MondegarAI
Fullerton Fund Management Co Ltd.

Q2 2024 · 13F-HR

Fullerton Fund Management Co Ltd.holdings as filed

Filed 2024-08-14 · accession 0001104659-24-089264

$2.23B
Reported value
129
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$313.4M14.1%701,306CommonSOLE
67066G104NVDANVIDIA CORPORATION$305.3M13.7%2,470,977CommonSOLE
30303M102METAMETA PLATFORMS INC$133.5M5.99%264,822CommonSOLE
023135106AMZNAMAZON COM INC$116.8M5.24%604,495CommonSOLE
36828A101GEVGE VERNOVA LLC$109.4M4.91%637,642CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$85.4M3.83%491,239CommonSOLE
037833100AAPLAPPLE INC$78.8M3.54%374,250CommonSOLE
46090E103QQQINVESCO QQQ TRUST$74.2M3.33%154,951CommonSOLE
931142103WMTWALMART INC$73.9M3.31%1,090,683CommonSOLE
722304102PDDPDD HOLDINGS INC$72.7M3.26%547,165CommonSOLE
042068205ARMARM HOLDINGS PLC$71.2M3.19%434,959CommonSOLE
02079K107GOOGALPHABET INC$67.7M3.04%369,116CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$58.2M2.61%287,995CommonSOLE
532457108LLYELI LILLY & CO$48.4M2.17%53,501CommonSOLE
11135F101AVGOBROADCOM INC$46.6M2.09%29,036CommonSOLE
92826C839VVISA INC$43.3M1.94%164,971CommonSOLE
78463V107GLDSPDR GOLD TR$38.1M1.71%177,377CommonSOLE
92840M102VSTVISTRA CORP$35.6M1.60%414,184CommonSOLE
02079K305GOOGLALPHABET INC$33.5M1.51%184,164CommonSOLE
65339F101NEENEXTERA ENERGY INC$28.4M1.28%401,289CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$26.3M1.18%361,517CommonSOLE
N07059210ASMLASML HOLDING NV$24.9M1.12%24,384CommonSOLE
81762P102NOWSERVICENOW INC$22.7M1.02%28,833CommonSOLE
46434G772EWTISHARES INC$22.1M0.99%408,653CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$22.0M0.99%66,919CommonSOLE
64110L106NFLXNETFLIX INC$21.8M0.98%32,375CommonSOLE
13321L108CCJCAMECO CORP$21.1M0.95%428,747CommonSOLE
09247X101BLKCHFBLACKROCK INC$19.2M0.86%24,329CommonSOLE
464286772EWYISHARES INC$18.9M0.85%285,699CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$17.9M0.80%206,365CommonSOLE
46429B598INDAISHARES TR$16.7M0.75%298,756CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$15.9M0.72%207,068CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$12.9M0.58%29,158CommonSOLE
369604301GEGENERAL ELECTRIC CO$10.7M0.48%67,463CommonSOLE
464287200IVVISHARES TR$10.4M0.47%19,076CommonSOLE
26856L103ELFE L F BEAUTY INC$9.9M0.44%47,038CommonSOLE
81141R100SESEA LTD$9.7M0.43%135,710CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.8M0.35%14,123CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7.6M0.34%13,976CommonSOLE
92189F676SMHVANECK ETF TRUST$5.4M0.24%20,871CommonSOLE
464287440IEFISHARES TR$5.0M0.22%53,153CommonSOLE
G29183103ETNEATON CORP PLC$4.7M0.21%14,940CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.3M0.19%8,353CommonSOLE
45104G104IBNICICI BANK LIMITED$3.3M0.15%115,313CommonSOLE
464287432TLTISHARES TR$3.3M0.15%36,068CommonSOLE
81369Y506XLESELECT SECTOR SPDR FUND$2.7M0.12%29,677CommonSOLE
34959E109FTNTFORTINET INC$2.7M0.12%44,066CommonSOLE
81369Y803XLKSELECT SECTOR SPDR FUND$1.8M0.08%7,980CommonSOLE
191216100KOCOCA COLA CO$1.2M0.05%18,663CommonSOLE
872590104TMUST-MOBILE US INC$1.1M0.05%6,438CommonSOLE
98149E303GLDMWORLD GOLD TR$1.1M0.05%23,942CommonSOLE
166764100CVXCHEVRON CORP NEW$1.0M0.05%6,618CommonSOLE
060505104BACBANK AMERICA CORP$886,5130.04%22,291CommonSOLE
20825C104COPCONOCOPHILLIPS$812,3270.04%7,102CommonSOLE
00287Y109ABBVABBVIE INC$811,6330.04%4,732CommonSOLE
713448108PEPPEPSICO INC$764,2860.03%4,634CommonSOLE
G54950103LINLINDE PLC$741,1500.03%1,689CommonSOLE
H1467J104CBCHUBB LIMITED$721,1110.03%2,827CommonSOLE
92189F106GDXVANECK ETF TRUST$715,6180.03%21,091CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$701,4840.03%2,312CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$674,0500.03%633CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$671,2430.03%1,484CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$661,8830.03%13,619CommonSOLE
036752103ELVELEVANCE HEALTH INC$635,0600.03%1,172CommonSOLE
548661107LOWLOWE'S COS INC$623,2400.03%2,827CommonSOLE
478160104JNJJOHNSON & JOHNSON$601,0100.03%4,112CommonSOLE
882508104TXNTEXAS INSTRS INC$575,4200.03%2,958CommonSOLE
74340W103PLDPROLOGIS INC$572,2190.03%5,095CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$566,6820.03%1,209CommonSOLE
617446448MSMORGAN STANLEY$563,7020.03%5,800CommonSOLE
891160509TDTORONTO DOMINION BK ONT$560,5580.03%10,200CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$552,9800.02%2,055CommonSOLE
743315103PGRPROGRESSIVE CORP$542,7460.02%2,613CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$541,9230.02%8,650CommonSOLE
58733R102MELIMERCADOLIBRE INC$537,3920.02%327CommonSOLE
29250N105ENBENBRIDGE INC$537,0830.02%15,100CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$534,9740.02%509CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$529,3890.02%8,399CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$521,9240.02%1,283CommonSOLE
009066101ABNBAIRBNB INC$516,7550.02%3,408CommonSOLE
842587107SOSOUTHERN CO$516,6940.02%6,661CommonSOLE
902973304USBUS BANCORP DEL$515,9410.02%12,996CommonSOLE
89832Q109TFCTRUIST FINL CORP$514,4130.02%13,241CommonSOLE
91913Y100VLOVALERO ENERGY CORP$512,1350.02%3,267CommonSOLE
29444U700EQIXEQUINIX INC$504,6520.02%667CommonSOLE
609207105MDLZMONDELEZ INTL INC$495,8390.02%7,577CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$490,9080.02%7,023CommonSOLE
009158106APDAIR PRODS & CHEMS INC$488,2310.02%1,892CommonSOLE
049468101TEAMATLASSIAN CORPORATION$466,6090.02%2,638CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$459,4700.02%6,097CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$457,9590.02%2,356CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$457,0420.02%4,748CommonSOLE
863667101SYKSTRYKER CORPORATION$450,8310.02%1,325CommonSOLE
231021106CMICUMMINS INC$443,3650.02%1,601CommonSOLE
22822V101CCICROWN CASTLE INC$442,2880.02%4,527CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$435,8220.02%3,187CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$434,6430.02%2,579CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$433,5890.02%3,144CommonSOLE
693506107PPGPPG INDS INC$429,6630.02%3,413CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$425,3220.02%21,845CommonSOLE
85472N109STNSTANTEC INC$424,6900.02%5,074CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$421,9730.02%16,002CommonSOLE
46982L108JJACOBS SOLUTIONS INC$418,8510.02%2,998CommonSOLE
351858105FNVFRANCO NEV CORP$414,8790.02%3,500CommonSOLE
701094104PHPARKER-HANNIFIN CORP$413,7530.02%818CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$410,7900.02%2,052CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$408,6030.02%3,941CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$406,8660.02%19,219CommonSOLE
086516101BBYBEST BUY INC$399,6190.02%4,741CommonSOLE
98419M100XYLXYLEM INC$398,3450.02%2,937CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$396,3310.02%11,269CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$395,9890.02%5,082CommonSOLE
631103108NDAQNASDAQ INC$393,7390.02%6,534CommonSOLE
244199105DEDEERE & CO$388,9490.02%1,041CommonSOLE
260003108DOVDOVER CORP$380,2080.02%2,107CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$372,7220.02%1,833CommonSOLE
126408103CSXCSX CORP$367,4150.02%10,984CommonSOLE
058498106BALLBALL CORP$360,8400.02%6,012CommonSOLE
45784P101PODDINSULET CORP$360,8180.02%1,788CommonSOLE
632307104NTRANATERA INC$347,6110.02%3,210CommonSOLE
78409V104SPGIS&P GLOBAL INC$313,5380.01%703CommonSOLE
N20944109CNHCNH INDL N V$307,3750.01%30,343CommonSOLE
857477103STTSTATE STR CORP$298,7380.01%4,037CommonSOLE
742718109PGPROCTER AND GAMBLE CO$269,3140.01%1,633CommonSOLE
247361702DALDELTA AIR LINES INC DEL$256,3180.01%5,403CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$254,9940.01%1,572CommonSOLE
G0250X107AMCRAMCOR PLC$241,0770.01%24,650CommonSOLE
594972408MSTRMICROSTRATEGY INC$235,5490.01%171CommonSOLE
053611109AVYAVERY DENNISON CORP$224,5540.01%1,027CommonSOLE

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.