LANE INC$250,6740.05%0PUTSOLE
126408103CSXCSX CORP$250,5980.05%12,790PUTSOLE
34959E109FTNTFORTINET INC$248,3400.05%3,327PUTSOLE
22052L104CTVACORTEVA INC$243,4530.05%5,812PUTSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$242,9130.05%0PUTSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$242,6450.05%18,284PUTSOLE
929160109VMCVULCAN MATLS CO$241,9520.05%0PUTSOLE
655844108NSCNORFOLK SOUTHN CORP$241,4190.05%1,531PUTSOLE
872657101TPGTPG INC$239,7750.05%0PUTSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$234,5510.05%0PUTSOLE
45168D104IDXXIDEXX LABS INC$232,4380.05%831PUTSOLE
15118V207CELHCELSIUS HLDGS INC$229,6000.04%0PUTSOLE
91912E105VALEVALE S A$227,5180.04%34,061PUTSOLE
767204100RIORIO TINTO PLC$216,4950.04%0PUTSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$215,9280.04%0PUTSOLE
020002101ALLALLSTATE CORP$213,9930.04%1,333PUTSOLE
136375102CNICANADIAN NATL RY CO$209,7570.04%3,233PUTSOLE
704326107PAYXPAYCHEX INC$205,3790.04%0PUTSOLE
29273V100ETENERGY TRANSFER L P$185,3250.04%18,736PUTSOLE
65340P106NXENEXGEN ENERGY LTD$180,3210.03%58,751PUTSOLE
916896103UECURANIUM ENERGY CORP$76,5450.01%23,384PUTSOLE
248356107DNNDENISON MINES CORP$71,4450.01%79,869PUTSOLE
292671708UUUUENERGY FUELS INC$30,9450.01%12,202PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.