$FN is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.41%, with an average of 0.32% of portfolio. Largest holder: Freemont Management S.A. at 2.41%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
FABRINET
13F holders
640
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
2trades
Convergence
—
Institutional holders
Top 10 of 640 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
—
03
Hillman Co.
—
—
04
Point72 Asset Management, L.P.
—
—
05
New York Life Insurance Co.
—
—
06
HBK Sorce Advisory LLC
—
—
07
Staley Capital Advisers Inc.
—
—
08
Massachusetts Institute of Technology
—
—
09
ProShare Advisors LLC
—
—
10
Caz Investments LP
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Freemont Management S.A.
2.41% NEW
α +20.1pts
02
Motley Fool Wealth Management, LLC
1.02% NEW
α +15.3pts
03
Hel Ved Capital Management Ltd
0.59% NEW
α +36.9pts
04
Rokos Capital Management LLP
0.29% NEW
α +12.2pts
05
Eventide Asset Management, LLC
0.27% NEW
α +22.5pts
06
Erste Asset Management GmbH
0.04% held
α +33.4pts
07
Connor, Clark & Lunn Investment Management Ltd.
0.04% held
α +12.3pts
08
Wellington Management Group LLP
0.04% held
α +10.5pts
09
Principal Securities, Inc.
0.03% held
α +21.3pts
10
WINTON GROUP Ltd
0.02% held
α +27.0pts
11
Quarry LP
0.01% held
α +10.6pts
12
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
14
Level Financial Advisors
0.00% held
α +30.9pts
15
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
38 transactions · 9 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
9 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $FN lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $FN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:11 UTC.