Sign In
test

Duncan Hayton

Fulcrum Asset Management Llp

Assets Managed
$661.755M
Holdings
219
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
84.11%(2Q avg: 41.88%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulcrum Asset Management Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Fulcrum Asset Management Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 661.755M in assets, with a quarterly growth rate of 84.11% and a 2-quarter average growth rate of 41.88%. The portfolio is managed by Duncan Hayton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 36.25%
7.42%
$49.059M
297,019 shares@ $165.17 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 18.97%
3.82%
$25.225M
70,272 shares@ $358.96 avg price
DAR
Darling Ingredients Inc
Recent Activity
New Position
3.34%
$22.078M
365,718 shares@ $60.38 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 26.29%
3.24%
$21.387M
106,427 shares@ $200.96 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 36.98%
3.2%
$21.111M
71,950 shares@ $293.42 avg price
HAL
Halliburton Co
Recent Activity
New Position
3.04%
$20.099M
511,950 shares@ $39.26 avg price
SLB
Schlumberger Ltd
Recent Activity
Increased 339.46%
2.63%
$17.402M
337,698 shares@ $51.54 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 44.78%
2.63%
$17.347M
63,509 shares@ $273.14 avg price
WM
Waste Management Inc
Recent Activity
Increased 369.05%
2.47%
$16.329M
71,009 shares@ $229.97 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 12.23%
2.09%
$13.769M
50,344 shares@ $273.5 avg price

1-10 of 219