Fisher Funds Management LTD
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$3.4B
Holdings
167
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: New position (135.1k shares)
5.7%
02
$AMZN
AMAZON COM INC
Q1 2026: New position (349.3k shares)
4.2%
03
$GOOGL
ALPHABET INC
Q1 2026: New position (78.9k shares)
3.1%
04
$META
META PLATFORMS INC
Q1 2026: New position (39.4k shares)
3.1%
05
$NVDA
NVIDIA CORP
Q1 2026: New position (33.6k shares)
2.9%
06
$MA
MASTERCARD INCORPORATED
Q1 2026: New position (8.8k shares)
2.9%
07
$NFLX
NETFLIX INC
Q1 2026: New position (73.0k shares)
2.3%
08
$DHR
DANAHER CORPORATION
Q1 2026: New position (4.5k shares)
2.0%
09
$AAPL
APPLE INC
Q1 2026: New position (611.9k shares)
1.9%
10
$ISRG
INTUITIVE SURGICAL INC
Q1 2026: New position (8.0k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:44 UTC.